Fifth Third Bancorp Reduces Holdings in Procter & Gamble Company (The) $PG

Key Points

• Fifth Third Bancorp trimmed its stake in Procter & Gamble by 4.9% in Q4, selling 107,256 shares to end the quarter with 2,090,971 shares valued at about $299.66 million, making PG its 20th-largest holding and ~1.0% of Fifth Third’s portfolio.
• Insiders have been net sellers: company insiders disposed of 252,715 shares worth roughly $40.97 million over the last three months, including Chairman Jon R. Moeller’s sale of 162,232 shares (~$26.35 million), a 33.7% cut to his stake.
• Operational and shareholder updates: P&G beat quarterly EPS estimates ($1.59 vs. $1.56), set FY2026 guidance of $6.83–$7.09 EPS, and raised its quarterly dividend to $1.0885 ($4.35 annualized, ~3.0% yield).

Fifth Third Bancorp decreased its position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 4.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 2,090,971 shares of the company's stock after selling 107,256 shares during the quarter. Procter & Gamble makes up 1.0% of Fifth Third Bancorp's investment portfolio, making the stock its 20th largest position. Fifth Third Bancorp owned approximately 0.09% of Procter & Gamble worth $299,657,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in Procter & Gamble by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 237,459,756 shares of the company's stock worth $34,030,358,000 after purchasing an additional 2,829,151 shares during the period. Assenagon Asset Management S.A. lifted its stake in shares of Procter & Gamble by 100.8% during the 4th 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 in the last quarter. Amundi lifted its stake in shares of Procter & Gamble by 26.3% during the 3rd 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 in the last quarter. Franklin Resources Inc. boosted its holdings in Procter & Gamble by 8.3% in the 3rd quarter. Franklin Resources Inc. now owns 22,850,345 shares of the company's stock worth $3,510,955,000 after buying an additional 1,752,481 shares during the period. Finally, Danske Bank A S bought a new stake in Procter & Gamble during the 3rd quarter valued at $252,853,000. 65.77% of the stock is currently owned by institutional investors.

Key Procter & Gamble News

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

• Positive Sentiment: UBS raised its price target to $172 (from $166) and kept a Buy rating, highlighting continued confidence in P&G’s positioning among consumer staples — a clear positive for near-term investor sentiment. Procter & Gamble (PG): The Best Consumer Staples Stock to Invest In
• Positive Sentiment: TD Cowen raised its price recommendation to $150 (from $142) while maintaining a Hold — another incremental boost to investor outlook and a signal that some analysts see valuation upside. The Procter & Gamble Company (PG) – Among the 10 Best Large Cap Dividend Growth Stocks to Invest in
• Positive Sentiment: Procter & Gamble Health recorded a ₹32 crore gain from a Mumbai property sale — a small, one-time cash benefit that marginally supports local earnings/cash flow in India. Procter & Gamble Health Books ₹32 Crore Gain From Mumbai Property Sale
• Neutral Sentiment: New product/marketing activity: Gillette Venus launched the Smoothguard campaign targeting intimate grooming, a move toward younger, socially conscious consumers that supports medium-term category expansion but is unlikely to move near-term results materially. Venus Smoothguard Highlights P&G Push Into Targeted Grooming And Growth
• Negative Sentiment: Erste Group trimmed its FY2026 and FY2027 EPS forecasts (small downward revisions), and retains a Hold — analyst estimate cuts add pressure to sentiment and can cap upside if other shops follow.
• Negative Sentiment: P&G is reported to be under pressure from a Russell 1000 index rebalancing shift, which can create short-term selling flows as funds adjust holdings. Procter & Gamble Under Pressure In Russell 1000 Shift

Insiders Place Their Bets

In other news, Chairman Jon R. Moeller sold 162,232 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $162.45, for a total value of $26,354,588.40. Following the transaction, the chairman owned 319,385 shares of the company's stock, valued at $51,884,093.25. This represents a 33.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Moses Victor Javier Aguilar sold 15,169 shares of the firm's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $162.28, for a total transaction of $2,461,625.32. Following the sale, the insider owned 44,735 shares in the company, valued at approximately $7,259,595.80. This trade represents a 25.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 252,715 shares of company stock valued at $40,966,904 over the last three months. Corporate insiders own 0.20% of the company's stock.

Procter & Gamble Trading Up 0.6%

Shares of PG stock opened at $147.27 on Friday. The company has a market capitalization of $342.93 billion, a PE ratio of 21.53, a price-to-earnings-growth ratio of 6.27 and a beta of 0.41. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $170.99. The business's fifty day moving average is $149.44 and its 200 day moving average is $148.62. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.53 and a current ratio of 0.73.

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

Procter & Gamble Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, April 24th will be given a $1.0885 dividend. This represents a $4.35 annualized dividend and a dividend yield of 3.0%. This is a positive change from Procter & Gamble's previous quarterly dividend of $1.06. The ex-dividend date is Friday, April 24th. Procter & Gamble's dividend payout ratio (DPR) is currently 63.60%.

Wall Street Analysts Forecast Growth

PG has been the subject of a number of analyst reports. BNP Paribas Exane cut their price target on Procter & Gamble from $172.00 to $165.00 and set an "outperform" rating for the company in a report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $163.00 price objective on shares of Procter & Gamble in a report on Monday. Erste Group Bank downgraded Procter & Gamble from a "buy" rating to a "hold" rating in a research note on Tuesday, March 24th. Weiss Ratings reiterated a "hold (c)" rating on shares of Procter & Gamble in a research report on Friday, March 27th. Finally, Evercore set a $162.00 price target on shares of Procter & Gamble in a report on Monday. Eleven analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $161.06.

About Procter & Gamble

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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