Independent Financial Group LLC Increases Position in Procter & Gamble Company (The) $PG

Independent Financial Group LLC boosted its holdings in Procter & Gamble Company (The) (NYSE:PG) by 74.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 35,296 shares of the company’s stock after purchasing an additional 15,037 shares during the period. Independent Financial Group LLC’s holdings in Procter & Gamble were worth $5,176,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. E Fund Management Hong Kong Co. Ltd. grew its position in shares of Procter & Gamble by 1,000.0% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company’s stock worth $25,000 after buying an additional 150 shares in the last quarter. Litman Gregory Wealth Management LLC bought a new position in Procter & Gamble during the 4th quarter valued at $26,000. Park Square Financial Group LLC grew its holdings in Procter & Gamble by 65.1% during 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 in the last quarter. Evolution Wealth Management Inc. grew its holdings in Procter & Gamble by 1,315.4% during the 4th quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock worth $26,000 after acquiring an additional 171 shares in the last quarter. Finally, Basso Capital Management L.P. bought a new stake in shares of Procter & Gamble in the 4th quarter worth about $28,000. Institutional investors and hedge funds own 65.77% of the company’s stock.

Key Headlines Impacting Procter & Gamble

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

• Positive Sentiment: Calmer inflation is improving the outlook for consumer-staples companies by potentially easing pressure on household budgets and input costs. Procter & Gamble’s broad portfolio of essential brands is being viewed as relatively resilient. Why Is Procter & Gamble in Focus as Calmer Inflation Steadies Consumer Staples?
• Positive Sentiment: PG continues to attract income-oriented investors as a Dividend King, supported by more than six decades of dividend increases. Articles highlighting the dependability of its payout may provide a valuation and demand tailwind. All It Takes Is $17,000 Invested in This High-Yield Dividend King Stock
• Positive Sentiment: Zacks Research raised several individual forecasts, including Q3 fiscal 2027 EPS to $1.66 from $1.64 and Q4 fiscal 2027 EPS to $1.55 from $1.54. It also projects fiscal 2029 EPS of $7.85, above the current-year consensus of approximately $6.99. Procter & Gamble analyst estimates
• Neutral Sentiment: Coverage continues to frame Procter & Gamble as a steady blue-chip holding while investors await inflation data. That supports defensive positioning but does not represent a new fundamental catalyst. Procter & Gamble Draws Attention as Dividend Blue Chips Take Center Stage
• Negative Sentiment: Zacks reduced multiple estimates, including fiscal 2027 EPS to $6.97 from $7.05 and fiscal 2028 EPS to $7.42 from $7.47. Fiscal Q1 2027 EPS was cut to $1.89 from $1.96, signaling modest pressure on near-term growth expectations. Procter & Gamble earnings estimates
• Negative Sentiment: Higher gasoline prices could constrain consumer discretionary spending and increase pressure on value-conscious shoppers, even though PG sells everyday necessities. Erste Group Bank also issued a bearish fiscal 2027 earnings outlook. Why Is Procter & Gamble in Focus as Gasoline Prices Pressure Consumers?

Wall Street Analyst Weigh In

Several brokerages have recently commented on PG. UBS Group increased their price target on shares of Procter & Gamble from $166.00 to $172.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. JPMorgan Chase & Co. lowered 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. Jefferies Financial Group increased their target price on Procter & Gamble from $177.00 to $179.00 and gave the stock a “buy” rating in a report on Friday, June 26th. Evercore set a $162.00 target price on Procter & Gamble in a research report on Monday, April 27th. Finally, Citigroup lowered their price target on Procter & Gamble from $181.00 to $170.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Thirteen investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $161.52.

Procter & Gamble Stock Performance

Shares of NYSE PG opened at $144.79 on Friday. 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 firm’s 50-day moving average price is $148.17 and its two-hundred day moving average price is $148.89. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $167.25. The stock has a market capitalization of $336.55 billion, a P/E ratio of 21.87, a P/E/G ratio of 4.45 and a beta of 0.39.

Procter & Gamble (NYSE:PG) last posted its earnings results on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, beating the consensus estimate of $1.41 by $0.02. The company had revenue of $21.20 billion during the quarter, compared to analyst estimates of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The business’s revenue was up 1.5% compared to the same quarter last year. During the same period in the prior year, the company earned $1.48 earnings per share. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, sell-side analysts forecast that Procter & Gamble Company will post 6.98 earnings per share for the current year.

Procter & Gamble Announces Dividend

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

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.