Activist investor Trian takes $3 billion stake in P&G

Finally, Capstone Asset Management Co. raised its stake in shares of Procter & Gamble Company (The) by 2.7% in the second quarter.

In July 2012 Pershing Square, the hedge-fund firm run by activist investor William Ackman, disclosed a stake of about $1.8 billion in P&G.

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Expected growth of The Procter & Gamble Company (NYSE:PG) for the next year 5 years is 7.5 percent (per annum), as compared to -0.94 percent (per annum) in the past 5 years. The stock's current distance from 20-Day Simple Moving Average (SMA20) is 12.39% where SMA50 and SMA200 are 15.37% and 43.5% respectively. While Trian has little more than 1 per cent of P&G stock, it has shown itself willing to launch noisy campaigns at other large companies, including in recent years at Mondelez International, owner of Cadbury chocolate, and DuPont, the chemicals company. While P&G has taken sensible steps to enhance shareholder value recently, the perceived value of a P&G breakup is likely to re-emerge, and Mr. Peltz's presence may lead to greater/faster realization of cost-savings and/or raise the execution bar at P&G, all likely to result in a higher multiple. Its decision to invest in Procter & Gamble Co lines up with its focus on consumer brand companies. The company has a market cap of $224.61 billion, a PE ratio of 16.10 and a beta of 0.64. EPS indicator shows the robustness of the stock and its analysis opens up the clear picture of company's profitability. Equities research analysts predict that Procter & Gamble Company will post $3.85 EPS for the current fiscal year. State of Wisconsin Investment Board's holdings in Procter & Gamble Company (The) were worth $238,940,000 at the end of the most recent quarter.

The Procter & Gamble Company (NYSE:PG) jumped 9.04 percent over the past one year, while it rose 5.03 percent year to date (YTD). But that filing only covered shares acquired through December 31. Investors looking further ahead will note that the Price to next year's EPS is 7.64%. Finally, Wells Fargo & Company reiterated a "market perform" rating on shares of Procter & Gamble Company (The) in a research note on Tuesday, November 15th. The Company now has Insider ownership of 0.07 Percent and Institutional Ownership of 72.3 Percent. (The) lowered shares of Procter & Gamble Company (The) from a "neutral" rating to a "sell" rating and decreased their price objective for the stock from $86.00 to $77.00 in a report on Monday, January 9th. Douglass Winthrop Advisors LLC raised its stake in shares of Procter & Gamble Company (The) by 2.8% in the second quarter. The company has a consensus rating of "Hold" and a consensus target price of $90.40.

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