Vise Technologies Inc. Has $16.77 Million Holdings in Procter & Gamble Company (The) $PG

Vise Technologies Inc. lifted its position in Procter & Gamble Company (The) (NYSE:PGFree Report) by 44.2% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 114,399 shares of the company’s stock after acquiring an additional 35,040 shares during the period. Vise Technologies Inc.’s holdings in Procter & Gamble were worth $16,775,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in PG. E Fund Management Hong Kong Co. Ltd. lifted its stake in Procter & Gamble by 1,000.0% in the fourth 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 during the last quarter. Mowery & Schoenfeld Wealth Management LLC acquired a new position in shares of Procter & Gamble during the 2nd quarter worth about $26,000. Litman Gregory Wealth Management LLC bought a new stake in shares of Procter & Gamble in the 4th quarter valued at about $26,000. Park Square Financial Group LLC lifted its stake in Procter & Gamble by 65.1% in the 4th quarter. Park Square Financial Group LLC now owns 180 shares of the company’s stock valued at $26,000 after purchasing an additional 71 shares during the last quarter. Finally, Evolution Wealth Management Inc. grew its holdings in Procter & Gamble by 1,315.4% during the fourth quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock worth $26,000 after purchasing an additional 171 shares during the period. 65.77% of the stock is currently owned by institutional investors and hedge funds.

Procter & Gamble News Roundup

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

  • Positive Sentiment: Brokerages give PG an average “Moderate Buy” rating, with a consensus price target of $161.19 versus the recent share price near $146.61. That implies analysts see potential upside despite the stock’s premium valuation. Procter & Gamble Given Average Recommendation of Moderate Buy
  • Positive Sentiment: Commentary is refocusing attention on PG’s dividend strength. The company recently paid a quarterly dividend of $1.0885 per share, equivalent to an annualized $4.35 and an approximately 3.0% yield, supporting its appeal to income-oriented and defensive investors. Procter & Gamble Dividend Strength Returns to Focus
  • Positive Sentiment: PG continues to be highlighted as a long-term dividend and consumer-staples holding, reinforcing the stock’s stability appeal when investors favor established cash-generating businesses. Dividend Stocks to Buy Before August Ends
  • Neutral Sentiment: Insiders Marc Pritchard and Susan Street Whaley sold shares specifically to cover tax withholding obligations connected with equity-award vesting. These sales are less concerning than open-market sales reflecting a negative view of PG’s outlook. Procter & Gamble Insider Sale
  • Negative Sentiment: Chief Accounting Officer Matthew W. Janzaruk sold 359 shares, reducing his position by about 22%. Although small in dollar terms, the transaction may create modest sentiment pressure because it was not identified as a tax-withholding sale.
  • Negative Sentiment: PG’s latest quarter showed revenue growth of only 1.5% year over year, with revenue below expectations and earnings down from the prior-year period. With shares trading at roughly 22 times earnings, investors may question whether the valuation adequately reflects the company’s limited near-term growth.

Insider Activity at Procter & Gamble

In other Procter & Gamble news, insider Susan Street Whaley sold 2,238 shares of the company’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $143.79, for a total value of $321,802.02. Following the transaction, the insider directly owned 26,989 shares of the company’s stock, valued at $3,880,748.31. This represents a 7.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 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 stock in a transaction on Monday, August 24th. The stock was sold at an average price of $145.24, for a total value of $52,141.16. Following the transaction, the chief accounting officer owned 1,271 shares in the company, valued at $184,600.04. The trade was a 22.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,627 shares of company stock worth $953,417 in the last ninety days. 0.20% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Sanford C. Bernstein reissued a “market perform” rating and set a $149.00 price target on shares of Procter & Gamble in a research report on Monday. TD Cowen lifted their target price on Procter & Gamble from $142.00 to $150.00 and gave the stock a “hold” rating in a research note on Monday, April 27th. BMO Capital Markets boosted their target price on Procter & Gamble from $169.00 to $170.00 and gave the stock an “outperform” rating in a report on Monday, June 29th. Weiss Ratings restated a “hold (c)” rating on shares of Procter & Gamble in a research note on Wednesday, June 24th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Procter & Gamble in a report on Wednesday, August 19th. Thirteen research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $161.19.

Get Our Latest Analysis on Procter & Gamble

Procter & Gamble Stock Up 1.3%

Procter & Gamble stock opened at $146.61 on Tuesday. The company’s 50-day moving average price is $147.66 and its two-hundred day moving average price is $148.60. 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 stock has a market cap of $340.79 billion, a P/E ratio of 22.15, a P/E/G ratio of 4.46 and a beta of 0.39. Procter & Gamble Company has a twelve month low of $137.62 and a twelve month high of $167.25.

Procter & Gamble (NYSE:PGGet Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.41 by $0.02. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The company had revenue of $21.20 billion during the quarter, compared to analysts’ expectations of $21.38 billion. During the same quarter in the previous year, the company posted $1.48 earnings per share. The business’s revenue was up 1.5% on a year-over-year basis. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, analysts expect that Procter & Gamble Company will post 6.98 EPS for the current year.

Procter & Gamble Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Friday, July 24th were paid a $1.0885 dividend. The ex-dividend date was Friday, July 24th. This represents a $4.35 annualized dividend and a yield of 3.0%. Procter & Gamble’s payout ratio is 65.71%.

Procter & Gamble Company Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding PG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Procter & Gamble Company (The) (NYSE:PGFree Report).

Institutional Ownership by Quarter for Procter & Gamble (NYSE:PG)

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