EP Wealth Advisors LLC Boosts Stock Holdings in Procter & Gamble Company (The) $PG

Key Points

• EP Wealth Advisors increased its Procter & Gamble stake by 44.5% in the second quarter, adding 66,848 shares to hold 217,039 shares valued at approximately $31.8 million. Institutional investors and hedge funds collectively own 65.77% of PG.
• Procter & Gamble reported quarterly EPS of $1.43, beating estimates, but revenue rose only 1.5% year over year to $21.2 billion and missed expectations; EPS also declined from $1.48 a year earlier.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $161.19, while the company continues to appeal to income investors through its $1.0885 quarterly dividend, representing a roughly 3.0% yield.

EP Wealth Advisors LLC boosted its position in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 44.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 217,039 shares of the company's stock after purchasing an additional 66,848 shares during the period. EP Wealth Advisors LLC's holdings in Procter & Gamble were worth $31,827,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in PG. E Fund Management Hong Kong Co. Ltd. lifted its holdings in shares of Procter & Gamble by 1,000.0% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company's stock valued at $25,000 after buying an additional 150 shares during the period. Park Square Financial Group LLC grew its holdings in Procter & Gamble by 65.1% during the fourth quarter. Park Square Financial Group LLC now owns 180 shares of the company's stock worth $26,000 after acquiring an additional 71 shares during the period. Evolution Wealth Management Inc. raised its position in Procter & Gamble by 1,315.4% in the fourth quarter. Evolution Wealth Management Inc. now owns 184 shares of the company's stock worth $26,000 after acquiring an additional 171 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC purchased a new position in Procter & Gamble in the second quarter worth $26,000. Finally, Litman Gregory Wealth Management LLC acquired a new stake in Procter & Gamble in the fourth quarter valued at $26,000. Institutional investors and hedge funds own 65.77% of the company's stock.

Key Headlines Impacting Procter & Gamble

Here are the key news stories impacting Procter & Gamble this week:

• Positive Sentiment: Brokerages maintain a consensus “Moderate Buy” rating and an average price target of $161.19, above recent trading levels. The coverage includes an RBC “outperform” reiteration and bullish ratings from Jefferies and Wells Fargo. Procter & Gamble Given Average Recommendation of Moderate Buy
• Positive Sentiment: Investor attention is returning to PG’s dividend strength. The company’s quarterly payout of $1.0885 equals approximately $4.35 annually and a 3.0% yield, supporting its appeal as a defensive income holding. Procter & Gamble Dividend Strength Returns to Focus
• Neutral Sentiment: Two insiders sold shares to cover tax-withholding obligations tied to vested equity awards. Because these were not discretionary open-market sales, they provide limited information about management’s outlook. Procter & Gamble Insider Buying and Selling
• Neutral Sentiment: Dividend-investing commentary continues to identify PG as a long-term consumer-staples holding, though a 4.74% 10-year Treasury yield raises the return threshold for owning dividend stocks. Five Dividend Aristocrats to Own for Life
• Negative Sentiment: Chief Accounting Officer Matthew Janzaruk sold 359 shares worth $52,141, reducing his direct holdings by about 22%. The transaction is small, but the non-tax-related sale may add modest pressure to sentiment. Procter & Gamble CAO Stock Sale
• Negative Sentiment: PG’s latest results showed only 1.5% year-over-year revenue growth, revenue below expectations, and lower year-over-year EPS. With the stock valued at roughly 22 times earnings, investors may remain concerned that growth is not strong enough to justify the premium.

Procter & Gamble Price Performance

PG stock opened at $145.27 on Wednesday. The stock's 50 day moving average price is $147.51 and its 200 day moving average price is $148.52. The firm has a market cap of $337.67 billion, a P/E ratio of 21.94, a PEG ratio of 4.52 and a beta of 0.39. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.47 and a current ratio of 0.68. Procter & Gamble Company has a 1 year low of $137.62 and a 1 year high of $167.25.

Procter & Gamble (NYSE:PG - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.02. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The company had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $21.38 billion. During the same quarter last year, the business posted $1.48 earnings per share. Procter & Gamble's revenue was up 1.5% compared to the same quarter last year. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. On average, sell-side analysts expect that Procter & Gamble Company will post 6.98 earnings per share for the current fiscal year.

Procter & Gamble Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Friday, July 24th were given a dividend of $1.0885 per share. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date was Friday, July 24th. Procter & Gamble's dividend payout ratio (DPR) is currently 65.71%.

Analyst Ratings Changes

Several equities research analysts have commented on PG shares. Citigroup decreased their target price on shares of Procter & Gamble from $181.00 to $170.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. HSBC reiterated a "hold" rating and issued a $149.00 price objective (down from $182.00) on shares of Procter & Gamble in a research note on Thursday, July 30th. BMO Capital Markets boosted their price objective on shares of Procter & Gamble from $169.00 to $170.00 and gave the stock an "outperform" rating in a report on Monday, June 29th. Royal Bank Of Canada reaffirmed an "outperform" rating on shares of Procter & Gamble in a report on Wednesday, August 19th. Finally, JPMorgan Chase & Co. reduced their price target on shares of Procter & Gamble from $164.00 to $162.00 and set an "overweight" rating for the company in a research report on Thursday, July 16th. Thirteen research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, Procter & Gamble presently has a consensus rating of "Moderate Buy" and an average price target of $161.19.

Insider Buying and Selling

In other news, CAO Matthew W. Janzaruk sold 359 shares of Procter & Gamble stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $145.24, for a total transaction of $52,141.16. Following the completion of the sale, the chief accounting officer directly owned 1,271 shares in the company, valued at $184,600.04. The trade was a 22.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Susan Street Whaley sold 2,238 shares of the business's stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $143.79, for a total transaction of $321,802.02. Following the completion of the transaction, the insider directly owned 26,989 shares of the company's stock, valued at approximately $3,880,748.31. This represents a 7.66% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 6,627 shares of company stock worth $953,417. 0.20% of the stock is owned by corporate insiders.

Procter & Gamble 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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