Formidable Asset Management LLC Has $46.04 Million Stock Holdings in Procter & Gamble Company (The) $PG

Formidable Asset Management LLC trimmed its position in shares of Procter & Gamble Company (The) (NYSE:PG) by 1.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 289,001 shares of the company’s stock after selling 4,367 shares during the quarter. Procter & Gamble makes up approximately 6.7% of Formidable Asset Management LLC’s holdings, making the stock its 2nd largest position. Formidable Asset Management LLC’s holdings in Procter & Gamble were worth $46,044,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in PG. Halbert Hargrove Global Advisors LLC purchased a new position in Procter & Gamble during the third quarter valued at $25,000. Signature Resources Capital Management LLC lifted its position in Procter & Gamble by 67.9% during the 2nd quarter. Signature Resources Capital Management LLC now owns 178 shares of the company’s stock valued at $28,000 after acquiring an additional 72 shares during the period. Corundum Trust Company INC purchased a new stake in Procter & Gamble in the third quarter worth about $32,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Procter & Gamble during the second quarter valued at approximately $34,000. Finally, RMG Wealth Management LLC purchased a new position in shares of Procter & Gamble during the second quarter valued at approximately $37,000. Hedge funds and other institutional investors own 65.77% of the company’s stock.

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.

Procter & Gamble Trading Down 0.1%

Shares of PG stock opened at $144.55 on Monday. The company has a current ratio of 0.71, a quick ratio of 0.51 and a debt-to-equity ratio of 0.46. Procter & Gamble Company has a 12-month low of $137.62 and a 12-month high of $179.99. The stock has a market capitalization of $337.77 billion, a P/E ratio of 21.10, a P/E/G ratio of 4.88 and a beta of 0.39. The firm’s 50 day moving average is $144.72 and its 200 day moving average is $150.91.

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

Procter & Gamble Announces Dividend

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

Insiders Place Their Bets

In other news, CAO Matthew W. Janzaruk sold 725 shares of the business’s stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $149.57, for a total transaction of $108,438.25. Following the completion of the sale, the chief accounting officer owned 979 shares of the company’s stock, valued at $146,429.03. The trade was a 42.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on PG shares. Piper Sandler assumed coverage on Procter & Gamble in a research report on Wednesday, January 7th. They set a “neutral” rating and a $150.00 price objective for the company. Raymond James Financial dropped their price target on shares of Procter & Gamble from $185.00 to $175.00 and set an “outperform” rating on the stock in a research note on Monday, October 20th. UBS Group reduced their price objective on shares of Procter & Gamble from $176.00 to $161.00 and set a “buy” rating for the company in a research note on Wednesday. Wells Fargo & Company cut their price target on shares of Procter & Gamble from $170.00 to $158.00 and set an “overweight” rating on the stock in a report on Monday, January 5th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Procter & Gamble from $165.00 to $157.00 and set a “neutral” rating for the company in a report on Thursday, December 18th. Fifteen research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $168.36.

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.