Procter & Gamble Company (The) $PG Shares Sold by Octavia Wealth Advisors LLC

Key Points

• Octavia Wealth Advisors cut its Procter & Gamble stake by 36.7% in the second quarter, selling 23,400 shares and retaining 40,438 shares valued at approximately $5.93 million. Institutional investors and hedge funds collectively own 65.77% of PG.
• Analysts maintain a generally positive outlook, with PG carrying a consensus “Moderate Buy” rating and an average price target of $161.52, despite several firms recently lowering their targets.
• Procter & Gamble reported quarterly EPS of $1.43, exceeding estimates, while revenue rose 1.5% year over year to $21.20 billion. The company also declared a quarterly dividend of $1.0885 per share, representing an annualized yield of about 3.0%.

Octavia Wealth Advisors LLC lessened its stake in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 36.7% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 40,438 shares of the company's stock after selling 23,400 shares during the period. Procter & Gamble accounts for approximately 0.5% of Octavia Wealth Advisors LLC's portfolio, making the stock its 17th biggest position. Octavia Wealth Advisors LLC's holdings in Procter & Gamble were worth $5,930,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of PG. Cibc World Market Inc. lifted its position in Procter & Gamble by 40.6% in the fourth quarter. Cibc World Market Inc. now owns 511,833 shares of the company's stock valued at $73,351,000 after buying an additional 147,701 shares during the last quarter. World Investment Advisors increased its position in shares of Procter & Gamble by 15.9% during the fourth quarter. World Investment Advisors now owns 105,915 shares of the company's stock valued at $15,179,000 after acquiring an additional 14,492 shares during the last quarter. Resources Management Corp CT ADV raised its stake in shares of Procter & Gamble by 41.8% in the 4th quarter. Resources Management Corp CT ADV now owns 81,511 shares of the company's stock valued at $11,681,000 after acquiring an additional 24,010 shares during the period. Indivisible Partners purchased a new stake in shares of Procter & Gamble in the 4th quarter valued at approximately $2,120,000. Finally, Rokos Capital Management LLP acquired a new position in shares of Procter & Gamble in the 1st quarter worth approximately $29,914,000. Institutional investors and hedge funds own 65.77% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on PG. Bank of America lowered their price objective on shares of Procter & Gamble from $170.00 to $166.00 and set a "buy" rating for the company in a research report on Friday, July 10th. JPMorgan Chase & Co. decreased their price target 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. Citigroup lowered their price target on Procter & Gamble from $181.00 to $170.00 and set a "buy" rating for the company in a research report on Thursday, July 30th. Jefferies Financial Group lifted their price objective on Procter & Gamble from $177.00 to $179.00 and gave the company a "buy" rating in a research note on Friday, June 26th. Finally, HSBC reiterated a "hold" rating and issued a $149.00 price objective (down from $182.00) on shares of Procter & Gamble in a report on Thursday, July 30th. Thirteen equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, Procter & Gamble presently has a consensus rating of "Moderate Buy" and a consensus price target of $161.52.

Procter & Gamble News Summary

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

• Positive Sentiment: Calmer inflation is improving the outlook for consumer-staples companies by potentially easing pressure on household budgets and input costs. Procter & Gamble’s broad portfolio of essential brands is being viewed as relatively resilient. Why Is Procter & Gamble in Focus as Calmer Inflation Steadies Consumer Staples?
• Positive Sentiment: PG continues to attract income-oriented investors as a Dividend King, supported by more than six decades of dividend increases. Articles highlighting the dependability of its payout may provide a valuation and demand tailwind. All It Takes Is $17,000 Invested in This High-Yield Dividend King Stock
• Positive Sentiment: Zacks Research raised several individual forecasts, including Q3 fiscal 2027 EPS to $1.66 from $1.64 and Q4 fiscal 2027 EPS to $1.55 from $1.54. It also projects fiscal 2029 EPS of $7.85, above the current-year consensus of approximately $6.99. Procter & Gamble analyst estimates
• Neutral Sentiment: Coverage continues to frame Procter & Gamble as a steady blue-chip holding while investors await inflation data. That supports defensive positioning but does not represent a new fundamental catalyst. Procter & Gamble Draws Attention as Dividend Blue Chips Take Center Stage
• Negative Sentiment: Zacks reduced multiple estimates, including fiscal 2027 EPS to $6.97 from $7.05 and fiscal 2028 EPS to $7.42 from $7.47. Fiscal Q1 2027 EPS was cut to $1.89 from $1.96, signaling modest pressure on near-term growth expectations. Procter & Gamble earnings estimates
• Negative Sentiment: Higher gasoline prices could constrain consumer discretionary spending and increase pressure on value-conscious shoppers, even though PG sells everyday necessities. Erste Group Bank also issued a bearish fiscal 2027 earnings outlook. Why Is Procter & Gamble in Focus as Gasoline Prices Pressure Consumers?

Procter & Gamble Trading Up 0.4%

Shares of PG stock opened at $144.79 on Friday. 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 market capitalization of $336.55 billion, a P/E ratio of 21.87, a price-to-earnings-growth ratio of 4.44 and a beta of 0.39. The company has a 50 day moving average price of $148.17 and a 200 day moving average price of $148.89. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $167.25.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its earnings results 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 firm had revenue of $21.20 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the prior year, the firm earned $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Equities research analysts predict that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, July 24th will be given a dividend of $1.0885 per share. The ex-dividend date of this dividend is Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a dividend yield of 3.0%. Procter & Gamble's dividend payout ratio is currently 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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