W.G. Shaheen & Associates DBA Whitney & Co Buys 15,111 Shares of Procter & Gamble Company (The) $PG

Key Points

• W.G. Shaheen & Associates (Whitney & Co) boosted its stake in Procter & Gamble by 187.5%, adding 15,111 shares to hold 23,170 shares worth about $3.32 million at the end of the quarter.
• P&G beat Q3 EPS ( $1.59 vs. $1.56), set FY2026 guidance of 6.830–7.090 EPS, and raised its quarterly dividend to $1.0885 (annualized $4.35, ~3.0% yield).
• Analyst views are mixed but the consensus is a "Moderate Buy" with an average price target of $161.06; UBS raised its target to $172 while several firms trimmed theirs.

W.G. Shaheen & Associates DBA Whitney & Co increased its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 187.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,170 shares of the company's stock after acquiring an additional 15,111 shares during the period. W.G. Shaheen & Associates DBA Whitney & Co's holdings in Procter & Gamble were worth $3,320,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in Procter & Gamble by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 237,459,756 shares of the company's stock valued at $34,030,358,000 after purchasing an additional 2,829,151 shares during the last quarter. State Street Corp lifted its stake in Procter & Gamble by 0.4% in the third quarter. State Street Corp now owns 100,634,824 shares of the company's stock valued at $15,462,541,000 after purchasing an additional 370,872 shares during the last quarter. Franklin Resources Inc. lifted its stake in Procter & Gamble by 8.3% in the third quarter. Franklin Resources Inc. now owns 22,850,345 shares of the company's stock valued at $3,510,955,000 after purchasing an additional 1,752,481 shares during the last quarter. Legal & General Group Plc lifted its stake in Procter & Gamble by 1.2% in the third quarter. Legal & General Group Plc now owns 16,556,061 shares of the company's stock valued at $2,543,839,000 after purchasing an additional 189,968 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its stake in Procter & Gamble by 0.4% in the third quarter. Fisher Asset Management LLC now owns 11,008,454 shares of the company's stock valued at $1,691,449,000 after purchasing an additional 40,941 shares during the last quarter. 65.77% of the stock is owned by institutional investors.

Analysts Set New Price Targets

PG has been the topic of several research analyst reports. UBS Group upped their price objective on Procter & Gamble from $166.00 to $172.00 and gave the company a "buy" rating in a research note on Monday. Raymond James Financial dropped their target price on Procter & Gamble from $175.00 to $170.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 14th. Rothschild & Co Redburn dropped their target price on Procter & Gamble from $157.00 to $155.00 and set a "neutral" rating on the stock in a research report on Monday. Wells Fargo & Company increased their target price on Procter & Gamble from $158.00 to $164.00 and gave the stock an "overweight" rating in a research report on Monday. Finally, BNP Paribas Exane dropped their target price on Procter & Gamble from $172.00 to $165.00 and set an "outperform" rating on the stock in a research report on Thursday, April 23rd. Eleven analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $161.06.

Procter & Gamble Stock Down 1.9%

Shares of NYSE:PG opened at $146.36 on Thursday. The stock's 50-day moving average price is $149.67 and its 200-day moving average price is $148.62. Procter & Gamble Company has a 12-month low of $137.62 and a 12-month high of $170.99. The stock has a market capitalization of $340.80 billion, a P/E ratio of 21.40, a price-to-earnings-growth ratio of 6.11 and a beta of 0.41. The company has a current ratio of 0.73, a quick ratio of 0.53 and a debt-to-equity ratio of 0.44.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its quarterly earnings data on Friday, April 24th. The company reported $1.59 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.56 by $0.03. Procter & Gamble had a return on equity of 32.00% and a net margin of 19.16%.The firm had revenue of $21.24 billion for the quarter, compared to analysts' expectations of $21.52 billion. During the same period last year, the firm earned $1.54 earnings per share. The company's revenue for the quarter was up 7.4% 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 6.93 earnings per share for the current year.

Procter & Gamble Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, April 24th will be issued a dividend of $1.0885 per share. This is an increase from Procter & Gamble's previous quarterly dividend of $1.06. This represents a $4.35 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date is Friday, April 24th. Procter & Gamble's dividend payout ratio (DPR) is currently 63.60%.

Procter & Gamble News Summary

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

• Positive Sentiment: UBS reaffirmed a Buy stance and recently raised its price target to $172, supporting the stock’s longer‑term case despite near‑term noise. UBS Reaffirms Their Buy Rating on Procter & Gamble (PG)
• Positive Sentiment: New product/marketing push: Gillette Venus launched the Smoothguard campaign targeting younger, socially conscious consumers — an example of P&G pushing into targeted grooming categories to drive growth. Venus Smoothguard Highlights P&G Push Into Targeted Grooming And Growth
• Positive Sentiment: Management’s portfolio/innovation strategy is being highlighted as strengthening core brands and improving supply‑chain execution — supportive for long‑term margins and competitive position. Procter & Gamble's Portfolio Strategy: Strengthening Core Brands?
• Positive Sentiment: Dividend reliability remains a tailwind for income investors; several pieces note P&G’s long history of dividend increases, reinforcing investor demand from yield‑focused holders. This 2.9%-Yielding Dividend Stock Has Paid Investors for More Than a Century -- and It's on Sale
• Neutral Sentiment: Analysts’ views are mixed across outlets — some reiterate buy ratings and higher targets while others flag margin/cost risks; that creates two‑sided trading dynamics. Analysts’ Opinions Are Mixed on These Consumer Goods Stocks: Treasury Wine Estates Limited (OtherTSRYF) and Procter & Gamble (PG)
• Neutral Sentiment: Investor pieces and screeners are revisiting P&G after its Q3 results; some outlets frame it as a buy for income/consistency rather than high growth, keeping interest but not triggering a clear re‑rating. Is Procter & Gamble Stock a Buy After Its Q3 2026 Earnings Report?
• Negative Sentiment: Index rebalancing headwind: P&G is said to be under pressure from the Russell 1000 shift — forced selling from index changes can weigh on price near reconstitution dates. Procter & Gamble Under Pressure In Russell 1000 Shift
• Negative Sentiment: Analyst model cuts: Erste Group trimmed FY2026/FY2027 EPS forecasts and left a Hold rating, reflecting concerns about near‑term margin/cost pressures — a direct negative for forward earnings expectations. Erste Group Cuts FY2026/FY2027 Estimates for Procter & Gamble (PG)
• Negative Sentiment: Sector skepticism: commentary that large FMCG names have “lost their shine” feeds a broader valuation reassessment in staples, which can amplify downward moves on mixed news. FMCG giants Nestle, P&G, Colgate have lost their shine: what next?

Insider Activity at Procter & Gamble

In other news, CEO Gary A. Coombe sold 36,093 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $162.33, for a total transaction of $5,858,976.69. Following the completion of the sale, the chief executive officer directly owned 34,994 shares in the company, valued at approximately $5,680,576.02. This represents a 50.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Susan Street Whaley sold 1,809 shares of the firm's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $159.46, for a total transaction of $288,463.14. Following the completion of the sale, the insider owned 30,215 shares of the company's stock, valued at $4,818,083.90. This trade represents a 5.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 252,715 shares of company stock valued at $40,966,904 in the last quarter. 0.20% of the stock is currently owned by company insiders.

About Procter & Gamble

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.