HFR Wealth Management LLC Increases Stake in Procter & Gamble Company (The) $PG

Key Points

• HFR Wealth Management LLC boosted its Procter & Gamble stake by 42.5% in the fourth quarter, bringing its position to 102,334 shares valued at about $14.7 million.
• Procter & Gamble reported solid quarterly results, with EPS of $1.59 beating expectations, while revenue rose 7.4% year over year to $21.24 billion. The company also issued FY 2026 EPS guidance of 6.83 to 7.09.
• P&G increased its quarterly dividend to $1.0885 per share, up from $1.06, implying an annualized dividend of $4.35 and a yield of about 3.0%.

HFR Wealth Management LLC lifted its stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 42.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 102,334 shares of the company's stock after purchasing an additional 30,517 shares during the quarter. Procter & Gamble comprises about 3.5% of HFR Wealth Management LLC's portfolio, making the stock its 12th largest holding. HFR Wealth Management LLC's holdings in Procter & Gamble were worth $14,665,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. E Fund Management Hong Kong Co. Ltd. raised its position in Procter & Gamble by 1,000.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company's stock worth $25,000 after buying an additional 150 shares during the last quarter. Park Square Financial Group LLC raised its position in Procter & Gamble by 65.1% during the 4th quarter. Park Square Financial Group LLC now owns 180 shares of the company's stock worth $26,000 after buying an additional 71 shares during the last quarter. Evolution Wealth Management Inc. raised its position in Procter & Gamble by 1,315.4% during the 4th quarter. Evolution Wealth Management Inc. now owns 184 shares of the company's stock worth $26,000 after buying an additional 171 shares during the last quarter. Maseco LLP purchased a new position in Procter & Gamble during the 4th quarter worth approximately $28,000. Finally, Saranac Partners Ltd purchased a new position in Procter & Gamble during the 3rd quarter worth approximately $30,000. 65.77% of the stock is owned by hedge funds and other institutional investors.

Procter & Gamble News Summary

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

• Positive Sentiment: Investors bought an unusually large number of PG call options, suggesting rising bets that the stock could keep climbing in the near term.
• Positive Sentiment: Procter & Gamble highlighted community and brand-building efforts, including Old Spice’s partnership with Walmart and Big Brothers Big Sisters of Miami, which may support consumer goodwill and brand visibility. Article Title
• Positive Sentiment: P&G also announced a disaster-response fleet expansion with Walmart and Matthew 25: Ministries, reinforcing the company’s social-impact reputation and broader partnership network. Article Title
• Neutral Sentiment: P&G is scheduled to webcast a presentation at the Evercore Consumer and Retail Conference on June 10, which keeps investors focused on management commentary but does not by itself change fundamentals. Article Title
• Neutral Sentiment: Several articles discussed PG as a dividend and valuation name, but these were broader investor commentary pieces rather than company-specific catalysts.

Wall Street Analysts Forecast Growth

PG has been the subject of a number of recent research reports. TD Cowen raised their price target on shares of Procter & Gamble from $142.00 to $150.00 and gave the stock a "hold" rating in a research report on Monday, April 27th. Rothschild & Co Redburn reduced their price target on shares of Procter & Gamble from $157.00 to $155.00 and set a "neutral" rating for the company in a research report on Monday, April 27th. Morgan Stanley reduced their price target on shares of Procter & Gamble from $175.00 to $166.00 and set an "overweight" rating for the company in a research report on Wednesday, April 22nd. Barclays reduced their price target on shares of Procter & Gamble from $155.00 to $146.00 and set an "equal weight" rating for the company in a research report on Tuesday, April 14th. Finally, UBS Group raised their price objective on shares of Procter & Gamble from $166.00 to $172.00 and gave the stock a "buy" rating in a research note on Monday, April 27th. Eleven analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $161.06.

Procter & Gamble Price Performance

Shares of NYSE PG opened at $146.53 on Monday. The stock has a market capitalization of $341.20 billion, a price-to-earnings ratio of 21.42, a PEG ratio of 6.29 and a beta of 0.39. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $167.25. The firm's 50 day simple moving average is $144.18 and its 200-day simple moving average is $147.70. 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 issued its quarterly earnings data on Friday, April 24th. The company reported $1.59 EPS for the quarter, topping analysts' consensus estimates of $1.56 by $0.03. The business had revenue of $21.24 billion for the quarter, compared to analysts' expectations of $21.52 billion. Procter & Gamble had a net margin of 19.16% and a return on equity of 32.00%. The business's revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the company earned $1.54 EPS. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. Analysts expect that Procter & Gamble Company will post 6.91 EPS for the current year.

Procter & Gamble Increases Dividend

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

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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