Aramark (ARMK) Shareholder Bank Of Montreal Cut Its Stake as Market Value Declined; As Walt Disney Co The (DIS) Stock Value Declined, Edge Wealth Management Has Upped Stake by $314,901

April 23, 2018 - By Adrian Mccoy

The Walt Disney Company (NYSE:DIS) Logo

Edge Wealth Management Llc increased its stake in Walt Disney Co The (DIS) by 25.54% based on its latest 2017Q4 regulatory filing with the SEC. Edge Wealth Management Llc bought 2,943 shares as the company’s stock declined 8.57% with the market. The institutional investor held 14,466 shares of the television services company at the end of 2017Q4, valued at $1.56M, up from 11,523 at the end of the previous reported quarter. Edge Wealth Management Llc who had been investing in Walt Disney Co The for a number of months, seems to be bullish on the $150.73B market cap company. The stock decreased 0.64% or $0.65 during the last trading session, reaching $100.24. About 6.40M shares traded. The Walt Disney Company (NYSE:DIS) has declined 11.59% since April 23, 2017 and is downtrending. It has underperformed by 23.14% the S&P500.

Bank Of Montreal decreased its stake in Aramark (ARMK) by 35.07% based on its latest 2017Q4 regulatory filing with the SEC. Bank Of Montreal sold 8,745 shares as the company’s stock declined 7.48% with the market. The institutional investor held 16,194 shares of the restaurants company at the end of 2017Q4, valued at $692,000, down from 24,939 at the end of the previous reported quarter. Bank Of Montreal who had been investing in Aramark for a number of months, seems to be less bullish one the $9.28 billion market cap company. The stock increased 0.67% or $0.25 during the last trading session, reaching $37.75. About 848,284 shares traded. Aramark (NYSE:ARMK) has risen 8.52% since April 23, 2017 and is uptrending. It has underperformed by 3.03% the S&P500.

Edge Wealth Management Llc, which manages about $803.39M and $353.06 million US Long portfolio, decreased its stake in Costco Wholesale Corp (NASDAQ:COST) by 6,072 shares to 40 shares, valued at $7,000 in 2017Q4, according to the filing. It also reduced its holding in Pfizer Inc (NYSE:PFE) by 17,830 shares in the quarter, leaving it with 318,585 shares, and cut its stake in Verizon Communications Inc (NYSE:VZ).

Investors sentiment increased to 0.9 in 2017 Q4. Its up 0.01, from 0.89 in 2017Q3. It increased, as 58 investors sold DIS shares while 690 reduced holdings. 162 funds opened positions while 508 raised stakes. 896.07 million shares or 0.31% less from 898.84 million shares in 2017Q3 were reported. Sva Plumb Wealth Mngmt Limited invested in 20,205 shares. Brown Brothers Harriman & has 56,397 shares for 0.03% of their portfolio. Banque Pictet & Cie invested in 1.92% or 892,003 shares. Sit Invest Associates holds 0.49% or 192,390 shares. Leavell Investment Inc invested 0.81% of its portfolio in The Walt Disney Company (NYSE:DIS). Copeland Mgmt Limited Liability holds 0.23% or 33,414 shares in its portfolio. First Fincl Corp In accumulated 0.16% or 2,328 shares. 89,065 were accumulated by Callahan Advsrs Lc. Tig Ltd Liability Corporation accumulated 0.78% or 130,830 shares. Mirador Capital Lp reported 2,875 shares. Benjamin F Edwards & reported 0.29% in The Walt Disney Company (NYSE:DIS). Moreover, Eads & Heald Investment Counsel has 1.23% invested in The Walt Disney Company (NYSE:DIS) for 19,447 shares. Moreover, Caprock Grp Incorporated has 0.51% invested in The Walt Disney Company (NYSE:DIS). 87,735 were accumulated by Noesis Capital Mangement. New England Research & Mngmt reported 15,604 shares.

