Goldman Sachs Value Stocks: Top 12 Stock Picks

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5. The Procter & Gamble Company (NYSE:PG)

Goldman Sachs’ Q4 2024 Stake Value: $2,830,956,468

P/E Ratio as of April 11: 25.26

Number of Hedge Fund Holders: 79

American multinational consumer goods corporation, The Procter & Gamble Company (NYSE:PG), ranks 5th on our list of the best Goldman Sachs value stocks. On March 26, Evercore ISI maintained an Outperform rating on PG with a $180 price target. According to Evercore, the company remains committed to its investment strategy despite economic pressures and slower market growth. This can potentially expand consumer access and innovation, leading to consistent volume share gains in the United States and important international markets.

On April 8, The Procter & Gamble Company (NYSE:PG) declared a $1.0568 per share quarterly dividend, a 5% increase from its prior dividend of $1.0065. The dividend is distributable on May 15, to shareholders on record as of April 21. The company has paid dividends for 135 years straight and has raised its payouts for 69 consecutive years.

The Procter & Gamble Company (NYSE:PG) reported Q2 FY2025 net sales of $21.9 billion, up 2% from last year, with organic sales rising 3%. Earnings per share came in at $1.88, a 34% year-over-year increase. The company returned $4.9 billion to shareholders through dividends and stock buybacks. PG is sticking to its 2025 guidance, expecting 10-12% EPS growth and 5-7% core EPS growth. However, the company acknowledged some headwinds, including $500 million from higher costs and weaker currency exchange rates. Procter & Gamble plans to return up to $17 billion to shareholders through dividends and share repurchases during fiscal 2025.

Among the hedge funds tracked by Insider Monkey, The Procter & Gamble Company (NYSE:PG) was part of 79 hedge fund portfolios at the end of Q4 2024, compared to 68 funds in the prior quarter. Terry Smith’s Fundsmith LLP was a notable stakeholder of the company, with 4.62 million shares worth $775.6 million.

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