Milestone Asset Management LLC Buys Shares of 8,304 Procter & Gamble Company (The) $PG

Key Points

• Milestone Asset Management initiated a new stake of 8,304 Procter & Gamble shares valued at about $1.19M in Q4, and institutional investors now own 65.77% of the company.
• Significant insider selling occurred: CEO Ma. Fatima Francisco sold 5,549 shares (an 84.36% reduction in her holding) and insiders sold 348,618 shares worth ~$55.46M last quarter, leaving insiders with just 0.20% ownership.
• Procter & Gamble raised its quarterly dividend to $1.0885 (annualized $4.35, ~3.0% yield), while analysts have trimmed price targets citing higher input costs (e.g., resin) and the stock trades around $142.81 versus an average target of $162.32.

Milestone Asset Management LLC acquired a new stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 8,304 shares of the company's stock, valued at approximately $1,190,000.

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

Insider Transactions at Procter & Gamble

In related news, insider Susan Street Whaley sold 1,809 shares of the business's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $159.46, for a total value of $288,463.14. Following the completion of the sale, the insider directly owned 30,215 shares of the company's stock, valued at $4,818,083.90. The trade was a 5.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ma. Fatima Francisco sold 5,549 shares of the company's stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $165.29, for a total value of $917,194.21. Following the transaction, the chief executive officer directly owned 1,029 shares in the company, valued at approximately $170,083.41. This trade represents a 84.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 348,618 shares of company stock valued at $55,462,643. 0.20% of the stock is owned by insiders.

Procter & Gamble News Roundup

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

• Positive Sentiment: Management is restructuring priorities under incoming CEO Shailesh Jejurikar and is relaunching Dreft with simplified names and upgraded packaging — a marketing/brand push that can support category momentum. Procter And Gamble Resets Priorities With New CEO And Dreft Overhaul
• Positive Sentiment: Dreft’s product and packaging refresh is intended to make family-focused positioning clearer and may help the baby/laundry category recover share and pricing power. Dreft Simplifies Laundry Care with New Packaging, Renamed Detergents for Every Family Stage
• Positive Sentiment: P&G remains attractive to some commentators — TipRanks notes the stock looks cheaper heading into earnings, implying upside if results beat. That view supports buying interest ahead of the report. Procter & Gamble (PG) Trades Cheap Again. Now Earnings Need to Deliver
• Positive Sentiment: Dividend increases and shareholder-friendly cash returns continue to underpin the stock’s appeal to income investors. 3 Giant Dividend Stocks Raising Payouts With Yields Up to 4% (PG)
• Neutral Sentiment: Management rebuffed a small unsolicited mini-tender offer for 100,000 shares — a governance tidbit that protects investors but has limited market impact. Is The Procter & Gamble Company (PG) Management Justified to Refute Mini-Tender Offer?
• Neutral Sentiment: Company’s Q4 earnings transcript notes the CEO transition (current CEO to Executive Chairman), signaling continuity but also a leadership reset investors will watch. Procter & Gamble (PG) Q4 2025 Earnings Transcript
• Negative Sentiment: BofA cut its price target to $167 citing expectations for higher resin costs (input-cost pressure for certain product packaging), which raises near-term margin risk. The Procter & Gamble Company (PG) Price Target Reduced to $167 by BofA Amid Higher Resin Cost Expectations
• Negative Sentiment: Morgan Stanley trimmed its price target to $166 (still "overweight"), reflecting tempered upside amid cost and demand concerns; analyst cuts have pressured shares. Morgan Stanley Cuts Procter & Gamble Price Target to $166
• Negative Sentiment: Jefferies and other analysts have trimmed price targets (e.g., Jefferies to $175) while highlighting cost pressures ahead of the quarterly report — these revisions have contributed to recent share weakness. Jefferies Financial Group Cuts Procter & Gamble NYSE: PG Price Target to $175.00
• Negative Sentiment: News wires note short-term share declines after analyst downgrades, underscoring sensitivity to guidance and cost commentary ahead of Q3 results. Procter & Gamble NYSE: PG Shares Down 1.4% Following Analyst Downgrade

Procter & Gamble Trading Up 0.3%

Shares of PG stock opened at $142.81 on Thursday. The company has a market cap of $331.89 billion, a P/E ratio of 21.16, a PEG ratio of 5.48 and a beta of 0.41. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $170.99. The stock has a 50 day simple moving average of $150.87 and a two-hundred day simple moving average of $148.74. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.51 and a current ratio of 0.72.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its quarterly earnings data on Friday, January 23rd. The company reported $1.88 EPS for the quarter, topping the consensus estimate of $1.86 by $0.02. Procter & Gamble had a net margin of 19.30% and a return on equity of 32.21%. The company had revenue of $22.21 billion during the quarter, compared to the consensus estimate of $22.36 billion. During the same quarter last year, the firm posted $1.88 EPS. The company's quarterly revenue was up 1.5% on a year-over-year basis. Research analysts forecast that Procter & Gamble Company will post 6.96 earnings per share for the current year.

Procter & Gamble Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 24th will be issued a $1.0885 dividend. The ex-dividend date is Friday, April 24th. This is a positive change from Procter & Gamble's previous quarterly dividend of $1.06. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. Procter & Gamble's dividend payout ratio is 62.67%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on PG shares. TD Cowen decreased their price target on Procter & Gamble from $156.00 to $142.00 and set a "hold" rating for the company in a research note on Wednesday, April 1st. Deutsche Bank Aktiengesellschaft reduced their target price on Procter & Gamble from $171.00 to $162.00 and set a "hold" rating on the stock in a report on Monday, March 30th. The Goldman Sachs Group lowered their price target on shares of Procter & Gamble from $159.00 to $155.00 and set a "neutral" rating for the company in a report on Wednesday, April 8th. Royal Bank Of Canada decreased their price objective on shares of Procter & Gamble from $172.00 to $167.00 and set an "outperform" rating for the company in a research report on Thursday, April 9th. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of Procter & Gamble in a research note on Friday, March 27th. Twelve investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $162.32.

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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