Procter & Gamble Company (The) $PG is BCS Wealth Management's 4th Largest Position

Key Points

• BCS Wealth Management boosted its stake in Procter & Gamble by 1,765.4% in Q4 to 192,562 shares worth $27.6M, making PG about 2.8% of its portfolio and its fourth-largest position.
• P&G’s board raised the quarterly dividend to $1.0885/share and the company is highlighting an AI-driven supply-chain project with OMP while its Beauty segment grew ~4%, though Baby Care is facing inventory headwinds.
• Analysts are mixed but the consensus is a “Moderate Buy” with an average price target of $163.16; institutional investors own ~65.8% of the stock and insiders sold 348,618 shares (~$55.5M) in the last quarter.

BCS Wealth Management increased its stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 1,765.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 192,562 shares of the company's stock after acquiring an additional 182,239 shares during the period. Procter & Gamble comprises approximately 2.8% of BCS Wealth Management's portfolio, making the stock its 4th largest position. BCS Wealth Management's holdings in Procter & Gamble were worth $27,596,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Trilogy Capital Inc. grew its position in Procter & Gamble by 1.1% in the fourth quarter. Trilogy Capital Inc. now owns 6,289 shares of the company's stock worth $901,000 after acquiring an additional 67 shares in the last quarter. Emprise Bank grew its position in Procter & Gamble by 2.5% in the third quarter. Emprise Bank now owns 2,766 shares of the company's stock worth $425,000 after acquiring an additional 68 shares in the last quarter. Affiance Financial LLC grew its position in Procter & Gamble by 2.5% in the third quarter. Affiance Financial LLC now owns 2,803 shares of the company's stock worth $431,000 after acquiring an additional 69 shares in the last quarter. Beech Hill Advisors Inc. grew its position in Procter & Gamble by 0.5% in the fourth quarter. Beech Hill Advisors Inc. now owns 14,238 shares of the company's stock worth $2,040,000 after acquiring an additional 70 shares in the last quarter. Finally, Dominguez Wealth Management Solutions Inc. lifted its stake in Procter & Gamble by 0.3% in the third quarter. Dominguez Wealth Management Solutions Inc. now owns 20,464 shares of the company's stock worth $3,144,000 after purchasing an additional 71 shares during the last quarter. 65.77% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have weighed in on the stock. UBS Group lowered their price target on shares of Procter & Gamble from $170.00 to $166.00 and set a "buy" rating for the company in a research note on Tuesday, April 7th. TD Cowen lowered their price target on shares of Procter & Gamble from $156.00 to $142.00 and set a "hold" rating for the company in a research note on Wednesday, April 1st. Jefferies Financial Group raised shares of Procter & Gamble from a "hold" rating to a "buy" rating and boosted their price target for the stock from $156.00 to $179.00 in a research note on Tuesday, December 16th. 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 research note on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on shares of Procter & Gamble from $171.00 to $162.00 and set a "hold" rating for the company in a research note on Monday, March 30th. Twelve analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $163.16.

Procter & Gamble News Roundup

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

• Positive Sentiment: P&G’s board raised the quarterly dividend (to $1.0885/share), extending its dividend-growth streak—a clear positive for income and defensive-income investors. P&G Declares Dividend Increase for April 2026
• Positive Sentiment: P&G is showcasing an AI-driven, decision-centric supply-chain project with OMP at Gartner’s symposium — potential for faster decisions, lower inventory costs and better in-market availability over time. P&G and OMP Showcase the Path to Autonomous, Decision-Centric Planning
• Positive Sentiment: Beauty segment showing ~4% growth driven by premium innovation — a near-term revenue/ margin bright spot that supports upside vs. slower categories. Procter & Gamble's Beauty Strength vs. Baby Care Weakness
• Neutral Sentiment: Analysts remain mixed: some firms trimmed price targets but kept favorable ratings (e.g., Raymond James cut its PT to $170 but kept Outperform), signaling confidence in P&G’s long-term profile despite near-term caution. Raymond James adjusts price target
• Negative Sentiment: Baby Care is underperforming due to inventory headwinds, which pressured revenue in the category and could slow near-term top-line momentum until channel destocking eases. Beauty vs Baby Care analysis
• Negative Sentiment: Barclays and other shops trimmed price targets and ratings (Barclays to $146/equal weight; Piper Sandler cut its PT), reflecting reduced upside expectations and exerting downward pressure on sentiment. Barclays price target cut
• Negative Sentiment: Media reports note Texas consumer-product probes (PFAS inquiries) have touched the sector and referenced P&G in broader coverage — a reputational/regulatory risk to monitor. PFAS investigation coverage

Procter & Gamble Stock Performance

Shares of NYSE:PG opened at $144.39 on Wednesday. The company has a market cap of $335.56 billion, a price-to-earnings ratio of 21.39, a price-to-earnings-growth ratio of 5.48 and a beta of 0.41. The company has a 50-day moving average price of $152.63 and a 200-day moving average price of $149.09. The company has a current ratio of 0.72, a quick ratio of 0.51 and a debt-to-equity ratio of 0.49. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $171.65.

Procter & Gamble (NYSE:PG - Get Free Report) last issued its quarterly earnings data on Friday, January 23rd. The company reported $1.88 EPS for the quarter, beating the consensus estimate of $1.86 by $0.02. The firm had revenue of $22.21 billion during the quarter, compared to the consensus estimate of $22.36 billion. Procter & Gamble had a net margin of 19.30% and a return on equity of 32.21%. The company's quarterly revenue was up 1.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.88 earnings per share. As a group, equities analysts anticipate that Procter & Gamble Company will post 6.91 EPS for the current year.

Insider Activity

In other news, insider Balaji Purushothaman sold 12,827 shares of the company's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $160.31, for a total transaction of $2,056,296.37. Following the completion of the transaction, the insider directly owned 12,639 shares of the company's stock, valued at approximately $2,026,158.09. This represents a 50.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Gary A. Coombe sold 36,093 shares of the company's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $162.33, for a total transaction of $5,858,976.69. Following the transaction, the chief executive officer directly owned 34,994 shares of the company's stock, valued at approximately $5,680,576.02. This trade represents a 50.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 corporate insiders.

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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