Bbr Partners Decreased Its Holding in Procter & Gamble Co (PG) by $1.26 Million as Stock Declined; As Express Scripts Hldg Co (ESRX) Shares Declined, Holder Ycg Has Trimmed Holding by $10.01 Million

August 12, 2018 - By Catherine Diaz

Express Scripts Holding Company (NASDAQ:ESRX) Logo

Ycg Llc decreased its stake in Express Scripts Hldg Co (ESRX) by 90.09% based on its latest 2018Q1 regulatory filing with the SEC. Ycg Llc sold 145,008 shares as the company’s stock declined 0.72% with the market. The institutional investor held 15,945 shares of the medical and nursing services company at the end of 2018Q1, valued at $1.10M, down from 160,953 at the end of the previous reported quarter. Ycg Llc who had been investing in Express Scripts Hldg Co for a number of months, seems to be less bullish one the $47.03B market cap company. The stock increased 2.22% or $1.82 during the last trading session, reaching $83.64. About 7.88 million shares traded or 120.83% up from the average. Express Scripts Holding Company (NASDAQ:ESRX) has risen 28.27% since August 12, 2017 and is uptrending. It has outperformed by 15.70% the S&P500. Some Historical ESRX News: 23/04/2018 – Cigna: Cigna and Express Scripts on Monday Each Received Request for Additional Information From DOJ on Merger; 16/05/2018 – ValueAct Dumps Microsoft, Express Scripts — Barron’s Blog; 22/05/2018 – Lawsuit against Express Scripts over Anthem ties dismissed; 08/03/2018 – Dealbook: Cigna Agrees to Buy Express Scripts in Major Health Care Deal; 08/03/2018 – The offer represents a premium of nearly 31 percent to Express Scripts’ Wednesday closing price of $73.42; 10/04/2018 – U.S. Workers’ Compensation Prescription Drug Spending Decreased 3.3 Percent in 2017; 08/03/2018 – Cigna, Express Scripts Will Continue to Operate as Independent Companies; 08/03/2018 – Fitch Places Express Scripts’ Ratings on Negative Watch following Cigna Bid; 13/03/2018 – The CVS-Aetna deal marked the beginning of a wave of health-care deals, including Albertsons’s proposed acquisition Rite Aid and Cigna’s plan to buy Express Scripts; 29/03/2018 – EXPRESS SCRIPTS RECENT PRICE DROP `EGREGIOUS’: CREDIT SUISSE

Bbr Partners Llc decreased its stake in Procter & Gamble Co (PG) by 28.77% based on its latest 2018Q1 regulatory filing with the SEC. Bbr Partners Llc sold 10,030 shares as the company’s stock declined 8.97% with the market. The hedge fund held 24,831 shares of the package goods and cosmetics company at the end of 2018Q1, valued at $3.13M, down from 34,861 at the end of the previous reported quarter. Bbr Partners Llc who had been investing in Procter & Gamble Co for a number of months, seems to be less bullish one the $ market cap company. The stock decreased 0.68% or $0.5 during the last trading session, reaching $72.5. About 16.55 million shares traded or Infinity% up from the average. The Procter & Gamble Company (NYSE:PG) has declined 14.45% since August 12, 2017 and is downtrending. It has underperformed by 27.02% the S&P500. Some Historical PG News: 19/04/2018 – P&G BUYS MERCK‚ÄôS CONSUMER HEALTH BUSINESS FOR APPROX. EU3.4B; 19/04/2018 – P&G Slogs Through ‘Difficult’ Markets for Sales Growth; 19/04/2018 – P&G SAYS 7 OF 10 CATEGORIES GROWING OR HOLDING SHARE; 27/03/2018 – Zuul Named Winner in the Info Security PG’s 2018 Global Excellence Awards; 24/05/2018 – INTERVIEW-PROCTER & GAMBLE TO INVEST AROUND $50 MLN IN ITS PRODUCTION FACILITIES IN RUSSIA IN 2018 – EXEC; 06/04/2018 – Can P&G Still Be Saved? — Barrons.com; 19/04/2018 – P&G’s quarterly sales beat estimates; 09/04/2018 – P&G to Bring Ad Holding Company Rivals Together to Form New Creative Agency; 03/04/2018 – PFIZER CONSIDERING OPTIONS WITH P&G INCLUDING JOINT VENTURE FOR CONSUMER BUSINESS – CNBC, CITING; 09/05/2018 – Procter & Gamble Offers to Buy Back Up to $1.25B Debt Securities

