Sax Wealth Advisors LLC Acquires 4,873 Shares of Procter & Gamble Company (The) $PG

Sax Wealth Advisors LLC increased its holdings in Procter & Gamble Company (The) (NYSE:PG) by 67.2% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,123 shares of the company’s stock after acquiring an additional 4,873 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Procter & Gamble were worth $1,751,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. Carson Advisory Inc. grew its holdings in shares of Procter & Gamble by 0.5% during the 4th quarter. Carson Advisory Inc. now owns 12,124 shares of the company’s stock worth $1,738,000 after acquiring an additional 65 shares during the period. Cary Street Partners Investment Advisory LLC boosted its position in shares of Procter & Gamble by 1.8% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 3,829 shares of the company’s stock valued at $549,000 after purchasing an additional 67 shares in the last quarter. Lorne Steinberg Wealth Management Inc. boosted its position in shares of Procter & Gamble by 2.7% during the fourth quarter. Lorne Steinberg Wealth Management Inc. now owns 2,623 shares of the company’s stock valued at $376,000 after purchasing an additional 68 shares in the last quarter. Grant Street Asset Management Inc. grew its stake in Procter & Gamble by 2.7% in the fourth quarter. Grant Street Asset Management Inc. now owns 2,627 shares of the company’s stock worth $376,000 after purchasing an additional 69 shares during the period. Finally, Cowa LLC raised its holdings in Procter & Gamble by 2.4% in the fourth quarter. Cowa LLC now owns 2,985 shares of the company’s stock worth $428,000 after purchasing an additional 70 shares in the last quarter. 65.77% of the stock is owned by hedge funds and other institutional investors.

Procter & Gamble Trading Up 0.1%

Shares of NYSE PG opened at $145.88 on Monday. The firm’s 50 day moving average price is $147.86 and its 200-day moving average price is $149.01. The company has a market cap of $339.09 billion, a PE ratio of 22.04, a P/E/G ratio of 4.49 and a beta of 0.39. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $167.25. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.47 and a current ratio of 0.68.

Procter & Gamble (NYSE:PG) last posted its earnings results on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.41 by $0.02. The business had revenue of $21.20 billion during the quarter, compared to analyst estimates of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The company’s quarterly revenue was up 1.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. On average, equities research analysts expect that Procter & Gamble Company will post 6.99 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Shareholders of record on Friday, July 24th will be paid a dividend of $1.0885 per share. The ex-dividend date is Friday, July 24th. This represents a $4.35 annualized dividend and a yield of 3.0%. Procter & Gamble’s dividend payout ratio is currently 65.71%.

Key Headlines Impacting Procter & Gamble

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

• Positive Sentiment: PG’s $3.8 billion acquisition of Thorne would expand its presence in vitamins, supplements and wellness products, providing a potential avenue for longer-term growth beyond its traditional consumer-staples categories. Procter & Gamble making $3.8 billion acquisition of supplements company Thorne
• Positive Sentiment: PureCycle Technologies reported that its first commercial recycled-resin deliveries to PG have begun, with select Downy detergent caps now in production. The development supports PG’s sustainability efforts and could help secure recycled materials for packaging. PureCycle Technologies Reports Second Quarter 2026 Results
• Neutral Sentiment: PG continues to be highlighted as a defensive consumer-staples and dividend stock amid market volatility. However, elevated Treasury yields may make dividend-paying equities somewhat less attractive relative to bonds. 5 Solid Dividend Stocks to Buy in August
• Negative Sentiment: Argus downgraded PG from “buy” to “hold.” The change removes a positive analyst catalyst and likely reflects concerns about valuation, modest recent sales growth and limited near-term upside.
• Negative Sentiment: Discussion surrounding the Thorne acquisition has focused on product quality and safety concerns. Although these are not confirmed problems, such concerns could increase reputational and integration risks for PG as it enters the supplements market. Procter & Gamble Buys Supplement Brand Thorne — People Have Thoughts

Analyst Upgrades and Downgrades

PG has been the topic of a number of recent research reports. BMO Capital Markets upped their target price on shares of Procter & Gamble from $169.00 to $170.00 and gave the stock an “outperform” rating in a research report on Monday, June 29th. JPMorgan Chase & Co. lowered their price target on shares of Procter & Gamble from $164.00 to $162.00 and set an “overweight” rating for the company in a research report on Thursday, July 16th. Evercore set a $162.00 price objective on shares of Procter & Gamble in a research note on Monday, April 27th. Wells Fargo & Company upped their price objective on shares of Procter & Gamble from $158.00 to $164.00 and gave the stock an “overweight” rating in a report on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $163.00 target price on shares of Procter & Gamble in a research note on Monday, April 27th. Thirteen research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Procter & Gamble currently has a consensus rating of “Moderate Buy” and an average price target of $161.52.

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.