Van ECK Associates Corp Decreases Holdings in Procter & Gamble Company (The) $PG

Van ECK Associates Corp reduced its stake in Procter & Gamble Company (The) (NYSE:PG) by 12.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 443,697 shares of the company’s stock after selling 63,704 shares during the period. Van ECK Associates Corp’s holdings in Procter & Gamble were worth $65,064,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of Procter & Gamble by 1,000.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company’s stock valued at $25,000 after buying an additional 150 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC acquired a new position in Procter & Gamble during the 2nd quarter worth approximately $26,000. Litman Gregory Wealth Management LLC acquired a new position in Procter & Gamble during the 4th quarter worth approximately $26,000. Park Square Financial Group LLC boosted its holdings in Procter & Gamble by 65.1% in the 4th quarter. Park Square Financial Group LLC now owns 180 shares of the company’s stock worth $26,000 after acquiring an additional 71 shares during the period. Finally, Evolution Wealth Management Inc. grew its position in Procter & Gamble by 1,315.4% in the fourth quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock valued at $26,000 after acquiring an additional 171 shares in the last quarter. Institutional investors and hedge funds own 65.77% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on PG. Argus lowered shares of Procter & Gamble from a “buy” rating to a “hold” rating in a research note on Friday, August 7th. HSBC reaffirmed a “hold” rating and set a $149.00 price target (down from $182.00) on shares of Procter & Gamble in a report on Thursday, July 30th. JPMorgan Chase & Co. dropped their price target on shares of Procter & Gamble from $164.00 to $162.00 and set an “overweight” rating on the stock in a research note on Thursday, July 16th. Citigroup cut their price objective on shares of Procter & Gamble from $181.00 to $170.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Finally, BMO Capital Markets upped their price objective on shares of Procter & Gamble from $169.00 to $170.00 and gave the company an “outperform” rating in a research report on Monday, June 29th. Thirteen research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $161.19.

Procter & Gamble News Roundup

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

• Positive Sentiment: Several recent articles identify PG as a leading dividend stock for 2027 and beyond, emphasizing its dependable income, long record of dividend growth and resilience across economic cycles. This supports demand from income-oriented and defensive investors. The Best Dividend Stock for 2027 and Beyond: Procter & Gamble
• Positive Sentiment: PG is being presented as an attractive alternative to simply owning the Consumer Staples Select Sector SPDR Fund (XLP), reflecting investor interest in selecting high-quality individual dividend payers with established household brands. These 3 Dividend Stocks Make a Strong Case for Skipping XLP
• Neutral Sentiment: The bullish investment case also depends on productivity improvements, new product innovation and robust cash returns. Those factors could help offset modest underlying growth, although PG’s valuation remains relatively rich. Is P&G Stock Worth Buying as Growth Slows and Valuation Stays Rich?
• Negative Sentiment: Analysts highlight an estimated 8% fiscal 2027 core EPS headwind from higher input costs, financing expenses, lower non-operating income and unfavorable currency movements. These pressures could limit earnings growth and weigh on the stock’s premium valuation. P&G Fiscal 2027 Outlook Brings an 8% Core EPS Headwind Into Focus
• Negative Sentiment: Erste Group Bank issued a bearish forecast for PG’s fiscal 2027 earnings, reinforcing concerns that the company’s near-term fundamentals may not justify its valuation. Erste Group Bank Has Bearish Forecast for PG FY2027 Earnings

Procter & Gamble Stock Performance

Shares of PG opened at $145.51 on Tuesday. The firm has a market cap of $338.23 billion, a price-to-earnings ratio of 21.98, a PEG ratio of 4.43 and a beta of 0.39. The company has a quick ratio of 0.47, a current ratio of 0.68 and a debt-to-equity ratio of 0.43. The business’s 50 day moving average is $147.06 and its two-hundred day moving average is $148.12. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $167.25.

Procter & Gamble (NYSE:PG) last released 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. The business had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $21.38 billion. Procter & Gamble had a net margin of 18.44% and a return on equity of 31.36%. The business’s quarterly revenue was up 1.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.48 earnings per share. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Analysts forecast that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were issued a dividend of $1.0885 per share. This represents a $4.35 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend was Friday, July 24th. Procter & Gamble’s dividend payout ratio (DPR) is currently 65.71%.

Insider Transactions at Procter & Gamble

In other news, insider Susan Street Whaley sold 2,238 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $143.79, for a total value of $321,802.02. Following the sale, the insider owned 26,989 shares in the company, valued at approximately $3,880,748.31. This represents a 7.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Matthew W. Janzaruk sold 359 shares of the stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $145.24, for a total transaction of $52,141.16. Following the transaction, the chief accounting officer directly owned 1,271 shares in the company, valued at $184,600.04. The trade was a 22.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 6,627 shares of company stock valued at $953,417. Insiders own 0.20% of the company’s stock.

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.