UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Decreases Holdings in Procter & Gamble Company (The) $PG

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its holdings in Procter & Gamble Company (The) (NYSE:PG) by 6.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,219,256 shares of the company’s stock after selling 1,111,337 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Procter & Gamble were worth $2,525,032,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in PG. E Fund Management Hong Kong Co. Ltd. lifted its stake 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 valued at $25,000 after purchasing an additional 150 shares during the last quarter. Park Square Financial Group LLC boosted its holdings in shares of Procter & Gamble by 65.1% in the 4th 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. increased its position in shares of Procter & Gamble by 1,315.4% during the 4th quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock valued at $26,000 after purchasing an additional 171 shares during the last quarter. Mowery & Schoenfeld Wealth Management LLC purchased a new stake in Procter & Gamble during the 2nd quarter valued at $26,000. Finally, Litman Gregory Wealth Management LLC bought a new stake in Procter & Gamble in the fourth quarter worth $26,000. Hedge funds and other institutional investors own 65.77% of the company’s stock.

Insider Activity

In other Procter & Gamble news, insider Marc S. Pritchard sold 4,030 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $143.79, for a total value of $579,473.70. Following the transaction, the insider directly owned 187,001 shares of the company’s stock, valued at $26,888,873.79. This trade represents a 2.11% decrease in their position. The transaction was disclosed in a document filed 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, insider Susan Street Whaley sold 2,238 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $143.79, for a total value of $321,802.02. Following the completion of the sale, the insider owned 26,989 shares of the company’s stock, valued at $3,880,748.31. This trade represents a 7.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 6,627 shares of company stock worth $953,417 over the last three months. Insiders own 0.20% of the company’s stock.

Procter & Gamble Stock Up 1.2%

PG opened at $145.51 on Tuesday. The company has a market cap of $338.23 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 4.43 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. The company has a 50-day moving average price of $147.06 and a 200 day moving average price of $148.12. The company has a quick ratio of 0.47, a current ratio of 0.68 and a debt-to-equity ratio of 0.43.

Procter & Gamble (NYSE:PG) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, topping 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%.Procter & Gamble’s quarterly revenue was up 1.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Sell-side analysts expect that Procter & Gamble Company will post 6.98 earnings per share for the current fiscal year.

Procter & Gamble Dividend Announcement

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

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: Several recent articles identify PG as a leading dividend stock for 2027 and beyond, emphasizing its dependable income, long record of dividend growth and resilience across economic cycles. This supports demand from income-oriented and defensive investors. The Best Dividend Stock for 2027 and Beyond: Procter & Gamble
• Positive Sentiment: PG is being presented as an attractive alternative to simply owning the Consumer Staples Select Sector SPDR Fund (XLP), reflecting investor interest in selecting high-quality individual dividend payers with established household brands. These 3 Dividend Stocks Make a Strong Case for Skipping XLP
• Neutral Sentiment: The bullish investment case also depends on productivity improvements, new product innovation and robust cash returns. Those factors could help offset modest underlying growth, although PG’s valuation remains relatively rich. Is P&G Stock Worth Buying as Growth Slows and Valuation Stays Rich?
• Negative Sentiment: Analysts highlight an estimated 8% fiscal 2027 core EPS headwind from higher input costs, financing expenses, lower non-operating income and unfavorable currency movements. These pressures could limit earnings growth and weigh on the stock’s premium valuation. P&G Fiscal 2027 Outlook Brings an 8% Core EPS Headwind Into Focus
• Negative Sentiment: Erste Group Bank issued a bearish forecast for PG’s fiscal 2027 earnings, reinforcing concerns that the company’s near-term fundamentals may not justify its valuation. Erste Group Bank Has Bearish Forecast for PG FY2027 Earnings

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on PG shares. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $149.00 price target on shares of Procter & Gamble in a research note on Monday, August 24th. BMO Capital Markets increased their price objective on shares of Procter & Gamble from $169.00 to $170.00 and gave the stock an “outperform” rating in a research report on Monday, June 29th. Jefferies Financial Group raised their price objective on shares of Procter & Gamble from $177.00 to $179.00 and gave the stock a “buy” rating in a research note on Friday, June 26th. Argus lowered Procter & Gamble from a “buy” rating to a “hold” rating in a research report on Friday, August 7th. Finally, HSBC reiterated a “hold” rating and issued a $149.00 price target (down from $182.00) on shares of Procter & Gamble in a report on Thursday, July 30th. Thirteen analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $161.19.

Procter & Gamble Company 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.