Investors sentiment decreased to 0.78 in 2018 Q1. Its down 0.11, from 0.89 in 2017Q4. It dropped, as 71 investors sold PG shares while 786 reduced holdings. 112 funds opened positions while 556 raised stakes. 1.51 billion shares or 2.21% more from 1.47 billion shares in 2017Q4 were reported. Iberiabank invested 1.34% in The Procter & Gamble Company (NYSE:PG). Shelter Insurance Retirement Plan reported 84,200 shares. Halbert Hargrove Russell holds 15,567 shares. Canandaigua Bank And Tru Company has 106,266 shares. Beck Mack And Oliver Limited Liability Co reported 94,371 shares or 0.25% of all its holdings. Stearns Fin Services Gp holds 0.34% of its portfolio in The Procter & Gamble Company (NYSE:PG) for 17,448 shares. Garland Management Incorporated holds 3.14% in The Procter & Gamble Company (NYSE:PG) or 56,862 shares. Redmond Asset Mgmt Ltd Llc invested in 4,864 shares or 0.19% of the stock. Invest House Ltd Company invested in 0.44% or 45,490 shares. Wagner Bowman accumulated 49,607 shares. Ajo LP invested in 12,629 shares or 0% of the stock. Wall Street Access Asset Mngmt Lc has invested 0.5% in The Procter & Gamble Company (NYSE:PG). Broderick Brian C holds 2.74% or 92,089 shares. Qs Invsts Ltd Com has 540,909 shares for 0.44% of their portfolio. Sunbelt Securities has 11,768 shares.

Analysts await The Procter & Gamble Company (NYSE:PG) to report earnings on October, 19. They expect $1.10 earnings per share, up 0.92% or $0.01 from last year’s $1.09 per share. After $0.94 actual earnings per share reported by The Procter & Gamble Company for the previous quarter, Wall Street now forecasts 17.02% EPS growth.

Since February 15, 2018, it had 0 insider buys, and 10 sales for $8.44 million activity. Pritchard Marc S. sold $668,179 worth of stock or 8,502 shares. The insider Bishop Steven D sold 2,075 shares worth $149,130. Moeller Jon R sold 5,300 shares worth $410,266. Schomburger Jeffrey K sold 37,776 shares worth $3.07M. Posada Juan Fernando sold $739,189 worth of The Procter & Gamble Company (NYSE:PG) on Thursday, February 15. Skoufalos Ioannis sold $317,221 worth of The Procter & Gamble Company (NYSE:PG) on Tuesday, May 15.

Among 25 analysts covering Proctor & Gamble (NYSE:PG), 8 have Buy rating, 1 Sell and 16 Hold. Therefore 32% are positive. Proctor & Gamble had 95 analyst reports since August 4, 2015 according to SRatingsIntel. SunTrust maintained The Procter & Gamble Company (NYSE:PG) on Tuesday, January 23 with “Hold” rating. Suntrust Robinson downgraded The Procter & Gamble Company (NYSE:PG) on Thursday, December 22 to “Hold” rating. Atlantic Securities initiated the stock with “Neutral” rating in Wednesday, January 6 report. The company was maintained on Monday, April 23 by RBC Capital Markets. The stock has “Buy” rating by Jefferies on Monday, July 17. RBC Capital Markets maintained the stock with “Hold” rating in Friday, November 10 report. The firm has “Sell” rating given on Wednesday, August 19 by Pritchard Capital. As per Thursday, July 27, the company rating was maintained by Stifel Nicolaus. The firm has “Buy” rating by Suntrust Robinson given on Tuesday, September 8. The stock of The Procter & Gamble Company (NYSE:PG) has “Overweight” rating given on Tuesday, January 26 by Morgan Stanley.

Bbr Partners Llc, which manages about $7.35B and $559.13M US Long portfolio, upped its stake in Amazon Com Inc (NASDAQ:AMZN) by 286 shares to 2,163 shares, valued at $3.13 million in 2018Q1, according to the filing. It also increased its holding in Microsoft Corp (NASDAQ:MSFT) by 4,287 shares in the quarter, for a total of 9,441 shares, and has risen its stake in Johnson & Johnson (NYSE:JNJ).

More notable recent The Procter & Gamble Company (NYSE:PG) news were published by: Bizjournals.com which released: “P&G acquires rival skin care brand” on July 17, 2018, also 247Wallst.com with their article: “Procter & Gamble Trades Higher but Remains Dow’s Laggard” published on July 28, 2018, Finance.Yahoo.com published: “You Better Be Careful with Merck Stock, Especially at These Highs” on August 10, 2018. More interesting news about The Procter & Gamble Company (NYSE:PG) were released by: 247Wallst.com and their article: “Procter & Gamble Returns as Dow’s Poorest Performing Stock” published on July 21, 2018 as well as Fool.com‘s news article titled: “Better Buy: Procter & Gamble Company vs. Philip Morris” with publication date: August 05, 2018.

