Valeo Financial Advisors LLC Raises Stock Holdings in Procter & Gamble Company (The) $PG

Key Points

• Valeo Financial Advisors LLC significantly increased its stake in Procter & Gamble by 1,875.5% in Q2, now owning approximately 1,763,404 shares valued at about $280.9 million.
• Several other institutional investors, such as Kingstone Capital Partners and Northern Trust Corp, also made substantial increases in their positions during the same quarter.
• Procter & Gamble recently declared a quarterly dividend of $1.0568 per share, marking a 2.8% yield annually, with a payout ratio of 64.82%.

Valeo Financial Advisors LLC raised its position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 1,875.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,763,404 shares of the company's stock after purchasing an additional 1,674,139 shares during the quarter. Procter & Gamble accounts for about 0.9% of Valeo Financial Advisors LLC's investment portfolio, making the stock its 19th largest position. Valeo Financial Advisors LLC owned approximately 0.08% of Procter & Gamble worth $280,946,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC grew its holdings in Procter & Gamble by 655,209.0% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 76,028,952 shares of the company's stock valued at $11,832,680,000 after buying an additional 76,017,350 shares in the last quarter. Northern Trust Corp grew its position in Procter & Gamble by 0.8% in the first quarter. Northern Trust Corp now owns 29,644,000 shares of the company's stock worth $5,051,930,000 after acquiring an additional 248,792 shares in the last quarter. Price T Rowe Associates Inc. MD increased its stake in Procter & Gamble by 13.0% during the first quarter. Price T Rowe Associates Inc. MD now owns 21,480,670 shares of the company's stock worth $3,660,737,000 after acquiring an additional 2,466,308 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of Procter & Gamble by 3.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 17,405,539 shares of the company's stock valued at $2,966,252,000 after purchasing an additional 583,629 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Procter & Gamble by 6.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,293,428 shares of the company's stock worth $2,947,146,000 after purchasing an additional 1,018,865 shares during the period. Institutional investors own 65.77% of the company's stock.

Analyst Ratings Changes

PG has been the subject of a number of analyst reports. Evercore ISI restated an "in-line" rating and issued a $170.00 price target (down from $190.00) on shares of Procter & Gamble in a research report on Monday, July 14th. UBS Group set a $180.00 price objective on shares of Procter & Gamble and gave the stock a "buy" rating in a research note on Wednesday, July 30th. BNP Paribas reissued an "outperform" rating and set a $177.00 price target on shares of Procter & Gamble in a research note on Friday, August 15th. Barclays decreased their target price on Procter & Gamble from $164.00 to $153.00 and set an "equal weight" rating for the company in a research report on Wednesday. Finally, Berenberg Bank upped their price target on shares of Procter & Gamble from $152.00 to $154.00 and gave the stock a "hold" rating in a report on Wednesday, September 17th. Eleven analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $173.11.

Procter & Gamble Stock Up 0.1%

NYSE:PG opened at $152.19 on Monday. The company's 50-day simple moving average is $155.51 and its 200-day simple moving average is $159.95. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.49 and a current ratio of 0.70. Procter & Gamble Company has a fifty-two week low of $149.91 and a fifty-two week high of $180.43. The stock has a market capitalization of $356.20 billion, a P/E ratio of 23.38, a P/E/G ratio of 4.02 and a beta of 0.36.

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

Procter & Gamble Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 15th. Shareholders of record on Friday, July 18th were paid a $1.0568 dividend. The ex-dividend date was Friday, July 18th. This represents a $4.23 dividend on an annualized basis and a yield of 2.8%. Procter & Gamble's dividend payout ratio (DPR) is 64.82%.

Insiders Place Their Bets

In other Procter & Gamble news, CEO Ma. Fatima Francisco sold 9,100 shares of the business's stock in a transaction that occurred on Tuesday, August 19th. The shares were sold at an average price of $157.27, for a total transaction of $1,431,157.00. Following the sale, the chief executive officer owned 27,295 shares of the company's stock, valued at approximately $4,292,684.65. The trade was a 25.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Gary A. Coombe sold 10,194 shares of the firm's stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $158.16, for a total transaction of $1,612,283.04. Following the completion of the transaction, the chief executive officer directly owned 34,978 shares of the company's stock, valued at approximately $5,532,120.48. This represents a 22.57% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 120,181 shares of company stock valued at $18,918,012. 0.20% of the stock is currently owned by corporate insiders.

About Procter & Gamble

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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