CORDA Investment Management LLC. Grows Stock Holdings in Procter & Gamble Company (The) $PG

CORDA Investment Management LLC. boosted its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 3.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 232,339 shares of the company’s stock after purchasing an additional 7,847 shares during the period. Procter & Gamble comprises 2.3% of CORDA Investment Management LLC.’s portfolio, making the stock its 20th largest holding. CORDA Investment Management LLC.’s holdings in Procter & Gamble were worth $33,559,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Gradient Investments LLC boosted its position in Procter & Gamble by 12.8% in the fourth quarter. Gradient Investments LLC now owns 253,089 shares of the company’s stock worth $36,270,000 after purchasing an additional 28,777 shares during the last quarter. Cibc World Market Inc. increased its position in shares of Procter & Gamble by 40.6% during the 4th quarter. Cibc World Market Inc. now owns 511,833 shares of the company’s stock valued at $73,351,000 after purchasing an additional 147,701 shares during the last quarter. World Investment Advisors lifted its stake in shares of Procter & Gamble by 15.9% in the 4th quarter. World Investment Advisors now owns 105,915 shares of the company’s stock worth $15,179,000 after purchasing an additional 14,492 shares during the period. Distillate Capital Partners LLC lifted its stake in shares of Procter & Gamble by 12.9% in the 3rd quarter. Distillate Capital Partners LLC now owns 255,447 shares of the company’s stock worth $39,255,000 after purchasing an additional 29,254 shares during the period. Finally, Resources Management Corp CT ADV boosted its holdings in shares of Procter & Gamble by 41.8% in the fourth quarter. Resources Management Corp CT ADV now owns 81,511 shares of the company’s stock worth $11,681,000 after buying an additional 24,010 shares during the last quarter. Institutional investors own 65.77% of the company’s stock.

Procter & Gamble News Summary

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.

Analyst Ratings Changes

A number of analysts have commented on PG shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Procter & Gamble in a report on Wednesday, June 24th. Royal Bank Of Canada dropped their price target on shares of Procter & Gamble from $172.00 to $167.00 and set an “outperform” rating on the stock in a research note on Thursday, April 9th. 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. BMO Capital Markets raised their target price on Procter & Gamble from $169.00 to $170.00 and gave the stock an “outperform” rating in a report on Monday, June 29th. Finally, Evercore set a $162.00 target price on Procter & Gamble in a research report on Monday, April 27th. Twelve research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $161.42.

Procter & Gamble Price Performance

NYSE 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. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $167.25. The stock has a market cap of $342.65 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 6.26 and a beta of 0.39. The company’s 50 day moving average is $146.58 and its two-hundred day moving average is $148.41.

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

Procter & Gamble Increases Dividend

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

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.