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on October, 23. They expect $2.41 EPS, up 26.84% or $0.51 from last year’s $1.9 per share. ESRX’s profit will be $1.35 billion for 8.68 P/E if the $2.41 EPS becomes a reality. After $2.22 actual EPS reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts 8.56% EPS growth.

Among 25 analysts covering Express Scripts (NASDAQ:ESRX), 7 have Buy rating, 3 Sell and 15 Hold. Therefore 28% are positive. Express Scripts had 70 analyst reports since July 30, 2015 according to SRatingsIntel. The firm earned “Outperform” rating on Wednesday, January 31 by RBC Capital Markets. The company was downgraded on Friday, July 20 by Robert W. Baird. Robert W. Baird maintained the stock with “Buy” rating in Thursday, May 17 report. The rating was maintained by Needham on Monday, October 2 with “Hold”. The rating was maintained by RBC Capital Markets with “Hold” on Thursday, December 14. The firm has “Buy” rating by Mizuho given on Wednesday, January 13. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Underperform” rating given on Wednesday, March 15 by Wells Fargo. Raymond James downgraded the stock to “Underperform” rating in Monday, October 9 report. The rating was maintained by Jefferies with “Buy” on Friday, July 7. On Wednesday, July 27 the stock rating was maintained by Barclays Capital with “Overweight”.

Ycg Llc, which manages about $279.00 million and $456.99M US Long portfolio, upped its stake in Nike Inc (NYSE:NKE) by 45,725 shares to 435,531 shares, valued at $28.65M in 2018Q1, according to the filing. It also increased its holding in Schwab Charles Corp New (NYSE:SCHW) by 110,959 shares in the quarter, for a total of 492,167 shares, and has risen its stake in Alphabet Inc.

Investors sentiment increased to 0.7 in 2018 Q1. Its up 0.01, from 0.69 in 2017Q4. It increased, as 88 investors sold ESRX shares while 382 reduced holdings. 111 funds opened positions while 220 raised stakes. 462.03 million shares or 3.62% less from 479.40 million shares in 2017Q4 were reported. Axa stated it has 0.02% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). 89,787 were reported by Metropolitan Life Insurance New York. Marco Investment Management Llc holds 29,550 shares or 0.32% of its portfolio. Ls Inv Ltd Llc owns 0.12% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 28,529 shares. Oppenheimer & reported 24,510 shares stake. Carret Asset Mngmt Limited Liability Co holds 0.04% in Express Scripts Holding Company (NASDAQ:ESRX) or 3,264 shares. Pineno Levin Ford Asset Mgmt reported 21,174 shares. Toronto Dominion Savings Bank, a Ontario – Canada-based fund reported 305,486 shares. Sigma Planning holds 0.03% or 5,522 shares. Williams Jones And Associate Ltd Company invested in 0.12% or 73,255 shares. 30,500 are held by Soros Fund Management Ltd Liability. Moreover, Alpha Windward Ltd Liability Com has 0.13% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 3,029 shares. Exane Derivatives holds 0% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX) for 16,311 shares. Highstreet Asset Management reported 9,588 shares. Cwm Limited Liability Com has invested 0.01% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX).

More notable recent Express Scripts Holding Company (NASDAQ:ESRX) news were published by: Investorplace.com which released: “Trade of the Day: Express Scripts (ESRX)” on August 07, 2018, also Streetinsider.com with their article: “ISS Recommends Express Scripts (ESRX) Holders Vote In Favor of Cigna (CI) Deal” published on August 10, 2018, Streetinsider.com published: “Express Scripts (ESRX) Announces 2019 National Preferred Formulary Exclusion List Changes” on August 07, 2018. More interesting news about Express Scripts Holding Company (NASDAQ:ESRX) were released by: Streetinsider.com and their article: “Express Scripts (ESRX) to Drop Big Sellers from AbbVie (ABBV), Gilead Sciences (GILD) in 2019 – Bloomberg” published on August 07, 2018 as well as Seekingalpha.com‘s news article titled: “Premarket analyst action – healthcare” with publication date: July 20, 2018.

Express Scripts Holding Company (NASDAQ:ESRX) Institutional Positions Chart

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