Golden Reserve Retirement LLC Makes New $1.04 Million Investment in Procter & Gamble Company (The) $PG

Key Points

• Golden Reserve Retirement LLC purchased a new stake of 7,226 shares of Procter & Gamble valued at approximately $1.04 million, representing about 0.2% of its portfolio and the fund's 26th-largest holding.
• Procter & Gamble beat Q3 EPS estimates ($1.59 vs. $1.56), reported revenue up 7.4% YoY but slightly below expectations, set FY2026 EPS guidance of 6.83–7.09, and raised the quarterly dividend to $1.0885 ($4.35 annualized, ~2.9% yield).
• Company insiders sold roughly 252,715 shares (~$41M) over the last quarter while institutional investors own about 65.8% of the stock; analysts are split with a consensus "Moderate Buy" price target of $160.24.

Golden Reserve Retirement LLC purchased a new position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 7,226 shares of the company's stock, valued at approximately $1,036,000. Procter & Gamble accounts for about 0.2% of Golden Reserve Retirement LLC's portfolio, making the stock its 26th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Triodos Investment Management BV lifted its position in Procter & Gamble by 7.3% during the 3rd quarter. Triodos Investment Management BV now owns 255,095 shares of the company's stock worth $39,195,000 after acquiring an additional 17,400 shares during the period. Vanguard Group Inc. lifted its position in Procter & Gamble by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 234,630,605 shares of the company's stock worth $36,050,992,000 after acquiring an additional 1,419,322 shares during the period. Strengthening Families & Communities LLC lifted its position in Procter & Gamble by 820.6% during the 3rd quarter. Strengthening Families & Communities LLC now owns 14,803 shares of the company's stock worth $2,308,000 after acquiring an additional 13,195 shares during the period. Heritage Wealth Management Inc. lifted its position in Procter & Gamble by 32.7% during the 3rd quarter. Heritage Wealth Management Inc. now owns 150,814 shares of the company's stock worth $23,173,000 after acquiring an additional 37,198 shares during the period. Finally, Turtle Creek Wealth Advisors LLC lifted its position in Procter & Gamble by 21.5% during the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 84,512 shares of the company's stock worth $12,985,000 after acquiring an additional 14,954 shares during the period. Institutional investors and hedge funds own 65.77% of the company's stock.

Procter & Gamble Stock Performance

Shares of PG stock opened at $148.11 on Friday. The stock has a market cap of $344.21 billion, a PE ratio of 21.94, a price-to-earnings-growth ratio of 5.62 and a beta of 0.41. The business has a 50-day simple moving average of $150.32 and a 200-day simple moving average of $148.70. The company has a quick ratio of 0.51, a current ratio of 0.72 and a debt-to-equity ratio of 0.49. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $170.99.

Procter & Gamble (NYSE:PG - Get Free Report) last issued 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. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.The business had revenue of $21.24 billion during the quarter, compared to analysts' expectations of $21.52 billion. During the same quarter in the previous year, the firm posted $1.54 EPS. The company's revenue for the quarter 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 analysts expect that Procter & Gamble Company will post 6.95 EPS for the current year.

Procter & Gamble Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, April 24th will be paid a $1.0885 dividend. The ex-dividend date is Friday, April 24th. This represents a $4.35 annualized dividend and a dividend yield of 2.9%. This is a boost from Procter & Gamble's previous quarterly dividend of $1.06. Procter & Gamble's dividend payout ratio (DPR) is presently 62.67%.

Insider Transactions at Procter & Gamble

In related news, insider Balaji Purushothaman sold 12,827 shares of Procter & Gamble stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $160.31, for a total value of $2,056,296.37. Following the completion of the transaction, the insider owned 12,639 shares in the company, valued at $2,026,158.09. The trade was a 50.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Gary A. Coombe sold 36,093 shares of Procter & Gamble stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 34,994 shares of the company's stock, valued at approximately $5,680,576.02. This represents a 50.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 252,715 shares of company stock worth $40,966,904 over the last quarter. Company insiders own 0.20% of the company's stock.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: Q3 earnings and core metrics beat expectations — adjusted EPS topped consensus and net sales/organic sales rose year‑over‑year, showing volume-led growth that suggests improving consumer demand. Business Wire: Q3 Results
• Positive Sentiment: Beauty and premium brands outperformed (e.g., SK‑II growth), supporting higher-margin mix and contributing to market‑share gains cited by management. Reuters: Beauty Demand Strength
• Positive Sentiment: Unusually heavy call-option buying and positive analyst notes pre/post‑release amplified buying momentum, signaling increased bullish positioning from traders and some brokers. (Options volume spike reported in market coverage.)
• Neutral Sentiment: Management reiterated fiscal‑2026 guidance (EPS range ~6.83–7.09) and maintained its outlook — that gives reassurance on the plan but leaves upside capped until guidance is raised. P&G Press Release / Slides
• Negative Sentiment: P&G disclosed a roughly $150 million hit to annual profits from Middle East disruptions (higher energy/logistics/input costs), a tangible near‑term headwind that pressure margins and could constrain FY earnings. Benzinga: $150M Hit
• Negative Sentiment: Some sell‑side desks trimmed price targets and highlighted input-cost risks (resin, energy), which tempers upside and keeps valuation scrutiny on the stock. MarketScreener: PT Adjustments

Analysts Set New Price Targets

A number of analysts have commented on PG shares. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Procter & Gamble in a research report on Friday, March 27th. The Goldman Sachs Group decreased their price objective on Procter & Gamble from $159.00 to $155.00 and set a "neutral" rating for the company in a report on Wednesday, April 8th. UBS Group decreased their price objective on Procter & Gamble from $170.00 to $166.00 and set a "buy" rating for the company in a report on Tuesday, April 7th. TD Cowen decreased their price objective on Procter & Gamble from $156.00 to $142.00 and set a "hold" rating for the company in a report on Wednesday, April 1st. Finally, Royal Bank Of Canada decreased their price objective on Procter & Gamble from $172.00 to $167.00 and set an "outperform" rating for the company in a report on Thursday, April 9th. Ten investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $160.24.

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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