Mastercard (MA) Share Value Rose While Page Arthur B Has Lowered Holding; Holder Matthew 25 Management Has Boosted Toll Brothers (TOL) Stake

August 12, 2018 - By Carolyn Hewitt

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Matthew 25 Management Corp increased its stake in Toll Brothers (TOL) by 3.17% based on its latest 2018Q1 regulatory filing with the SEC. Matthew 25 Management Corp bought 14,000 shares as the company’s stock declined 14.22% with the market. The institutional investor held 455,000 shares of the homebuilding company at the end of 2018Q1, valued at $21.18M, up from 441,000 at the end of the previous reported quarter. Matthew 25 Management Corp who had been investing in Toll Brothers for a number of months, seems to be bullish on the $5.42B market cap company. The stock decreased 1.68% or $0.61 during the last trading session, reaching $35.67. About 1.98 million shares traded. Toll Brothers, Inc. (NYSE:TOL) has risen 8.20% since August 12, 2017 and is uptrending. It has underperformed by 4.37% the S&P500. Some Historical TOL News: 22/05/2018 – Toll Brothers 2Q Revenue Up 17% and Homebuilding Deliveries Up 15; 14/03/2018 – Fitch Affirms Toll Brothers’ IDR at ‘BBB-‘; Outlook Stable; 22/05/2018 – TOLL BROTHERS INC TOL.N – SEES FY 2018 ADJUSTED GROSS MARGIN OF BETWEEN 23.75% AND 24.25% OF REVENUES; 22/05/2018 – Homebuilders lower as Toll Brothers warns on cost pressure; 22/05/2018 – TOLL BROTHERS INC TOL.N – SEES THIRD-QUARTER ADJUSTED GROSS MARGIN OF 23.4% OF REVENUES; 05/04/2018 – ADVISORY-Ignore dated UBS research alert on Toll Brothers Inc; 21/05/2018 – ♫ Reuters Insider – U.S. Day Ahead: Kohl’s tries to prove Credit Suisse wrong; 22/05/2018 – Toll Brothers Profit Falls on Higher Charges, Smaller Margin; 22/05/2018 – Toll Brothers’ misses profit view on delays in California, rising costs; 22/05/2018 – TOLL BROS CEO SEES POTENTIAL TO DOUBLE MULTIFAMILY BUSINESS

Page Arthur B decreased its stake in Mastercard (MA) by 6.25% based on its latest 2018Q1 regulatory filing with the SEC. Page Arthur B sold 1,887 shares as the company’s stock rose 7.48% while stock markets declined. The institutional investor held 28,313 shares of the business services company at the end of 2018Q1, valued at $4.96M, down from 30,200 at the end of the previous reported quarter. Page Arthur B who had been investing in Mastercard for a number of months, seems to be less bullish one the $210.44B market cap company. The stock decreased 0.47% or $0.95 during the last trading session, reaching $202.65. About 2.57 million shares traded. Mastercard Incorporated (NYSE:MA) has risen 56.80% since August 12, 2017 and is uptrending. It has outperformed by 44.23% the S&P500.

More recent Mastercard Incorporated (NYSE:MA) news were published by: Seekingalpha.com which released: “Mastercard: It Will Keep Going Higher” on July 27, 2018. Also Seekingalpha.com published the news titled: “Mastercard: Invest In Cashless Transactions” on July 16, 2018. Seekingalpha.com‘s news article titled: “Mastercard: Overpriced At Current Levels” with publication date: August 06, 2018 was also an interesting one.

Among 42 analysts covering Mastercard Incorporated (NYSE:MA), 37 have Buy rating, 0 Sell and 5 Hold. Therefore 88% are positive. Mastercard Incorporated had 140 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Wednesday, October 18 by KeyBanc Capital Markets. Credit Suisse maintained it with “Outperform” rating and $145 target in Friday, September 8 report. Vetr downgraded the stock to “Buy” rating in Monday, August 31 report. As per Thursday, December 28, the company rating was maintained by Susquehanna. Oppenheimer maintained Mastercard Incorporated (NYSE:MA) on Thursday, July 27 with “Buy” rating. The firm has “Buy” rating given on Tuesday, January 9 by Stephens. The company was maintained on Thursday, February 1 by Cowen & Co. The rating was maintained by RBC Capital Markets on Thursday, February 1 with “Buy”. The firm earned “Buy” rating on Wednesday, August 30 by KeyBanc Capital Markets. The stock has “Buy” rating by Sterne Agee CRT on Thursday, December 17.

Analysts await Mastercard Incorporated (NYSE:MA) to report earnings on October, 30. They expect $1.67 EPS, up 24.63% or $0.33 from last year’s $1.34 per share. MA’s profit will be $1.73B for 30.34 P/E if the $1.67 EPS becomes a reality. After $1.66 actual EPS reported by Mastercard Incorporated for the previous quarter, Wall Street now forecasts 0.60% EPS growth.

Since March 9, 2018, it had 0 insider purchases, and 7 sales for $56.62 million activity. $5.53M worth of Mastercard Incorporated (NYSE:MA) was sold by Murphy Timothy H on Monday, March 19. 17,496 Mastercard Incorporated (NYSE:MA) shares with value of $3.25M were sold by Vosburg Craig. Shares for $866,104 were sold by Haythornthwaite Richard on Monday, April 2. Shares for $44.45 million were sold by BANGA AJAY on Thursday, May 3. On Friday, March 9 CARLUCCI DAVID R sold $1.09 million worth of Mastercard Incorporated (NYSE:MA) or 5,950 shares.

