Integrated Wealth Concepts LLC Grows Stock Holdings in Procter & Gamble Company (The) $PG

Key Points

• Integrated Wealth Concepts LLC increased its Procter & Gamble stake by 23.3% in the second quarter, adding 44,066 shares to hold 233,351 shares worth approximately $34.2 million. Institutional investors collectively own 65.77% of PG.
• Procter & Gamble reported quarterly EPS of $1.43, slightly above estimates, but revenue of $21.20 billion fell short of expectations. Analysts remain moderately bullish, with a consensus price target of $161.19, though some cite limited growth and potential fiscal 2027 headwinds from costs and foreign exchange.
• PG offers a quarterly dividend of $1.0885, equivalent to an annualized $4.35 and a 3.0% yield. Shares opened at $145.59, with a market capitalization of about $338.2 billion and a P/E ratio near 22.

Integrated Wealth Concepts LLC grew its position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 23.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 233,351 shares of the company's stock after purchasing an additional 44,066 shares during the quarter. Integrated Wealth Concepts LLC's holdings in Procter & Gamble were worth $34,219,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Procter & Gamble by 51.5% during the fourth quarter. Brighton Jones LLC now owns 40,068 shares of the company's stock valued at $6,717,000 after buying an additional 13,617 shares during the last quarter. Taylor Financial Group Inc. boosted its holdings in Procter & Gamble by 10.6% during the 1st quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company's stock valued at $493,000 after acquiring an additional 277 shares during the period. Sivia Capital Partners LLC grew its position in Procter & Gamble by 19.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 6,144 shares of the company's stock worth $979,000 after acquiring an additional 1,016 shares during the last quarter. Auxano Advisors LLC grew its position in Procter & Gamble by 10.8% during the 2nd quarter. Auxano Advisors LLC now owns 7,315 shares of the company's stock worth $1,165,000 after acquiring an additional 714 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Procter & Gamble by 2.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 30,182 shares of the company's stock worth $4,809,000 after purchasing an additional 809 shares during the period. Institutional investors own 65.77% of the company's stock.

Procter & Gamble News Summary

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

• Positive Sentiment: P&G remains a Dividend King, having increased its dividend for roughly seven decades. Fiscal 2026 revenue reportedly rose 3% to more than $87 billion, while Moody’s moved its credit outlook to positive, supporting confidence in the company’s balance sheet and shareholder-return capacity. 1 Stat That Makes Procter & Gamble Hard to Ignore This September
• Neutral Sentiment: PG continues to attract attention as a defensive consumer-staples investment and income stock. However, comparisons with other defensive blue chips highlight that safety alone has not guaranteed superior returns. Which Defensive Stock Has Dominated in 2026
• Negative Sentiment: Analysts warn that rising input costs, unfavorable foreign-exchange movements and other pressures could create an estimated $1.4 billion after-tax earnings headwind in fiscal 2027. The concern is especially significant because P&G’s latest quarter beat on earnings but missed revenue expectations, reinforcing questions about underlying growth. Procter & Gamble Margins Under Pressure
• Negative Sentiment: Jim Cramer described P&G as having little or no growth, a criticism that could weigh on the stock’s valuation near 22 times earnings. Investors appear increasingly focused on whether dependable dividends can compensate for sluggish sales and earnings expansion. Jim Cramer Discusses Procter & Gamble Valuation and Growth

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on PG shares. HSBC reissued a "hold" rating and set a $149.00 price objective (down from $182.00) on shares of Procter & Gamble in a research note on Thursday, July 30th. Jefferies Financial Group upped their price target on shares of Procter & Gamble from $177.00 to $179.00 and gave the company a "buy" rating in a report on Friday, June 26th. Barclays raised their price target on shares of Procter & Gamble from $146.00 to $152.00 and gave the stock an "equal weight" rating in a report on Tuesday, July 21st. Argus downgraded shares of Procter & Gamble from a "buy" rating to a "hold" rating in a research note on Friday, August 7th. Finally, Sanford C. Bernstein reiterated a "market perform" rating and set a $149.00 target price on shares of Procter & Gamble in a report on Monday, August 24th. Thirteen analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $161.19.

Procter & Gamble Stock Down 0.6%

Shares of Procter & Gamble stock opened at $145.59 on Wednesday. The company has a current ratio of 0.68, a quick ratio of 0.47 and a debt-to-equity ratio of 0.43. The company's fifty day simple moving average is $146.71 and its two-hundred day simple moving average is $147.56. The company has a market cap of $338.16 billion, a P/E ratio of 21.99, a PEG ratio of 3.64 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.

Procter & Gamble (NYSE:PG - Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, topping the consensus estimate of $1.41 by $0.02. The firm had revenue of $21.20 billion during the quarter, compared to analysts' expectations of $21.38 billion. Procter & Gamble had a net margin of 18.44% and a return on equity of 31.36%. The company's quarterly revenue was up 1.5% compared to the same quarter last year. During the same period last year, the company posted $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Research analysts anticipate that Procter & Gamble Company will post 6.99 EPS for the current year.

Procter & Gamble Announces Dividend

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

Insider Buying and Selling at Procter & Gamble

In related news, insider Marc S. Pritchard sold 4,030 shares of Procter & Gamble stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $143.79, for a total transaction of $579,473.70. Following the sale, the insider directly owned 187,001 shares in the company, valued at $26,888,873.79. The trade was a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Susan Whaley sold 2,238 shares of the company's stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $143.79, for a total value of $321,802.02. Following the completion of the sale, the insider directly owned 26,989 shares in the company, valued at approximately $3,880,748.31. The trade was a 7.66% decrease in their ownership of the stock. 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 three months, insiders have sold 6,627 shares of company stock valued at $953,417. 0.23% of the stock is currently owned by corporate insiders.

Procter & Gamble Profile

Procter & Gamble Company is a global consumer products company that develops, manufactures and markets branded products used in households and personal care. Its portfolio spans beauty, grooming, health care, fabric and home care, and family care products.

The company's brands include Tide, Ariel, Downy, Dawn, Febreze, Bounty, Charmin, Pampers, Gillette, Oral-B, Crest, Head & Shoulders, Olay and Pantene. These products are sold through retailers, e-commerce platforms and other distribution channels.

Procter & Gamble was founded in Cincinnati in 1837 by William Procter and James Gamble.

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