Fund Buys $1.26M Procter & Gamble Stake as Another Lifts Holding 30.3% ($4.54M)

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Financial Consulate Inc took a new 8,220-share ($1.26M) stake in Procter & Gamble in Q3, and First Pacific Financial raised its holding by 30.3% to 29,561 shares ($4.54M). UBS reduced its P&G price target to $176, Barclays to $151 and JPMorgan to $157, leaving a consensus target of $171.38.

1. Institutional Investment Activity

In the third quarter, Financial Consulate Inc. established a new position in Procter & Gamble by acquiring 8,220 shares, valued at approximately USD 1.263 million according to its latest SEC filing. During the fourth quarter, Brighton Jones LLC increased its stake by 51.5%, adding 13,617 shares to reach a total holding of 40,068 shares worth about USD 6.717 million. In the first quarter, Taylor Financial Group Inc. lifted its position by 10.6%, purchasing an additional 277 shares to hold 2,891 shares valued at USD 493,000, while Quarry LP and Copperleaf Capital LLC opened new stakes valued at USD 33,000 and USD 213,000 respectively. Bosun Asset Management LLC also expanded its holdings by 8.9%, acquiring 223 shares to reach 2,723 shares valued at USD 464,000. Institutional investors now own roughly 65.77% of the company’s outstanding shares.

2. Insider Transaction Details

Chief Accounting Officer Matthew W. Janzaruk divested 725 shares on October 30th at an average price per share of 149.57 USD, generating proceeds of approximately USD 108,438. Following the sale, his direct holding stands at 979 shares, valued at around USD 146,429, marking a 42.55% reduction in his position. This transaction was disclosed in a Form 4 filing with the SEC, and corporate insiders currently hold just 0.20% of total equity.

3. Analyst Ratings and Earnings Performance

Procter & Gamble reported third-quarter earnings per share of 1.99 USD, surpassing the consensus estimate of 1.90 USD by 0.09 USD, on revenues of 22.39 billion USD compared to expectations of 22.23 billion USD. The company’s return on equity stood at 32.63% with a net margin of 19.74%, and year-over-year revenue growth of 3.0%. Management has set full-year guidance at 6.830–7.100 USD EPS, with analysts projecting 6.91 USD for the fiscal year. Among sell-side firms, 13 have issued Buy ratings and 10 have assigned Hold, yielding an average consensus rating of Moderate Buy and a consensus target price of 171.38 USD according to MarketBeat.com.

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