In its latest 13F filing, Baillie Gifford & Co. disclosed a 2.8% reduction in its Procter & Gamble holdings during the third quarter. The firm sold 26,105 shares, leaving it with 919,290 shares valued at approximately $141 million. This move marks a cautious rebalancing by one of P&G’s largest shareholders and represents a notable shift in institutional confidence for the period.

Brighton Jones LLC boosted its P&G position by 51.5% in the fourth quarter, acquiring 13,617 shares to bring its total to 40,068 shares, now valued at roughly $6.7 million. Taylor Financial Group added 10.6% to its holdings in the first quarter, while Sivia Capital Partners and Auxano Advisors each increased their stakes by nearly 20% and 10.8%, respectively, during the second quarter. Perigon Wealth Management also modestly lifted its position by 1.1%. Collectively, institutional investors maintain approximately two-thirds of Procter & Gamble’s outstanding stock.

Fourteen sell-side firms currently rate Procter & Gamble shares as a Buy, with seven assigning Holds, resulting in an average consensus of Moderate Buy. Recent research reports have reaffirmed positive outlooks on the stock’s long-term growth prospects, reflecting confidence in P&G’s diversified product portfolio and market leadership despite modest near-term pressure on revenue growth rates.

For the fiscal second quarter, Procter & Gamble delivered earnings per share that slightly exceeded consensus estimates, driven by revenue growth of 1.5% year-over-year and a net margin of 19.3%. The company reiterated its full-year earnings guidance range of 6.83 to 7.09 EPS and announced a quarterly dividend of $1.0568 per share, marking a year-over-year payout increase and a current yield of 2.8%. This steady cash return underscores management’s commitment to shareholder distributions alongside profitable organic growth.