Capital Investment Advisors 13F: Adds $2.5M to PG Stake
Key Points
- Capital Investment Advisors lifted its holdings in The Procter & Gamble Company by 17,061 shares to reach a total of 462,434 shares valued at $67.2 million.
- Procter & Gamble recently traded around $161.06, sitting below its 52-week high of $167.25 while maintaining a dividend yield of 2.63%.
- Several corporate insiders completed stock transactions in early October, while major Wall Street firms updated their price targets following the filing.
Since the filing, $PG is down 2.8% to date (from the $165.59 close on Oct 22, 2026).
Get The Procter & Gamble Company text alerts
We text you when insiders, Congress, analysts or big funds move on $PG.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated The Procter & Gamble Company alert may contain errors. Disclosures
Capital Investment Advisors boosted its stake in The Procter & Gamble Company NYSE: PG by 3.8% during the quarter, according to a Form 13F filing on October 22, 2026. The institutional investor added 17,061 shares to its portfolio, bringing its total ownership to 462,434 shares worth about $67.2 million.
PG
The Procter & Gamble Company
Capital Investment Advisors vs. the S&P 500
Hypothetical returns from Capital Investment Advisors's disclosed trades, not real profit or advice. How we model this.
What Changed in Capital Investment Advisors's Procter & Gamble Position
The reported purchase expands Capital Investment Advisors's investment in the consumer goods giant from a previous total of 445,373 shares. Procter & Gamble shares closed at $165.59 on the filing date of October 22, 2026.
Other Institutional Activity in The Procter & Gamble Company
Other institutional investors also adjusted their positions in the company around the same filing period. Tectonic Advisors grew its holdings by 6,661 shares, ending with 78,030 shares worth about $11.3 million following a 9.3% increase. Midwest Trust lifted its stake by 51,131 shares, closing out the period with 529,870 shares valued at roughly $77.0 million after a 10.7% boost. Meanwhile, Howland Capital Management trimmed its position by 12,074 shares for a 9.6% decrease, leaving it with 113,473 shares worth about $16.5 million.
The Procter & Gamble Company Stock Up 2.7%
The stock recently traded around $161.06 as of October 24, 2026, putting it about 2.7% below its event-day close and roughly 3.7% under its 52-week high of $167.25. The company sits well above its 50-day moving average of $148.03 and its 200-day moving average of $148.40. Shares have climbed 17.0% above their 52-week low of $137.62.
Recent Earnings
The Cincinnati-based manufacturer generated $87.9 billion in trailing-twelve-month revenue with a net profit margin of 18.2%. The firm reported a return on equity of 29.6% and basic earnings of $6.64 per share over the same period. The company's next earnings report is scheduled for January 21, 2027.
Dividend
The company pays an annual dividend rate of $4.35 per share, translating to a dividend yield of 2.63%. Management allocates 64.3% of earnings toward dividend payments through its payout ratio.
Insider Buying and Selling at The Procter & Gamble Company
Company insiders completed several stock transactions in early October. On October 5, 2026, officer Paul Gama sold 2,225 shares at a price of $145.34 for a total value of $323,382. On the same day, officer Susan Street Whaley sold 2,369 shares at $145.34 worth $344,310. Chief Financial Officer Andre Schulten also sold 3,914 shares on October 5, 2026, at $145.34 per share for a total of $568,861.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock following the latest reports. On October 23, 2026, Freedom Broker upgraded the stock to a Buy rating with a $176.00 price target. UBS maintained a Buy rating and lifted its target to $190.00 from $172.00. Citigroup kept a Buy rating while raising its target to $187.00 from $180.00. BNP Paribas maintained an Outperform rating and increased its target to $189.00 from $177.00. JP Morgan kept an Overweight rating while boosting its target to $180.00 from $162.00. Across the broader analyst community, the stock holds a consensus Buy recommendation from 23 analysts with a mean price target of $168.87.
About The Procter & Gamble Company
The Procter & Gamble Company develops and distributes everyday consumer goods to shoppers around the globe. The company organizes its extensive portfolio into five distinct business units covering beauty care, grooming items, healthcare products, fabric and home care solutions, and family care essentials. Its well-known brands fill supermarket and pharmacy shelves worldwide.
Bottom Line
Investors tracking institutional interest in the company will look toward the upcoming earnings release on January 21, 2027, for updates on revenue growth and profit margins. Quarterly Form 13F filings from major asset managers continue to show steady allocation shifts across consumer defense names.
Related Filing Alerts
Source: Capital Investment Advisors's 13F filing on $PG (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts