Wells Trecaso Financial Group LLC Decreases Stake in Procter & Gamble Company (The) $PG

Wells Trecaso Financial Group LLC lessened its stake in shares of Procter & Gamble Company (The) (NYSE:PGFree Report) by 43.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 34,517 shares of the company’s stock after selling 26,262 shares during the period. Procter & Gamble makes up about 2.5% of Wells Trecaso Financial Group LLC’s portfolio, making the stock its 14th biggest position. Wells Trecaso Financial Group LLC’s holdings in Procter & Gamble were worth $5,303,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in PG. Vanguard Group Inc. lifted its holdings in shares of Procter & Gamble by 1.4% during the second 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 during the period. Geode Capital Management LLC raised its position in Procter & Gamble by 1.8% during the 2nd quarter. Geode Capital Management LLC now owns 59,415,933 shares of the company’s stock worth $9,439,341,000 after buying an additional 1,060,713 shares during the last quarter. Norges Bank acquired a new stake in Procter & Gamble during the 2nd quarter valued at approximately $5,099,644,000. Charles Schwab Investment Management Inc. boosted its holdings in shares of Procter & Gamble by 1.7% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 17,385,571 shares of the company’s stock valued at $2,770,035,000 after acquiring an additional 294,673 shares during the last quarter. Finally, Invesco Ltd. increased its stake in shares of Procter & Gamble by 21.4% in the second quarter. Invesco Ltd. now owns 16,374,499 shares of the company’s stock worth $2,608,785,000 after acquiring an additional 2,880,895 shares during the period. Hedge funds and other institutional investors own 65.77% of the company’s stock.

Insider Activity

In other Procter & Gamble news, 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 completion of the sale, the insider directly owned 182,607 shares in the company, valued at approximately $27,601,048.05. The trade was a 34.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Ma. Fatima Francisco sold 8,000 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $158.00, for a total value of $1,264,000.00. Following the transaction, the chief executive officer directly owned 6,571 shares of the company’s stock, valued at $1,038,218. The trade was a 54.90% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 103,904 shares of company stock worth $15,759,885. Company insiders own 0.20% of the company’s stock.

Procter & Gamble Stock Performance

Shares of PG stock opened at $159.48 on Friday. The company has a current ratio of 0.72, a quick ratio of 0.51 and a debt-to-equity ratio of 0.49. Procter & Gamble Company has a 12-month low of $137.62 and a 12-month high of $179.99. The business’s 50 day moving average is $145.53 and its two-hundred day moving average is $150.38. The company has a market capitalization of $370.63 billion, a P/E ratio of 23.63, a P/E/G ratio of 5.21 and a beta of 0.38.

Procter & Gamble (NYSE:PGGet Free Report) last announced its earnings results on Thursday, January 22nd. The company reported $1.88 earnings per share for the quarter, topping 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 business had revenue of $22.21 billion during the quarter, compared to the consensus estimate of $22.36 billion. During the same period in the prior year, the company posted $1.88 EPS. The business’s quarterly revenue was up 1.5% on a year-over-year basis. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. Analysts expect that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 17th. Shareholders of record on Friday, January 23rd will be issued a dividend of $1.0568 per share. This represents a $4.23 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Friday, January 23rd. Procter & Gamble’s dividend payout ratio (DPR) is presently 62.67%.

Procter & Gamble News Summary

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

  • Positive Sentiment: Technical / dividend support and bullish coverage: Market commentary highlights a bullish case for PG (technical breakout above the 200‑day SMA, strong free‑cash‑flow and a long history of dividend increases), which attracts defensive inflows and supports the stock. The Procter & Gamble Company (PG): A bull case theory
  • Positive Sentiment: Growth / product strategy: Zacks highlights P&G’s push into faster Beauty & Personal Care innovation, premiumization and science‑backed upgrades — a strategic emphasis that could improve pricing power and mix over time. Can Beauty & Personal Care Innovation Drive Procter & Gamble’s Growth?
  • Positive Sentiment: High‑visibility marketing push: Old Spice’s Super Bowl immersive experience is a near‑term promotional catalyst for grooming that can boost brand engagement and seasonal sales. Old Spice Super Bowl Experience
  • Positive Sentiment: Procter & Gamble Health (PGHL) posted strong Q3 FY26 results and announced an interim + special dividend — a positive readthrough for the group’s health/consumer franchises and investor sentiment in some regions. Procter & Gamble Health Posts Strong Q3 FY26 Results
  • Neutral Sentiment: Wall Street / valuation pieces: Coverage reiterates a consensus “Moderate Buy” and examines valuation after mixed Q2 results; useful for context but not a single catalytic item. Consensus Recommendation: Moderate Buy
  • Negative Sentiment: Zacks Research lowered EPS forecasts across multiple upcoming quarters and for FY2027/FY2028 (Q3/Q2 cuts and lower FY27/FY28 targets) — analyst downgrades can pressure the stock if others follow or if they signal slowing margin or top‑line momentum.
  • Negative Sentiment: Insider selling: CEO Ma. Fatima Francisco sold 8,000 shares (~$1.26M), reducing her direct stake materially; while insider sales have many explanations, they can be viewed negatively by some investors. SEC Form 4 – Insider Sale
  • Negative Sentiment: Sector valuation warning: Barron’s flagged staples as potentially “frothy” after recent rallies — broad sector profit‑taking could cap PG’s near‑term upside. Staples Stocks Are Known for Safety. Now They Look Way Too Frothy.

Analysts Set New Price Targets

A number of research firms recently issued reports on PG. Raymond James Financial decreased their target price on shares of Procter & Gamble from $185.00 to $175.00 and set an “outperform” rating for the company in a research report on Monday, October 20th. Dbs Bank raised Procter & Gamble from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Procter & Gamble in a report on Monday, December 29th. BNP Paribas Exane reduced their price target on Procter & Gamble from $172.00 to $164.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. Finally, Morgan Stanley set a $175.00 price objective on Procter & Gamble in a research report on Monday, October 27th. Thirteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $167.00.

Check Out Our Latest Stock Analysis on Procter & Gamble

About Procter & Gamble

(Free Report)

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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Institutional Ownership by Quarter for Procter & Gamble (NYSE:PG)

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