Investors sentiment decreased to 0.86 in Q1 2018. Its down 0.05, from 0.91 in 2017Q4. It turned negative, as 47 investors sold MA shares while 533 reduced holdings. 121 funds opened positions while 378 raised stakes. 750.68 million shares or 1.84% less from 764.78 million shares in 2017Q4 were reported. Lakewood Capital Lp reported 805,298 shares. Moreover, Trb Advsr LP has 7.3% invested in Mastercard Incorporated (NYSE:MA) for 20,000 shares. Bessemer Group owns 1.58 million shares. Evercore Wealth Limited Liability Com reported 506,654 shares or 3.39% of all its holdings. Quantitative Systematic Strategies Ltd Llc holds 6,428 shares. Birinyi Associate Inc invested in 5.41% or 75,849 shares. Ima Wealth Inc reported 21,832 shares. Minnesota-based Walleye Trading Ltd Liability Corp has invested 0.09% in Mastercard Incorporated (NYSE:MA). Stonebridge Cap Ltd Limited Liability Company invested in 2,486 shares. Jolley Asset Ltd Liability Company has 17 shares. Forbes J M And Limited Liability Partnership invested in 2,615 shares or 0.11% of the stock. Bankshares Of America Corporation De owns 0.18% invested in Mastercard Incorporated (NYSE:MA) for 5.88 million shares. Lockheed Martin Inv Mgmt reported 5,800 shares. Gradient Invests Ltd Limited Liability Company reported 10 shares. Olstein Capital Mgmt LP accumulated 22,000 shares or 0.49% of the stock.

More recent Toll Brothers, Inc. (NYSE:TOL) news were published by: Seekingalpha.com which released: “Toll Brothers: Buy” on July 27, 2018. Also Bizjournals.com published the news titled: “First Look at Toll Brothers’ 319-unit apartment project in West Midtown” on August 08, 2018. Bizjournals.com‘s news article titled: “Pennsylvania builder tees up 2200 homes in Surprise development” with publication date: July 25, 2018 was also an interesting one.

Among 30 analysts covering Toll Brothers (NYSE:TOL), 14 have Buy rating, 1 Sell and 15 Hold. Therefore 47% are positive. Toll Brothers had 85 analyst reports since August 12, 2015 according to SRatingsIntel. Barclays Capital maintained it with “Equalweight” rating and $31 target in Thursday, April 7 report. On Wednesday, February 28 the stock rating was maintained by Mizuho with “Buy”. As per Wednesday, May 23, the company rating was maintained by Credit Suisse. The company was maintained on Thursday, May 25 by Mizuho. Keefe Bruyette & Woods maintained the shares of TOL in report on Wednesday, August 24 with “Market Perform” rating. The firm has “Hold” rating given on Thursday, September 14 by J.P. Morgan. The stock has “Buy” rating by Bank of America on Friday, September 11. RBC Capital Markets maintained it with “Buy” rating and $4500 target in Thursday, July 13 report. As per Wednesday, May 23, the company rating was maintained by Maxim Group. As per Wednesday, December 6, the company rating was maintained by Mizuho.

Matthew 25 Management Corp, which manages about $821.26 million and $337.78 million US Long portfolio, decreased its stake in Mastercard Inc. (NYSE:MA) by 10,000 shares to 65,000 shares, valued at $11.39M in 2018Q1, according to the filing. It also reduced its holding in Kansas City Southern (NYSE:KSU) by 5,000 shares in the quarter, leaving it with 110,000 shares, and cut its stake in Apple Inc. (NASDAQ:AAPL).

Investors sentiment decreased to 0.88 in Q1 2018. Its down 0.32, from 1.2 in 2017Q4. It fall, as 59 investors sold TOL shares while 131 reduced holdings. 56 funds opened positions while 111 raised stakes. 124.53 million shares or 2.77% less from 128.07 million shares in 2017Q4 were reported. First Citizens Bank & Trust owns 6,861 shares or 0.04% of their US portfolio. 14,907 are held by M. Sib Limited Liability Corporation reported 69,349 shares. Hightower Ltd Liability Corp holds 67,082 shares. Barnett & Company Inc reported 1.17% in Toll Brothers, Inc. (NYSE:TOL). Fincl Bank Of America De reported 2.00 million shares. Element Mngmt Limited Co owns 15,583 shares. Clarivest Asset Lc holds 0.08% or 104,324 shares. State Street stated it has 0.02% of its portfolio in Toll Brothers, Inc. (NYSE:TOL). United Cap Financial Advisers Ltd Liability Company reported 24,000 shares. 74,118 were accumulated by Aviva Plc. Moreover, Koch Ind has 0.03% invested in Toll Brothers, Inc. (NYSE:TOL). Ameritas Inv Ptnrs stated it has 70,348 shares or 0.15% of all its holdings. Lpl Financial Ltd Llc owns 17,323 shares. State Of Alaska Department Of Revenue reported 12,530 shares or 0.01% of all its holdings.

Mastercard Incorporated (NYSE:MA) Institutional Positions Chart

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