Jensen Investment Management Inc. Buys 10,778 Shares of Procter & Gamble Company (The) $PG

Jensen Investment Management Inc. grew its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 0.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 1,441,978 shares of the company’s stock after acquiring an additional 10,778 shares during the period. Procter & Gamble comprises about 2.7% of Jensen Investment Management Inc.’s holdings, making the stock its 19th largest position. Jensen Investment Management Inc.’s holdings in Procter & Gamble were worth $221,560,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the stock. Wesbanco Bank Inc. grew its holdings in shares of Procter & Gamble by 0.4% during the third quarter. Wesbanco Bank Inc. now owns 269,536 shares of the company’s stock valued at $41,414,000 after buying an additional 1,120 shares during the last quarter. BridgePort Financial Solutions LLC purchased a new position in Procter & Gamble in the 3rd quarter worth approximately $697,000. Midwest Trust Co lifted its position in Procter & Gamble by 1.6% in the 3rd quarter. Midwest Trust Co now owns 404,866 shares of the company’s stock valued at $62,208,000 after acquiring an additional 6,496 shares in the last quarter. Rockland Trust Co. increased its holdings in shares of Procter & Gamble by 2.3% in the 3rd quarter. Rockland Trust Co. now owns 101,597 shares of the company’s stock worth $15,610,000 after purchasing an additional 2,287 shares in the last quarter. Finally, Wealthfront Advisers LLC raised its stake in shares of Procter & Gamble by 15.2% in the third quarter. Wealthfront Advisers LLC now owns 250,813 shares of the company’s stock worth $38,537,000 after purchasing an additional 33,066 shares during the last quarter. Hedge funds and other institutional investors own 65.77% of the company’s stock.

Procter & Gamble News Roundup

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

• Positive Sentiment: CNBC reports PG has had a “monster start” to 2026 — coverage highlights strong top-line momentum, pricing/mix benefits and investor rotation into defensive staples as drivers for continued upside. What’s driving Procter & Gamble’s monster start to 2026 — and how it can continue
• Positive Sentiment: Analyst commentary (Zacks) points to strategic pricing and mix gains sustaining margin strength despite elevated input costs and tariffs — a key reason investors are willing to bid the stock up. Can Pricing and Mix Sustain Procter & Gamble’s Margin Strength?
• Positive Sentiment: MarketBeat flags PG as one of three consumer staples “breaking out” this month — momentum/rotation narratives are reinforcing short-term buying interest. 3 Consumer Staples Stocks Breaking Out This Month (PG)
• Neutral Sentiment: Seeking Alpha piece frames PG as a “Dividend King” that may be fairly valued amid macro and industry pressures — supports income investors but implies limited upside. Procter & Gamble: A Dividend King That’s Fairly Valued Amid Macro And Industry Pressures
• Neutral Sentiment: Market commentary (Yahoo/MarketBeat syndication) is reassessing PG after its recent recovery, suggesting investors should re-evaluate valuation and catalysts rather than assume momentum continues. Reassessing Procter & Gamble (PG) After Recent Share Price Recovery
• Neutral Sentiment: Coverage of Zacks’ FY2026 earnings forecast provides context on analysts’ expectations for ~6.9 EPS — helpful for longer-term valuation but not an immediate catalyst. What is Zacks Research’s Forecast for PG FY2026 Earnings?
• Negative Sentiment: Short interest jumped ~23.3% in January to ~23.37M shares (about 1.0% of shares outstanding), signaling growing bearish bets or hedges; while days to cover (~1.9) is low, the rise in shorting is a near-term headwind.
• Negative Sentiment: Multiple Seeking Alpha pieces warn recovery hopes are premature and warn of weak fundamentals and potential rating pressure — these narratives could pressure sentiment if adoption/volume trends slow. Proctor & Gamble: Recovery Hopes Are Premature Procter & Gamble: Weak Fundamentals Could Result In A Painful Shave For Investors (Rating Downgrade)

Procter & Gamble Price Performance

PG stock opened at $159.16 on Wednesday. The company’s fifty day moving average price is $146.21 and its 200-day moving average price is $150.29. Procter & Gamble Company has a one year low of $137.62 and a one year high of $179.99. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.51 and a current ratio of 0.72. The company has a market capitalization of $369.89 billion, a PE ratio of 23.58, a price-to-earnings-growth ratio of 5.23 and a beta of 0.38.

Procter & Gamble (NYSE:PG) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.86 by $0.02. Procter & Gamble had a net margin of 19.30% and a return on equity of 32.21%. The company had revenue of $22.21 billion for the quarter, compared to the consensus estimate of $22.36 billion. During the same quarter in the prior year, the firm earned $1.88 earnings per share. Procter & Gamble’s 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. On average, equities analysts anticipate that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Friday, January 23rd will be paid a dividend of $1.0568 per share. The ex-dividend date of this dividend is Friday, January 23rd. This represents a $4.23 dividend on an annualized basis and a dividend yield of 2.7%. Procter & Gamble’s dividend payout ratio is currently 62.52%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on PG. Wells Fargo & Company increased their price objective on Procter & Gamble from $158.00 to $165.00 and gave the company an “overweight” rating in a research report on Friday, January 23rd. Raymond James Financial lowered their target price on Procter & Gamble from $185.00 to $175.00 and set an “outperform” rating on the stock in a research report on Monday, October 20th. BNP Paribas Exane lowered their price objective on Procter & Gamble from $172.00 to $164.00 and set an “outperform” rating on the stock in a research report on Friday, January 16th. UBS Group raised their target price on shares of Procter & Gamble from $161.00 to $170.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Procter & Gamble from $176.00 to $171.00 and set a “buy” rating for the company in a research note on Monday, December 8th. Thirteen investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $167.67.

Insider Activity at Procter & Gamble

In related news, CEO Ma. Fatima Francisco sold 8,000 shares of Procter & Gamble stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $158.00, for a total value of $1,264,000.00. Following the completion of the sale, the chief executive officer directly owned 6,571 shares in the company, valued at $1,038,218. The trade was a 54.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Marc S. Pritchard sold 95,903 shares of the stock in a transaction dated 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 transaction, the insider owned 182,607 shares in the company, valued at approximately $27,601,048.05. The trade was a 34.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.20% of the company’s stock.

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.