Procter & Gamble Company (The) $PG Stock Holdings Raised by Diversify Wealth Management LLC

Key Points

• Diversify Wealth Management LLC boosted its Procter & Gamble stake by 200.9% in the first quarter, bringing its holdings to 29,842 shares valued at about $4.37 million.
• Procter & Gamble reported better-than-expected earnings of $1.59 per share for the quarter, though revenue came in slightly below estimates. The company also raised its quarterly dividend to $1.0885 per share, implying a 3.0% annualized yield.
• Wall Street sentiment remains generally constructive, with analysts giving PG an overall Moderate Buy rating and a consensus price target of $161.42, even as some firms trimmed their targets slightly.

Diversify Wealth Management LLC grew its stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 200.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,842 shares of the company's stock after purchasing an additional 19,924 shares during the quarter. Diversify Wealth Management LLC's holdings in Procter & Gamble were worth $4,371,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of PG. Brighton Jones LLC boosted its holdings in Procter & Gamble by 51.5% in the fourth quarter. Brighton Jones LLC now owns 40,068 shares of the company's stock worth $6,717,000 after purchasing an additional 13,617 shares during the period. Taylor Financial Group Inc. raised its holdings in shares of Procter & Gamble by 10.6% during the first quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company's stock worth $493,000 after purchasing an additional 277 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Procter & Gamble by 19.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 6,144 shares of the company's stock worth $979,000 after buying an additional 1,016 shares during the last quarter. Auxano Advisors LLC boosted its holdings in shares of Procter & Gamble by 10.8% in the 2nd quarter. Auxano Advisors LLC now owns 7,315 shares of the company's stock valued at $1,165,000 after buying an additional 714 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Procter & Gamble by 2.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 30,182 shares of the company's stock valued at $4,809,000 after buying an additional 809 shares during the period. Institutional investors own 65.77% of the company's stock.

Procter & Gamble Stock Performance

Shares of PG opened at $147.15 on Monday. The firm has a market capitalization of $342.65 billion, a PE ratio of 21.51, a P/E/G ratio of 6.26 and a beta of 0.39. The company has a quick ratio of 0.53, a current ratio of 0.73 and a debt-to-equity ratio of 0.44. The firm has a 50-day moving average price of $146.58 and a 200 day moving average price of $148.41. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $167.25.

Procter & Gamble (NYSE:PG - Get Free Report) last released its quarterly earnings results on Friday, April 24th. The company reported $1.59 EPS for the quarter, topping analysts' consensus estimates of $1.56 by $0.03. The company had revenue of $21.23 billion for the quarter, compared to the consensus estimate of $21.52 billion. Procter & Gamble had a net margin of 19.16% and a return on equity of 32.00%. Procter & Gamble's revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.54 EPS. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. On average, sell-side analysts anticipate that Procter & Gamble Company will post 6.89 earnings per share for the current fiscal year.

Procter & Gamble Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, April 24th were issued a dividend of $1.0885 per share. The ex-dividend date of this dividend was Friday, April 24th. This is a positive change from Procter & Gamble's previous quarterly dividend of $1.06. This represents a $4.35 annualized dividend and a yield of 3.0%. Procter & Gamble's dividend payout ratio is presently 63.60%.

Procter & Gamble News Roundup

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

• Positive Sentiment: RBC Capital reportedly initiated/maintained a Buy rating on Procter & Gamble, reinforcing confidence in the company’s defensive earnings profile and dividend stability.
• Positive Sentiment: Bank of America kept a Buy rating on PG while lowering its price target to $166 from $170, still implying meaningful upside from current levels.
• Positive Sentiment: Recent commentary highlighted PG as a Dividend King with a long history of dividend growth, plus product launches such as Braun NEVO and Cascade Clean and Dry Booster Rinse Aid that could support brand momentum.
• Neutral Sentiment: Several market recap pieces noted that PG had recently underperformed the broader market in prior sessions, reflecting some near-term pressure rather than a company-specific shock.
• Neutral Sentiment: Other articles focused broadly on dividend investing strategies and retirement income ideas, using PG as an example of a reliable income stock rather than citing a new business catalyst.
• Negative Sentiment: One article framed PG as facing a “fresh market test,” suggesting investors are still assessing whether its valuation and growth outlook justify renewed buying.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on PG shares. The Goldman Sachs Group dropped their price objective on shares of Procter & Gamble from $159.00 to $155.00 and set a "neutral" rating on the stock in a research note on Wednesday, April 8th. Sanford C. Bernstein began coverage on Procter & Gamble in a research note on Thursday, June 11th. They issued a "market perform" rating and a $156.00 target price for the company. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $163.00 price target on shares of Procter & Gamble in a research report on Monday, April 27th. Morgan Stanley cut their price target on Procter & Gamble from $175.00 to $166.00 and set an "overweight" rating on the stock in a report on Wednesday, April 22nd. Finally, Erste Group Bank lowered Procter & Gamble from a "buy" rating to a "hold" rating in a research report on Tuesday, March 24th. Twelve research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $161.42.

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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