CW Advisors LLC Has $25.49 Million Stock Holdings in Procter & Gamble Company (The) $PG

Key Points

• CW Advisors LLC increased its stake in Procter & Gamble by 46.3%, acquiring an additional 47,566 shares, bringing its total holdings to $25.49 million.
• Institutional investors collectively own 65.77% of Procter & Gamble's stock, indicating a strong interest from large financial entities.
• Procter & Gamble recently reported $1.48 EPS for the quarter, surpassing analyst expectations and reflecting a 1.7% increase in revenue year-over-year.

CW Advisors LLC raised its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 46.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 150,240 shares of the company's stock after buying an additional 47,566 shares during the period. CW Advisors LLC's holdings in Procter & Gamble were worth $25,494,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of PG. Northern Trust Corp boosted its holdings in shares of Procter & Gamble by 0.8% in the 1st quarter. Northern Trust Corp now owns 29,644,000 shares of the company's stock valued at $5,051,930,000 after purchasing an additional 248,792 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in shares of Procter & Gamble by 13.0% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 21,480,670 shares of the company's stock valued at $3,660,737,000 after acquiring an additional 2,466,308 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of Procter & Gamble by 3.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 17,405,539 shares of the company's stock valued at $2,966,252,000 after acquiring an additional 583,629 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of Procter & Gamble by 1.2% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 17,090,898 shares of the company's stock valued at $2,911,989,000 after acquiring an additional 208,991 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Procter & Gamble by 15.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 16,274,563 shares of the company's stock valued at $2,728,430,000 after acquiring an additional 2,224,912 shares in the last quarter. Institutional investors own 65.77% of the company's stock.

Insider Activity

In related news, CEO Ma. Fatima Francisco sold 9,100 shares of the company's stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $157.27, for a total value of $1,431,157.00. Following the completion of the transaction, the chief executive officer owned 27,295 shares of the company's stock, valued at approximately $4,292,684.65. This represents a 25.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Marc S. Pritchard sold 9,849 shares of the company's stock in a transaction on Tuesday, August 19th. The stock was sold at an average price of $157.27, for a total transaction of $1,548,952.23. Following the completion of the transaction, the insider directly owned 182,422 shares of the company's stock, valued at $28,689,507.94. This represents a 5.12% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 90,837 shares of company stock worth $14,285,935. Company insiders own 0.18% of the company's stock.

Analyst Upgrades and Downgrades

PG has been the topic of several recent research reports. Barclays set a $164.00 price objective on Procter & Gamble and gave the company an "equal weight" rating in a report on Thursday, July 31st. BNP Paribas reaffirmed an "outperform" rating and set a $177.00 target price on shares of Procter & Gamble in a research report on Friday, August 15th. Erste Group Bank lowered Procter & Gamble from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, April 30th. Citigroup lowered their price objective on Procter & Gamble from $200.00 to $181.00 and set a "buy" rating for the company in a research report on Friday, April 25th. Finally, Redburn Atlantic lowered Procter & Gamble from a "buy" rating to a "neutral" rating and set a $161.00 price objective for the company. in a research report on Thursday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $175.94.

Procter & Gamble Trading Up 0.6%

Shares of PG stock opened at $159.4180 on Thursday. Procter & Gamble Company has a 1 year low of $149.91 and a 1 year high of $180.43. The firm has a fifty day moving average price of $156.91 and a 200-day moving average price of $163.11. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.70 and a quick ratio of 0.49. The company has a market cap of $373.42 billion, a price-to-earnings ratio of 24.49, a PEG ratio of 4.18 and a beta of 0.37.

Procter & Gamble (NYSE:PG - Get Free Report) last issued its quarterly earnings data on Tuesday, July 29th. The company reported $1.48 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.42 by $0.06. Procter & Gamble had a net margin of 18.95% and a return on equity of 32.69%. The firm had revenue of $20.89 billion during the quarter, compared to the consensus estimate of $20.79 billion. During the same quarter in the previous year, the firm posted $1.40 EPS. The company's revenue for the quarter was up 1.7% compared to the same quarter last year. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. As a group, equities analysts predict that Procter & Gamble Company will post 6.91 earnings per share for the current year.

Procter & Gamble Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 15th. Stockholders of record on Friday, July 18th were given a dividend of $1.0568 per share. The ex-dividend date of this dividend was Friday, July 18th. This represents a $4.23 dividend on an annualized basis and a dividend yield of 2.7%. Procter & Gamble's payout ratio is presently 64.82%.

About Procter & Gamble

Procter & Gamble Co engages in the provision of branded consumer packaged goods. It operates through the following segments: Beauty, Grooming, Health Care, Fabric and Home Care, and Baby, Feminine and Family Care. The Beauty segment offers hair, skin, and personal care. The Grooming segment consists of shave care like female and male blades and razors, pre and post shave products, and appliances.

Want to see what other hedge funds are holding PG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Procter & Gamble Company (The) (NYSE:PG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.