Shrier Wealth Management LLC Makes New Investment in Procter & Gamble Company (The) $PG

Shrier Wealth Management LLC acquired a new position in shares of Procter & Gamble Company (The) (NYSE:PG) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 17,334 shares of the company’s stock, valued at approximately $2,484,000.

Other large investors have also recently made changes to their positions in the company. Invesco Ltd. grew its position in Procter & Gamble by 21.4% in the 2nd quarter. Invesco Ltd. now owns 16,374,499 shares of the company’s stock valued at $2,608,785,000 after buying an additional 2,880,895 shares during the last quarter. Assenagon Asset Management S.A. boosted its holdings in Procter & Gamble by 100.8% in the 4th quarter. Assenagon Asset Management S.A. now owns 5,460,939 shares of the company’s stock valued at $782,607,000 after purchasing an additional 2,741,924 shares in the last quarter. Amundi increased its position in Procter & Gamble by 26.3% during the 3rd quarter. Amundi now owns 10,682,455 shares of the company’s stock worth $1,606,748,000 after purchasing an additional 2,222,560 shares during the period. Lazard Asset Management LLC grew its holdings in Procter & Gamble by 66.3% during the second quarter. Lazard Asset Management LLC now owns 5,504,749 shares of the company’s stock worth $877,014,000 after acquiring an additional 2,195,560 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of Procter & Gamble by 132.6% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,225,470 shares of the company’s stock valued at $513,882,000 after purchasing an additional 1,838,877 shares in the last quarter. 65.77% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: OLAY peptide research — New clinical and mechanistic data presented for OLAY highlight proprietary peptide technology and cell‑adhesion targets that P&G plans to move rapidly into formulations; successful commercialization could bolster pricing power and organic growth for a core beauty brand. OLAY Peptide Research Puts New Spotlight On Procter And Gamble Valuation
• Positive Sentiment: Analysts remain constructive in places — coverage notes that P&G can fare better than peers amid sluggish consumer sentiment, supporting the view of PG as a relatively defensive consumer staples holding. Analysts Constructive on The Procter & Gamble (PG) Amid Sluggish Consumer Sentiment
• Neutral Sentiment: Recent trading strength — PG ticked higher while the broader market fell on 3/30, showing relative strength that may reflect defensive demand; however this was a short‑term move rather than new fundamental news. Procter & Gamble (PG) Ascends While Market Falls: Some Facts to Note
• Neutral Sentiment: Q4 results mixed — Q4 EPS slightly beat estimates (+$0.02) while revenue marginally missed; steady margins and cash flow help the case for the dividend and buybacks, but top‑line softness tempers upside. (Earnings detail from recent company report.)
• Neutral Sentiment: Deutsche Bank trimmed its price target (from $171 to $162) but kept a Hold — this narrows upside but is not a sell signal; investors should weigh this against other analyst views. Deutsche Bank Lowers Price Target on PG
• Neutral Sentiment: Unrelated retailer weakness — a separate report on RH’s weak quarter is unlikely to directly affect PG but signals broader discretionary‑spending challenges in retail. RH (RH) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: TD Cowen cut its price target to $142 (from $156) and kept a Hold, citing oil‑linked input cost inflation tied to the Iran war that it believes P&G cannot fully absorb — this is the main near‑term headwind pressuring the stock. Wall Street Downgrades Procter & Gamble Amid Iran War Cost Pressures and More

Insider Buying and Selling

In related news, insider Marc S. Pritchard sold 95,903 shares of the firm’s stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $151.15, for a total transaction of $14,495,738.45. Following the sale, the insider directly owned 182,607 shares in the company, valued at approximately $27,601,048.05. This trade represents a 34.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Gary A. Coombe sold 36,093 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $162.33, for a total value of $5,858,976.69. Following the transaction, the chief executive officer directly owned 34,994 shares in the company, valued at $5,680,576.02. This trade represents a 50.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 348,618 shares of company stock valued at $55,462,643 over the last ninety days. Insiders own 0.20% of the company’s stock.

Procter & Gamble Trading Down 0.2%

Shares of PG stock opened at $144.44 on Wednesday. The stock has a market cap of $335.67 billion, a price-to-earnings ratio of 21.40, a price-to-earnings-growth ratio of 4.84 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 Company has a fifty-two week low of $137.62 and a fifty-two week high of $174.80. The firm’s 50 day moving average price is $153.88 and its two-hundred day moving average price is $149.88.

Procter & Gamble (NYSE:PG) last released its quarterly earnings data on Friday, January 23rd. The company reported $1.88 earnings per share (EPS) for the quarter, topping 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 company had revenue of $22.21 billion during the quarter, compared to analyst estimates of $22.36 billion. During the same quarter in the prior year, the business earned $1.88 earnings per share. The business’s quarterly revenue was up 1.5% compared to the same quarter last year. On average, analysts anticipate that Procter & Gamble Company will post 6.91 EPS for the current year.

Procter & Gamble Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Friday, January 23rd were issued a $1.0568 dividend. This represents a $4.23 annualized dividend and a yield of 2.9%. The ex-dividend date was Friday, January 23rd. Procter & Gamble’s dividend payout ratio is currently 62.52%.

Wall Street Analyst Weigh In

PG has been the subject of a number of research analyst reports. Rothschild & Co Redburn raised their price target on Procter & Gamble from $155.00 to $157.00 and gave the company a “neutral” rating in a research report on Friday, January 23rd. Barclays set a $155.00 target price on Procter & Gamble in a research note on Friday, January 16th. JPMorgan Chase & Co. upgraded 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. Erste Group Bank cut Procter & Gamble from a “buy” rating to a “hold” rating in a report on Tuesday, March 24th. Finally, Piper Sandler initiated coverage on Procter & Gamble in a research report on Wednesday, January 7th. They issued a “neutral” rating and a $150.00 price objective on the stock. Twelve equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Procter & Gamble presently has an average rating of “Moderate Buy” and a consensus price target of $167.83.

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.