CX Institutional Increases Position in Procter & Gamble Company (The) $PG

Key Points

• CX Institutional increased its stake in Procter & Gamble by 61.8%, buying 44,172 shares to hold 115,677 shares valued at about $16.58 million at quarter-end.
• Insiders have been net sellers recently — executives sold a total of 252,715 shares (~$40.97M) over the past 90 days, including CEO Gary A. Coombe (36,093 shares); insiders now own only 0.20% of the stock.
• Procter & Gamble raised its quarterly dividend to $1.0885 (annualized $4.35, ~3.0% yield) and reported quarterly EPS of $1.59 (vs. $1.56 consensus), while guiding FY2026 EPS to 6.830–7.090 and carrying an average analyst price target near $161.

CX Institutional grew its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 61.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 115,677 shares of the company's stock after buying an additional 44,172 shares during the period. CX Institutional's holdings in Procter & Gamble were worth $16,578,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in PG. Vanguard Group Inc. raised its holdings in shares of Procter & Gamble by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 237,459,756 shares of the company's stock valued at $34,030,358,000 after buying an additional 2,829,151 shares during the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Procter & Gamble by 100.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 5,460,939 shares of the company's stock valued at $782,607,000 after buying an additional 2,741,924 shares during the last quarter. Amundi raised its holdings in shares of Procter & Gamble by 26.3% in the third quarter. Amundi now owns 10,682,455 shares of the company's stock valued at $1,606,748,000 after buying an additional 2,222,560 shares during the last quarter. Franklin Resources Inc. raised its holdings in shares of Procter & Gamble by 8.3% in the third quarter. Franklin Resources Inc. now owns 22,850,345 shares of the company's stock valued at $3,510,955,000 after buying an additional 1,752,481 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in shares of Procter & Gamble in the third quarter valued at about $252,853,000. 65.77% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Procter & Gamble

In other news, CEO Gary A. Coombe sold 36,093 shares of the firm's stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $162.33, for a total value of $5,858,976.69. Following the transaction, the chief executive officer owned 34,994 shares of the company's stock, valued at approximately $5,680,576.02. This trade represents a 50.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Ma. Fatima Francisco sold 8,000 shares of the firm's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $158.00, for a total transaction of $1,264,000.00. Following the completion of the transaction, the chief executive officer directly owned 6,571 shares in the company, valued at approximately $1,038,218. This represents a 54.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 252,715 shares of company stock valued at $40,966,904 over the last 90 days. 0.20% of the stock is currently owned by insiders.

Procter & Gamble Stock Up 0.2%

PG stock opened at $147.44 on Friday. The company's 50 day simple moving average is $149.44 and its 200-day simple moving average is $148.62. The firm has a market capitalization of $343.34 billion, a PE ratio of 21.56, a P/E/G ratio of 6.31 and a beta of 0.41. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $170.99. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.73 and a quick ratio of 0.53.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its quarterly earnings data on Friday, April 24th. The company reported $1.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.56 by $0.03. The business had revenue of $21.24 billion for the quarter, compared to the consensus estimate of $21.52 billion. Procter & Gamble had a net margin of 19.16% and a return on equity of 32.00%. The company's quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.54 earnings per share. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. Equities analysts expect that Procter & Gamble Company will post 6.92 earnings per share for the current fiscal year.

Procter & Gamble Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 24th will be paid a dividend of $1.0885 per share. This is an increase from Procter & Gamble's previous quarterly dividend of $1.06. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend is Friday, April 24th. Procter & Gamble's payout ratio is 63.60%.

Analyst Upgrades and Downgrades

PG has been the subject of several analyst reports. Evercore set a $162.00 price target on shares of Procter & Gamble in a report on Monday, April 27th. Jefferies Financial Group cut their price target on shares of Procter & Gamble from $179.00 to $175.00 and set a "buy" rating for the company in a report on Monday, April 20th. Raymond James Financial cut their price target on shares of Procter & Gamble from $175.00 to $170.00 and set an "outperform" rating for the company in a report on Tuesday, April 14th. Bank of America cut their price target on shares of Procter & Gamble from $171.00 to $167.00 and set a "buy" rating for the company in a report on Friday, April 10th. Finally, Piper Sandler upped their target price on shares of Procter & Gamble from $142.00 to $145.00 and gave the stock a "neutral" rating in a research report on Friday, April 24th. Eleven investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $161.06.

Procter & Gamble Company Profile

Procter & Gamble NYSE: PG is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world's largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.

P&G's product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.

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