Ridgecrest Wealth Partners LLC Has $3.18 Million Stake in Procter & Gamble Company (The) $PG

Key Points

• Ridgecrest Wealth Partners LLC cut its Procter & Gamble stake by 28.5%, selling 8,850 shares to hold 22,179 shares valued at about $3.18 million, roughly 1.7% of its portfolio and its 14th largest holding.
• Multiple brokerages trimmed price targets (RBC to $167, UBS to $166, Wells Fargo to $158, Goldman to $155), leaving a MarketBeat consensus of Moderate Buy with a consensus price target of $164.26.
• Insiders have sold a total of 348,618 shares (≈$55.46 million) over the past three months, leaving insiders with only 0.20% ownership.

Ridgecrest Wealth Partners LLC lowered its stake in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 28.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 22,179 shares of the company's stock after selling 8,850 shares during the period. Procter & Gamble makes up approximately 1.7% of Ridgecrest Wealth Partners LLC's portfolio, making the stock its 14th biggest holding. Ridgecrest Wealth Partners LLC's holdings in Procter & Gamble were worth $3,178,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Kennebec Savings Bank boosted its stake in Procter & Gamble by 10.2% during the 4th quarter. Kennebec Savings Bank now owns 9,892 shares of the company's stock valued at $1,418,000 after purchasing an additional 918 shares during the last quarter. Granite Harbor Advisors Inc. raised its position in Procter & Gamble by 10.8% in the 4th quarter. Granite Harbor Advisors Inc. now owns 4,553 shares of the company's stock valued at $652,000 after buying an additional 442 shares during the last quarter. Carlton Hofferkamp & Jenks Wealth Management LLC raised its position in Procter & Gamble by 13.7% in the 4th quarter. Carlton Hofferkamp & Jenks Wealth Management LLC now owns 5,510 shares of the company's stock valued at $790,000 after buying an additional 666 shares during the last quarter. Northcape Wealth Management LLC raised its position in Procter & Gamble by 73.8% in the 4th quarter. Northcape Wealth Management LLC now owns 19,208 shares of the company's stock valued at $2,753,000 after buying an additional 8,159 shares during the last quarter. Finally, Mechanics Financial Corp raised its position in Procter & Gamble by 0.5% in the 4th quarter. Mechanics Financial Corp now owns 17,256 shares of the company's stock valued at $2,473,000 after buying an additional 80 shares during the last quarter. Institutional investors and hedge funds own 65.77% of the company's stock.

Analyst Upgrades and Downgrades

PG has been the topic of several analyst reports. Royal Bank Of Canada cut their price target on shares of Procter & Gamble from $172.00 to $167.00 and set an "outperform" rating on the stock in a report on Thursday. UBS Group cut their price target on shares of Procter & Gamble from $170.00 to $166.00 and set a "buy" rating on the stock in a report on Tuesday. Wells Fargo & Company cut their price target on shares of Procter & Gamble from $177.00 to $158.00 and set an "overweight" rating on the stock in a report on Wednesday. The Goldman Sachs Group cut their price target on shares of Procter & Gamble from $159.00 to $155.00 and set a "neutral" rating on the stock in a report on Wednesday. Finally, Erste Group Bank cut shares of Procter & Gamble from a "buy" rating to a "hold" rating in a report on Tuesday, March 24th. Twelve analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $164.26.

