Octavia Wealth Advisors LLC Boosts Holdings in Procter & Gamble Company (The) $PG

Octavia Wealth Advisors LLC grew its position in Procter & Gamble Company (The) (NYSE:PG) by 81.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 71,149 shares of the company’s stock after buying an additional 31,839 shares during the quarter. Procter & Gamble makes up about 1.1% of Octavia Wealth Advisors LLC’s portfolio, making the stock its 21st largest holding. Octavia Wealth Advisors LLC’s holdings in Procter & Gamble were worth $10,932,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC grew its holdings in shares of Procter & Gamble by 655,209.0% during the second quarter. Kingstone Capital Partners Texas LLC now owns 76,028,952 shares of the company’s stock worth $11,832,680,000 after buying an additional 76,017,350 shares in the last quarter. Norges Bank acquired a new position in Procter & Gamble during the second quarter worth about $5,099,644,000. Laurel Wealth Advisors LLC grew its stake in Procter & Gamble by 15,971.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 7,012,744 shares of the company’s stock valued at $1,117,270,000 after acquiring an additional 6,969,110 shares in the last quarter. Vanguard Group Inc. lifted its stake in Procter & Gamble by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 233,211,283 shares of the company’s stock worth $37,155,222,000 after purchasing an additional 3,189,111 shares in the last quarter. Finally, Invesco Ltd. lifted its position in Procter & Gamble by 21.4% during the second quarter. Invesco Ltd. now owns 16,374,499 shares of the company’s stock worth $2,608,785,000 after buying an additional 2,880,895 shares in the last quarter. 65.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Procter & Gamble

In other news, CAO Matthew W. Janzaruk sold 725 shares of Procter & Gamble stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $149.57, for a total transaction of $108,438.25. Following the sale, the chief accounting officer owned 979 shares of the company’s stock, valued at approximately $146,429.03. The trade was a 42.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.20% of the company’s stock.

Key Headlines Impacting Procter & Gamble

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

• Positive Sentiment: Wells Fargo upgraded/initiated coverage on PG with a “Buy” view, citing durable margins and cash generation that support dividend and share-buyback capacity. Procter & Gamble (PG) Gets a Buy from Wells Fargo
• Positive Sentiment: TD Cowen reiterated a bullish stance on PG, reinforcing analyst optimism around stable demand for core brands and execution on margin/pricing strategies. TD Cowen is bullish on the Procter & Gamble Company (PG)
• Positive Sentiment: PG’s board declared the quarterly dividend ($1.0568 per share, payable Feb. 17; ex-div Jan. 23), continuing its long dividend streak — supportive for income-oriented investors and a floor under the stock. P&G Declares Quarterly Dividend, January 2026
• Positive Sentiment: PG is featured in dividend-focused screens (e.g., “Dogs of the Dow”) highlighting its yield profile, which can attract dividend-seeking flows. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Neutral Sentiment: Company advisory: P&G urged shareholders to reject a mini-tender offer from Potemkin Limited (offer price $100/share), a protective move but unlikely to materially affect operations or valuation. PG Recommends Stockholders Reject Mini-Tender Offer by Potemkin Limited
• Neutral Sentiment: Market note: PG is projected to post quarterly earnings this Thursday; expectations are modestly positive after the prior beat, but the report will be a near-term catalyst. Procter & Gamble (PG) Projected to Post Earnings on Thursday
• Negative Sentiment: Insider sale reported: Rep. Gilbert Ray Cisneros, Jr. sold PG shares — an item investors watch; size/context matter but insider selling can create short-term downward pressure. Procter & Gamble (NYSE:PG) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.
• Negative Sentiment: Zacks highlights tariff risk that could pressure PG’s plan for ~4% organic sales growth — higher input/tariff costs and limits to pricing could weigh on margin and growth execution. Is Procter & Gamble’s 4% Sales Growth Target at Risk From Tariff Woes?

Procter & Gamble Stock Performance

Procter & Gamble stock opened at $146.30 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.71 and a quick ratio of 0.51. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $179.99. The company has a fifty day moving average price of $144.80 and a two-hundred day moving average price of $151.20. The company has a market cap of $341.86 billion, a PE ratio of 21.36, a P/E/G ratio of 4.87 and a beta of 0.39.

Procter & Gamble (NYSE:PG) last posted its quarterly earnings results on Friday, October 24th. The company reported $1.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.09. The company had revenue of $22.39 billion for the quarter, compared to the consensus estimate of $22.23 billion. Procter & Gamble had a net margin of 19.74% and a return on equity of 32.63%. The company’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period last year, the firm posted $1.93 EPS. Procter & Gamble has set its FY 2026 guidance at 6.830-7.100 EPS. Research analysts expect that Procter & Gamble Company will post 6.91 earnings per share for the current year.

Procter & Gamble Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Friday, January 23rd will be given a dividend of $1.0568 per share. The ex-dividend date is Friday, January 23rd. This represents a $4.23 annualized dividend and a dividend yield of 2.9%. Procter & Gamble’s dividend payout ratio is currently 61.75%.

Analyst Ratings Changes

Several brokerages have recently commented on PG. Cowen reaffirmed a “buy” rating on shares of Procter & Gamble in a research note on Thursday, January 8th. UBS Group dropped their price objective on shares of Procter & Gamble from $176.00 to $161.00 and set a “buy” rating for the company in a research note on Wednesday. Bank of America decreased their price target on shares of Procter & Gamble from $180.00 to $174.00 and set a “buy” rating on the stock in a report on Wednesday, October 8th. TD Cowen dropped their target price on shares of Procter & Gamble from $168.00 to $150.00 and set a “buy” rating for the company in a research report on Thursday, January 8th. Finally, Barclays cut their price objective on Procter & Gamble from $153.00 to $151.00 and set an “equal weight” rating on the stock in a research report on Monday, December 8th. Fifteen research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, Procter & Gamble currently has an average rating of “Moderate Buy” and an average price target of $168.55.

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.