Caerus Investment Advisors LLC Makes New Investment in Procter & Gamble Company (The) $PG

Caerus Investment Advisors LLC purchased a new stake in Procter & Gamble Company (The) (NYSE:PG) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 9,841 shares of the company’s stock, valued at approximately $1,512,000. Procter & Gamble accounts for about 0.6% of Caerus Investment Advisors LLC’s investment portfolio, making the stock its 19th largest holding.

A number of other institutional investors also recently modified their holdings of the business. Halbert Hargrove Global Advisors LLC purchased a new stake in shares of Procter & Gamble during the third quarter worth $25,000. Corundum Trust Company INC purchased a new position in shares of Procter & Gamble in the third quarter valued at $32,000. Caitlin John LLC purchased a new position in shares of Procter & Gamble in the third quarter valued at $34,000. Marquette Asset Management LLC bought a new stake in shares of Procter & Gamble during the 3rd quarter valued at $37,000. Finally, Redmont Wealth Advisors LLC purchased a new stake in Procter & Gamble during the 3rd quarter worth about $40,000. 65.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Procter & Gamble news, CEO Gary A. Coombe sold 36,093 shares of Procter & Gamble stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $162.33, for a total transaction of $5,858,976.69. Following the completion of the sale, the chief executive officer owned 34,994 shares of the company’s stock, valued at $5,680,576.02. The trade was a 50.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Moses Victor Javier Aguilar sold 15,169 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $162.28, for a total value of $2,461,625.32. Following the transaction, the insider owned 44,735 shares in the company, valued at $7,259,595.80. This trade represents a 25.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 348,618 shares of company stock worth $55,462,643. Corporate insiders own 0.20% of the company’s stock.

Procter & Gamble Price Performance

Shares of NYSE PG opened at $151.47 on Wednesday. The stock’s 50-day simple moving average is $153.78 and its two-hundred day simple moving average is $150.89. Procter & Gamble Company has a twelve month low of $137.62 and a twelve month high of $174.80. The firm has a market capitalization of $352.03 billion, a P/E ratio of 22.44, a P/E/G ratio of 5.08 and a beta of 0.37. The company has a quick ratio of 0.51, a current ratio of 0.72 and a debt-to-equity ratio of 0.49.

Procter & Gamble (NYSE:PG) last issued its quarterly earnings data on Friday, January 23rd. The company reported $1.88 EPS for the quarter, topping the consensus estimate of $1.86 by $0.02. The company had revenue of $22.21 billion during the quarter, compared to analyst estimates of $22.36 billion. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.Procter & Gamble’s revenue was up 1.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.88 earnings per share. As a group, equities analysts anticipate that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Friday, January 23rd were given a dividend of $1.0568 per share. The ex-dividend date was Friday, January 23rd. This represents a $4.23 annualized dividend and a dividend yield of 2.8%. Procter & Gamble’s dividend payout ratio (DPR) is 62.67%.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: P&G is piloting a paid loyalty program for Baby and Home Care to boost repeat purchases, gather consumer data and support premiumization/retention — a potential margin and lifetime-value tailwind if it scales. Procter & Gamble Premium Launches Test Loyalty In Baby And Home Care
• Positive Sentiment: Pampers introduced “Pampers AMORE,” positioned as a premium diaper with upgraded feel and performance — supports brand-led pricing power in a core category. Pampers Launches Pampers AMORE
• Neutral Sentiment: Analyst and retail-press coverage (Zacks, bullish blog summaries) is driving investor attention and debate over PG’s valuation and outlook; these discussions can influence sentiment but don’t change fundamentals immediately. Procter & Gamble Company (The) (PG) is Attracting Investor Attention
• Neutral Sentiment: Coverage listing PG among long-term dividend names (and bullish Substack/analyst write-ups) highlights income appeal but may already be priced in given modest yield and current multiples. The Best Dividend Stocks to Buy and Hold Forever
• Negative Sentiment: P&G plans nearly $1B for a new Gillette campus in Boston — a strategic consolidation that could improve long-term R&D and supply synergies but represents a sizable near-term capital outlay that may weigh on free cash flow and sentiment. Procter & Gamble’s US$1b Gillette Bet And What It Means For PG

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Piper Sandler began coverage on Procter & Gamble in a report on Wednesday, January 7th. They set a “neutral” rating and a $150.00 target price for the company. Wells Fargo & Company reissued an “overweight” rating and issued a $177.00 price target on shares of Procter & Gamble in a report on Tuesday, February 17th. Dbs Bank raised shares of Procter & Gamble from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Procter & Gamble from $176.00 to $171.00 and set a “buy” rating on the stock in a report on Monday, December 8th. Finally, Jefferies Financial Group raised shares of Procter & Gamble from a “hold” rating to a “buy” rating and upped their target price for the stock from $156.00 to $179.00 in a report on Tuesday, December 16th. Fourteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $168.33.

Procter & Gamble Company 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.