SmartHarvest Portfolios LLC Makes New Investment in Procter & Gamble Company (The) $PG

SmartHarvest Portfolios LLC acquired a new position in Procter & Gamble Company (The) (NYSE:PG) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,225 shares of the company’s stock, valued at approximately $1,035,000.

Other institutional investors have also added to or reduced their stakes in the company. Lyell Wealth Management LP increased its stake in shares of Procter & Gamble by 2.9% in the 4th quarter. Lyell Wealth Management LP now owns 5,979 shares of the company’s stock worth $857,000 after acquiring an additional 168 shares in the last quarter. Vaughan David Investments LLC IL boosted its stake in Procter & Gamble by 0.7% during the fourth quarter. Vaughan David Investments LLC IL now owns 305,383 shares of the company’s stock worth $43,765,000 after acquiring an additional 2,230 shares in the last quarter. YCG LLC boosted its stake in Procter & Gamble by 1.2% during the fourth quarter. YCG LLC now owns 117,047 shares of the company’s stock worth $16,774,000 after acquiring an additional 1,423 shares in the last quarter. Cornerstone Advisors Asset Management LLC boosted its stake in Procter & Gamble by 11.6% during the fourth quarter. Cornerstone Advisors Asset Management LLC now owns 2,314 shares of the company’s stock worth $332,000 after acquiring an additional 241 shares in the last quarter. Finally, Gateway Wealth Partners LLC boosted its stake in Procter & Gamble by 32.4% during the fourth quarter. Gateway Wealth Partners LLC now owns 3,865 shares of the company’s stock worth $554,000 after acquiring an additional 945 shares in the last quarter. 65.77% of the stock is currently owned by institutional investors.

Key Procter & Gamble News

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

• Positive Sentiment: Commentary from investors and media continues to describe PG as a durable, dividend-oriented consumer staples name with steady cash flow, reinforcing the stock’s appeal as a defensive holding. Is The Procter & Gamble Company (PG) A Good Stock To Buy Now?
• Positive Sentiment: Jim Cramer highlighted P&G as one of the kinds of stocks that can help investors “safely own the techs,” reinforcing its role as a stable portfolio anchor during market volatility. Jim Cramer Says “The P&Gs and the J&Js in Your Portfolio Allow You to Safely Own the Techs”
• Positive Sentiment: P&G and OLAY announced virtual companion technology for skincare simulations, showing continued innovation in higher-engagement beauty and personal care products. Haut.AI Collaborates with OLAY on Virtual Companion Technology to Power Clinically Modeled Skincare Simulations
• Positive Sentiment: Brokerage coverage cited in a recent note showed PG still carrying an average “Moderate Buy” rating, which supports sentiment around the shares. Procter & Gamble Company (The) (NYSE:PG) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: P&G and the American Academy of Family Physicians released an oral-health survey for Crest and Oral-B, mainly serving as a brand-marketing update rather than a clear earnings catalyst. New Survey from P&G and American Academy of Family Physicians Reveals 76% of Americans Say They Care About Their Oral Health, But When Polled, Only 3% of Americans Associate Oral Health with Whole Body Health
• Neutral Sentiment: PG also presented at the Evercore Consumer & Retail Conference, but the transcript headline alone does not indicate a major new financial surprise. The Procter and Gamble Company (PG) Presents at The 6th Annual Evercore Consumer and Retail Conference Transcript
• Negative Sentiment: Investors are also weighing restructuring news, including a leadership reshuffle and plans to cut more than 3,500 jobs globally, which could raise execution and transition concerns in the near term. Procter And Gamble Restructuring And Leadership Shift Create Valuation Watchpoints

Procter & Gamble Stock Performance

PG stock opened at $148.50 on Friday. The stock’s 50 day simple moving average is $144.53 and its 200 day simple moving average is $147.69. 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 capitalization of $345.80 billion, a PE ratio of 21.71, a price-to-earnings-growth ratio of 6.48 and a beta of 0.39.

Procter & Gamble (NYSE:PG) last issued its earnings results on Friday, April 24th. The company reported $1.59 EPS for the quarter, beating the consensus estimate of $1.56 by $0.03. Procter & Gamble had a return on equity of 32.00% and a net margin of 19.16%.The business had revenue of $21.24 billion for the quarter, compared to the consensus estimate of $21.52 billion. During the same period last year, the business posted $1.54 EPS. The company’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. As a group, research analysts forecast that Procter & Gamble Company will post 6.91 earnings per share for the current fiscal year.

Procter & Gamble Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, April 24th were issued a dividend of $1.0885 per share. This represents a $4.35 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend was Friday, April 24th. This is a boost from Procter & Gamble’s previous quarterly dividend of $1.06. Procter & Gamble’s payout ratio is 63.60%.

Analyst Ratings Changes

PG has been the topic of several research reports. Royal Bank Of Canada dropped their price objective 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. The Goldman Sachs Group dropped their price objective on shares of Procter & Gamble from $159.00 to $155.00 and set a “neutral” rating on the stock in a research note on Wednesday, April 8th. Sanford C. Bernstein initiated coverage on shares of Procter & Gamble in a research note on Thursday. They set a “market perform” rating and a $156.00 price objective on the stock. Erste Group Bank lowered shares of Procter & Gamble from a “buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, Evercore set a $162.00 price objective on shares of Procter & Gamble in a research note on Monday, April 27th. Eleven analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, Procter & Gamble presently has a consensus rating of “Moderate Buy” and a consensus price target of $160.78.

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.