Procter & Gamble Company (The) $PG Holdings Decreased by Cullen Frost Bankers Inc.

Cullen Frost Bankers Inc. lessened its stake in Procter & Gamble Company (The) (NYSE:PG) by 13.1% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 269,251 shares of the company’s stock after selling 40,550 shares during the quarter. Cullen Frost Bankers Inc.’s holdings in Procter & Gamble were worth $41,370,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Orca Investment Management LLC increased its stake in shares of Procter & Gamble by 2.0% during the second quarter. Orca Investment Management LLC now owns 3,238 shares of the company’s stock valued at $516,000 after acquiring an additional 64 shares during the period. Access Financial Services Inc. increased its position in shares of Procter & Gamble by 0.6% during the 2nd quarter. Access Financial Services Inc. now owns 10,889 shares of the company’s stock valued at $1,735,000 after purchasing an additional 65 shares during the period. Sovereign Financial Group Inc. raised its stake in shares of Procter & Gamble by 1.1% in the 2nd quarter. Sovereign Financial Group Inc. now owns 5,823 shares of the company’s stock worth $928,000 after buying an additional 65 shares in the last quarter. WP Advisors LLC raised its stake in shares of Procter & Gamble by 4.9% in the 2nd quarter. WP Advisors LLC now owns 1,405 shares of the company’s stock worth $224,000 after buying an additional 66 shares in the last quarter. Finally, MADDEN SECURITIES Corp lifted its holdings in shares of Procter & Gamble by 4.6% in the second quarter. MADDEN SECURITIES Corp now owns 1,531 shares of the company’s stock valued at $244,000 after buying an additional 68 shares during the period. 65.77% of the stock is currently owned by institutional investors.

Procter & Gamble News Summary

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

• Positive Sentiment: Q2 EPS beat and guidance maintained — P&G reported adjusted EPS of $1.88, topping estimates and reiterating FY2026 EPS guidance, which supports the company’s cash-return profile and dividend reliability. Procter & Gamble Q2 Earnings Beat Estimates, Organic Sales Flat Y/Y
• Positive Sentiment: JPMorgan upgrade lifts sentiment — JPMorgan moved PG from Neutral to Overweight and raised its $165 price target, giving the stock renewed upward momentum from the buy-side. JPMorgan Upgrade
• Positive Sentiment: Unusually large call buying suggests short-term bullish positioning — heavy call-option volume (241k contracts) points to investor speculation on upside around the earnings/news flow (could amplify near-term moves).
• Neutral Sentiment: Innovation initiatives (premium diapers in China) are longer-term growth plays — P&G is pushing Pampers Prestige (silk fibers) to capture premium demand in China; useful for future mix improvement but not an immediate revenue cure. Procter & Gamble is selling diapers made with silk fibers in China as it leans into luxury
• Neutral Sentiment: Management emphasizing data & technology-led reinvention — new CEO/President highlighted investments to improve targeting and margins; positive strategically but execution will take quarters. Procter & Gamble Says Data and Technology Will Support Company’s Reinvention
• Negative Sentiment: Revenue came up short and organic sales were flat — top-line missed consensus as volumes declined in key categories (razors, diapers) and pricing/mix only partly offset weakness, which is why some investors sold into the print. Procter & Gamble misses revenue estimates due to slower US growth
• Negative Sentiment: Tariff/geopolitical and consumer headwinds flagged — management warned of a challenging external environment (tariffs, geopolitical risk) that could pressure volumes and margins, creating near-term uncertainty. Procter & Gamble falls after warning of challenging consumer and geopolitical environment
• Negative Sentiment: Investor reaction remains mixed — analysts raised some forecasts, but coverage notes the quarter was “mixed” (EPS beat, revenue miss, flat organic sales), so expect muted trading and volatility as the market digests forward commentary. How Investors Are Reacting To Procter & Gamble (PG) Steady Earnings, Softer Guidance And Flat Organic Sales

Insider Transactions at Procter & Gamble

In other Procter & Gamble news, CAO Matthew W. Janzaruk sold 725 shares of the firm’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 sale, the chief accounting officer directly owned 979 shares in the company, valued at approximately $146,429.03. This trade represents a 42.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. BNP Paribas Exane dropped their price target on shares of Procter & Gamble from $172.00 to $164.00 and set an “outperform” rating on the stock in a research report on Friday, January 16th. Dbs Bank raised shares of Procter & Gamble from a “hold” rating to a “buy” rating in a research note on Friday. Jefferies Financial Group raised 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 research note on Tuesday, December 16th. Bank of America decreased their price target on shares of Procter & Gamble from $180.00 to $174.00 and set a “buy” rating on the stock in a research report on Wednesday, October 8th. Finally, Piper Sandler started 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. Fourteen analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $166.70.

Procter & Gamble Stock Performance

Procter & Gamble stock opened at $150.19 on Friday. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $179.99. The firm’s 50 day simple moving average is $144.72 and its 200-day simple moving average is $150.54. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.72 and a quick ratio of 0.51. The company has a market cap of $350.95 billion, a P/E ratio of 22.25, a price-to-earnings-growth ratio of 5.07 and a beta of 0.39.

Procter & Gamble (NYSE:PG) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $1.88 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 32.10%. The firm had revenue of $22.21 billion during the quarter, compared to analyst estimates of $22.36 billion. During the same quarter last year, the business posted $1.88 EPS. The company’s revenue was up 1.5% on a year-over-year basis. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. As a group, equities research analysts predict that Procter & Gamble Company will post 6.91 EPS for the current year.

Procter & Gamble Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Friday, January 23rd will be given a dividend of $1.0568 per share. This represents a $4.23 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Friday, January 23rd. Procter & Gamble’s payout ratio is presently 62.67%.

About Procter & Gamble

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.