Beacon Financial Advisory LLC Raises Position in Procter & Gamble Company (The) $PG

Beacon Financial Advisory LLC grew its holdings in shares of Procter & Gamble Company (The) (NYSE:PG) by 178.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,494 shares of the company’s stock after acquiring an additional 6,081 shares during the period. Beacon Financial Advisory LLC’s holdings in Procter & Gamble were worth $1,459,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. MOKAN Wealth Management Inc. raised its position in shares of Procter & Gamble by 13.7% in the second quarter. MOKAN Wealth Management Inc. now owns 15,319 shares of the company’s stock worth $2,442,000 after acquiring an additional 1,846 shares during the period. Czech National Bank raised its position in Procter & Gamble by 3.8% during the third quarter. Czech National Bank now owns 594,914 shares of the company’s stock worth $91,409,000 after acquiring an additional 21,825 shares during the period. Vega Investment Solutions lifted its stake in Procter & Gamble by 1.3% in the 2nd quarter. Vega Investment Solutions now owns 638,400 shares of the company’s stock valued at $101,710,000 after buying an additional 8,500 shares in the last quarter. Westerkirk Capital Inc. purchased a new stake in shares of Procter & Gamble during the second quarter worth approximately $4,796,000. Finally, Caliber Wealth Management LLC KS raised its position in shares of Procter & Gamble by 36.2% in the second quarter. Caliber Wealth Management LLC KS now owns 17,798 shares of the company’s stock valued at $2,836,000 after buying an additional 4,730 shares during the last quarter. 65.77% of the stock is owned by institutional investors.

Key Procter & Gamble News

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

• Positive Sentiment: P&G announced a dividend increase that pushed shares higher after the news; investors often view dividend raises as a sign of cash-flow confidence. Procter & Gamble (NYSE:PG) Shares Up 1.4% Following Dividend Announcement
• Positive Sentiment: UBS reiterated a Buy rating on PG, which can lend support to the stock by reinforcing institutional conviction. UBS Sticks to Their Buy Rating for Procter & Gamble (PG)
• Positive Sentiment: Dividend-focused coverage included P&G in a roundup of high-yield and dividend-resilient names, reinforcing interest from income-oriented investors. Dividend roundup: Goldman Sachs, Procter & Gamble, Costco, Caterpillar, and more
• Neutral Sentiment: Zacks published an in-depth preview of Q2 metrics (beyond EPS/revenue), offering models and expectations investors should watch when the quarter posts—useful for positioning but not an immediate catalyst. Insights Into P&G (PG) Q2: Wall Street Projections for Key Metrics
• Neutral Sentiment: The options market shows unusual activity that some interpret as signaling bigger moves ahead; this is mixed info—could indicate hedging or directional bets. Is the Options Market Predicting a Spike in Procter & Gamble Stock?
• Neutral Sentiment: P&G is scheduled to report earnings soon (projected posting), keeping the stock sensitive to the quarter’s top-line and margin details. Procter & Gamble (PG) Projected to Post Earnings on Thursday
• Neutral Sentiment: A comparative profile vs. smaller peer Synergy CHC was published; not directly market-moving for PG but helpful context for sector/peer analysis. Head to Head Comparison: Procter & Gamble (NYSE:PG) vs. Synergy CHC (NASDAQ:SNYR)
• Neutral Sentiment: P&G appears on lists of dividend-paying Dow stocks (Dogs of the Dow coverage), which can attract income-focused flows over time but is not an immediate catalyst. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Neutral Sentiment: Media noted that CEO stock incentives could meaningfully increase his compensation—this aligns management with shareholders but may raise questions about dilution/compensation structure for some investors. Procter & Gamble CEO could see major wealth boost from stock incentives
• Negative Sentiment: Zacks’ earnings preview warned Q2 EPS may decline and suggested P&G may lack the mix for an earnings beat—this raises short-term downside risk if results disappoint. Earnings Preview: Procter & Gamble (PG) Q2 Earnings Expected to Decline
• Negative Sentiment: Large put buying was reported (76,923 puts), a roughly 190% jump vs. typical volume—this is a bearish options signal that could amplify volatility or signal hedging against a near-term drop. Is the Options Market Predicting a Spike in Procter & Gamble Stock?
• Negative Sentiment: A report noted an insider (Rep. Gilbert Ray Cisneros, Jr.) sold shares; insider selling can be perceived negatively even if non-material. Procter & Gamble (NYSE:PG) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Insider Transactions at Procter & Gamble

In other news, CAO Matthew W. Janzaruk sold 725 shares of the company’s stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $149.57, for a total transaction of $108,438.25. Following the completion of the transaction, the chief accounting officer directly owned 979 shares of the company’s stock, valued at approximately $146,429.03. This represents a 42.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.20% of the stock is owned by company insiders.

Procter & Gamble Stock Performance

Shares of Procter & Gamble stock opened at $144.55 on Friday. The business has a 50-day simple moving average of $144.72 and a 200-day simple moving average of $150.98. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.51 and a current ratio of 0.71. Procter & Gamble Company has a one year low of $137.62 and a one year high of $179.99. The company has a market cap of $337.77 billion, a PE ratio of 21.10, a P/E/G ratio of 4.88 and a beta of 0.39.

Procter & Gamble (NYSE:PG) last issued its quarterly earnings results on Friday, October 24th. The company reported $1.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.09. Procter & Gamble had a net margin of 19.74% and a return on equity of 32.63%. The company had revenue of $22.39 billion during the quarter, compared to the consensus estimate of $22.23 billion. During the same quarter in the previous year, the firm earned $1.93 earnings per share. The firm’s quarterly revenue was up 3.0% on a year-over-year basis. Procter & Gamble has set its FY 2026 guidance at 6.830-7.100 EPS. On average, equities research analysts forecast that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Shareholders of record on Friday, January 23rd will be paid a $1.0568 dividend. The ex-dividend date is Friday, January 23rd. This represents a $4.23 dividend on an annualized basis and a yield of 2.9%. Procter & Gamble’s dividend payout ratio (DPR) is currently 61.75%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on PG shares. BNP Paribas Exane dropped their price objective on shares of Procter & Gamble from $177.00 to $172.00 and set an “outperform” rating for the company in a report on Tuesday, September 23rd. Bank of America dropped their price target on shares of Procter & Gamble from $180.00 to $174.00 and set a “buy” rating for the company in a research report on Wednesday, October 8th. Raymond James Financial decreased their price objective on shares of Procter & Gamble from $185.00 to $175.00 and set an “outperform” rating on the stock in a report on Monday, October 20th. Piper Sandler started coverage on shares of Procter & Gamble in a report on Wednesday, January 7th. They issued a “neutral” rating and a $150.00 target price for the company. Finally, Deutsche Bank Aktiengesellschaft cut their target price on Procter & Gamble from $176.00 to $171.00 and set a “buy” rating on the stock in a research report on Monday, December 8th. Fifteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $168.73.

Procter & Gamble Profile

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.