Compound Planning Inc. Lowers Stake in Procter & Gamble Company (The) $PG

Compound Planning Inc. lowered its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 0.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 33,592 shares of the company’s stock after selling 257 shares during the period. Compound Planning Inc.’s holdings in Procter & Gamble were worth $5,725,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Unique Wealth LLC increased its position in Procter & Gamble by 2.9% during the first quarter. Unique Wealth LLC now owns 2,141 shares of the company’s stock worth $365,000 after purchasing an additional 61 shares during the last quarter. Stableford Capital II LLC increased its position in shares of Procter & Gamble by 1.1% in the first quarter. Stableford Capital II LLC now owns 5,817 shares of the company’s stock worth $993,000 after acquiring an additional 61 shares in the last quarter. Bernard Wealth Management Corp. increased its position in shares of Procter & Gamble by 20.2% in the first quarter. Bernard Wealth Management Corp. now owns 375 shares of the company’s stock worth $64,000 after acquiring an additional 63 shares in the last quarter. B & T Capital Management DBA Alpha Capital Management increased its position in shares of Procter & Gamble by 2.3% in the first quarter. B & T Capital Management DBA Alpha Capital Management now owns 2,795 shares of the company’s stock worth $476,000 after acquiring an additional 63 shares in the last quarter. Finally, Kolinsky Wealth Management LLC increased its position in shares of Procter & Gamble by 1.1% in the fourth quarter. Kolinsky Wealth Management LLC now owns 5,738 shares of the company’s stock worth $962,000 after acquiring an additional 64 shares in the last quarter. Hedge funds and other institutional investors own 65.77% of the company’s stock.

Procter & Gamble Price Performance

PG opened at $158.7040 on Friday. The company has a fifty day simple moving average of $156.82 and a 200 day simple moving average of $163.04. The firm has a market cap of $371.74 billion, a price-to-earnings ratio of 24.38, a PEG ratio of 4.21 and a beta of 0.37. Procter & Gamble Company has a twelve month low of $149.91 and a twelve month high of $180.43. The company has a current ratio of 0.70, a quick ratio of 0.49 and a debt-to-equity ratio of 0.49.

Procter & Gamble (NYSE:PG) last released its quarterly earnings results on Tuesday, July 29th. The company reported $1.48 earnings per share for the quarter, beating analysts’ consensus estimates of $1.42 by $0.06. The business had revenue of $20.89 billion during the quarter, compared to analyst estimates of $20.79 billion. Procter & Gamble had a net margin of 18.95% and a return on equity of 32.69%. The business’s revenue was up 1.7% on a year-over-year basis. During the same period last year, the business earned $1.40 EPS. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. Equities research analysts expect that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 15th. Shareholders of record on Friday, July 18th were paid a dividend of $1.0568 per share. This represents a $4.23 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date was Friday, July 18th. Procter & Gamble’s dividend payout ratio is 64.98%.

Insider Activity

In other Procter & Gamble news, CEO Jon R. Moeller sold 40,119 shares of the stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $157.27, for a total transaction of $6,309,515.13. Following the transaction, the chief executive officer directly owned 319,375 shares in the company, valued at $50,228,106.25. This represents a 11.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Marc S. Pritchard sold 9,849 shares of the stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $157.27, for a total transaction of $1,548,952.23. Following the transaction, the insider owned 182,422 shares in the company, valued at $28,689,507.94. This trade represents a 5.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 99,433 shares of company stock worth $15,637,828 over the last ninety days. Insiders own 0.18% of the company’s stock.

Wall Street Analyst Weigh In

PG has been the subject of several recent research reports. Raymond James Financial dropped their price objective on shares of Procter & Gamble from $190.00 to $185.00 and set an “outperform” rating for the company in a research report on Friday, April 25th. Morgan Stanley set a $180.00 price objective on shares of Procter & Gamble and gave the stock an “overweight” rating in a research report on Friday, April 25th. Erste Group Bank lowered shares of Procter & Gamble from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 30th. Evercore ISI reissued an “in-line” rating and issued a $170.00 price objective (down previously from $190.00) on shares of Procter & Gamble in a research report on Monday, July 14th. Finally, Redburn Partners set a $161.00 price objective on shares of Procter & Gamble in a research report on Thursday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Procter & Gamble currently has a consensus rating of “Moderate Buy” and an average target price of $175.94.

Procter & Gamble Profile

Procter & Gamble Co engages in the provision of branded consumer packaged goods. It operates through the following segments: Beauty, Grooming, Health Care, Fabric and Home Care, and Baby, Feminine and Family Care. The Beauty segment offers hair, skin, and personal care. The Grooming segment consists of shave care like female and male blades and razors, pre and post shave products, and appliances.