World Investment Advisors Boosts Stock Position in Procter & Gamble Company (The) $PG

Key Points

• World Investment Advisors increased its stake in Procter & Gamble by 15.9%, buying 14,492 shares to hold 105,915 shares worth about $15.18 million at quarter-end.
• Company insiders sold a total of 348,618 shares (~$55.46 million) over the last quarter, including Chairman Jon R. Moeller's sale of 162,232 shares, leaving insiders with just 0.20% ownership.
• Market sentiment is mixed: several brokerages have trimmed price targets and expressed caution, but the consensus remains a “Moderate Buy” with a target around $163.89, while P&G pursues growth initiatives like the Mr. Clean PRO launch and a multi‑year WNBA partnership to bolster brand relevance and margins.

World Investment Advisors grew its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 15.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 105,915 shares of the company's stock after purchasing an additional 14,492 shares during the period. World Investment Advisors' holdings in Procter & Gamble were worth $15,179,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Halbert Hargrove Global Advisors LLC bought a new position in Procter & Gamble in the 3rd quarter worth about $25,000. E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of Procter & Gamble by 1,000.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company's stock valued at $25,000 after purchasing an additional 150 shares during the period. Litman Gregory Wealth Management LLC bought a new position in Procter & Gamble in the fourth quarter worth approximately $26,000. Park Square Financial Group LLC grew its stake in Procter & Gamble by 65.1% in the fourth quarter. Park Square Financial Group LLC now owns 180 shares of the company's stock worth $26,000 after purchasing an additional 71 shares in the last quarter. Finally, Evolution Wealth Management Inc. increased its holdings in Procter & Gamble by 1,315.4% during the 4th quarter. Evolution Wealth Management Inc. now owns 184 shares of the company's stock worth $26,000 after purchasing an additional 171 shares during the period. 65.77% of the stock is currently owned by institutional investors.

Procter & Gamble News Roundup

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

• Positive Sentiment: Launched Mr. Clean PRO to expand P&G’s professional/commercial cleaning lineup — targets higher-margin, recurring demand from businesses and could open a new commercial channel for the Mr. Clean franchise. PG Expands Professional Cleaning Portfolio With Mr. Clean PRO Launch
• Positive Sentiment: Multi-year, multi-brand WNBA partnership aims to boost brand relevance and consumer engagement across flagship personal-care brands — a strategic marketing move that can help sustain share and pricing power over time. P&G WNBA Partnership Aims To Build Brand Relevance And Investor Interest
• Neutral Sentiment: Executive change in health care: a long-tenured CEO retired and a successor was named — operationally important but likely a gradual transition with limited immediate impact on results. P&G names new health care CEO as 33-year veteran retires
• Neutral Sentiment: Bank of America trimmed its price target (keeps a buy rating) — signals slightly reduced upside expectations while preserving conviction in P&G’s longer-term cash generation. Benzinga
• Negative Sentiment: Multiple analyst price-target cuts and cautious ratings: RBC and UBS trimmed targets to the high‑$160s and Goldman remains at a hold — these actions amplify concerns about limited near-term upside and contribute to selling pressure. RBC cuts price target on Procter & Gamble to 167 from 172; keeps outperform rating UBS Group Lowers Procter & Gamble Price Target to $166.00 Goldman Sachs Sticks to Their Hold Rating for Procter & Gamble (PG)
• Negative Sentiment: Valuation critique: recent coverage highlights PG’s premium valuation versus peers amid soft demand and a modest growth outlook — a narrative that pressures sentiment until clearer upside from volume, pricing, or margin expansion emerges. Procter & Gamble's Premium Valuation: Buy Now or Stay on Sidelines?

Procter & Gamble Price Performance

Shares of PG opened at $145.17 on Friday. The company has a 50 day moving average of $153.04 and a two-hundred day moving average of $149.23. The company has a quick ratio of 0.51, a current ratio of 0.72 and a debt-to-equity ratio of 0.49. Procter & Gamble Company has a twelve month low of $137.62 and a twelve month high of $171.65. The company has a market cap of $337.37 billion, a price-to-earnings ratio of 21.51, a price-to-earnings-growth ratio of 5.11 and a beta of 0.41.

Procter & Gamble (NYSE:PG - Get Free Report) last issued its quarterly earnings data on Friday, January 23rd. The company reported $1.88 EPS for the quarter, beating the consensus estimate of $1.86 by $0.02. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.The firm had revenue of $22.21 billion during the quarter, compared to analyst estimates of $22.36 billion. During the same quarter in the prior year, the business posted $1.88 EPS. The business's revenue for the quarter was up 1.5% compared to the same quarter last year. As a group, analysts predict that Procter & Gamble Company will post 6.91 earnings per share for the current fiscal year.

Procter & Gamble Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Friday, January 23rd were paid a dividend of $1.0568 per share. The ex-dividend date was Friday, January 23rd. This represents a $4.23 dividend on an annualized basis and a dividend yield of 2.9%. Procter & Gamble's payout ratio is presently 62.67%.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on PG. Deutsche Bank Aktiengesellschaft lowered their target price on Procter & Gamble from $171.00 to $162.00 and set a "hold" rating for the company in a report on Monday, March 30th. Jefferies Financial Group upgraded shares of Procter & Gamble from a "hold" rating to a "buy" rating and increased their target price for the stock from $156.00 to $179.00 in a report on Tuesday, December 16th. JPMorgan Chase & Co. raised shares of Procter & Gamble from a "neutral" rating to an "overweight" rating and upped their price target for the stock from $157.00 to $165.00 in a research report on Friday, January 23rd. Barclays set a $155.00 target price on Procter & Gamble in a report on Friday, January 16th. Finally, Wells Fargo & Company dropped their price objective on Procter & Gamble from $177.00 to $158.00 and set an "overweight" rating on the stock in a research report on Wednesday. Twelve investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $163.89.

Insider Activity

In related news, Chairman Jon R. Moeller sold 162,232 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $162.45, for a total value of $26,354,588.40. Following the completion of the transaction, the chairman directly owned 319,385 shares of the company's stock, valued at $51,884,093.25. This trade represents 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 Marc S. Pritchard sold 95,903 shares of the business's stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $151.15, for a total transaction of $14,495,738.45. Following the sale, the insider directly owned 182,607 shares in the company, valued at approximately $27,601,048.05. This represents a 34.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 348,618 shares of company stock valued at $55,462,643. 0.20% of the stock is owned by company insiders.

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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