UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Lowers Stake in Procter & Gamble Company (The) $PG

Key Points

• UBS Asset Management cut its Procter & Gamble stake by 6.1% in the second quarter, selling 1.11 million shares and retaining 17.22 million shares valued at approximately $2.53 billion.
• Procter & Gamble reported quarterly EPS of $1.43, beating estimates of $1.41, while revenue rose 1.5% year over year to $21.20 billion but fell short of expectations. The company also pays an annualized dividend of $4.35 per share, yielding about 3.0%.
• Analyst sentiment remains a “Moderate Buy”, with a consensus price target of $161.19 versus the stock’s reported price of $145.51; however, some analysts have lowered targets or shifted to a hold rating amid valuation and future earnings-growth concerns.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 6.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,219,256 shares of the company's stock after selling 1,111,337 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.74% of Procter & Gamble worth $2,525,032,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in PG. BlackRock Inc. bought a new stake in shares of Procter & Gamble in the 2nd quarter worth approximately $27,862,105,000. State Street Corp increased its position in Procter & Gamble by 1.0% during the 4th quarter. State Street Corp now owns 101,618,926 shares of the company's stock valued at $14,563,008,000 after buying an additional 984,102 shares in the last quarter. Geode Capital Management LLC raised its stake in Procter & Gamble by 3.3% during the fourth quarter. Geode Capital Management LLC now owns 62,647,882 shares of the company's stock valued at $8,962,689,000 after buying an additional 1,974,556 shares during the last quarter. Norges Bank purchased a new position in Procter & Gamble during the fourth quarter valued at $4,664,783,000. Finally, Price T Rowe Associates Inc. MD grew its holdings in shares of Procter & Gamble by 3.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 29,612,826 shares of the company's stock valued at $4,243,815,000 after buying an additional 1,091,091 shares during the last quarter. Institutional investors own 65.77% of the company's stock.

Procter & Gamble Price Performance

Shares of Procter & Gamble stock opened at $145.51 on Tuesday. Procter & Gamble Company has a one year low of $137.62 and a one year high of $167.25. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.47 and a current ratio of 0.68. The stock has a market cap of $338.23 billion, a P/E ratio of 21.98, a P/E/G ratio of 4.43 and a beta of 0.39. The stock's fifty day moving average is $147.06 and its 200 day moving average is $148.12.

Procter & Gamble (NYSE:PG - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.43 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.41 by $0.02. The business had revenue of $21.20 billion during the quarter, compared to analyst estimates of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.Procter & Gamble's revenue for the quarter was up 1.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Sell-side analysts anticipate that Procter & Gamble Company will post 6.98 earnings per share for the current year.

Procter & Gamble Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were issued a $1.0885 dividend. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date was Friday, July 24th. Procter & Gamble's payout ratio is currently 65.71%.

Wall Street Analysts Forecast Growth

PG has been the subject of a number of research analyst reports. BMO Capital Markets lifted their target price on Procter & Gamble from $169.00 to $170.00 and gave the stock an "outperform" rating in a report on Monday, June 29th. Citigroup dropped their price objective on Procter & Gamble from $181.00 to $170.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. HSBC reiterated a "hold" rating and issued a $149.00 price target (down from $182.00) on shares of Procter & Gamble in a research note on Thursday, July 30th. JPMorgan Chase & Co. lowered their price objective on shares of Procter & Gamble from $164.00 to $162.00 and set an "overweight" rating on the stock in a research report on Thursday, July 16th. Finally, Argus cut shares of Procter & Gamble from a "buy" rating to a "hold" rating in a report on Friday, August 7th. Thirteen analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $161.19.

Insiders Place Their Bets

In related news, insider Marc S. Pritchard sold 4,030 shares of the business's stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $143.79, for a total value of $579,473.70. Following the sale, the insider directly owned 187,001 shares in the company, valued at approximately $26,888,873.79. The trade was a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Matthew W. Janzaruk sold 359 shares of the stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $145.24, for a total value of $52,141.16. Following the transaction, the chief accounting officer directly owned 1,271 shares of the company's stock, valued at approximately $184,600.04. The trade was a 22.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,627 shares of company stock worth $953,417 in the last 90 days. 0.20% of the stock is currently owned by corporate insiders.

Trending Headlines about Procter & Gamble

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

• Positive Sentiment: Several recent articles identify PG as a leading dividend stock for 2027 and beyond, emphasizing its dependable income, long record of dividend growth and resilience across economic cycles. This supports demand from income-oriented and defensive investors. The Best Dividend Stock for 2027 and Beyond: Procter & Gamble
• Positive Sentiment: PG is being presented as an attractive alternative to simply owning the Consumer Staples Select Sector SPDR Fund (XLP), reflecting investor interest in selecting high-quality individual dividend payers with established household brands. These 3 Dividend Stocks Make a Strong Case for Skipping XLP
• Neutral Sentiment: The bullish investment case also depends on productivity improvements, new product innovation and robust cash returns. Those factors could help offset modest underlying growth, although PG’s valuation remains relatively rich. Is P&G Stock Worth Buying as Growth Slows and Valuation Stays Rich?
• Negative Sentiment: Analysts highlight an estimated 8% fiscal 2027 core EPS headwind from higher input costs, financing expenses, lower non-operating income and unfavorable currency movements. These pressures could limit earnings growth and weigh on the stock’s premium valuation. P&G Fiscal 2027 Outlook Brings an 8% Core EPS Headwind Into Focus
• Negative Sentiment: Erste Group Bank issued a bearish forecast for PG’s fiscal 2027 earnings, reinforcing concerns that the company’s near-term fundamentals may not justify its valuation. Erste Group Bank Has Bearish Forecast for PG FY2027 Earnings

Procter & Gamble 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.

Want to see what other hedge funds are holding PG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Procter & Gamble Company (The) (NYSE:PG - Free Report).

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