Perigon Wealth Management LLC Has $9.60 Million Position in Procter & Gamble Company (The) $PG

Perigon Wealth Management LLC cut its stake in Procter & Gamble Company (The) (NYSE:PG) by 10.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,983 shares of the company’s stock after selling 7,417 shares during the quarter. Perigon Wealth Management LLC’s holdings in Procter & Gamble were worth $9,599,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Balboa Wealth Partners raised its holdings in Procter & Gamble by 14.7% in the 4th quarter. Balboa Wealth Partners now owns 7,025 shares of the company’s stock valued at $1,007,000 after acquiring an additional 901 shares during the period. Heck Capital Advisors LLC lifted its position in Procter & Gamble by 6.7% during the fourth quarter. Heck Capital Advisors LLC now owns 24,972 shares of the company’s stock worth $3,579,000 after acquiring an additional 1,561 shares during the last quarter. Hopwood Financial Services Inc. boosted its holdings in shares of Procter & Gamble by 2.5% during the fourth quarter. Hopwood Financial Services Inc. now owns 5,880 shares of the company’s stock worth $843,000 after acquiring an additional 144 shares during the period. Omnia Family Wealth LLC grew its position in shares of Procter & Gamble by 5.1% in the fourth quarter. Omnia Family Wealth LLC now owns 4,888 shares of the company’s stock valued at $700,000 after purchasing an additional 236 shares during the last quarter. Finally, West Branch Capital LLC grew its position in shares of Procter & Gamble by 0.9% in the fourth quarter. West Branch Capital LLC now owns 64,752 shares of the company’s stock valued at $9,280,000 after purchasing an additional 572 shares during the last quarter. Institutional investors and hedge funds own 65.77% of the company’s stock.

Insider Activity

In other news, Chairman Jon R. Moeller sold 162,232 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $162.45, for a total transaction of $26,354,588.40. Following the completion of the sale, the chairman owned 319,385 shares of the company’s stock, valued at approximately $51,884,093.25. This represents a 33.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Susan Street Whaley sold 1,809 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $159.46, for a total transaction of $288,463.14. Following the sale, the insider owned 30,215 shares in the company, valued at $4,818,083.90. This represents a 5.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 348,618 shares of company stock valued at $55,462,643. Company insiders own 0.20% of the company’s stock.

Key Procter & Gamble News

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

• Positive Sentiment: Supply Chain 3.0 — P&G is rolling out a “Supply Chain 3.0” program to link real‑time demand to production, aiming to cut waste, raise efficiency and improve long‑term margins and cash flow; this is a structural margin catalyst if execution scales. Is Procter & Gamble’s Supply Chain 3.0 a Catalyst for Margin Growth? Zacks: Supply Chain 3.0
• Positive Sentiment: OLAY peptide research — New clinical-backed peptide science from OLAY could accelerate product upgrades and premiumization in skincare, supporting revenue mix and brand momentum. OLAY Peptide Research Puts New Spotlight On Procter And Gamble Valuation
• Positive Sentiment: Defensive / dividend appeal — As recession fears persist, PG’s low‑beta, dividend‑rich profile keeps it attractive to income and defensive buyers. As Recession Odds Climb, Defensive Sectors Continue to Outperform (PG) The 5 Safest Dividend Aristocrats
• Neutral Sentiment: Quarterly outlook — Analysts expect low single‑digit earnings growth for the coming quarter; execution vs. those modest expectations will drive near‑term reaction. What to Expect From Procter & Gamble’s Next Quarterly Earnings Report
• Neutral Sentiment: General analyst commentary — Various analyst notes and media pieces summarize P&G’s defensive positioning and competitive dynamics; useful context but mixed for immediate price action. Analysts Offer Insights on Consumer Goods Companies
• Negative Sentiment: TD Cowen trims target and estimates — TD Cowen cut its price target to $142 (maintained Hold) and lowered segment estimates, citing weaker pricing power; that reduction is pressuring sentiment. TD Cowen Flags Weaker Pricing Power, Trims P&G Target MarketScreener: TD Cowen Adjusts Price Target
• Negative Sentiment: Deutsche Bank cut target — Deutsche Bank lowered its target to $162 from $171 and highlighted inflation and currency headwinds as near‑term risks to margins. Deutsche Bank Highlights Inflation and Currency Headwinds for P&G

Procter & Gamble Trading Down 0.7%

Shares of NYSE:PG opened at $143.06 on Friday. The business’s 50 day simple moving average is $153.71 and its 200 day simple moving average is $149.79. Procter & Gamble Company has a 1 year low of $137.62 and a 1 year high of $174.80. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.72 and a quick ratio of 0.51. The company has a market capitalization of $332.46 billion, a P/E ratio of 21.19, a P/E/G ratio of 5.07 and a beta of 0.41.

Procter & Gamble (NYSE:PG) last released its earnings results on Friday, January 23rd. The company reported $1.88 earnings per share for the quarter, beating analysts’ consensus estimates of $1.86 by $0.02. The firm had revenue of $22.21 billion during the quarter, compared to the consensus estimate of $22.36 billion. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.The company’s revenue was up 1.5% compared to the same quarter last year. During the same period in the prior year, the company posted $1.88 EPS. On average, research analysts anticipate that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Friday, January 23rd were given a dividend of $1.0568 per share. The ex-dividend date of this dividend was Friday, January 23rd. This represents a $4.23 annualized dividend and a yield of 3.0%. Procter & Gamble’s dividend payout ratio is currently 62.67%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on PG shares. Jefferies Financial Group raised Procter & Gamble from a “hold” rating to a “buy” rating and lifted their price target for the stock from $156.00 to $179.00 in a report on Tuesday, December 16th. UBS Group increased their price objective on Procter & Gamble from $161.00 to $170.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Deutsche Bank Aktiengesellschaft dropped their target price on Procter & Gamble from $171.00 to $162.00 and set a “hold” rating for the company in a report on Monday. Erste Group Bank cut shares of Procter & Gamble from a “buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Finally, Rothschild & Co Redburn raised their price target on shares of Procter & Gamble from $155.00 to $157.00 and gave the stock a “neutral” rating in a research report on Friday, January 23rd. Twelve equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Procter & Gamble presently has a consensus rating of “Moderate Buy” and an average target price of $167.06.

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.