Procter & Gamble Company (The) $PG Shares Newly Purchased by M Holdings Securities Inc.

Key Points

• M Holdings Securities acquired a new stake of 128,061 P&G shares in the third quarter, valued at about $19.6 million and representing 1.2% of its portfolio. Other institutional investors also increased holdings.
• P&G beat quarterly earnings expectations, reporting EPS of $2.00 versus $1.89 forecast and revenue of $23.28 billion, up 4% year over year. It declared a quarterly dividend of $1.0885 per share, a yield of about 2.6%.
• Company insiders sold shares worth about $26.2 million over the past 90 days, including the CFO’s sale of 33,624 shares. Analysts’ consensus rating is “Moderate Buy,” with an average price target of $170.57.

M Holdings Securities Inc. acquired a new stake in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor acquired 128,061 shares of the company's stock, valued at approximately $19,564,000. Procter & Gamble comprises approximately 1.2% of M Holdings Securities Inc.'s investment portfolio, making the stock its 17th biggest position.

A number of other large investors also recently modified their holdings of PG. Avantax Planning Partners Inc. boosted its stake in shares of Procter & Gamble by 3.6% in the 3rd quarter. Avantax Planning Partners Inc. now owns 55,457 shares of the company's stock valued at $8,057,000 after purchasing an additional 1,932 shares in the last quarter. Brighton Jones LLC grew its holdings in shares of Procter & Gamble by 31.3% during the 3rd quarter. Brighton Jones LLC now owns 71,345 shares of the company's stock valued at $10,365,000 after purchasing an additional 17,020 shares during the last quarter. American State Bank Iowa grew its holdings in shares of Procter & Gamble by 4.9% during the 3rd quarter. American State Bank Iowa now owns 13,197 shares of the company's stock valued at $1,917,000 after purchasing an additional 618 shares during the last quarter. Cullinan Associates Inc. raised its position in Procter & Gamble by 1.1% in the 3rd quarter. Cullinan Associates Inc. now owns 224,739 shares of the company's stock worth $32,650,000 after purchasing an additional 2,548 shares during the period. Finally, Cooper Haims Advisors LLC raised its position in Procter & Gamble by 3.2% in the 3rd quarter. Cooper Haims Advisors LLC now owns 3,299 shares of the company's stock worth $479,000 after purchasing an additional 101 shares during the period. 65.77% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Procter & Gamble

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

• Positive Sentiment: P&G has raised its dividend for 70 consecutive years. Its quarterly payout is about $1.09 per share, equivalent to a roughly 2.6% yield, supporting the stock’s appeal to income-focused investors. Article: P&G dividend history and yield
• Positive Sentiment: Recent coverage points to investor interest in consumer-staples stocks as technology shares weaken. P&G may benefit from its defensive profile and dividend reputation. Article: Consumer staples rotation
• Neutral Sentiment: Zacks Research made mixed earnings-estimate changes: it lowered several forecasts for 2027 and 2028, while modestly raising some later-period estimates. The mixed revisions offer no clear overall change in the longer-term outlook. Procter & Gamble analyst estimates
• Neutral Sentiment: Management will discuss strategy and P&G’s long-term transformation at an Investor Day webcast on November 19; investors may look for updates on growth and execution. Article: P&G Investor Day webcast
• Negative Sentiment: CFO Andre Schulten sold 33,624 shares for about $5.55 million, reducing his direct stake by roughly 34%. The sale may concern investors, although insider transactions alone do not establish a change in the company’s prospects. Article: CFO share sale

Insider Buying and Selling

In other Procter & Gamble news, CFO Andre Schulten sold 33,624 shares of the company's stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $165.00, for a total transaction of $5,547,960.00. Following the completion of the transaction, the chief financial officer owned 65,618 shares of the company's stock, valued at $10,826,970. This represents a 33.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Matthew W. Janzaruk sold 9,479 shares of the stock in a transaction that occurred on Tuesday, November 3rd. The stock was sold at an average price of $163.00, for a total value of $1,545,077.00. Following the completion of the sale, the chief accounting officer owned 1,271 shares of the company's stock, valued at approximately $207,173. This trade represents a 88.18% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 161,709 shares of company stock valued at $26,244,058 over the last ninety days. Corporate insiders own 0.23% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. DZ Bank lowered shares of Procter & Gamble from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, October 27th. Freedom Broker raised Procter & Gamble from a "hold" rating to a "buy" rating and set a $176.00 price objective on the stock in a research note on Friday, October 23rd. Citigroup lifted their price objective on Procter & Gamble from $180.00 to $187.00 and gave the stock a "buy" rating in a report on Friday, October 23rd. Evercore raised Procter & Gamble from an "in-line" rating to an "outperform" rating and set a $166.00 target price for the company in a research note on Tuesday, October 6th. Finally, BNP Paribas Exane increased their target price on Procter & Gamble from $177.00 to $189.00 and gave the company an "outperform" rating in a report on Friday, October 23rd. Fifteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $170.57.

Procter & Gamble Trading Down 0.1%

NYSE:PG opened at $165.31 on Monday. The company has a fifty day moving average of $152.01 and a 200 day moving average of $149.43. Procter & Gamble Company has a 52 week low of $137.62 and a 52 week high of $170.52. The company has a quick ratio of 0.53, a current ratio of 0.72 and a debt-to-equity ratio of 0.40. The firm has a market capitalization of $383.15 billion, a P/E ratio of 24.90, a P/E/G ratio of 4.07 and a beta of 0.36.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its quarterly earnings results on Thursday, October 22nd. The company reported $2.00 earnings per share for the quarter, beating the consensus estimate of $1.89 by $0.11. The business had revenue of $23.28 billion during the quarter, compared to analysts' expectations of $22.80 billion. Procter & Gamble had a net margin of 18.23% and a return on equity of 31.02%. The firm's revenue for the quarter was up 4.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.99 EPS. On average, research analysts predict that Procter & Gamble Company will post 6.99 earnings per share for the current year.

Procter & Gamble Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 16th. Stockholders of record on Friday, October 23rd will be issued a dividend of $1.0885 per share. This represents a $4.35 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, October 23rd. Procter & Gamble's dividend payout ratio is currently 65.51%.

About Procter & Gamble

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