Procter & Gamble Company (The) $PG Stock: IRON Financial LLC Raises Stake

Key Points

• IRON Financial LLC more than doubled its Procter & Gamble stake during the third quarter, increasing holdings by 105.7% to 12,686 shares valued at approximately $1.84 million. Institutional investors collectively own 65.77% of PG.
• Procter & Gamble exceeded quarterly expectations, reporting adjusted EPS of $2.00 versus the $1.89 consensus and revenue of $23.28 billion, up 4% year over year. The company also declared a quarterly dividend of $1.0885 per share, representing an annualized yield of about 2.7%.
• Analysts remain generally positive, with PG carrying a “Moderate Buy” consensus rating and a $168.90 average price target, though commodity and energy inflation could pressure margins and create an estimated $1.4 billion headwind.

IRON Financial LLC increased its stake in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 105.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,686 shares of the company's stock after purchasing an additional 6,519 shares during the quarter. IRON Financial LLC's holdings in Procter & Gamble were worth $1,843,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in PG. BlackRock Inc. bought a new position in shares of Procter & Gamble during the 2nd quarter valued at $27,862,105,000. State Street Corp grew its holdings in shares of Procter & Gamble by 1.0% in the second quarter. State Street Corp now owns 102,216,308 shares of the company's stock worth $14,988,999,000 after acquiring an additional 965,461 shares during the period. Bank of America Corp DE bought a new stake in shares of Procter & Gamble in the second quarter worth $3,850,628,000. Bank of New York Mellon Corp purchased a new stake in Procter & Gamble during the second quarter valued at $2,281,505,000. Finally, Dimensional Fund Advisors LP increased its position in Procter & Gamble by 2.6% during the first quarter. Dimensional Fund Advisors LP now owns 11,797,916 shares of the company's stock valued at $1,704,182,000 after acquiring an additional 300,280 shares during the last quarter. Institutional investors own 65.77% of the company's stock.

Insider Buying and Selling at Procter & Gamble

In other news, CEO Paul Gama sold 2,225 shares of the business's stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $145.34, for a total value of $323,381.50. Following the transaction, the chief executive officer directly owned 51,124 shares in the company, valued at $7,430,362.16. The trade was a 4.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Andre Schulten sold 3,914 shares of the company's stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $145.34, for a total value of $568,860.76. Following the completion of the transaction, the chief financial officer directly owned 65,618 shares of the company's stock, valued at approximately $9,536,920.12. This trade represents a 5.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 15,135 shares of company stock valued at $2,189,970. 0.23% of the stock is currently owned by corporate insiders.

Procter & Gamble Trading Up 0.1%

Procter & Gamble stock opened at $161.21 on Monday. Procter & Gamble Company has a 12-month low of $137.62 and a 12-month high of $167.25. The firm has a market capitalization of $373.64 billion, a price-to-earnings ratio of 24.28, a P/E/G ratio of 4.00 and a beta of 0.39. The firm has a 50 day moving average of $148.41 and a 200 day moving average of $147.12. The company has a current ratio of 0.72, a quick ratio of 0.53 and a debt-to-equity ratio of 0.40.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its quarterly earnings data on Thursday, October 22nd. The company reported $2.00 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.89 by $0.11. The firm 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 company's revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period in the prior year, the company posted $1.99 earnings per share. As a group, research analysts predict that Procter & Gamble Company will post 6.98 earnings per share for the current year.

Procter & Gamble Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 16th. Shareholders of record on Friday, October 23rd will be issued a dividend of $1.0885 per share. The ex-dividend date of this dividend is Friday, October 23rd. This represents a $4.35 dividend on an annualized basis and a yield of 2.7%. Procter & Gamble's dividend payout ratio (DPR) is currently 65.51%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on PG shares. The Goldman Sachs Group reissued a "neutral" rating and issued a $161.00 target price on shares of Procter & Gamble in a research report on Thursday. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of Procter & Gamble in a research report on Friday. Evercore upgraded shares of Procter & Gamble from an "in-line" rating to an "outperform" rating and set a $166.00 price objective on the stock in a research note on Tuesday, October 6th. BMO Capital Markets raised their price objective on shares of Procter & Gamble from $169.00 to $170.00 and gave the stock an "outperform" rating in a report on Monday, June 29th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Procter & Gamble from $162.00 to $180.00 and gave the company an "overweight" rating in a research report on Friday. Fifteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company's stock. According to data from MarketBeat, Procter & Gamble presently has an average rating of "Moderate Buy" and a consensus target price of $168.90.

Procter & Gamble News Roundup

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

• Positive Sentiment: Multiple analysts raised targets and maintained bullish ratings. UBS lifted its target to $190 and retained a Buy rating, while Citigroup raised its target to $187, BNP Paribas Exane to $189, and JPMorgan to $180. Freedom Broker also upgraded PG from Hold to Buy with a $176 target. These revisions suggest analysts believe the earnings improvement and resilient demand can support further gains.
• Positive Sentiment: Fiscal Q1 results exceeded expectations. Adjusted EPS was $2.00 versus the $1.89 consensus, while revenue increased 4% year over year to $23.28 billion, topping estimates of approximately $22.80 billion. Organic sales also grew 4%, with volume contributing 2.4 percentage points. Procter & Gamble earnings beat as sales rise 4%
• Positive Sentiment: Demand and operating trends remain encouraging. Stronger volumes, favorable product mix, productivity savings, and resilient laundry and home-product sales supported the quarter. Investors also continue to value PG’s defensive business mix and 70-year record of dividend increases. P&G dividend history
• Neutral Sentiment: Fiscal 2027 guidance was mixed. The company raised its all-in sales-growth outlook, partly reflecting the Thorne acquisition, but projected revenue of $86.0 billion to $87.7 billion remains below the roughly $88.8 billion consensus. EPS guidance of $6.89 to $7.11 brackets expectations of $6.98.
• Negative Sentiment: Commodity and energy inflation remain the main risks. Higher oil, raw-material, transportation, and energy costs are expected to create an estimated $1.4 billion headwind and pressure margins. TD Cowen raised its target to $166 but kept a Hold rating, warning that cost inflation could limit the recovery. P&G commodity cost outlook

Procter & Gamble Profile

Procter & Gamble Company NYSE: PG is a global consumer products company that develops, manufactures and markets branded products used in households and personal care. Its portfolio includes personal health and grooming products, beauty and skin care items, baby, feminine and family care products, fabric and home care products, and oral care products.

The company's well-known brands include Pampers, Tide, Gillette, Crest, Oral-B, Head & Shoulders, Pantene, Olay, Old Spice, Dawn, Febreze and Mr.

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