Lumbard & Kellner Has Trimmed Voya Financial (VOYA) Holding by $485,345 as Share Price Declined; Post Hldgs (POST) Shareholder 12 West Capital Management LP Has Raised Position

May 16, 2018 - By Russell Anderson

Post Holdings, Inc. (NYSE:POST) Logo

Lumbard & Kellner Llc decreased its stake in Voya Financial Inc (VOYA) by 60.38% based on its latest 2017Q4 regulatory filing with the SEC. Lumbard & Kellner Llc sold 9,905 shares as the company’s stock declined 2.44% with the market. The institutional investor held 6,500 shares of the finance company at the end of 2017Q4, valued at $322,000, down from 16,405 at the end of the previous reported quarter. Lumbard & Kellner Llc who had been investing in Voya Financial Inc for a number of months, seems to be less bullish one the $9.06B market cap company. The stock increased 0.88% or $0.47 during the last trading session, reaching $53.66. About 1.22M shares traded. Voya Financial, Inc. (NYSE:VOYA) has risen 34.91% since May 16, 2017 and is uptrending. It has outperformed by 23.36% the S&P500.

12 West Capital Management Lp increased its stake in Post Hldgs Inc (POST) by 12.56% based on its latest 2017Q4 regulatory filing with the SEC. 12 West Capital Management Lp bought 85,000 shares as the company’s stock declined 6.68% with the market. The hedge fund held 761,851 shares of the consumer non-durables company at the end of 2017Q4, valued at $60.36 million, up from 676,851 at the end of the previous reported quarter. 12 West Capital Management Lp who had been investing in Post Hldgs Inc for a number of months, seems to be bullish on the $5.18 billion market cap company. The stock increased 1.24% or $0.94 during the last trading session, reaching $76.95. About 435,461 shares traded. Post Holdings, Inc. (NYSE:POST) has declined 11.75% since May 16, 2017 and is downtrending. It has underperformed by 23.30% the S&P500.

Since February 6, 2018, it had 2 buys, and 0 sales for $299,691 activity. $99,177 worth of stock was bought by Zadoks Jeff A on Tuesday, February 6.

Among 13 analysts covering Post (NYSE:POST), 12 have Buy rating, 0 Sell and 1 Hold. Therefore 92% are positive. Post had 32 analyst reports since August 10, 2015 according to SRatingsIntel. The company was downgraded on Thursday, May 11 by Pivotal Research. The stock has “Buy” rating by TheStreet on Monday, August 17. The firm has “Buy” rating given on Friday, November 17 by Pivotal Research. Stifel Nicolaus upgraded Post Holdings, Inc. (NYSE:POST) rating on Monday, October 26. Stifel Nicolaus has “Buy” rating and $70 target. BMO Capital Markets maintained Post Holdings, Inc. (NYSE:POST) rating on Wednesday, June 14. BMO Capital Markets has “Hold” rating and $8500 target. Wells Fargo maintained the shares of POST in report on Tuesday, February 6 with “Outperform” rating. Pivotal Research maintained the shares of POST in report on Friday, February 2 with “Buy” rating. The company was maintained on Monday, November 21 by Stifel Nicolaus. The stock of Post Holdings, Inc. (NYSE:POST) earned “Buy” rating by Pivotal Research on Friday, August 4. The firm has “Buy” rating by Stifel Nicolaus given on Thursday, August 10.

More notable recent Post Holdings, Inc. (NYSE:POST) news were published by: Benzinga.com which released: “Earnings Preview For Post Holdings” on May 03, 2018, also Benzinga.com with their article: “Earnings Scheduled For May 3, 2018” published on May 03, 2018, Fool.com published: “Post Holdings Inc. Posts Jump in Profit in Fiscal Second Quarter” on May 05, 2018. More interesting news about Post Holdings, Inc. (NYSE:POST) were released by: Seekingalpha.com and their article: “Post Holdings (POST) Q2 2018 Results – Earnings Call Transcript” published on May 04, 2018 as well as Globenewswire.com‘s news article titled: “Post Holdings Declares Dividend on Series C Convertible Preferred Stock” with publication date: April 19, 2018.

Investors sentiment increased to 1.4 in Q4 2017. Its up 0.31, from 1.09 in 2017Q3. It is positive, as 35 investors sold POST shares while 68 reduced holdings. 47 funds opened positions while 97 raised stakes. 72.04 million shares or 0.47% more from 71.70 million shares in 2017Q3 were reported. State Of Alaska Department Of Revenue owns 3,900 shares. Moreover, Franklin Res has 0.02% invested in Post Holdings, Inc. (NYSE:POST). Asset Management One Ltd reported 5,684 shares or 0% of all its holdings. Employees Retirement Association Of Colorado reported 14,774 shares stake. Amalgamated Bankshares invested in 13,121 shares. B & T Cap Mngmt Dba Alpha Cap Mngmt has 0.6% invested in Post Holdings, Inc. (NYSE:POST). Seabridge Investment Advsr Limited invested in 13,285 shares or 0.23% of the stock. Liberty Mutual Gp Asset Management invested in 16,794 shares. Sei Invests holds 0.03% or 112,320 shares. Blackrock has invested 0.02% of its portfolio in Post Holdings, Inc. (NYSE:POST). Tudor Investment Et Al has invested 0.08% in Post Holdings, Inc. (NYSE:POST). Harvest Strategies Limited Liability Co holds 0.99% or 72,000 shares in its portfolio. New Mexico Educational Retirement Board has invested 0.05% in Post Holdings, Inc. (NYSE:POST). Signature Invest Lc accumulated 8,057 shares or 0.07% of the stock. Rhumbline Advisers owns 0.02% invested in Post Holdings, Inc. (NYSE:POST) for 117,723 shares.

