Procter & Gamble Company (The) $PG Stock: Modera Wealth Management LLC Decreases Holdings

Modera Wealth Management LLC trimmed its holdings in shares of Procter & Gamble Company (The) (NYSE:PG) by 2.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 134,441 shares of the company’s stock after selling 3,634 shares during the quarter. Modera Wealth Management LLC’s holdings in Procter & Gamble were worth $19,532,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. State of Wyoming bought a new stake in shares of Procter & Gamble during the 3rd quarter valued at $87,000. CFC Planning Co LLC acquired a new stake in shares of Procter & Gamble during the 3rd quarter worth $8,603,000. DWM Financial Group Inc. increased its position in shares of Procter & Gamble by 7.0% in the third quarter. DWM Financial Group Inc. now owns 2,185 shares of the company’s stock worth $317,000 after purchasing an additional 143 shares during the period. Arta Finance Wealth Management LLC increased its position in shares of Procter & Gamble by 13.7% in the third quarter. Arta Finance Wealth Management LLC now owns 3,919 shares of the company’s stock worth $569,000 after purchasing an additional 472 shares during the period. Finally, Whelan Financial raised its stake in Procter & Gamble by 1.9% in the third quarter. Whelan Financial now owns 3,689 shares of the company’s stock valued at $536,000 after purchasing an additional 68 shares in the last quarter. Institutional investors and hedge funds own 65.77% of the company’s stock.

More Procter & Gamble News

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

• Positive Sentiment: Analyst upgrade: Freedom Broker upgraded PG from “hold” to “buy,” providing a positive signal for the stock and reflecting greater confidence in the company’s outlook. Freedom Broker upgrades Procter & Gamble to buy from hold
• Positive Sentiment: Dividend appeal remains strong: Articles highlighted PG as a long-standing dividend leader, supporting its appeal to income-focused and defensive investors. The company’s record of dividend increases may help underpin demand for the shares, particularly when investors favor stable consumer-staples businesses. Dividend Kings article Trusted dividend stocks article
• Neutral Sentiment: Bond issuance adds balance-sheet context: PG’s euro- and dollar-denominated bond sale provides liquidity and funding flexibility, but it also draws attention to leverage, interest costs, and the company’s relatively elevated valuation. Procter & Gamble bond sale
• Neutral Sentiment: Growth story under review: Commentary on PG points to accelerating revenue growth, while also noting that higher operating costs could pressure margins and earnings. Investors are weighing improved sales momentum against cost inflation. Procter & Gamble revenue growth and costs What changed in Procter & Gamble’s story
• Negative Sentiment: Mixed rating signals and valuation risk: DZ Bank downgraded PG from “strong-buy” to “hold.” With shares trading at a premium valuation, a more cautious analyst stance could weigh on upside unless earnings growth accelerates. DZ Bank rating change
• Negative Sentiment: Advertising challenge produced only a limited win: Following PG’s challenge, the National Advertising Division supported Carpe’s $19.95 reference price but recommended changes or removal of other savings, free-shipping, comparative-performance, and “first” 100-hour protection claims. The outcome may modestly strengthen competitive advertising standards, but it does not represent a material financial catalyst for PG. National Advertising Division decision involving Carpe

Insider Activity

In related news, CFO Andre Schulten sold 3,914 shares of the firm’s stock in a transaction on Monday, October 5th. The stock was sold at an average price of $145.34, for a total transaction of $568,860.76. Following the sale, the chief financial officer owned 65,618 shares of the company’s stock, valued at $9,536,920.12. This trade represents a 5.63% decrease in their position. The transaction was disclosed in a legal 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, CEO Paul Gama sold 4,331 shares of the firm’s stock in a transaction on Friday, October 23rd. The shares were sold at an average price of $161.27, for a total value of $698,460.37. Following the sale, the chief executive officer directly owned 46,793 shares in the company, valued at approximately $7,546,307.11. This trade represents a 8.47% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 58,647 shares of company stock valued at $9,268,508. 0.23% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms recently weighed in on PG. Bank of America cut their price objective on shares of Procter & Gamble from $170.00 to $166.00 and set a “buy” rating for the company in a research report on Friday, July 10th. The Goldman Sachs Group reissued a “neutral” rating and issued a $161.00 target price on shares of Procter & Gamble in a report on Thursday, October 22nd. JPMorgan Chase & Co. boosted their target price on shares of Procter & Gamble from $162.00 to $180.00 and gave the company an “overweight” rating in a research report on Friday, October 23rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Procter & Gamble in a report on Monday, September 21st. Finally, Piper Sandler increased their price target on shares of Procter & Gamble from $145.00 to $167.00 and gave the stock a “neutral” rating in a research report on Monday. Fifteen research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, Procter & Gamble presently has a consensus rating of “Moderate Buy” and a consensus target price of $170.57.

Procter & Gamble Stock Up 0.5%

PG stock opened at $161.42 on Friday. The firm has a 50-day moving average price of $149.99 and a 200-day moving average price of $148.94. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $167.25. The company has a current ratio of 0.72, a quick ratio of 0.53 and a debt-to-equity ratio of 0.40. The stock has a market capitalization of $374.14 billion, a P/E ratio of 24.31, a price-to-earnings-growth ratio of 3.95 and a beta of 0.39.

Procter & Gamble (NYSE:PG) last announced its quarterly earnings results on Thursday, October 22nd. The company reported $2.00 earnings per share (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%. The firm’s revenue was up 4.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.99 EPS. As a group, equities research analysts anticipate that Procter & Gamble Company will post 6.99 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, November 16th. Shareholders of record on Friday, October 23rd will be paid a dividend of $1.0885 per share. This represents a $4.35 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, October 23rd. Procter & Gamble’s payout ratio is presently 65.51%.

Procter & Gamble Profile

Procter & Gamble Company (NYSE: PG) is a global consumer products company that develops, manufactures and markets branded products used in households and personal care. Its portfolio includes personal health and grooming products, beauty and skin care items, baby, feminine and family care products, fabric and home care products, and oral care products.

The company’s well-known brands include Pampers, Tide, Gillette, Crest, Oral-B, Head & Shoulders, Pantene, Olay, Old Spice, Dawn, Febreze and Mr.