Procter & Gamble Company (The) $PG Shares Sold by United Asset Strategies Inc.

United Asset Strategies Inc. reduced its position in shares of Procter & Gamble Company (The) (NYSE:PG) by 17.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,597 shares of the company’s stock after selling 3,710 shares during the period. United Asset Strategies Inc.’s holdings in Procter & Gamble were worth $2,522,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Caprock Group LLC lifted its position in shares of Procter & Gamble by 7.7% during the fourth quarter. Caprock Group LLC now owns 73,868 shares of the company’s stock worth $10,586,000 after purchasing an additional 5,254 shares in the last quarter. Kingswood Wealth Advisors LLC lifted its position in shares of Procter & Gamble by 11.5% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 32,065 shares of the company’s stock worth $4,595,000 after purchasing an additional 3,319 shares in the last quarter. KLP Kapitalforvaltning AS lifted its position in shares of Procter & Gamble by 0.8% during the fourth quarter. KLP Kapitalforvaltning AS now owns 973,929 shares of the company’s stock worth $139,574,000 after purchasing an additional 7,400 shares in the last quarter. FORM Wealth Advisors LLC acquired a new position in shares of Procter & Gamble during the fourth quarter worth $263,000. Finally, Quaker Wealth Management LLC lifted its position in shares of Procter & Gamble by 252.8% during the fourth quarter. Quaker Wealth Management LLC now owns 314 shares of the company’s stock worth $45,000 after purchasing an additional 225 shares in the last quarter. 65.77% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have recently commented on PG shares. Erste Group Bank cut shares of Procter & Gamble from a “buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Rothschild & Co Redburn upped their price target on shares of Procter & Gamble from $155.00 to $157.00 and gave the company a “neutral” rating in a report on Friday, January 23rd. Dbs Bank raised shares of Procter & Gamble from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. The Goldman Sachs Group cut their price target on shares of Procter & Gamble from $159.00 to $155.00 and set a “neutral” rating on the stock in a report on Wednesday, April 8th. Finally, Raymond James Financial cut their price target on shares of Procter & Gamble from $175.00 to $170.00 and set an “outperform” rating on the stock in a report on Tuesday, April 14th. Twelve research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $162.32.

Insider Activity at Procter & Gamble

In other Procter & Gamble news, CEO Gary A. Coombe sold 36,093 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $162.33, for a total transaction of $5,858,976.69. Following the sale, the chief executive officer directly owned 34,994 shares of the company’s stock, valued at approximately $5,680,576.02. This represents a 50.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ma. Fatima Francisco sold 5,549 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.29, for a total transaction of $917,194.21. Following the sale, the chief executive officer directly owned 1,029 shares in the company, valued at $170,083.41. This trade represents a 84.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 348,618 shares of company stock valued at $55,462,643 in the last ninety days. 0.20% of the stock is owned by insiders.

Key Headlines Impacting Procter & Gamble

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

• Positive Sentiment: Dividend increase cited among major dividend stocks, supporting income investor interest and underlining P&G’s cash-return profile. 3 Giant Dividend Stocks Raising Payouts With Yields Up to 4%
• Positive Sentiment: Leadership transition to Shailesh Jejurikar as CEO and a strategic reset including a Dreft brand overhaul signal management action on growth/priorities — a governance/strategy positive for investors. Procter And Gamble Resets Priorities With New CEO And Dreft Overhaul
• Positive Sentiment: Analysts’ consensus remains constructive (average rating ~“Moderate Buy”), providing a supportive backdrop despite some target trims. Procter & Gamble Company (The) (NYSE:PG) Receives Average Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: P&G publicly refuted a small unsolicited mini‑tender (100,000 shares at $100) — largely procedural and limited in size, so minimal fundamental impact but worth noting for governance/market noise. Is The Procter & Gamble Company (PG) Management Justified to Refute Mini-Tender Offer?
• Negative Sentiment: Morgan Stanley trimmed its price target to $166 (from $175) while keeping an Overweight rating — reduces upside expectations and can pressure sentiment. Morgan Stanley Cuts Procter & Gamble Price Target to $166 from $175, Maintains Overweight Rating
• Negative Sentiment: Jefferies trimmed its target modestly to $175 (from $179) — another cap on near-term upside despite retaining a Buy view. Jefferies Adjusts Price Target on Procter & Gamble to $175 from $179, Maintains Buy Rating
• Negative Sentiment: JPMorgan lowered its target to $162 ahead of earnings — another analyst revision that trims expectations heading into the April 24 Q3 report. JPMorgan Cuts Procter & Gamble (PG) Target to $162 Ahead of Earnings Season
• Negative Sentiment: Market reaction to analyst downgrade(s) has caused intraday weakness in recent coverage (reported trading down ~1.7%), reflecting sensitivity to analyst views ahead of results. Procter & Gamble (NYSE:PG) Trading Down 1.7% After Analyst Downgrade
• Negative Sentiment: Jefferies and other analysts flag cost pressures and geopolitical risks ahead of the fiscal Q3 report (April 24): investors will focus on margins, pricing cadence and organic sales to judge near-term upside. Procter & Gamble cost pressures in focus for Q3 report

Procter & Gamble Trading Up 0.3%

PG opened at $142.81 on Thursday. The stock has a market capitalization of $331.89 billion, a PE ratio of 21.16, a P/E/G ratio of 5.48 and a beta of 0.41. The firm’s fifty day moving average price is $150.87 and its 200 day moving average price is $148.74. 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 Company has a 12-month low of $137.62 and a 12-month high of $170.99.

Procter & Gamble (NYSE:PG) last posted its quarterly earnings results on Friday, January 23rd. The company reported $1.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.86 by $0.02. The firm had revenue of $22.21 billion for the quarter, compared to analysts’ expectations of $22.36 billion. Procter & Gamble had a net margin of 19.30% and a return on equity of 32.21%. The firm’s quarterly revenue was up 1.5% on a year-over-year basis. During the same period in the prior year, the company posted $1.88 earnings per share. As a group, research analysts expect that Procter & Gamble Company will post 6.96 EPS for the current fiscal year.

Procter & Gamble Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 24th will be issued a dividend of $1.0885 per share. This represents a $4.35 dividend on an annualized basis and a dividend yield of 3.0%. This is a positive change from Procter & Gamble’s previous quarterly dividend of $1.06. The ex-dividend date of this dividend is Friday, April 24th. Procter & Gamble’s dividend payout ratio is currently 62.67%.

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.