Procter & Gamble Company (The) $PG Stake Reduced by Welch & Forbes LLC

Welch & Forbes LLC lowered its holdings in Procter & Gamble Company (The) (NYSE:PG) by 0.6% in the third quarter, Holdings Channel reports. The firm owned 750,174 shares of the company’s stock after selling 4,451 shares during the quarter. Procter & Gamble comprises about 1.3% of Welch & Forbes LLC’s holdings, making the stock its 22nd biggest position. Welch & Forbes LLC’s holdings in Procter & Gamble were worth $108,985,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Pinion Investment Advisors LLC grew its stake in shares of Procter & Gamble by 3.1% in the third quarter. Pinion Investment Advisors LLC now owns 7,612 shares of the company’s stock valued at $1,106,000 after buying an additional 230 shares in the last quarter. Altiora Financial Group LLC raised its position in Procter & Gamble by 40.5% during the third quarter. Altiora Financial Group LLC now owns 3,601 shares of the company’s stock worth $523,000 after acquiring an additional 1,038 shares in the last quarter. M&G PLC lifted its stake in Procter & Gamble by 7.9% in the third quarter. M&G PLC now owns 16,408 shares of the company’s stock valued at $2,379,000 after acquiring an additional 1,204 shares during the last quarter. Vestor Capital LLC lifted its stake in Procter & Gamble by 455.0% in the third quarter. Vestor Capital LLC now owns 10,506 shares of the company’s stock valued at $1,526,000 after acquiring an additional 8,613 shares during the last quarter. Finally, Clear Wave Wealth Management LLC grew its position in shares of Procter & Gamble by 19.2% in the 3rd quarter. Clear Wave Wealth Management LLC now owns 4,348 shares of the company’s stock valued at $632,000 after acquiring an additional 699 shares during the period. 65.77% of the stock is currently owned by institutional investors and hedge funds.

Procter & Gamble Trading Up 1.7%

Shares of Procter & Gamble stock opened at $168.17 on Tuesday. The firm has a 50-day moving average of $152.49 and a 200-day moving average of $149.55. The stock has a market cap of $389.77 billion, a PE ratio of 25.33, a PEG ratio of 4.11 and a beta of 0.36. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $170.52. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.53 and a current ratio of 0.72.

Procter & Gamble (NYSE:PG) last announced its earnings results on Thursday, October 22nd. The company reported $2.00 EPS for the quarter, topping the consensus estimate of $1.89 by $0.11. Procter & Gamble had a net margin of 18.23% and a return on equity of 31.02%. The company had revenue of $23.28 billion for the quarter, compared to analysts’ expectations of $22.80 billion. During the same period last year, the firm earned $1.99 earnings per share. The business’s revenue for the quarter was up 4.0% on a year-over-year basis. As a group, sell-side analysts forecast that Procter & Gamble Company will post 6.99 EPS for the current year.

Procter & Gamble Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, November 16th. Stockholders of record on Friday, October 23rd will be issued a dividend of $1.0885 per share. This represents a $4.35 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, October 23rd. Procter & Gamble’s dividend payout ratio is 65.51%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on PG. Sanford C. Bernstein restated a “market perform” rating and set a $149.00 price objective on shares of Procter & Gamble in a research note on Monday, August 24th. Piper Sandler raised their target price on shares of Procter & Gamble from $145.00 to $167.00 and gave the company a “neutral” rating in a research note on Monday, October 26th. Freedom Broker upgraded shares of Procter & Gamble from a “hold” rating to a “buy” rating and set a $176.00 target price for the company in a research note on Friday, October 23rd. JPMorgan Chase & Co. lifted their price target on Procter & Gamble from $162.00 to $180.00 and gave the stock an “overweight” rating in a report on Friday, October 23rd. Finally, BNP Paribas Exane boosted their price target on Procter & Gamble from $177.00 to $189.00 and gave the stock an “outperform” rating in a research report on Friday, October 23rd. Fifteen equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $170.57.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: PG’s Beauty business delivered 5% organic sales growth in fiscal Q1 2027, supported by Pantene and SK-II, as innovation and stronger brand execution helped demand. Continued momentum could support company growth, though the article questions whether it will be enough to lift results overall. Article: Is Procter & Gamble’s Beauty Momentum Enough to Lift Growth?
• Positive Sentiment: Coverage highlights PG’s 70-year record of dividend increases and its quarterly payout of $1.0885 per share (about a 2.7% yield), which may appeal to income investors. These articles emphasize the dividend’s history rather than announcing a new increase. Article: Procter & Gamble’s Dividend Has Survived 26 Recessions
• Neutral Sentiment: The National Advertising Division found Unilever had support for the challenged moisturizing claims on Dove body wash in a challenge brought by P&G. This is a limited competitive setback, with no direct financial impact reported. Article: National Advertising Division Found Unilever’s Dove Deep Moisture Body Wash Claims Supported
• Negative Sentiment: CEO Juliana Mont Santos sold 5,370 shares and CFO Andre Schulten sold 30,677 shares at $169 on Nov. 5. Both retained substantial holdings, but the sales—and the reported reductions in their positions—could weigh on sentiment. SEC filing
• Negative Sentiment: A separate report says Zacks Research expects weaker earnings, a potential concern for investors; the provided coverage does not specify the forecast or its assumptions. Article: Zacks Research Predicts Weaker Earnings for Procter & Gamble

Insider Buying and Selling

In related news, CAO Matthew W. Janzaruk sold 9,479 shares of the company’s stock in a transaction dated Tuesday, November 3rd. The shares were sold at an average price of $163.00, for a total transaction of $1,545,077.00. Following the completion of the sale, the chief accounting officer owned 1,271 shares of the company’s stock, valued at $207,173. This represents a 88.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Victor Aguilar sold 18,812 shares of the stock in a transaction dated Friday, October 30th. The stock was sold at an average price of $164.43, for a total transaction of $3,093,257.16. Following the sale, the insider owned 55,243 shares in the company, valued at $9,083,606.49. The trade was a 25.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 197,756 shares of company stock valued at $32,336,001 in the last ninety days. Insiders own 0.23% of the company’s stock.

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