Procter & Gamble Company (The) $PG Stock Sold by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. reduced its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 5.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,446 shares of the company’s stock after selling 3,388 shares during the period. Confluence Wealth Services Inc.’s holdings in Procter & Gamble were worth $8,781,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of PG. Mesirow Financial Investment Management Inc. raised its holdings in shares of Procter & Gamble by 2.1% during the third quarter. Mesirow Financial Investment Management Inc. now owns 56,584 shares of the company’s stock worth $8,221,000 after purchasing an additional 1,187 shares during the period. Cassia Capital Partners LLC lifted its holdings in Procter & Gamble by 3.2% in the third quarter. Cassia Capital Partners LLC now owns 8,515 shares of the company’s stock worth $1,237,000 after acquiring an additional 263 shares during the last quarter. DMKC Advisory Services LLC boosted its stake in Procter & Gamble by 4.9% in the third quarter. DMKC Advisory Services LLC now owns 23,837 shares of the company’s stock valued at $3,463,000 after acquiring an additional 1,109 shares during the period. Torrey Growth & Income Advisors boosted its stake in Procter & Gamble by 2.2% in the third quarter. Torrey Growth & Income Advisors now owns 4,725 shares of the company’s stock valued at $700,000 after acquiring an additional 100 shares during the period. Finally, Global Wealth Management Investment Advisory Inc. grew its holdings in shares of Procter & Gamble by 3.6% during the third quarter. Global Wealth Management Investment Advisory Inc. now owns 47,642 shares of the company’s stock valued at $6,921,000 after purchasing an additional 1,648 shares during the last quarter. Institutional investors and hedge funds own 65.77% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Sundar Raman sold 38,253 shares of the firm’s stock in a transaction that occurred on Friday, October 30th. The stock was sold at an average price of $165.00, for a total value of $6,311,745.00. Following the sale, the chief executive officer directly owned 47,745 shares in the company, valued at $7,877,925. This trade represents a 44.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Victor Aguilar sold 18,812 shares of Procter & Gamble stock in a transaction on Friday, October 30th. The shares were sold at an average price of $164.43, for a total value of $3,093,257.16. Following the sale, the insider directly owned 55,243 shares in the company, valued at $9,083,606.49. The trade was a 25.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 197,756 shares of company stock worth $32,336,001. 0.23% of the stock is owned by company insiders.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: PG’s Beauty business posted 5% organic sales growth in fiscal Q1 2027, supported by Pantene and SK-II, product innovation, and stronger brand execution. Sustaining that momentum could help support growth, though its impact on the broader business remains uncertain. Article: Is Procter & Gamble’s Beauty Momentum Enough to Lift Growth?
• Neutral Sentiment: P&G named Shalini Saraswat Brand Director and Business Head for Pantene India, bringing prior P&G brand leadership and R&D experience. The appointment supports the company’s focus on hair care in India, but no expected financial effect was specified. Article: What Does Procter & Gamble Naming a New India Beauty Head Signal?
• Neutral Sentiment: In an advertising challenge brought by P&G, the National Advertising Division concluded that Unilever had substantiation for its challenged Dove body-wash moisturizing claims. This is a competitive setback for P&G, but no direct financial impact was 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, both at $169 on Nov. 5. Each retained shares, but the sales and reductions in their respective holdings could weigh on investor sentiment. Article: Procter & Gamble CFO Andre Schulten Sells Shares CEO SEC filing

Procter & Gamble Trading Up 0.1%

Procter & Gamble stock opened at $168.43 on Wednesday. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $170.52. The company has a quick ratio of 0.53, a current ratio of 0.72 and a debt-to-equity ratio of 0.40. The firm has a market capitalization of $390.38 billion, a price-to-earnings ratio of 25.37, a PEG ratio of 4.14 and a beta of 0.36. The firm has a 50-day moving average price of $152.95 and a two-hundred day moving average price of $149.64.

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

Procter & Gamble Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on PG. Citigroup increased their price target on Procter & Gamble from $180.00 to $187.00 and gave the stock a “buy” rating in a research report on Friday, October 23rd. BNP Paribas Exane boosted their price objective on Procter & Gamble from $177.00 to $189.00 and gave the company an “outperform” rating in a research report on Friday, October 23rd. Freedom Broker upgraded Procter & Gamble from a “hold” rating to a “buy” rating and set a $176.00 price objective for the company in a research note on Friday, October 23rd. Evercore raised Procter & Gamble from an “in-line” rating to an “outperform” rating and set a $166.00 target price on the stock in a research report on Tuesday, October 6th. Finally, DZ Bank cut Procter & Gamble from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 27th. Fifteen equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Procter & Gamble has a consensus rating of “Moderate Buy” and a consensus target price of $170.57.

Procter & Gamble Company Profile

The Procter & Gamble Company is a consumer goods company that develops, manufactures and markets products for everyday use. Founded in 1837 by William Procter and James Gamble, the company is headquartered in Cincinnati, Ohio. Its products span beauty, grooming, health care, fabric and home care, and baby, feminine and family care. Well-known brands include Tide, Pampers, Gillette, Pantene, Olay, Oral-B, Crest, Dawn, Charmin and Bounty. Procter & Gamble sells its products in markets around the world through retail stores, e-commerce platforms and other distribution channels.