Integrated Wealth Concepts LLC Buys 44,066 Shares of Procter & Gamble Company (The) $PG

Posted by George Bondi on Sep 9th, 2026

Integrated Wealth Concepts LLC increased its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 23.3% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 233,351 shares of the company’s stock after buying an additional 44,066 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Procter & Gamble were worth $34,219,000 as of its most recent SEC filing.

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

Procter & Gamble Trading Down 0.6%

Procter & Gamble stock opened at $145.59 on Wednesday. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $167.25. The company has a market cap of $338.16 billion, a P/E ratio of 21.99, a P/E/G ratio of 3.64 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 has a 50-day simple moving average of $146.71 and a two-hundred day simple moving average of $147.56.

Procter & Gamble (NYSE:PG – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.02. The firm had revenue of $21.20 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Analysts predict that Procter & Gamble Company will post 6.99 EPS for the current year.

Procter & Gamble Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Stockholders of record on Friday, July 24th were given a dividend of $1.0885 per share. The ex-dividend date of this dividend was Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a dividend yield of 3.0%. Procter & Gamble’s payout ratio is presently 65.71%.

Insider Activity

In other Procter & Gamble news, insider Susan Whaley sold 2,238 shares of the business’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $143.79, for a total transaction of $321,802.02. Following the completion of the sale, the insider owned 26,989 shares of the company’s stock, valued at approximately $3,880,748.31. The trade was a 7.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 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 firm’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $145.24, for a total value of $52,141.16. Following the completion of the transaction, the chief accounting officer directly owned 1,271 shares in the company, valued at $184,600.04. This trade represents a 22.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 6,627 shares of company stock valued at $953,417 in the last 90 days. Company insiders own 0.23% of the company’s stock.

Wall Street Analysts Forecast Growth

PG has been the subject of several recent analyst reports. Royal Bank Of Canada restated an “outperform” rating on shares of Procter & Gamble in a research note on Wednesday, August 19th. JPMorgan Chase & Co. reduced their price objective on Procter & Gamble from $164.00 to $162.00 and set an “overweight” rating for the company in a report on Thursday, July 16th. Sanford C. Bernstein restated a “market perform” rating and set a $149.00 target price on shares of Procter & Gamble in a research note on Monday, August 24th. 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. Finally, Argus lowered shares of Procter & Gamble from a “buy” rating to a “hold” rating in a research note on Friday, August 7th. Thirteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $161.19.

View Our Latest Analysis on PG

Key Stories Impacting Procter & Gamble

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

Positive Sentiment: P&G remains a Dividend King, having increased its dividend for roughly seven decades. Fiscal 2026 revenue reportedly rose 3% to more than $87 billion, while Moody’s moved its credit outlook to positive, supporting confidence in the company’s balance sheet and shareholder-return capacity. 1 Stat That Makes Procter & Gamble Hard to Ignore This September
Neutral Sentiment: PG continues to attract attention as a defensive consumer-staples investment and income stock. However, comparisons with other defensive blue chips highlight that safety alone has not guaranteed superior returns. Which Defensive Stock Has Dominated in 2026
Negative Sentiment: Analysts warn that rising input costs, unfavorable foreign-exchange movements and other pressures could create an estimated $1.4 billion after-tax earnings headwind in fiscal 2027. The concern is especially significant because P&G’s latest quarter beat on earnings but missed revenue expectations, reinforcing questions about underlying growth. Procter & Gamble Margins Under Pressure
Negative Sentiment: Jim Cramer described P&G as having little or no growth, a criticism that could weigh on the stock’s valuation near 22 times earnings. Investors appear increasingly focused on whether dependable dividends can compensate for sluggish sales and earnings expansion. Jim Cramer Discusses Procter & Gamble Valuation and Growth

Procter & Gamble Company Profile

(Free Report)

Procter & Gamble Company is a global consumer products company that develops, manufactures and markets branded products used in households and personal care. Its portfolio spans beauty, grooming, health care, fabric and home care, and family care products.

The company’s brands include Tide, Ariel, Downy, Dawn, Febreze, Bounty, Charmin, Pampers, Gillette, Oral-B, Crest, Head & Shoulders, Olay and Pantene. These products are sold through retailers, e-commerce platforms and other distribution channels.

Procter & Gamble was founded in Cincinnati in 1837 by William Procter and James Gamble.