Legacy Financial Advisors Inc. Has $11.72 Million Stake in Procter & Gamble Company (The) $PG

Legacy Financial Advisors Inc. increased its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 9.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 81,745 shares of the company’s stock after acquiring an additional 7,201 shares during the period. Procter & Gamble accounts for about 1.6% of Legacy Financial Advisors Inc.’s holdings, making the stock its 13th largest position. Legacy Financial Advisors Inc.’s holdings in Procter & Gamble were worth $11,715,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Maseco LLP acquired a new position in shares of Procter & Gamble during the 4th quarter valued at about $28,000. Saranac Partners Ltd bought a new stake in shares of Procter & Gamble during the 3rd quarter worth $30,000. Caitlin John LLC bought a new stake in shares of Procter & Gamble during the 3rd quarter worth $34,000. Anfield Capital Management LLC boosted its holdings in shares of Procter & Gamble by 121.5% during the 4th quarter. Anfield Capital Management LLC now owns 237 shares of the company’s stock worth $34,000 after buying an additional 130 shares during the period. Finally, Legacy Wealth Managment LLC ID boosted its holdings in shares of Procter & Gamble by 162.6% during the 4th quarter. Legacy Wealth Managment LLC ID now owns 239 shares of the company’s stock worth $34,000 after buying an additional 148 shares during the period. Institutional investors and hedge funds own 65.77% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Evercore set a $162.00 price objective on shares of Procter & Gamble in a report on Monday, April 27th. Wells Fargo & Company boosted their price objective on Procter & Gamble from $158.00 to $164.00 and gave the stock an “overweight” rating in a research report on Monday, April 27th. The Goldman Sachs Group cut their price objective on Procter & Gamble from $159.00 to $155.00 and set a “neutral” rating for the company in a research report on Wednesday, April 8th. Morgan Stanley cut their price objective on Procter & Gamble from $175.00 to $166.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Finally, Dbs Bank raised Procter & Gamble from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. Eleven analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $161.06.

Insider Buying and Selling at Procter & Gamble

In related news, CEO Gary A. Coombe sold 36,093 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $162.33, for a total value of $5,858,976.69. Following the completion of the transaction, the chief executive officer directly owned 34,994 shares of the company’s stock, valued at $5,680,576.02. This trade represents a 50.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ma. Fatima Francisco sold 5,549 shares of the firm’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.29, for a total value of $917,194.21. Following the completion of the transaction, the chief executive officer directly owned 1,029 shares of the company’s stock, valued at approximately $170,083.41. This trade represents a 84.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 220,852 shares of company stock valued at $35,880,848 over the last quarter. Company insiders own 0.20% of the company’s stock.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: Procter & Gamble was highlighted as a high-quality dividend stock and a defensive business selling everyday necessities, which can appeal to investors looking for stability in a volatile market.
• Positive Sentiment: Analysts noted that PG still has broad-based global growth and that its U.S. Baby Care weakness appears fixable rather than a structural problem, suggesting the brand portfolio remains resilient.
• Neutral Sentiment: PG is attracting increased investor interest and search activity, signaling that traders are actively reassessing the stock after recent weakness.
• Neutral Sentiment: A broader market discussion flagged consumer staples like PG as a pressured sector when inflation stays elevated and consumers trade down to cheaper alternatives.
• Negative Sentiment: Rising plastic costs tied to higher oil prices could squeeze input margins for consumer packaged goods companies, including PG, if they cannot fully pass along higher costs.
• Negative Sentiment: Recent articles emphasized that PG has fallen in recent months as inflation and margin concerns continue to weigh on sentiment, which may be limiting near-term upside.

Procter & Gamble Trading Up 0.4%

Shares of PG stock opened at $143.94 on Wednesday. Procter & Gamble Company has a 1 year low of $137.62 and a 1 year high of $170.99. The firm’s fifty day simple moving average is $147.20 and its 200 day simple moving average is $148.40. The firm has a market capitalization of $335.18 billion, a P/E ratio of 21.04, a price-to-earnings-growth ratio of 6.15 and a beta of 0.41. The company has a current ratio of 0.73, a quick ratio of 0.53 and a debt-to-equity ratio of 0.44.

Procter & Gamble (NYSE:PG) last released 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 return on equity of 32.00% and a net margin of 19.16%.The business had revenue of $21.24 billion for the quarter, compared to the consensus estimate of $21.52 billion. During the same period last year, the business earned $1.54 earnings per share. The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. As a group, sell-side analysts predict that Procter & Gamble Company will post 6.91 EPS for the current year.

Procter & Gamble Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, April 24th will be given a dividend of $1.0885 per share. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. This is a boost from Procter & Gamble’s previous quarterly dividend of $1.06. The ex-dividend date of this dividend is Friday, April 24th. Procter & Gamble’s dividend payout ratio (DPR) is 63.60%.

About Procter & Gamble

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.