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

by · The Markets Daily

EverSource Wealth Advisors LLC grew its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 80.4% in the first quarter, Holdings Channel reports. The institutional investor owned 18,816 shares of the company’s stock after buying an additional 8,386 shares during the period. EverSource Wealth Advisors LLC’s holdings in Procter & Gamble were worth $2,718,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in PG. Brighton Jones LLC lifted its holdings in shares of Procter & Gamble by 51.5% in the 4th quarter. Brighton Jones LLC now owns 40,068 shares of the company’s stock valued at $6,717,000 after buying an additional 13,617 shares during the period. Taylor Financial Group Inc. boosted its position in shares of Procter & Gamble by 10.6% during the 1st quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company’s stock worth $493,000 after purchasing an additional 277 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Procter & Gamble by 19.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 6,144 shares of the company’s stock worth $979,000 after purchasing an additional 1,016 shares during the period. Auxano Advisors LLC lifted its stake 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 purchasing an additional 714 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in Procter & Gamble by 2.8% during the second quarter. Schnieders Capital Management LLC. now owns 30,182 shares of the company’s stock worth $4,809,000 after buying an additional 809 shares during the period. Hedge funds and other institutional investors own 65.77% of the company’s stock.

Procter & Gamble Trading Down 1.8%

Shares of PG opened at $146.26 on Thursday. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $167.25. The company has a market capitalization of $340.58 billion, a PE ratio of 21.38, a price-to-earnings-growth ratio of 7.41 and a beta of 0.39. The stock has a fifty day moving average of $147.70 and a two-hundred day moving average of $148.94. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.53 and a current ratio of 0.73.

Procter & Gamble (NYSE:PG – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.02. The business had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $21.38 billion. Procter & Gamble had a return on equity of 32.00% and a net margin of 19.16%.The business’s revenue for the quarter was up 1.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.48 earnings per share. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, analysts forecast that Procter & Gamble Company will post 6.88 EPS for the current year.

Procter & Gamble Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, July 24th will be issued a dividend of $1.0885 per share. This represents a $4.35 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Friday, July 24th. Procter & Gamble’s dividend payout ratio is presently 63.60%.

Analysts Set New Price Targets

Several brokerages have recently commented on PG. Barclays boosted their price target on Procter & Gamble from $146.00 to $152.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 21st. Royal Bank Of Canada reduced their price objective on Procter & Gamble from $172.00 to $167.00 and set an “outperform” rating for the company in a report on Thursday, April 9th. Evercore set a $162.00 price target on Procter & Gamble in a research report on Monday, April 27th. Wells Fargo & Company lifted their price target on Procter & Gamble from $158.00 to $164.00 and gave the stock an “overweight” rating in a research note on Monday, April 27th. Finally, Sanford C. Bernstein initiated coverage on shares of Procter & Gamble in a research note on Thursday, June 11th. They issued a “market perform” rating and a $156.00 price objective on the stock. Twelve research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $160.75.

Get Our Latest Stock Report on Procter & Gamble

Key Procter & Gamble News

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

  • Positive Sentiment: PG reported fiscal fourth-quarter adjusted EPS of $1.43, exceeding the $1.41 analyst consensus. Productivity savings helped offset higher operating costs. Procter & Gamble Q4 Earnings Beat on Productivity, Sales Miss Estimates
  • Positive Sentiment: The company continues to benefit from e-commerce growth and returned significant capital to shareholders, supporting the long-term investment case. Procter & Gamble Q4 2026 Earnings Call Highlights
  • Neutral Sentiment: President and CEO Shailesh Jejurikar will become board chairman on August 1, while Executive Chairman Jon Moeller retires from P&G in August. The leadership transition adds continuity because Jejurikar will retain the CEO role. Shailesh Jejurikar Appointed Chairman of P&G Board of Directors
  • Negative Sentiment: Quarterly revenue increased only 1.5% year over year to $21.20 billion, missing the $21.38 billion consensus. The sales shortfall, combined with unchanged volume, indicates limited ability to raise prices further. Procter & Gamble’s Stock Drops After Sales Miss
  • Negative Sentiment: Organic sales were flat, while consumers facing higher gas and other living costs shifted toward smaller packages and promotions. Weakness in grooming and oral care highlights growing consumer resistance to price increases. Procter & Gamble Says Gas Prices Limiting Consumer Spending
  • Negative Sentiment: Fiscal 2027 guidance was modest: EPS of $6.89–$7.11 versus a $7.07 consensus midpoint comparison, and revenue of $85.1–$86.8 billion versus an $89.5 billion analyst estimate. Inflation, tariffs, cost pressures and a difficult economic backdrop are expected to constrain growth. P&G Forecasts Muted 2027

Procter & Gamble Company Profile

(Free Report)

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.

Featured Stories

Want to see what other hedge funds are holding PG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Procter & Gamble Company (The) (NYSE:PG – Free Report).