Galvin Gaustad & Stein LLC Lowers Holdings in Procter & Gamble Company (The) $PG

Key Points

• Galvin Gaustad & Stein LLC reduced its Procter & Gamble stake by 11.3% in Q4, selling 13,113 shares and leaving it with 103,226 shares valued at about $14.8 million.
• Analysts have trimmed price targets and ratings recently (e.g., Bank of America cut its target to $167; Piper Sandler and TD Cowen lowered targets to around $142), but the consensus remains a Moderate Buy with an average target of $163.89.
• Near‑term risks include Texas consumer‑product probes that now involve P&G and sizable insider selling—insiders sold 348,618 shares worth roughly $55.5 million last quarter—which could weigh on sentiment despite stable fundamentals.

Galvin Gaustad & Stein LLC cut its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 11.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 103,226 shares of the company's stock after selling 13,113 shares during the period. Galvin Gaustad & Stein LLC's holdings in Procter & Gamble were worth $14,793,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Ramsay Stattman Vela & Price Inc. lifted its holdings in Procter & Gamble by 7.1% in the 4th quarter. Ramsay Stattman Vela & Price Inc. now owns 84,572 shares of the company's stock worth $12,120,000 after purchasing an additional 5,590 shares in the last quarter. Assetmark Inc. lifted its holdings in Procter & Gamble by 0.6% in the 4th quarter. Assetmark Inc. now owns 1,372,404 shares of the company's stock worth $196,679,000 after purchasing an additional 8,412 shares in the last quarter. Rede Wealth LLC lifted its holdings in Procter & Gamble by 338.8% in the 4th quarter. Rede Wealth LLC now owns 6,306 shares of the company's stock worth $904,000 after purchasing an additional 4,869 shares in the last quarter. Allen Wealth Management LLC lifted its holdings in Procter & Gamble by 6.0% in the 4th quarter. Allen Wealth Management LLC now owns 4,704 shares of the company's stock worth $674,000 after purchasing an additional 265 shares in the last quarter. Finally, Putney Financial Group LLC lifted its holdings in Procter & Gamble by 47.4% in the 4th quarter. Putney Financial Group LLC now owns 2,281 shares of the company's stock worth $327,000 after purchasing an additional 733 shares in the last quarter. 65.77% of the stock is owned by hedge funds and other institutional investors.

Procter & Gamble News Roundup

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

• Positive Sentiment: Investor rotation into reliable, dividend-bearing consumer names could support PG as investors move away from more volatile AI/tech bets. The "Great Rotation" Out of Artificial Intelligence (AI) Stocks Has Arrived. Here's What Smart Money Is Buying Instead.
• Neutral Sentiment: Management shakeups and weakness at peer Conagra may influence sentiment across packaged-foods stocks but are not specific to PG’s fundamentals; Conagra named John Brase as CEO (effective June 1) and its shares fell on the news. Conagra Brands appoints former JM Smucker exec John Brase as CEO Conagra stock falls after the company names new CEO Conagra Hires John Brase to Replace Sean Connolly as President, CEO Slim Jim Maker Conagra Replacing CEO After 60% Stock Slide
• Negative Sentiment: Reporting notes Texas consumer-product probes now include Procter & Gamble, raising short-term regulatory and reputational risk headlines that can pressure the stock. Lululemon Stock Falls After Texas Opens PFAS Investigation Into Apparel
• Negative Sentiment: Bank of America cut its price target on PG to $167, a visible analyst move that often prompts selling and weighs on intraday sentiment. Bank of America Cuts Procter & Gamble NYSE: PG Price Target to $167.00
• Negative Sentiment: MarketWatch highlighted PG underperforming peers on Monday, reinforcing the narrative of near-term relative weakness in the stock. Procter & Gamble Co. stock underperforms Monday when compared to competitors
• Negative Sentiment: Smaller analyst actions are already showing market impact: coverage noted PG trading down after a recent analyst downgrade. Procter & Gamble NYSE: PG Trading Down 1% Following Analyst Downgrade

Analyst Ratings Changes

A number of research analysts recently commented on the company. Bank of America lowered their price target on Procter & Gamble from $171.00 to $167.00 and set a "buy" rating on the stock in a report on Friday. Piper Sandler reduced their price objective on Procter & Gamble from $150.00 to $142.00 and set a "neutral" rating on the stock in a research note on Wednesday, April 8th. Barclays set a $155.00 price objective on Procter & Gamble in a research note on Friday, January 16th. TD Cowen reduced their price objective on Procter & Gamble from $156.00 to $142.00 and set a "hold" rating on the stock in a research note on Wednesday, April 1st. Finally, Erste Group Bank downgraded Procter & Gamble from a "buy" rating to a "hold" rating in a research note on Tuesday, March 24th. Twelve analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $163.89.

Procter & Gamble Stock Performance

NYSE PG opened at $143.66 on Tuesday. The company has a market cap of $333.87 billion, a P/E ratio of 21.28, a P/E/G ratio of 5.11 and a beta of 0.41. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.51 and a current ratio of 0.72. The business's 50 day moving average price is $152.85 and its 200-day moving average price is $149.15. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $171.65.

Procter & Gamble (NYSE:PG - Get Free Report) last released its earnings results on Friday, January 23rd. The company reported $1.88 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.02. The firm had revenue of $22.21 billion for the quarter, compared to the consensus estimate of $22.36 billion. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.The company's revenue for the quarter was up 1.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.88 EPS. Sell-side analysts predict that Procter & Gamble Company will post 6.91 earnings per share for the current year.

Insider Activity

In other news, insider Balaji Purushothaman sold 12,827 shares of the business's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $160.31, for a total transaction of $2,056,296.37. Following the transaction, the insider owned 12,639 shares of the company's stock, valued at approximately $2,026,158.09. The trade was a 50.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Marc S. Pritchard sold 95,903 shares of the business's stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $151.15, for a total value of $14,495,738.45. Following the transaction, the insider directly owned 182,607 shares in the company, valued at approximately $27,601,048.05. This represents a 34.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 348,618 shares of company stock worth $55,462,643. Company insiders own 0.20% of the company's stock.

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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