Triad Wealth Partners LLC Acquires 1,638 Shares of Procter & Gamble Company (The) $PG

Key Points

• Triad Wealth Partners LLC increased its stake in Procter & Gamble by 41.6% during the first quarter, now holding a total of 5,576 shares valued at approximately $950,000.
• Procter & Gamble recently reported earnings of $1.48 per share, exceeding analysts' expectations, with revenue totaling $20.89 billion and a net margin of 18.95% for the quarter.
• The company announced a quarterly dividend of $1.0568 per share, resulting in an annualized dividend yield of 2.7%, with a payout ratio of 64.82%.

Triad Wealth Partners LLC increased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 41.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,576 shares of the company's stock after buying an additional 1,638 shares during the period. Triad Wealth Partners LLC's holdings in Procter & Gamble were worth $950,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Cladis Investment Advisory LLC boosted its stake in Procter & Gamble by 5.2% during the 4th quarter. Cladis Investment Advisory LLC now owns 4,807 shares of the company's stock worth $806,000 after acquiring an additional 236 shares during the last quarter. FAS Wealth Partners Inc. boosted its stake in Procter & Gamble by 2.0% during the 4th quarter. FAS Wealth Partners Inc. now owns 27,690 shares of the company's stock worth $4,642,000 after acquiring an additional 549 shares during the last quarter. Benjamin Edwards Inc. boosted its stake in Procter & Gamble by 120.7% during the 1st quarter. Benjamin Edwards Inc. now owns 364,378 shares of the company's stock worth $62,098,000 after acquiring an additional 199,258 shares during the last quarter. Capital Investment Advisory Services LLC boosted its stake in Procter & Gamble by 13.8% during the 1st quarter. Capital Investment Advisory Services LLC now owns 37,709 shares of the company's stock worth $6,426,000 after acquiring an additional 4,562 shares during the last quarter. Finally, World Investment Advisors boosted its stake in Procter & Gamble by 6.0% during the 1st quarter. World Investment Advisors now owns 50,913 shares of the company's stock worth $8,677,000 after acquiring an additional 2,886 shares during the last quarter. 65.77% of the stock is owned by institutional investors.

Procter & Gamble Price Performance

Shares of PG opened at $155.97 on Wednesday. The company has a market cap of $365.34 billion, a price-to-earnings ratio of 23.96, a PEG ratio of 4.12 and a beta of 0.37. Procter & Gamble Company has a 1-year low of $149.91 and a 1-year high of $180.43. The company's fifty day simple moving average is $156.65 and its 200 day simple moving average is $162.76. The company has a current ratio of 0.70, a quick ratio of 0.49 and a debt-to-equity ratio of 0.49.

Procter & Gamble (NYSE:PG - Get Free Report) last issued its earnings results on Tuesday, July 29th. The company reported $1.48 earnings per share for the quarter, topping analysts' consensus estimates of $1.42 by $0.06. The business had revenue of $20.89 billion for the quarter, compared to the consensus estimate of $20.79 billion. Procter & Gamble had a net margin of 18.95% and a return on equity of 32.69%. The firm's revenue for the quarter was up 1.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.40 earnings per share. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. On average, research analysts forecast that Procter & Gamble Company will post 6.91 earnings per share for the current fiscal year.

Procter & Gamble Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 15th. Shareholders of record on Friday, July 18th were issued a $1.0568 dividend. This represents a $4.23 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Friday, July 18th. Procter & Gamble's payout ratio is currently 64.82%.

Insider Transactions at Procter & Gamble

In other Procter & Gamble news, CFO Andre Schulten sold 11,638 shares of the company's stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $157.27, for a total value of $1,830,308.26. Following the transaction, the chief financial officer directly owned 52,642 shares in the company, valued at $8,279,007.34. The trade was a 18.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Jon R. Moeller sold 40,119 shares of the company's stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $157.27, for a total transaction of $6,309,515.13. Following the completion of the transaction, the chief executive officer owned 319,375 shares in the company, valued at approximately $50,228,106.25. This represents a 11.16% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 119,181 shares of company stock valued at $18,761,172. Corporate insiders own 0.18% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. Redburn Partners set a $161.00 price objective on shares of Procter & Gamble in a research note on Thursday, May 1st. BNP Paribas reaffirmed an "outperform" rating and issued a $177.00 price target on shares of Procter & Gamble in a research note on Friday, August 15th. Evercore ISI reaffirmed an "in-line" rating and issued a $170.00 price target (down previously from $190.00) on shares of Procter & Gamble in a research note on Monday, July 14th. Erste Group Bank lowered shares of Procter & Gamble from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 30th. Finally, UBS Group set a $180.00 price target on shares of Procter & Gamble and gave the company a "buy" rating in a research note on Wednesday, July 30th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $175.94.

Procter & Gamble Profile

Procter & Gamble Co engages in the provision of branded consumer packaged goods. It operates through the following segments: Beauty, Grooming, Health Care, Fabric and Home Care, and Baby, Feminine and Family Care. The Beauty segment offers hair, skin, and personal care. The Grooming segment consists of shave care like female and male blades and razors, pre and post shave products, and appliances.

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