Shrier Wealth Management LLC Makes New Investment in Procter & Gamble Company (The) $PG

Key Points

• Shrier Wealth Management LLC acquired a new stake of 17,334 shares in Procter & Gamble (NYSE:PG) in Q4, valued at approximately $2.48 million.
• Insider selling has been notable: Chairman Jon R. Moeller sold 162,232 shares for about $26.35 million, and insiders disposed of 348,618 shares totaling $55.46 million in the last 90 days.
• Operationally, P&G slightly beat Q4 EPS expectations ($1.88 vs. $1.86) while revenue marginally missed; the company pays a quarterly dividend of $1.0568 (annual $4.23, ~2.9% yield) and carries a consensus analyst target of $167.83 amid mixed ratings.

Shrier Wealth Management LLC acquired a new stake in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 17,334 shares of the company's stock, valued at approximately $2,484,000.

A number of other institutional investors have also recently made changes to their positions in PG. Vanguard Group Inc. boosted its stake in Procter & Gamble by 0.6% during the third quarter. Vanguard Group Inc. now owns 234,630,605 shares of the company's stock valued at $36,050,992,000 after buying an additional 1,419,322 shares during the last quarter. State Street Corp grew its holdings in Procter & Gamble by 0.4% during the 3rd quarter. State Street Corp now owns 100,634,824 shares of the company's stock valued at $15,462,541,000 after buying an additional 370,872 shares in the last quarter. Franklin Resources Inc. increased its stake in Procter & Gamble by 8.3% in the 3rd quarter. Franklin Resources Inc. now owns 22,850,345 shares of the company's stock worth $3,510,955,000 after acquiring an additional 1,752,481 shares during the last quarter. Legal & General Group Plc increased its stake in Procter & Gamble by 1.2% in the 3rd quarter. Legal & General Group Plc now owns 16,556,061 shares of the company's stock worth $2,543,839,000 after acquiring an additional 189,968 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Procter & Gamble by 21.4% during the 2nd quarter. Invesco Ltd. now owns 16,374,499 shares of the company's stock worth $2,608,785,000 after acquiring an additional 2,880,895 shares in the last quarter. Hedge funds and other institutional investors own 65.77% of the company's stock.

Insider Transactions at Procter & Gamble

In other Procter & Gamble news, Chairman Jon R. Moeller sold 162,232 shares of Procter & Gamble stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $162.45, for a total transaction of $26,354,588.40. Following the sale, the chairman owned 319,385 shares of the company's stock, valued at $51,884,093.25. The trade was a 33.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Moses Victor Javier Aguilar sold 15,169 shares of the company's stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $162.28, for a total value of $2,461,625.32. Following the completion of the sale, the insider owned 44,735 shares of the company's stock, valued at $7,259,595.80. This trade represents a 25.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 348,618 shares of company stock worth $55,462,643 in the last ninety days. Company insiders own 0.20% of the company's stock.

Procter & Gamble Trading Down 0.2%

Procter & Gamble stock opened at $144.44 on Wednesday. The stock has a 50-day moving average of $153.88 and a two-hundred day moving average of $149.88. The stock has a market cap of $335.67 billion, a PE ratio of 21.40, a price-to-earnings-growth ratio of 4.84 and a beta of 0.37. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.51 and a current ratio of 0.72. Procter & Gamble Company has a one year low of $137.62 and a one year high of $174.80.

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, topping analysts' consensus estimates of $1.86 by $0.02. The company had revenue of $22.21 billion during the quarter, compared to analysts' expectations of $22.36 billion. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.The firm's revenue was up 1.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.88 EPS. On average, research analysts anticipate that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

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

Trending Headlines about Procter & Gamble

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

• Positive Sentiment: OLAY peptide research — New clinical and mechanistic data presented for OLAY highlight proprietary peptide technology and cell‑adhesion targets that P&G plans to move rapidly into formulations; successful commercialization could bolster pricing power and organic growth for a core beauty brand. OLAY Peptide Research Puts New Spotlight On Procter And Gamble Valuation
• Positive Sentiment: Analysts remain constructive in places — coverage notes that P&G can fare better than peers amid sluggish consumer sentiment, supporting the view of PG as a relatively defensive consumer staples holding. Analysts Constructive on The Procter & Gamble (PG) Amid Sluggish Consumer Sentiment
• Neutral Sentiment: Recent trading strength — PG ticked higher while the broader market fell on 3/30, showing relative strength that may reflect defensive demand; however this was a short‑term move rather than new fundamental news. Procter & Gamble (PG) Ascends While Market Falls: Some Facts to Note
• Neutral Sentiment: Q4 results mixed — Q4 EPS slightly beat estimates (+$0.02) while revenue marginally missed; steady margins and cash flow help the case for the dividend and buybacks, but top‑line softness tempers upside. (Earnings detail from recent company report.)
• Neutral Sentiment: Deutsche Bank trimmed its price target (from $171 to $162) but kept a Hold — this narrows upside but is not a sell signal; investors should weigh this against other analyst views. Deutsche Bank Lowers Price Target on PG
• Neutral Sentiment: Unrelated retailer weakness — a separate report on RH’s weak quarter is unlikely to directly affect PG but signals broader discretionary‑spending challenges in retail. RH (RH) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: TD Cowen cut its price target to $142 (from $156) and kept a Hold, citing oil‑linked input cost inflation tied to the Iran war that it believes P&G cannot fully absorb — this is the main near‑term headwind pressuring the stock. Wall Street Downgrades Procter & Gamble Amid Iran War Cost Pressures and More

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. JPMorgan Chase & Co. raised shares of Procter & Gamble from a "neutral" rating to an "overweight" rating and raised their target price for the company from $157.00 to $165.00 in a report on Friday, January 23rd. Erste Group Bank downgraded shares of Procter & Gamble from a "buy" rating to a "hold" rating in a research note on Tuesday, March 24th. Jefferies Financial Group raised shares of Procter & Gamble from a "hold" rating to a "buy" rating and increased their price target for the company from $156.00 to $179.00 in a report on Tuesday, December 16th. TD Cowen cut shares of Procter & Gamble from a "buy" rating to a "hold" rating and boosted their price objective for the company from $150.00 to $156.00 in a research report on Tuesday, January 27th. Finally, Deutsche Bank Aktiengesellschaft reduced their price target on Procter & Gamble from $171.00 to $162.00 and set a "hold" rating on the stock in a report on Monday. Twelve research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $167.83.

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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