Cliftonlarsonallen Wealth Advisors LLC Acquires 3,533 Shares of Procter & Gamble Company (The) $PG

Cliftonlarsonallen Wealth Advisors LLC raised its holdings in Procter & Gamble Company (The) (NYSE:PGFree Report) by 11.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,108 shares of the company’s stock after buying an additional 3,533 shares during the period. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Procter & Gamble were worth $4,745,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in PG. Assenagon Asset Management S.A. lifted its stake in shares of Procter & Gamble by 100.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 5,460,939 shares of the company’s stock valued at $782,607,000 after buying an additional 2,741,924 shares in the last quarter. Amundi lifted its stake in shares of Procter & Gamble by 26.3% in the third quarter. Amundi now owns 10,682,455 shares of the company’s stock valued at $1,606,748,000 after buying an additional 2,222,560 shares in the last quarter. Lazard Asset Management LLC lifted its stake in shares of Procter & Gamble by 66.3% in the second quarter. Lazard Asset Management LLC now owns 5,504,749 shares of the company’s stock valued at $877,014,000 after buying an additional 2,195,560 shares in the last quarter. Franklin Resources Inc. lifted its stake in shares of Procter & Gamble by 8.3% in the third quarter. Franklin Resources Inc. now owns 22,850,345 shares of the company’s stock valued at $3,510,955,000 after buying an additional 1,752,481 shares in the last quarter. Finally, Danske Bank A S bought a new position in shares of Procter & Gamble in the third quarter valued at $252,853,000. 65.77% of the stock is owned by institutional investors.

Procter & Gamble Stock Performance

NYSE PG opened at $145.00 on Thursday. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $171.65. The company has a 50-day simple moving average of $153.23 and a 200 day simple moving average of $149.32. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.51 and a current ratio of 0.72. The company has a market capitalization of $336.98 billion, a PE ratio of 21.48, a price-to-earnings-growth ratio of 5.04 and a beta of 0.41.

Procter & Gamble (NYSE:PGGet Free Report) last posted its quarterly earnings data on Friday, January 23rd. The company reported $1.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.02. Procter & Gamble had a net margin of 19.30% and a return on equity of 32.21%. The business had revenue of $22.21 billion during the quarter, compared to the consensus estimate of $22.36 billion. During the same quarter last year, the company posted $1.88 earnings per share. The firm’s quarterly revenue was up 1.5% compared to the same quarter last year. On average, research analysts predict that Procter & Gamble Company will post 6.91 EPS for the current year.

Procter & Gamble Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Friday, January 23rd were 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 was Friday, January 23rd. Procter & Gamble’s dividend payout ratio (DPR) is 62.67%.

Analysts Set New Price Targets

PG has been the subject of several analyst reports. TD Cowen lowered their target price on shares of Procter & Gamble from $156.00 to $142.00 and set a “hold” rating for the company in a report on Wednesday, April 1st. Erste Group Bank downgraded shares of Procter & Gamble from a “buy” rating to a “hold” rating in a report on Tuesday, March 24th. Jefferies Financial Group upgraded shares of Procter & Gamble from a “hold” rating to a “buy” rating and increased their target price for the company from $156.00 to $179.00 in a report on Tuesday, December 16th. UBS Group lowered their target price on shares of Procter & Gamble from $170.00 to $166.00 and set a “buy” rating for the company in a report on Tuesday. Finally, JPMorgan Chase & Co. upgraded shares of Procter & Gamble from a “neutral” rating to an “overweight” rating and increased their target price for the company from $157.00 to $165.00 in a report on Friday, January 23rd. Twelve investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $164.79.

Read Our Latest Analysis on Procter & Gamble

Insider Buying and Selling at Procter & Gamble

In related news, insider Moses Victor Javier Aguilar sold 15,169 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $162.28, for a total transaction of $2,461,625.32. Following the completion of the sale, the insider owned 44,735 shares in the company, valued at approximately $7,259,595.80. This trade represents a 25.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Ma. Fatima Francisco sold 5,549 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $165.29, for a total transaction of $917,194.21. Following the sale, the chief executive officer owned 1,029 shares of the company’s stock, valued at $170,083.41. This trade represents a 84.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 348,618 shares of company stock valued at $55,462,643 in the last three months. 0.20% of the stock is owned by corporate insiders.

More Procter & Gamble News

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

  • Positive Sentiment: P&G announced a multi‑year, multi‑brand partnership as an official partner of the WNBA, which should boost consumer engagement and brand visibility across younger and sports audiences. P&G Enters New Era in Sports as Official Partner of the WNBA
  • Positive Sentiment: UBS trimmed its price target to $166 but maintained a “buy” rating, signaling continued analyst conviction in P&G’s long‑term growth despite the lower PT. UBS PT Change
  • Positive Sentiment: Wells Fargo cut its PT to $158 but kept an “overweight” rating, which reinforces a favorable view among some institutional analysts and may support buying interest. Wells Fargo Adjusts PT
  • Positive Sentiment: Coverage highlighting P&G’s “lifeblood” innovation strategy and how management is leaning into new product/marketing initiatives is helping the turnaround narrative and investor sentiment. Jim Cramer on P&G Innovation Strategy
  • Neutral Sentiment: Market commentary explaining why P&G outpaced the market today provides context for the move but is descriptive rather than new fundamental information. Why P&G Outpaced the Market
  • Neutral Sentiment: Goldman Sachs trimmed its PT to $155 and kept a “neutral” rating — a mixed signal that lowers upside expectations but stops short of turning bearish. Goldman Sachs Adjusts PT
  • Negative Sentiment: Piper Sandler cut its PT to $142 and maintained a “neutral” rating; the new PT sits below the current price, implying downside from today’s levels and adding short‑term pressure. Piper Sandler Adjusts PT
  • Negative Sentiment: Recent coverage noting a day when PG shares declined reflects ongoing volatility and reminds investors that near‑term sentiment can swing on news/analyst moves. P&G Stock Sinks Coverage

About Procter & Gamble

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Procter & Gamble (NYSE:PG)

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