Shrier Wealth Management LLC Grows Stake in Procter & Gamble Company (The) $PG

Key Points

• Shrier Wealth Management increased its Procter & Gamble stake by 56.2% in the second quarter, owning 28,080 shares valued at approximately $4.12 million. Institutional investors collectively hold 65.77% of PG’s stock.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $161.52 price target, although several firms recently reduced their targets. P&G’s latest quarter beat EPS expectations, while revenue rose 1.5% year over year but fell short of forecasts.
• P&G declared a quarterly dividend of $1.0885 per share, equal to an annualized $4.35 payout and a 3.0% yield. Investors remain attracted to its defensive brands and dividend history, though tariffs, margin pressure, cautious guidance, and the Thorne acquisition pose risks.

Shrier Wealth Management LLC raised its position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 56.2% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 28,080 shares of the company's stock after purchasing an additional 10,101 shares during the quarter. Procter & Gamble accounts for approximately 1.4% of Shrier Wealth Management LLC's holdings, making the stock its 15th biggest position. Shrier Wealth Management LLC's holdings in Procter & Gamble were worth $4,118,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in PG. Brighton Jones LLC raised its position 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 acquiring an additional 13,617 shares during the period. Taylor Financial Group Inc. grew its position in shares of Procter & Gamble by 10.6% during the 1st quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company's stock valued at $493,000 after acquiring an additional 277 shares during the period. Sivia Capital Partners LLC increased its stake 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 purchasing an additional 1,016 shares in the last quarter. Auxano Advisors LLC increased its stake 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 worth $1,165,000 after purchasing an additional 714 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Procter & Gamble by 2.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 30,182 shares of the company's stock worth $4,809,000 after purchasing an additional 809 shares during the period. Hedge funds and other institutional investors own 65.77% of the company's stock.

More Procter & Gamble News

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

• Positive Sentiment: Recent commentary describes P&G as a potential “unexpected growth” story, highlighting beauty products, innovation, artificial intelligence applications, and operating efficiency as drivers that could supplement its traditional dividend-compounding profile. 188-year-old Dividend King just unlocked unexpected growth engine
• Positive Sentiment: Multiple articles recommend P&G as a reliable passive-income holding, citing its long dividend record, recurring demand, strong brands, and shareholder-friendly capital allocation. This reinforces the stock’s defensive appeal amid market volatility and tariff concerns. Looking to Generate Passive Income From Stocks? 3 Unstoppable Dividend Stocks to Buy Now
• Positive Sentiment: Analysts and financial writers continue to characterize P&G as a high-quality, wide-moat consumer-staples company, arguing that dependable cash flow supports further dividend growth despite near-term pressure on margins. Wall Street Is Betting P&G’s Dividend Growth Ends
• Neutral Sentiment: P&G appointed Shailesh Jejurikar as board chairman after Jon Moeller’s retirement. The transition is not an immediate earnings catalyst, but investors will monitor its implications for strategy and governance. What Could Procter & Gamble Chairman Change Mean After Jon Moeller Retires?
• Negative Sentiment: Argus downgraded P&G to “Hold,” while concerns remain about tariffs, margin compression, relatively cautious guidance, and the $3.8 billion cash acquisition of wellness brand Thorne. The deal could expand P&G’s growth platform but also raises execution and capital-allocation risks. Procter & Gamble Cut to Hold at Argus

Analyst Ratings Changes

Several research firms have issued reports on PG. Bank of America cut their price target on Procter & Gamble from $170.00 to $166.00 and set a "buy" rating for the company in a report on Friday, July 10th. JPMorgan Chase & Co. lowered their price objective on Procter & Gamble from $164.00 to $162.00 and set an "overweight" rating on the stock in a research report on Thursday, July 16th. Jefferies Financial Group boosted 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. Citigroup reduced their target price on shares of Procter & Gamble from $181.00 to $170.00 and set a "buy" rating for the company in a report on Thursday, July 30th. Finally, Morgan Stanley lowered their price target on shares of Procter & Gamble from $175.00 to $166.00 and set an "overweight" rating on the stock in a report on Wednesday, April 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, Procter & Gamble has a consensus rating of "Moderate Buy" and a consensus price target of $161.52.

Procter & Gamble Stock Up 0.3%

PG opened at $146.17 on Tuesday. The firm has a 50-day simple moving average of $147.97 and a two-hundred day simple moving average of $149.01. Procter & Gamble Company has a 52 week low of $137.62 and a 52 week high of $167.25. The company has a quick ratio of 0.47, a current ratio of 0.68 and a debt-to-equity ratio of 0.43. The company has a market capitalization of $339.76 billion, a PE ratio of 22.08, a price-to-earnings-growth ratio of 4.49 and a beta of 0.39.

Procter & Gamble (NYSE:PG - Get Free Report) last released its earnings results on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, beating analysts' consensus estimates of $1.41 by $0.02. The firm had revenue of $21.20 billion for the quarter, compared to analysts' expectations of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The company's quarterly revenue was up 1.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.48 earnings per share. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Analysts forecast that Procter & Gamble Company will post 6.99 earnings per share for the current fiscal year.

Procter & Gamble Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 24th will be paid a dividend of $1.0885 per share. This represents a $4.35 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Friday, July 24th. Procter & Gamble's payout ratio is 65.71%.

Procter & Gamble Company 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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