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

Cliftonlarsonallen Wealth Advisors LLC grew its holdings in shares of Procter & Gamble Company (The) (NYSE:PG) by 11.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 33,108 shares of the company’s stock after purchasing an additional 3,533 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Procter & Gamble were worth $4,745,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in PG. Brighton Jones LLC boosted its position in Procter & Gamble by 51.5% during the fourth quarter. Brighton Jones LLC now owns 40,068 shares of the company’s stock worth $6,717,000 after purchasing an additional 13,617 shares during the period. Taylor Financial Group Inc. boosted its position in Procter & Gamble by 10.6% during the first quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company’s stock worth $493,000 after purchasing an additional 277 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Procter & Gamble by 19.8% in the second quarter. Sivia Capital Partners LLC now owns 6,144 shares of the company’s stock valued at $979,000 after acquiring an additional 1,016 shares during the period. Auxano Advisors LLC boosted its position in shares of Procter & Gamble by 10.8% in the second quarter. Auxano Advisors LLC now owns 7,315 shares of the company’s stock valued at $1,165,000 after acquiring an additional 714 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in shares of Procter & Gamble by 2.8% in the second quarter. Schnieders Capital Management LLC. now owns 30,182 shares of the company’s stock valued at $4,809,000 after acquiring an additional 809 shares during the period. Institutional investors own 65.77% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on PG shares. UBS Group cut their price objective on shares of Procter & Gamble from $170.00 to $166.00 and set a “buy” rating for the company in a research report on Tuesday. JPMorgan Chase & Co. upgraded shares of Procter & Gamble from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $157.00 to $165.00 in a research report on Friday, January 23rd. TD Cowen cut their price objective on shares of Procter & Gamble from $156.00 to $142.00 and set a “hold” rating for the company in a research report on Wednesday, April 1st. Dbs Bank upgraded shares of Procter & Gamble from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. Finally, Piper Sandler cut their price objective on shares of Procter & Gamble from $150.00 to $142.00 and set a “neutral” rating for the company in a research report on Wednesday. Twelve analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $164.79.

Insider Buying and Selling at Procter & Gamble

In other Procter & Gamble news, CEO Ma. Fatima Francisco sold 5,549 shares of Procter & Gamble stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $165.29, for a total transaction of $917,194.21. Following the completion of the sale, the chief executive officer directly owned 1,029 shares in the company, valued at $170,083.41. The trade was a 84.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Chairman Jon R. Moeller sold 162,232 shares of Procter & Gamble stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $162.45, for a total transaction of $26,354,588.40. Following the sale, the chairman owned 319,385 shares of the company’s stock, valued at approximately $51,884,093.25. The trade was a 33.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 348,618 shares of company stock valued at $55,462,643 over the last quarter. Company insiders own 0.20% of the company’s stock.

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

Procter & Gamble Trading Up 2.6%

Shares of Procter & Gamble stock opened at $145.00 on Thursday. Procter & Gamble Company has a 1 year low of $137.62 and a 1 year high of $171.65. The firm has a market cap of $336.98 billion, a PE ratio of 21.48, a PEG ratio of 5.04 and a beta of 0.41. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.72 and a quick ratio of 0.51. The company has a 50 day simple moving average of $153.23 and a two-hundred day simple moving average of $149.32.

Procter & Gamble (NYSE:PG) last announced its earnings results on Friday, January 23rd. The company reported $1.88 earnings per share (EPS) for the quarter, beating the consensus estimate 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 analyst estimates of $22.36 billion. During the same period in the previous year, the business posted $1.88 earnings per share. Procter & Gamble’s revenue for the quarter was up 1.5% on a year-over-year basis. Analysts expect that Procter & Gamble Company will post 6.91 earnings per share for the current fiscal year.

Procter & Gamble Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders 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 yield of 2.9%. 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.