Total Wealth Planning LLC Has $3.47 Million Position in Procter & Gamble Company (The) $PG

Total Wealth Planning LLC lifted its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 2.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,800 shares of the company’s stock after purchasing an additional 420 shares during the quarter. Total Wealth Planning LLC’s holdings in Procter & Gamble were worth $3,473,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Unique Wealth LLC boosted its position in shares of Procter & Gamble by 2.9% during the 1st quarter. Unique Wealth LLC now owns 2,141 shares of the company’s stock worth $365,000 after acquiring an additional 61 shares in the last quarter. Stableford Capital II LLC boosted its holdings in shares of Procter & Gamble by 1.1% in the 1st quarter. Stableford Capital II LLC now owns 5,817 shares of the company’s stock valued at $993,000 after purchasing an additional 61 shares in the last quarter. Bernard Wealth Management Corp. boosted its holdings in shares of Procter & Gamble by 20.2% in the 1st quarter. Bernard Wealth Management Corp. now owns 375 shares of the company’s stock valued at $64,000 after purchasing an additional 63 shares in the last quarter. B & T Capital Management DBA Alpha Capital Management boosted its holdings in shares of Procter & Gamble by 2.3% in the 1st quarter. B & T Capital Management DBA Alpha Capital Management now owns 2,795 shares of the company’s stock valued at $476,000 after purchasing an additional 63 shares in the last quarter. Finally, First Citizens Financial Corp boosted its stake in Procter & Gamble by 1.8% in the first quarter. First Citizens Financial Corp now owns 3,664 shares of the company’s stock valued at $624,000 after buying an additional 64 shares in the last quarter. 65.77% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Evercore ISI reaffirmed an “in-line” rating and issued a $170.00 price objective (down from $190.00) on shares of Procter & Gamble in a research note on Monday, July 14th. Wells Fargo & Company reduced their price target on shares of Procter & Gamble from $175.00 to $173.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 30th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $170.00 target price (down previously from $178.00) on shares of Procter & Gamble in a research report on Friday, July 25th. BNP Paribas restated an “outperform” rating and issued a $177.00 target price on shares of Procter & Gamble in a research report on Friday, August 15th. Finally, Berenberg Bank raised their price objective on Procter & Gamble from $152.00 to $154.00 and gave the company a “hold” rating in a report on Wednesday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Procter & Gamble currently has a consensus rating of “Moderate Buy” and an average price target of $173.94.

Procter & Gamble Price Performance

Shares of NYSE:PG opened at $152.35 on Thursday. The firm’s fifty day moving average is $156.12 and its 200-day moving average is $160.91. Procter & Gamble Company has a 52 week low of $149.91 and a 52 week high of $180.43. The firm has a market cap of $356.58 billion, a PE ratio of 23.40, a price-to-earnings-growth ratio of 4.02 and a beta of 0.36. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.49 and a current ratio of 0.70.

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

Procter & Gamble Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 15th. Stockholders of record on Friday, July 18th were paid a $1.0568 dividend. This represents a $4.23 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Friday, July 18th. Procter & Gamble’s dividend payout ratio is currently 64.98%.

Insider Buying and Selling

In other news, CEO Sundar G. Raman sold 9,554 shares of the company’s stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $158.16, for a total value of $1,511,060.64. Following the sale, the chief executive officer directly owned 41,886 shares of the company’s stock, valued at approximately $6,624,689.76. This represents a 18.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Jennifer L. Davis sold 8,596 shares of the business’s stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $157.27, for a total transaction of $1,351,892.92. Following the completion of the transaction, the chief executive officer owned 64,991 shares in the company, valued at approximately $10,221,134.57. The trade was a 11.68% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 120,181 shares of company stock worth $18,918,012. Corporate insiders own 0.20% of the company’s stock.

Procter & Gamble Company 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.