Nwam LLC Has $11.41 Million Stock Position in Procter & Gamble Company (The) $PG

Key Points

• Nwam LLC increased its Procter & Gamble stake by 10.4% in the second quarter, bringing its holdings to 77,827 shares valued at approximately $11.41 million. Institutional investors collectively own 65.77% of PG.
• Procter & Gamble reported quarterly EPS of $1.43, beating estimates, while revenue rose 1.5% year over year to $21.20 billion but fell short of forecasts. The company maintains a quarterly dividend of $1.0885, equivalent to an annualized yield of about 3%.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $161.19 versus the stock’s reported $145.86 price. Recent coverage emphasizes P&G’s defensive consumer-staples profile, dividend record and recovered $100 million in previously paid tariffs.

Nwam LLC increased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 10.4% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 77,827 shares of the company's stock after purchasing an additional 7,350 shares during the period. Nwam LLC's holdings in Procter & Gamble were worth $11,413,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC boosted its stake in shares of 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 period. Taylor Financial Group Inc. increased its holdings in shares of Procter & Gamble by 10.6% during the 1st quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company's stock worth $493,000 after acquiring an additional 277 shares during the last quarter. Sivia Capital Partners LLC raised its stake in Procter & Gamble by 19.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 6,144 shares of the company's stock valued at $979,000 after acquiring an additional 1,016 shares during the period. Auxano Advisors LLC lifted its holdings in Procter & Gamble by 10.8% during the 2nd quarter. Auxano Advisors LLC now owns 7,315 shares of the company's stock valued at $1,165,000 after purchasing an additional 714 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Procter & Gamble by 2.8% during the 2nd 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 last quarter. Institutional investors own 65.77% of the company's stock.

Key Headlines Impacting Procter & Gamble

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

• Positive Sentiment: Tariff recovery improves cash flow: P&G recovered approximately $100 million in tariffs it had previously paid after those charges were ruled illegal. The reimbursement should provide a modest financial benefit and removes some cost pressure. P&G has gotten back $100M in Trump tariffs it paid
• Positive Sentiment: Dividend appeal remains strong: Recent commentary highlights PG’s roughly 3% yield, long record of annual dividend increases and potential for compounding income over time. The stock continues to be viewed as a defensive holding for retirees and long-term dividend investors. Why P&G’s 3% Yield Could Matter More to Long-Term Dividend Investors
• Positive Sentiment: Defensive positioning: Analysts and investing publications continue to recommend P&G as a dependable consumer-staples dividend stock, citing its brand portfolio, productivity efforts, innovation and robust cash returns. The Best Dividend Stock for 2027 and Beyond: Procter & Gamble

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Sanford C. Bernstein reaffirmed a "market perform" rating and set a $149.00 target price on shares of Procter & Gamble in a report on Monday, August 24th. Jefferies Financial Group boosted their price objective on Procter & Gamble from $177.00 to $179.00 and gave the stock a "buy" rating in a report on Friday, June 26th. JPMorgan Chase & Co. lowered their target price on Procter & Gamble from $164.00 to $162.00 and set an "overweight" rating on the stock in a research note on Thursday, July 16th. BMO Capital Markets boosted their price target on Procter & Gamble from $169.00 to $170.00 and gave the company an "outperform" rating in a research note on Monday, June 29th. Finally, Bank of America dropped their target price on Procter & Gamble from $170.00 to $166.00 and set a "buy" rating for the company in a report on Friday, July 10th. Thirteen investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $161.19.

Insiders Place Their Bets

In other Procter & Gamble news, insider Susan Street Whaley sold 2,238 shares of the firm'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 sale, the insider owned 26,989 shares of the company's stock, valued at approximately $3,880,748.31. This trade represents a 7.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Marc S. Pritchard sold 4,030 shares of the business'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 $579,473.70. Following the transaction, the insider directly owned 187,001 shares of the company's stock, valued at $26,888,873.79. This trade represents a 2.11% decrease in their position. 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. Insiders sold 6,627 shares of company stock worth $953,417 over the last three months. Insiders own 0.20% of the company's stock.

Procter & Gamble Stock Performance

NYSE:PG opened at $145.86 on Wednesday. The company has a market cap of $338.78 billion, a price-to-earnings ratio of 22.03, a PEG ratio of 4.47 and a beta of 0.39. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $167.25. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.47 and a current ratio of 0.68. The stock has a fifty day moving average price of $146.96 and a 200-day moving average price of $148.02.

Procter & Gamble (NYSE:PG - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, beating analysts' consensus estimates of $1.41 by $0.02. The business had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.Procter & Gamble's revenue for the quarter was up 1.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.48 earnings per share. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, equities analysts anticipate that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

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

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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