Naviter Wealth LLC Trims Stock Holdings in Procter & Gamble Company (The) $PG

Naviter Wealth LLC lowered its position in Procter & Gamble Company (The) (NYSE:PG) by 27.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,994 shares of the company’s stock after selling 5,238 shares during the quarter. Naviter Wealth LLC’s holdings in Procter & Gamble were worth $2,005,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of Procter & Gamble by 51.5% during the fourth quarter. Brighton Jones LLC now owns 40,068 shares of the company’s stock worth $6,717,000 after purchasing an additional 13,617 shares during the last quarter. Taylor Financial Group Inc. raised its stake in shares of Procter & Gamble by 10.6% during the first quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company’s stock worth $493,000 after purchasing an additional 277 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Procter & Gamble by 19.8% during the second quarter. Sivia Capital Partners LLC now owns 6,144 shares of the company’s stock worth $979,000 after purchasing an additional 1,016 shares during the last quarter. Auxano Advisors LLC raised its stake in shares of Procter & Gamble by 10.8% during the second quarter. Auxano Advisors LLC now owns 7,315 shares of the company’s stock worth $1,165,000 after purchasing an additional 714 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Procter & Gamble by 2.8% during the second quarter. Schnieders Capital Management LLC. now owns 30,182 shares of the company’s stock worth $4,809,000 after purchasing an additional 809 shares during the last quarter. Hedge funds and other institutional investors own 65.77% of the company’s stock.

Procter & Gamble Trading Down 1.1%

Shares of PG stock opened at $141.17 on Wednesday. The business’s fifty day moving average price is $153.28 and its 200 day moving average price is $149.35. Procter & Gamble Company has a 1-year low of $137.62 and a 1-year high of $171.65. The firm has a market capitalization of $328.07 billion, a PE ratio of 20.91, a P/E/G ratio of 5.04 and a beta of 0.41. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.72 and a quick ratio of 0.51.

Procter & Gamble (NYSE:PG) last announced its quarterly earnings data on Friday, January 23rd. The company reported $1.88 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $22.36 billion. During the same quarter in the prior year, the company posted $1.88 earnings per share. Procter & Gamble’s quarterly revenue was up 1.5% on a year-over-year basis. As a group, sell-side analysts forecast that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Friday, January 23rd were issued a dividend of $1.0568 per share. This represents a $4.23 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend was Friday, January 23rd. Procter & Gamble’s dividend payout ratio is currently 62.67%.

Analysts Set New Price Targets

PG has been the subject of several analyst reports. Piper Sandler initiated coverage on Procter & Gamble in a research note on Wednesday, January 7th. They set a “neutral” rating and a $150.00 price target for the company. TD Cowen cut their price target on Procter & Gamble from $156.00 to $142.00 and set a “hold” rating for the company in a research note on Wednesday, April 1st. BNP Paribas Exane cut their price target on Procter & Gamble from $172.00 to $164.00 and set an “outperform” rating for the company in a research note on Friday, January 16th. Rothschild & Co Redburn upped their price target on Procter & Gamble from $155.00 to $157.00 and gave the stock a “neutral” rating in a research note on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft cut their price target on Procter & Gamble from $171.00 to $162.00 and set a “hold” rating for the company in a research note on Monday, March 30th. Twelve research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $166.83.

Insider Activity

In other Procter & Gamble news, insider Balaji Purushothaman sold 12,827 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $160.31, for a total value of $2,056,296.37. Following the sale, the insider owned 12,639 shares of the company’s stock, valued at approximately $2,026,158.09. This represents a 50.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Gary A. Coombe sold 36,093 shares of the company’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $162.33, for a total value of $5,858,976.69. Following the completion of the sale, the chief executive officer directly owned 34,994 shares in the company, valued at $5,680,576.02. This trade represents a 50.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 348,618 shares of company stock valued at $55,462,643 over the last three months. 0.20% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Procter & Gamble

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

• Positive Sentiment: P&G announced a multi-year, multi-brand partnership as an official partner of the WNBA, a consumer-marketing initiative that can strengthen brand visibility and engagement with growing audiences. P&G Enters New Era in Sports as Official Partner of the WNBA
• Positive Sentiment: Coverage highlights P&G’s “Supply Chain 3.0” program (AI, automation, digital tools) aimed at cost efficiency and margin resilience — a structural improvement that supports longer-term profitability even if near-term results fluctuate. Can Procter & Gamble’s Supply Chain Overhaul Withstand Volatility?
• Neutral Sentiment: Multiple outlets (Zacks, Yahoo) are featuring P&G as a “trending”/watchlist stock and publishing buy-now/valuation pieces — increased attention can lift liquidity and re-rate the stock but doesn’t by itself change fundamentals. Is Trending Stock Procter & Gamble Company (The) (PG) a Buy Now?
• Neutral Sentiment: A recent valuation/price-check article explores whether current levels reflect P&G’s brand strength after a pullback — useful context for investors but not an immediate catalyst. Is Procter & Gamble (PG) Pricing Reflect Its Brand Strength After Recent Share Price Retreat
• Neutral Sentiment: Comparative coverage (P&G vs. smaller peers) provides benchmarking data for investors evaluating relative exposure in consumer staples. Procter & Gamble & Tokyo Lifestyle Head to Head Comparison
• Negative Sentiment: UBS trimmed its price target from $170 to $166 while keeping a Buy rating — a modest downward revision that reduces near-term upside and can pressure sentiment among target-driven investors. Benzinga (UBS price target change)
• Negative Sentiment: Market write-ups noted the stock “sank” relative to broader market gains, reinforcing short-term negative momentum and contributing to the intraday decline. Procter & Gamble (PG) Stock Sinks As Market Gains

Procter & Gamble 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.