12 West Capital Management Lp, which manages about $1.10B and $827.09 million US Long portfolio, decreased its stake in Wingstop Inc by 1.01 million shares to 76,200 shares, valued at $2.97 million in 2017Q4, according to the filing.

More notable recent Voya Financial, Inc. (NYSE:VOYA) news were published by: Streetinsider.com which released: “Viking Global’s 13F Shows New Stakes in Alibaba (BABA), BioMarin (BMRN) and Western Digital (WDC), Increase in …” on May 15, 2018, also Benzinga.com with their article: “‘Attractive, Capital-Light’ Business Mix Makes Voya Financial A Potential Takeover Target, Says Credit Suisse” published on April 25, 2018, Businesswire.com published: “Voya Financial to Acquire Pen-Cal Administrators” on May 11, 2018. More interesting news about Voya Financial, Inc. (NYSE:VOYA) were released by: Globenewswire.com and their article: “Detailed Research: Economic Perspectives on Voya Financial, Dominion Energy, Incyte, MeetMe, Ventas, and Select …” published on May 10, 2018 as well as Businesswire.com‘s news article titled: “Voya Financial Announces First-Quarter 2018 Results” with publication date: May 01, 2018.

Analysts await Voya Financial, Inc. (NYSE:VOYA) to report earnings on August, 7. They expect $1.07 EPS, up 59.70% or $0.40 from last year’s $0.67 per share. VOYA’s profit will be $180.64 million for 12.54 P/E if the $1.07 EPS becomes a reality. After $0.77 actual EPS reported by Voya Financial, Inc. for the previous quarter, Wall Street now forecasts 38.96% EPS growth.

Investors sentiment increased to 0.98 in Q4 2017. Its up 0.24, from 0.74 in 2017Q3. It is positive, as 24 investors sold VOYA shares while 124 reduced holdings. 58 funds opened positions while 87 raised stakes. 179.07 million shares or 6.24% more from 168.54 million shares in 2017Q3 were reported. State Of Alaska Department Of Revenue invested in 10,900 shares. D E Shaw Com has invested 0.14% in Voya Financial, Inc. (NYSE:VOYA). Fmr has invested 0.01% in Voya Financial, Inc. (NYSE:VOYA). Illinois-based Castleark Management Limited Liability has invested 0.16% in Voya Financial, Inc. (NYSE:VOYA). Point72 Asset Management Ltd Partnership holds 0.25% or 1.18M shares. Fca Tx owns 53,050 shares or 1.05% of their US portfolio. Coastline Com owns 8,075 shares. Meritage Port Mngmt stated it has 172,957 shares or 0.82% of all its holdings. 10,170 are held by Shell Asset Mgmt Co. Montag A & Associate holds 12,167 shares. Huber Capital Ltd Liability holds 0.76% or 281,380 shares in its portfolio. Comerica Commercial Bank reported 0% stake. Bp Public Ltd owns 21,000 shares. Virginia Retirement Et Al has 287,100 shares. Sentinel Trust Lba stated it has 1.07% in Voya Financial, Inc. (NYSE:VOYA).

Among 18 analysts covering Voya Financial (NYSE:VOYA), 14 have Buy rating, 1 Sell and 3 Hold. Therefore 78% are positive. Voya Financial had 49 analyst reports since August 26, 2015 according to SRatingsIntel. The company was initiated on Thursday, January 26 by Citigroup. As per Tuesday, April 17, the company rating was maintained by Deutsche Bank. The stock of Voya Financial, Inc. (NYSE:VOYA) earned “Buy” rating by BTIG Research on Wednesday, February 14. The rating was upgraded by JP Morgan on Thursday, February 11 to “Neutral”. The company was maintained on Thursday, December 21 by RBC Capital Markets. Evercore upgraded the stock to “Outperform” rating in Thursday, December 21 report. The stock of Voya Financial, Inc. (NYSE:VOYA) has “Top Pick” rating given on Thursday, February 11 by RBC Capital Markets. As per Tuesday, January 2, the company rating was maintained by BTIG Research. The rating was upgraded by Wells Fargo to “Outperform” on Monday, January 9. The stock has “Buy” rating by Sandler O’Neill on Wednesday, January 10.

Since February 21, 2018, it had 1 insider purchase, and 2 selling transactions for $369,684 activity. $283,316 worth of Voya Financial, Inc. (NYSE:VOYA) shares were sold by SILVA KEVIN D.

Lumbard & Kellner Llc, which manages about $141.06M and $194.70M US Long portfolio, upped its stake in Vanguard Total Stock Market Etf (VTI) by 2,602 shares to 100,820 shares, valued at $13.84 million in 2017Q4, according to the filing.

Voya Financial, Inc. (NYSE:VOYA) Institutional Positions Chart

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