Geneos Wealth Management Inc. Has $4.21 Million Holdings in Procter & Gamble Company (The) $PG

Geneos Wealth Management Inc. cut its holdings in shares of Procter & Gamble Company (The) (NYSE:PG) by 25.6% during the 1st quarter, Holdings Channel reports. The firm owned 29,135 shares of the company’s stock after selling 10,015 shares during the period. Geneos Wealth Management Inc.’s holdings in Procter & Gamble were worth $4,208,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in PG. E Fund Management Hong Kong Co. Ltd. raised its holdings in 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 valued at $25,000 after acquiring an additional 150 shares in the last quarter. Litman Gregory Wealth Management LLC acquired a new stake in shares of Procter & Gamble during the 4th quarter worth $26,000. Park Square Financial Group LLC increased its position 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 purchasing an additional 71 shares during the period. Evolution Wealth Management Inc. raised its stake 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 purchasing an additional 171 shares in the last quarter. Finally, Basso Capital Management L.P. bought a new stake in Procter & Gamble during the fourth quarter worth about $28,000. Institutional investors and hedge funds own 65.77% of the company’s stock.

More Procter & Gamble News

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

• Positive Sentiment: JPMorgan kept an overweight rating on Procter & Gamble while only trimming its price target to $162 from $164, which still implies upside from current levels. Benzinga report on JPMorgan price target cut
• Positive Sentiment: Recent coverage suggests PG may still be undervalued based on DCF and earnings-multiple checks, and management’s plan to cut up to 7,000 non-manufacturing jobs could support margins and cash flow over time. Yahoo Finance article on valuation and job cuts
• Positive Sentiment: Procter & Gamble announced a quarterly dividend, reinforcing its appeal as a defensive income stock for investors. TipRanks dividend declaration article
• Neutral Sentiment: PG recently outperformed the broader market, showing relative strength even without a major new catalyst. Yahoo Finance article on PG outperformance
• Neutral Sentiment: UBS warned that consumer staple companies likely faced another “tricky” quarter, which highlights a potentially tougher operating backdrop for the sector, though PG-specific details were not provided. Yahoo Finance UBS sector outlook article
• Negative Sentiment: The broader consumer-staples outlook may be pressured by slower earnings growth, which could limit how much investors are willing to pay for PG despite its defensive profile.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Evercore set a $162.00 price objective on shares of Procter & Gamble in a research note on Monday, April 27th. Rothschild & Co Redburn cut their price target on shares of Procter & Gamble from $157.00 to $155.00 and set a “neutral” rating for the company in a report on Monday, April 27th. Barclays reduced their price target on shares of Procter & Gamble from $155.00 to $146.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 14th. Weiss Ratings restated a “hold (c)” rating on shares of Procter & Gamble in a research report on Wednesday, June 24th. Finally, Morgan Stanley cut their target price on Procter & Gamble from $175.00 to $166.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. Twelve research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $161.42.

Procter & Gamble Price Performance

Shares of NYSE:PG opened at $151.49 on Friday. Procter & Gamble Company has a one year low of $137.62 and a one year high of $167.25. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.73 and a quick ratio of 0.53. The company has a market cap of $352.76 billion, a price-to-earnings ratio of 22.15, a PEG ratio of 7.21 and a beta of 0.39. The firm has a 50 day simple moving average of $146.73 and a 200 day simple moving average of $148.53.

Procter & Gamble (NYSE:PG) last posted its earnings results on Friday, April 24th. The company reported $1.59 earnings per share for the quarter, topping analysts’ consensus estimates of $1.56 by $0.03. Procter & Gamble had a net margin of 19.16% and a return on equity of 32.00%. The firm had revenue of $21.23 billion for the quarter, compared to analysts’ expectations of $21.52 billion. During the same quarter in the previous year, the firm posted $1.54 earnings per share. The company’s revenue was up 7.4% on a year-over-year basis. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. Research analysts predict that Procter & Gamble Company will post 6.88 earnings per share for the current fiscal year.

Procter & Gamble Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 24th will be given a dividend of $1.0885 per share. The ex-dividend date is Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a yield of 2.9%. Procter & Gamble’s payout ratio is currently 63.60%.

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.