LMG Wealth Partners LLC Has $605,000 Holdings in Procter & Gamble Company (The) $PG

Key Points

• LMG Wealth Partners LLC cut its stake in Procter & Gamble by 77.9% in Q4, selling 14,860 shares and leaving 4,222 shares valued at about $605,000.
• Insider selling has been heavy: Chairman Jon R. Moeller sold 162,232 shares for roughly $26.35 million (a 33.68% reduction in his holding), and insiders disposed of 252,715 shares worth about $40.97 million over the past 90 days.
• P&G beat quarterly EPS estimates ($1.59 vs. $1.56), reported revenue up 7.4% to $21.24 billion, set FY2026 EPS guidance of $6.83–$7.09, and raised the quarterly dividend to $1.0885 (annualized $4.35, ~3.0% yield).

LMG Wealth Partners LLC lessened its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 77.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,222 shares of the company's stock after selling 14,860 shares during the period. LMG Wealth Partners LLC's holdings in Procter & Gamble were worth $605,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Maseco LLP acquired a new stake in shares of Procter & Gamble in the 4th quarter worth about $28,000. Saranac Partners Ltd bought a new stake in Procter & Gamble in the 3rd quarter worth about $30,000. Corundum Trust Company INC bought a new stake in Procter & Gamble in the 3rd quarter worth about $32,000. Caitlin John LLC bought a new stake in Procter & Gamble in the 3rd quarter worth about $34,000. Finally, Marquette Asset Management LLC bought a new stake in Procter & Gamble in the 3rd quarter worth about $37,000. Institutional investors and hedge funds own 65.77% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on PG shares. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $163.00 price objective on shares of Procter & Gamble in a research report on Monday. Rothschild & Co Redburn reduced their price objective 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. Dbs Bank raised shares of Procter & Gamble from a "hold" rating to a "buy" rating in a research report on Friday, January 23rd. Wells Fargo & Company lifted their target price on Procter & Gamble from $158.00 to $164.00 and gave the stock an "overweight" rating in a research note on Monday. Finally, TD Cowen lifted their target price on Procter & Gamble from $142.00 to $150.00 and gave the stock a "hold" rating in a research note on Monday, April 27th. Eleven analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $161.06.

Insider Activity

In other news, Chairman Jon R. Moeller sold 162,232 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $162.45, for a total transaction of $26,354,588.40. Following the completion of the transaction, the chairman directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Moses Victor Javier Aguilar sold 15,169 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $162.28, for a total transaction of $2,461,625.32. Following the completion of the transaction, the insider directly owned 44,735 shares of the company's stock, valued at approximately $7,259,595.80. This trade represents a 25.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 252,715 shares of company stock worth $40,966,904. 0.20% of the stock is owned by insiders.

Procter & Gamble Stock Up 0.2%

Procter & Gamble stock opened at $147.44 on Friday. Procter & Gamble Company has a twelve month low of $137.62 and a twelve month high of $170.99. The firm has a 50 day moving average price of $149.44 and a 200-day moving average price of $148.62. The company has a market capitalization of $343.34 billion, a P/E ratio of 21.56, a P/E/G ratio of 6.30 and a beta of 0.41. The company has a quick ratio of 0.53, a current ratio of 0.73 and a debt-to-equity ratio of 0.44.

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

Procter & Gamble Increases Dividend

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

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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