Procter & Gamble Company (The) (NYSE:PG) Shares Acquired by Davidson Trust Co.

04 Jul 2025, 12:30 by Jessica Moore · The Cerbat Gem

Davidson Trust Co. increased its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 2.0% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,635 shares of the company’s stock after purchasing an additional 414 shares during the period. Procter & Gamble accounts for about 1.7% of Davidson Trust Co.’s investment portfolio, making the stock its 15th biggest holding. Davidson Trust Co.’s holdings in Procter & Gamble were worth $3,517,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Unique Wealth LLC grew its stake in Procter & Gamble by 2.9% during the 1st quarter. Unique Wealth LLC now owns 2,141 shares of the company’s stock worth $365,000 after buying an additional 61 shares during the last quarter. Stableford Capital II LLC boosted its holdings in shares of Procter & Gamble by 1.1% during the first quarter. Stableford Capital II LLC now owns 5,817 shares of the company’s stock valued at $993,000 after acquiring an additional 61 shares during the period. Bernard Wealth Management Corp. grew its position in shares of Procter & Gamble by 20.2% during the first quarter. Bernard Wealth Management Corp. now owns 375 shares of the company’s stock worth $64,000 after acquiring an additional 63 shares during the last quarter. Kolinsky Wealth Management LLC increased its holdings in shares of Procter & Gamble by 1.1% in the 4th quarter. Kolinsky Wealth Management LLC now owns 5,738 shares of the company’s stock worth $962,000 after acquiring an additional 64 shares during the period. Finally, Retirement Planning Group LLC lifted its position in Procter & Gamble by 1.4% in the 4th quarter. Retirement Planning Group LLC now owns 4,704 shares of the company’s stock valued at $789,000 after purchasing an additional 64 shares during the last quarter. 65.77% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Erste Group Bank cut shares of Procter & Gamble from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 30th. Raymond James Financial lowered their target price on Procter & Gamble from $190.00 to $185.00 and set an “outperform” rating on the stock in a research report on Friday, April 25th. Royal Bank Of Canada upgraded Procter & Gamble from a “sector perform” rating to an “outperform” rating and boosted their price target for the stock from $164.00 to $177.00 in a research report on Friday, April 25th. Redburn Atlantic cut Procter & Gamble from a “buy” rating to a “neutral” rating and set a $161.00 price target for the company. in a research note on Thursday, May 1st. Finally, Piper Sandler lifted their price objective on shares of Procter & Gamble from $160.00 to $164.00 and gave the company a “neutral” rating in a research note on Monday, May 5th. Eight analysts have rated the stock with a hold rating, fourteen have assigned a buy rating and two have assigned a strong buy rating to the company. According to data from MarketBeat.com, Procter & Gamble currently has an average rating of “Moderate Buy” and an average target price of $178.45.

Read Our Latest Analysis on Procter & Gamble

Insider Activity

In other news, insider Moses Victor Javier Aguilar sold 10,520 shares of the business’s stock in a transaction that occurred on Monday, May 5th. The shares were sold at an average price of $158.67, for a total transaction of $1,669,208.40. Following the sale, the insider owned 25,182 shares in the company, valued at $3,995,627.94. The trade was a 29.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Jennifer L. Davis sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, April 29th. The stock was sold at an average price of $161.38, for a total transaction of $161,380.00. Following the completion of the transaction, the chief executive officer directly owned 51,965 shares of the company’s stock, valued at $8,386,111.70. This represents a 1.89% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.18% of the company’s stock.

Procter & Gamble Trading Down 0.3%

Shares of NYSE:PG opened at $160.72 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.50 and a current ratio of 0.71. The stock has a market capitalization of $376.82 billion, a price-to-earnings ratio of 25.51, a PEG ratio of 4.59 and a beta of 0.40. Procter & Gamble Company has a 1-year low of $156.58 and a 1-year high of $180.43. The company has a 50 day moving average price of $162.10 and a 200 day moving average price of $165.37.

Procter & Gamble (NYSE:PG – Get Free Report) last released its quarterly earnings data on Thursday, April 24th. The company reported $1.54 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.01. The business had revenue of $19.78 billion during the quarter, compared to analyst estimates of $20.42 billion. Procter & Gamble had a return on equity of 32.67% and a net margin of 18.46%. The company’s revenue was down 2.1% compared to the same quarter last year. During the same period last year, the company posted $1.52 EPS. On average, research analysts anticipate that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 15th. Shareholders of record on Monday, April 21st were paid a dividend of $1.0568 per share. The ex-dividend date was Monday, April 21st. This is a positive change from Procter & Gamble’s previous quarterly dividend of $1.01. This represents a $4.23 dividend on an annualized basis and a yield of 2.63%. Procter & Gamble’s dividend payout ratio is currently 67.14%.

Procter & Gamble Profile

(Free Report)

Procter & Gamble Co engages in the provision of branded consumer packaged goods. It operates through the following segments: Beauty, Grooming, Health Care, Fabric and Home Care, and Baby, Feminine and Family Care. The Beauty segment offers hair, skin, and personal care. The Grooming segment consists of shave care like female and male blades and razors, pre and post shave products, and appliances.