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 24 have Buy rating, 2 Sell and 13 Hold. Therefore 62% are positive. The Walt Disney Company had 154 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Sunday, August 6 by Piper Jaffray. The stock of The Walt Disney Company (NYSE:DIS) earned “Outperform” rating by Macquarie Research on Wednesday, August 10. The stock of The Walt Disney Company (NYSE:DIS) has “Underperform” rating given on Monday, May 15 by BMO Capital Markets. On Monday, August 14 the stock rating was maintained by RBC Capital Markets with “Buy”. The stock has “Hold” rating by Pivotal Research on Tuesday, October 20. The firm has “Hold” rating by Needham given on Wednesday, August 9. Argus Research maintained it with “Buy” rating and $10.55 target in Friday, August 7 report. On Tuesday, January 2 the stock rating was upgraded by Macquarie Research to “Outperform”. The firm has “Neutral” rating by Guggenheim given on Thursday, October 12. On Wednesday, August 9 the stock rating was maintained by Pivotal Research with “Sell”.

Since February 26, 2018, it had 0 buys, and 1 insider sale for $194,780 activity.

Among 15 analysts covering Aramark Holdings Corporation (NYSE:ARMK), 12 have Buy rating, 0 Sell and 3 Hold. Therefore 80% are positive. Aramark Holdings Corporation had 39 analyst reports since August 13, 2015 according to SRatingsIntel. Nomura maintained the shares of ARMK in report on Thursday, August 11 with “Buy” rating. On Friday, August 14 the stock rating was initiated by Credit Suisse with “Outperform”. The firm earned “Sell” rating on Wednesday, August 12 by Zacks. The rating was maintained by RBC Capital Markets with “Buy” on Thursday, January 18. RBC Capital Markets maintained the shares of ARMK in report on Tuesday, October 17 with “Outperform” rating. RBC Capital Markets maintained the shares of ARMK in report on Tuesday, December 19 with “Buy” rating. The company was maintained on Wednesday, August 9 by Nomura. The firm earned “Top Pick” rating on Thursday, August 11 by RBC Capital Markets. The stock of Aramark (NYSE:ARMK) has “Overweight” rating given on Thursday, August 11 by Barclays Capital. The stock of Aramark (NYSE:ARMK) earned “Buy” rating by RBC Capital Markets on Tuesday, February 6.

Investors sentiment increased to 1.01 in 2017 Q4. Its up 0.17, from 0.84 in 2017Q3. It increased, as 32 investors sold ARMK shares while 95 reduced holdings. 46 funds opened positions while 82 raised stakes. 223.63 million shares or 2.13% less from 228.50 million shares in 2017Q3 were reported. State Teachers Retirement System invested in 21,700 shares or 0% of the stock. California Pub Employees Retirement Systems reported 557,310 shares stake. Teacher Retirement Of Texas holds 224,623 shares. Metropolitan Life Insur Ny has 11,746 shares. Levin Cap Strategies Lp reported 15,000 shares. Amp Invsts Ltd reported 55,546 shares or 0.01% of all its holdings. The Ohio-based Stratos Wealth Ptnrs Limited has invested 0% in Aramark (NYSE:ARMK). Morgan Stanley stated it has 0.01% in Aramark (NYSE:ARMK). Raymond James Associate reported 49,073 shares stake. Select Equity Grp Inc Lp holds 0.15% or 431,248 shares in its portfolio. Fund Mgmt stated it has 0.01% in Aramark (NYSE:ARMK). The United Kingdom-based Pictet Asset Mngmt Limited has invested 0.01% in Aramark (NYSE:ARMK). Martingale Asset Mngmt LP invested in 0.52% or 918,829 shares. Caisse De Depot Et Placement Du Quebec owns 20,670 shares. Artisan Ptnrs Lp owns 4,724 shares for 0% of their portfolio.

Analysts await Aramark (NYSE:ARMK) to report earnings on May, 8. They expect $0.41 earnings per share, up 2.50% or $0.01 from last year’s $0.4 per share. ARMK’s profit will be $100.79 million for 23.02 P/E if the $0.41 EPS becomes a reality. After $0.54 actual earnings per share reported by Aramark for the previous quarter, Wall Street now forecasts -24.07% negative EPS growth.

The Walt Disney Company (NYSE:DIS) Institutional Positions Chart

Echostar Corporation-Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By

Free Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our FREE daily email newsletter:


Recent Posts

>