Procter & Gamble News Roundup

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

• Positive Sentiment: New product push — P&G launched "Mr. Clean PRO," a professional cleaning portfolio aimed at commercial customers; this expands addressable markets and can boost revenue durability in cleaning categories. P&G PRO Introduces Mr. Clean PRO
• Positive Sentiment: Brand relevance move — P&G struck a multi‑year, multi‑brand partnership with the WNBA to drive consumer engagement and younger/female audiences, which can support organic growth and marketing ROI. P&G WNBA Partnership Aims To Build Brand Relevance And Investor Interest
• Positive Sentiment: Positive media/strategy coverage — CNBC and other outlets highlighted P&G’s innovation strategy (what management calls its "lifeblood"), which can improve investor sentiment if investors see execution. The strategy P&G calls its 'lifeblood' and why it's key to the stock's turnaround
• Neutral Sentiment: Management succession in health care — P&G named a new health‑care CEO as a long‑time division leader retires; routine leadership changes can be neutral if transitions are smooth. P&G names new health care CEO as 33-year veteran retires
• Neutral Sentiment: Market commentary — Several outlets noted recent intraday moves (both gains and dips) and index tracking interest (Russell 1000), reflecting higher attention but not new fundamental data. Russell 1000 Index: Tracks Procter Gamble NYSE: PG Market Action Closely
• Negative Sentiment: Goldman Sachs trimmed its price target to $155 and kept a neutral rating — reduces upside in analyst consensus and likely weighs on near‑term sentiment. Goldman Sachs Adjusts PT on Procter & Gamble to $155
• Negative Sentiment: Multiple banks lowered targets — RBC cut its PT to $167 (keeps outperform), UBS cut to $166, Piper Sandler lowered to $142 (neutral), and Wells Fargo cut to $158 (still overweight). Collectively these trims reduce analyst upside and create selling pressure. RBC Cuts Price Target on Procter & Gamble to $167 UBS Lowers Procter & Gamble Price Target to $166 Piper Sandler Adjusts PT on Procter & Gamble to $142 Wells Fargo Adjusts PT on Procter & Gamble to $158
• Negative Sentiment: Analyst downgrade impact — Coverage notes the stock moved lower after recent downgrades, illustrating how sentiment shifts among major brokers are driving short‑term volatility. Procter & Gamble Stock Price Down 1.1% After Analyst Downgrade

Insider Transactions at Procter & Gamble

In other news, insider Balaji Purushothaman sold 12,827 shares of Procter & Gamble stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $160.31, for a total value of $2,056,296.37. Following the completion of the transaction, the insider owned 12,639 shares in the company, valued at $2,026,158.09. This trade represents a 50.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Moses Victor Javier Aguilar sold 15,169 shares of Procter & Gamble stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $162.28, for a total transaction of $2,461,625.32. Following the completion of the transaction, the insider owned 44,735 shares of the company's stock, valued at $7,259,595.80. The trade was a 25.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 348,618 shares of company stock valued at $55,462,643. 0.20% of the stock is currently owned by insiders.

Procter & Gamble Trading Up 1.2%

Shares of PG stock opened at $146.69 on Friday. Procter & Gamble Company has a 12-month low of $137.62 and a 12-month high of $171.65. The company has a quick ratio of 0.51, a current ratio of 0.72 and a debt-to-equity ratio of 0.49. The company has a 50 day moving average of $153.17 and a 200-day moving average of $149.31. The firm has a market cap of $340.90 billion, a P/E ratio of 21.73, a PEG ratio of 5.10 and a beta of 0.41.

Procter & Gamble (NYSE:PG - Get Free Report) last issued its quarterly earnings results on Friday, January 23rd. The company reported $1.88 EPS for the quarter, beating analysts' consensus estimates of $1.86 by $0.02. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.The firm had revenue of $22.21 billion for the quarter, compared to analysts' expectations of $22.36 billion. During the same quarter in the prior year, the firm earned $1.88 EPS. The business's revenue for the quarter was up 1.5% compared to the same quarter last year. Sell-side analysts anticipate that Procter & Gamble Company will post 6.91 earnings per share for the current year.

Procter & Gamble Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Friday, January 23rd were paid a $1.0568 dividend. The ex-dividend date was Friday, January 23rd. This represents a $4.23 annualized dividend and a dividend yield of 2.9%. Procter & Gamble's dividend payout ratio (DPR) is presently 62.52%.

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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