Procter & Gamble Company (The) $PG Shares Bought by KMG Fiduciary Partners LLC

Key Points

• KMG Fiduciary Partners increased its Procter & Gamble stake by 11.7% in the second quarter, bringing its holdings to 102,937 shares valued at approximately $15.1 million. Institutional investors collectively own 65.77% of PG.
• Procter & Gamble reported quarterly EPS of $1.43, beating estimates of $1.41, while revenue rose 1.5% year over year to $21.2 billion but fell short of forecasts.
• The company declared a quarterly dividend of $1.0885, equivalent to an annualized yield of about 3.0%. Analysts maintain a “Moderate Buy” consensus with an average price target of $161.52, though some cite tariff, margin, guidance, and acquisition risks.

KMG Fiduciary Partners LLC boosted its stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 11.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 102,937 shares of the company's stock after purchasing an additional 10,790 shares during the period. Procter & Gamble makes up about 1.4% of KMG Fiduciary Partners LLC's investment portfolio, making the stock its 21st biggest holding. KMG Fiduciary Partners LLC's holdings in Procter & Gamble were worth $15,095,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in the stock. Carson Advisory Inc. boosted its position in shares of Procter & Gamble by 0.5% in the fourth quarter. Carson Advisory Inc. now owns 12,124 shares of the company's stock worth $1,738,000 after buying an additional 65 shares during the period. Cary Street Partners Investment Advisory LLC lifted its position in Procter & Gamble by 1.8% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,829 shares of the company's stock worth $549,000 after acquiring an additional 67 shares in the last quarter. Lorne Steinberg Wealth Management Inc. lifted its position in Procter & Gamble by 2.7% during the 4th quarter. Lorne Steinberg Wealth Management Inc. now owns 2,623 shares of the company's stock worth $376,000 after acquiring an additional 68 shares in the last quarter. Grant Street Asset Management Inc. boosted its holdings in Procter & Gamble by 2.7% in the 4th quarter. Grant Street Asset Management Inc. now owns 2,627 shares of the company's stock worth $376,000 after acquiring an additional 69 shares during the period. Finally, Cowa LLC grew its position in Procter & Gamble by 2.4% in the fourth quarter. Cowa LLC now owns 2,985 shares of the company's stock valued at $428,000 after acquiring an additional 70 shares in the last quarter. 65.77% of the stock is owned by hedge funds and other institutional investors.

Procter & Gamble Trading Up 0.3%

NYSE PG opened at $146.17 on Tuesday. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $167.25. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.68 and a quick ratio of 0.47. The company has a market capitalization of $339.76 billion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 4.49 and a beta of 0.39. The company's fifty day moving average price is $147.97 and its two-hundred day moving average price is $149.01.

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

Procter & Gamble Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 24th will be 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 is Friday, July 24th. Procter & Gamble's dividend payout ratio (DPR) is 65.71%.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: Recent commentary describes P&G as a potential “unexpected growth” story, highlighting beauty products, innovation, artificial intelligence applications, and operating efficiency as drivers that could supplement its traditional dividend-compounding profile. 188-year-old Dividend King just unlocked unexpected growth engine
• Positive Sentiment: Multiple articles recommend P&G as a reliable passive-income holding, citing its long dividend record, recurring demand, strong brands, and shareholder-friendly capital allocation. This reinforces the stock’s defensive appeal amid market volatility and tariff concerns. Looking to Generate Passive Income From Stocks? 3 Unstoppable Dividend Stocks to Buy Now
• Positive Sentiment: Analysts and financial writers continue to characterize P&G as a high-quality, wide-moat consumer-staples company, arguing that dependable cash flow supports further dividend growth despite near-term pressure on margins. Wall Street Is Betting P&G’s Dividend Growth Ends
• Neutral Sentiment: P&G appointed Shailesh Jejurikar as board chairman after Jon Moeller’s retirement. The transition is not an immediate earnings catalyst, but investors will monitor its implications for strategy and governance. What Could Procter & Gamble Chairman Change Mean After Jon Moeller Retires?
• Negative Sentiment: Argus downgraded P&G to “Hold,” while concerns remain about tariffs, margin compression, relatively cautious guidance, and the $3.8 billion cash acquisition of wellness brand Thorne. The deal could expand P&G’s growth platform but also raises execution and capital-allocation risks. Procter & Gamble Cut to Hold at Argus

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on PG. Piper Sandler lifted their price objective on shares of Procter & Gamble from $142.00 to $145.00 and gave the company a "neutral" rating in a research note on Friday, April 24th. HSBC reaffirmed a "hold" rating and set a $149.00 price target (down from $182.00) on shares of Procter & Gamble in a report on Thursday, July 30th. Morgan Stanley dropped their price target on shares of Procter & Gamble from $175.00 to $166.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 22nd. Argus lowered shares of Procter & Gamble from a "buy" rating to a "hold" rating in a report on Friday. Finally, BMO Capital Markets upped their price objective on shares of Procter & Gamble from $169.00 to $170.00 and gave the company an "outperform" rating in a research report on Monday, June 29th. Thirteen investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $161.52.

Procter & Gamble Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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