Kellett Wealth Advisors LLC Has $8.49 Million Stock Holdings in Procter & Gamble Company (The) $PG

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

Several other large investors have also made changes to their positions in the business. Norges Bank acquired a new stake in Procter & Gamble in the 4th quarter valued at approximately $4,664,783,000. Cardano Risk Management B.V. lifted its holdings in shares of Procter & Gamble by 1,104.8% during the fourth quarter. Cardano Risk Management B.V. now owns 9,521,440 shares of the company’s stock worth $1,364,518,000 after buying an additional 8,731,126 shares during the last quarter. Auto Owners Insurance Co boosted its position in shares of Procter & Gamble by 14,231.0% in the fourth quarter. Auto Owners Insurance Co now owns 3,549,645 shares of the company’s stock valued at $508,700,000 after acquiring an additional 3,524,876 shares during the period. Vanguard Group Inc. grew its stake in shares of Procter & Gamble by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 237,459,756 shares of the company’s stock worth $34,030,358,000 after acquiring an additional 2,829,151 shares during the last quarter. Finally, Assenagon Asset Management S.A. increased its position in Procter & Gamble by 100.8% during the fourth quarter. Assenagon Asset Management S.A. now owns 5,460,939 shares of the company’s stock worth $782,607,000 after acquiring an additional 2,741,924 shares during the period. Institutional investors and hedge funds own 65.77% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on PG. Morgan Stanley cut their target price on shares of Procter & Gamble from $175.00 to $166.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. Piper Sandler boosted their price objective on shares of Procter & Gamble from $142.00 to $145.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. Barclays cut their price objective on shares of Procter & Gamble from $155.00 to $146.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 14th. Rothschild & Co Redburn reduced their target price on shares of Procter & Gamble from $157.00 to $155.00 and set a “neutral” rating for the company in a research note on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $163.00 target price on shares of Procter & Gamble in a research report on Monday, April 27th. Twelve research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $161.42.

Procter & Gamble Trading Up 0.1%

Shares of PG opened at $147.15 on Monday. The company has a current ratio of 0.73, a quick ratio of 0.53 and a debt-to-equity ratio of 0.44. The stock has a market cap of $342.65 billion, a PE ratio of 21.51, a PEG ratio of 6.26 and a beta of 0.39. Procter & Gamble Company has a 1 year low of $137.62 and a 1 year high of $167.25. The stock has a 50 day simple moving average of $146.58 and a 200-day simple moving average of $148.41.

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

Procter & Gamble Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, April 24th were issued a $1.0885 dividend. This represents a $4.35 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend was Friday, April 24th. This is a positive change from Procter & Gamble’s previous quarterly dividend of $1.06. Procter & Gamble’s payout ratio is currently 63.60%.

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.

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.