Octavia Wealth Advisors LLC Decreases Stake in Procter & Gamble Company (The) $PG

Octavia Wealth Advisors LLC cut its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 36.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 40,438 shares of the company’s stock after selling 23,400 shares during the quarter. Procter & Gamble makes up approximately 0.5% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 17th biggest position. Octavia Wealth Advisors LLC’s holdings in Procter & Gamble were worth $5,930,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in PG. Carson Advisory Inc. grew its holdings in Procter & Gamble by 0.5% during the 4th quarter. Carson Advisory Inc. now owns 12,124 shares of the company’s stock worth $1,738,000 after acquiring an additional 65 shares in the last quarter. Cary Street Partners Investment Advisory LLC increased its position in shares of Procter & Gamble by 1.8% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,829 shares of the company’s stock valued at $549,000 after purchasing an additional 67 shares during the last quarter. Lorne Steinberg Wealth Management Inc. raised its holdings in shares of Procter & Gamble by 2.7% in the 4th quarter. Lorne Steinberg Wealth Management Inc. now owns 2,623 shares of the company’s stock valued at $376,000 after purchasing an additional 68 shares in the last quarter. Grant Street Asset Management Inc. raised its holdings in shares of Procter & Gamble by 2.7% in the 4th quarter. Grant Street Asset Management Inc. now owns 2,627 shares of the company’s stock valued at $376,000 after purchasing an additional 69 shares in the last quarter. Finally, Cowa LLC lifted its position in shares of Procter & Gamble by 2.4% during the 4th quarter. Cowa LLC now owns 2,985 shares of the company’s stock worth $428,000 after purchasing an additional 70 shares during the last quarter. Institutional investors and hedge funds own 65.77% of the company’s stock.

Key Headlines Impacting Procter & Gamble

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

• Positive Sentiment: Calmer inflation is improving the outlook for consumer-staples companies by potentially easing pressure on household budgets and input costs. Procter & Gamble’s broad portfolio of essential brands is being viewed as relatively resilient. Why Is Procter & Gamble in Focus as Calmer Inflation Steadies Consumer Staples?
• Positive Sentiment: PG continues to attract income-oriented investors as a Dividend King, supported by more than six decades of dividend increases. Articles highlighting the dependability of its payout may provide a valuation and demand tailwind. All It Takes Is $17,000 Invested in This High-Yield Dividend King Stock
• Positive Sentiment: Zacks Research raised several individual forecasts, including Q3 fiscal 2027 EPS to $1.66 from $1.64 and Q4 fiscal 2027 EPS to $1.55 from $1.54. It also projects fiscal 2029 EPS of $7.85, above the current-year consensus of approximately $6.99. Procter & Gamble analyst estimates
• Neutral Sentiment: Coverage continues to frame Procter & Gamble as a steady blue-chip holding while investors await inflation data. That supports defensive positioning but does not represent a new fundamental catalyst. Procter & Gamble Draws Attention as Dividend Blue Chips Take Center Stage
• Negative Sentiment: Zacks reduced multiple estimates, including fiscal 2027 EPS to $6.97 from $7.05 and fiscal 2028 EPS to $7.42 from $7.47. Fiscal Q1 2027 EPS was cut to $1.89 from $1.96, signaling modest pressure on near-term growth expectations. Procter & Gamble earnings estimates
• Negative Sentiment: Higher gasoline prices could constrain consumer discretionary spending and increase pressure on value-conscious shoppers, even though PG sells everyday necessities. Erste Group Bank also issued a bearish fiscal 2027 earnings outlook. Why Is Procter & Gamble in Focus as Gasoline Prices Pressure Consumers?

Procter & Gamble Stock Performance

Shares of Procter & Gamble stock opened at $144.79 on Friday. The firm’s fifty day simple moving average is $148.17 and its 200-day simple moving average is $148.89. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $167.25. The stock has a market capitalization of $336.55 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 4.44 and a beta of 0.39. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.68 and a quick ratio of 0.47.

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

Procter & Gamble Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, July 24th will be paid a dividend of $1.0885 per share. The ex-dividend date is Friday, July 24th. This represents a $4.35 annualized dividend and a dividend yield of 3.0%. Procter & Gamble’s dividend payout ratio is 65.71%.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on PG shares. UBS Group boosted their target price on shares of Procter & Gamble from $166.00 to $172.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. TD Cowen raised their price target on Procter & Gamble from $142.00 to $150.00 and gave the company a “hold” rating in a research note on Monday, April 27th. BNP Paribas Exane decreased their price target on Procter & Gamble from $172.00 to $165.00 and set an “outperform” rating for the company in a report on Thursday, April 23rd. Wells Fargo & Company upped their price objective on Procter & Gamble from $158.00 to $164.00 and gave the stock an “overweight” rating in a research report on Monday, April 27th. Finally, Evercore set a $162.00 price objective on Procter & Gamble in a report on Monday, April 27th. Thirteen equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, Procter & Gamble has an average rating of “Moderate Buy” and an average target price of $161.52.

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.