GLOBALT Investments LLC / GA 13F: Exits PG Stake
Key Points
- GLOBALT Investments cut its stake in Procter & Gamble from 4,137 shares to 0, resulting in a 100% decrease in its holdings.
- Procter & Gamble shares recently traded around $158.99, which is about equal to the closing price of $159.23 on the filing date.
- The company has a market cap of $369.1 billion and a forward P/E ratio of 21.5, indicating strong investor interest.
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
GLOBALT Investments LLC sold its entire 4,137 shares of Procter & Gamble (PG) in a filing on October 27, 2026. The move, detailed in the fund's latest Form 13F filing with the SEC, marks a complete exit from this position.
PG
The Procter & Gamble Company
Where Procter & Gamble Fits in GLOBALT Investments' Portfolio
This sale represents 0% of GLOBALT's reported value of about $1.68 billion, indicating that Procter & Gamble was not a significant part of their overall portfolio. The fund had ranked 212th among its holdings.
The Procter & Gamble Company Stock Down 0.6%
Procter & Gamble shares recently traded around $158.99, which is about equal to the closing price of $159.23 on October 27, 2026. The stock is currently above its 50-day and 200-day moving averages by 6.7% and 6.9%, respectively, but it is 4.9% below its 52-week high of $167.25.
Recent Earnings
Procter & Gamble reported trailing twelve-month revenue of approximately $87.9 billion and an EPS of $6.64. The company is set to announce its next earnings on January 21, 2027.
Dividend
Procter & Gamble has an annual dividend rate of $4.35 per share, yielding about 2.73% based on recent prices, with a payout ratio of 64.6%.
Insider Buying and Selling at The Procter & Gamble Company
Several insiders sold shares recently, including Shailesh Jejurikar, who sold 35,000 shares on October 23, 2026, for about $5.7 million, and Balaji Purushothaman, who sold 4,181 shares the same day for approximately $671,928.
Analysts Set New Price Targets
On October 23, 2026, Freedom Broker upgraded its rating on Procter & Gamble to Buy with a target price of $176. UBS and Citigroup maintained their Buy ratings with targets of $190 and $187, respectively. The consensus rating remains a Buy, with a mean target price of $173.30.
About Procter & Gamble
Procter & Gamble is a major player in the consumer goods industry, providing a wide range of branded products across various segments, including beauty, grooming, and health care. This recent sale by GLOBALT may reflect a strategic shift in their investment approach.
Bottom Line
Investors will want to keep an eye on Procter & Gamble's upcoming earnings report on January 21, 2027, as well as any future filings from GLOBALT Investments. This sale indicates a significant repositioning for the fund regarding its investment in consumer staples.
Related Filing Alerts
Source: GLOBALT Investments LLC / GA's 13F filing on $PG (Oct 27, 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