Procter & Gamble Company (The) $PG Shares Bought by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC increased its position in shares of Procter & Gamble Company (The) (NYSE:PG) by 8.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,813 shares of the company’s stock after acquiring an additional 4,566 shares during the quarter. Procter & Gamble accounts for about 4.6% of Kellett Wealth Advisors LLC’s holdings, making the stock its 6th largest position. Kellett Wealth Advisors LLC’s holdings in Procter & Gamble were worth $8,495,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in PG. E Fund Management Hong Kong Co. Ltd. raised its stake in Procter & Gamble by 1,000.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company’s stock valued at $25,000 after purchasing an additional 150 shares during the period. Litman Gregory Wealth Management LLC purchased a new stake in shares of Procter & Gamble in the fourth quarter valued at $26,000. Park Square Financial Group LLC boosted its position in shares of Procter & Gamble by 65.1% in the fourth quarter. Park Square Financial Group LLC now owns 180 shares of the company’s stock worth $26,000 after buying an additional 71 shares during the period. Evolution Wealth Management Inc. grew its holdings in shares of Procter & Gamble by 1,315.4% during the fourth quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock valued at $26,000 after buying an additional 171 shares in the last quarter. Finally, Basso Capital Management L.P. purchased a new position in shares of Procter & Gamble during the fourth quarter valued at $28,000. Hedge funds and other institutional investors own 65.77% of the company’s stock.

Trending Headlines about Procter & Gamble

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

• Positive Sentiment: RBC Capital reportedly initiated/maintained a Buy rating on Procter & Gamble, reinforcing confidence in the company’s defensive earnings profile and dividend stability.
• Positive Sentiment: Bank of America kept a Buy rating on PG while lowering its price target to $166 from $170, still implying meaningful upside from current levels.
• Positive Sentiment: Recent commentary highlighted PG as a Dividend King with a long history of dividend growth, plus product launches such as Braun NEVO and Cascade Clean and Dry Booster Rinse Aid that could support brand momentum.
• Neutral Sentiment: Several market recap pieces noted that PG had recently underperformed the broader market in prior sessions, reflecting some near-term pressure rather than a company-specific shock.
• Neutral Sentiment: Other articles focused broadly on dividend investing strategies and retirement income ideas, using PG as an example of a reliable income stock rather than citing a new business catalyst.
• Negative Sentiment: One article framed PG as facing a “fresh market test,” suggesting investors are still assessing whether its valuation and growth outlook justify renewed buying.

Procter & Gamble Price Performance

NYSE PG opened at $147.15 on Monday. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $167.25. The stock’s 50-day moving average is $146.58 and its two-hundred day moving average is $148.41. The firm has a market cap of $342.65 billion, a P/E ratio of 21.51, a price-to-earnings-growth ratio of 6.26 and a beta of 0.39. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.73 and a quick ratio of 0.53.

Procter & Gamble (NYSE:PG) last released its quarterly earnings results on Friday, April 24th. The company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.56 by $0.03. The company had revenue of $21.23 billion during the quarter, compared to the consensus estimate of $21.52 billion. Procter & Gamble had a return on equity of 32.00% and a net margin of 19.16%.The firm’s revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.54 EPS. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. On average, analysts anticipate that Procter & Gamble Company will post 6.89 earnings per share for the current fiscal year.

Procter & Gamble Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, April 24th were given a dividend of $1.0885 per share. The ex-dividend date of this dividend was Friday, April 24th. This is an increase from Procter & Gamble’s previous quarterly dividend of $1.06. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. Procter & Gamble’s dividend payout ratio (DPR) is currently 63.60%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on PG. TD Cowen increased their price objective on Procter & Gamble from $142.00 to $150.00 and gave the stock a “hold” rating in a research note on Monday, April 27th. Wells Fargo & Company lifted their target price on Procter & Gamble from $158.00 to $164.00 and gave the company an “overweight” rating in a research note on Monday, April 27th. The Goldman Sachs Group reduced their price target on shares of Procter & Gamble from $159.00 to $155.00 and set a “neutral” rating for the company in a research report on Wednesday, April 8th. Erste Group Bank lowered shares of Procter & Gamble from a “buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, Evercore set a $162.00 target price on shares of Procter & Gamble in a research report on Monday, April 27th. Twelve analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $161.42.

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.