Mar Vista Investment Partners Has Trimmed Dollar Tree (DLTR) Holding by $47.34 Million; Costco Wholesale (COST) Holder Dubuque Bank & Trust Company Upped Its Position by $4.50 Million as Valuation Rose

June 23, 2018 - By wolcottdaily

Costco Wholesale Corporation (NASDAQ:COST) Logo

Mar Vista Investment Partners Llc decreased its stake in Dollar Tree Inc (DLTR) by 43.66% based on its latest 2018Q1 regulatory filing with the SEC. Mar Vista Investment Partners Llc sold 503,590 shares as the company’s stock declined 10.39% with the market. The institutional investor held 649,918 shares of the consumer services company at the end of 2018Q1, valued at $61.68 million, down from 1.15 million at the end of the previous reported quarter. Mar Vista Investment Partners Llc who had been investing in Dollar Tree Inc for a number of months, seems to be less bullish one the $20.68 billion market cap company. The stock increased 0.89% or $0.77 during the last trading session, reaching $86.99. About 2.23 million shares traded. Dollar Tree, Inc. (NASDAQ:DLTR) has risen 20.79% since June 23, 2017 and is uptrending. It has outperformed by 8.22% the S&P500. Some Historical DLTR News: 31/05/2018 – Dollar Tree Lowers Full-Year Outlook — Earnings Review; 07/03/2018 – DOLLAR TREE – AS A RESULT OF ESTIMATED CASH BENEFIT, CO PLANS TO INVEST ABOUT $100 MLN IN THE BUSINESS; 17/05/2018 – Rising stars slash debt costs in robust US economy; 16/03/2018 – CFO Wampler Gifts 652 Of Dollar Tree Inc; 07/03/2018 – DOLLAR TREE INC – DURING QUARTER, COMPANY OPENED 137 STORES, EXPANDED OR RELOCATED 8 STORES, AND CLOSED 46 STORES; 07/03/2018 – Dollar Tree Sees 1Q EPS $1.18-EPS $1.25; 31/05/2018 – DOLLAR TREE INC – DURING QTR, CO OPENED 130 STORES, EXPANDED OR RELOCATED 26 STORES, AND CLOSED 5 STORES; 20/04/2018 – DOLLAR TREE – THE $2,032 MLN SENIOR CREDIT FACILITIES CONSIST OF A $1,250 MLN REVOLVING CREDIT FACILITY & A $782 MLN TERM LOAN FACILITY; 07/03/2018 – Dollar Tree: Total Benefit From Tax Cuts and Jobs Act in 4Q Was $583.7M; 15/03/2018 – Dollar General’s strong same-store sales suggest revamp paying off

Dubuque Bank & Trust Company increased its stake in Costco Wholesale Corp (COST) by 470.19% based on its latest 2018Q1 regulatory filing with the SEC. Dubuque Bank & Trust Company bought 23,942 shares as the company’s stock rose 2.88% while stock markets declined. The institutional investor held 29,034 shares of the department and specialty retail stores company at the end of 2018Q1, valued at $5.47 million, up from 5,092 at the end of the previous reported quarter. Dubuque Bank & Trust Company who had been investing in Costco Wholesale Corp for a number of months, seems to be bullish on the $92.58B market cap company. The stock increased 0.54% or $1.14 during the last trading session, reaching $211.1. About 1.62 million shares traded. Costco Wholesale Corporation (NASDAQ:COST) has risen 13.52% since June 23, 2017 and is uptrending. It has outperformed by 0.95% the S&P500. Some Historical COST News: 09/05/2018 – Costco Wholesale April Same-Store Sales Up 10.9%; 07/03/2018 – Costco 2Q EPS $1.59; 09/05/2018 – COSTCO APRIL COMP SALES EX-GAS UP 7.9%, EST. UP 6.60%; 07/03/2018 – COSTCO WHOLESALE CORP COST.O – SECOND QUARTER TRAFFIC OR SHOPPING FREQUENCY WAS UP 3.7% WORLDWIDE AND 3.4% IN THE U.S. – CONF CALL; 25/05/2018 – Pioneer Core Equity Adds Costco, Exits Comcast, Cuts Apple; 07/03/2018 – COSTCO SAYS U.S. MEMBERSHIP RENEWAL RATE RISES TO 90.1% IN 2Q; 11/04/2018 – COSTCO WHOLESALE – TOTAL COMPANY COMPARABLE SALES EXCLUDING IMPACT FROM CHANGES IN GASOLINE PRICE,FOREIGN EXCHANGE UP 5.8% FOR 5 WEEKS ENDED APRIL 8; 07/03/2018 – COSTCO 2Q REV. $33.00B, EST. $32.75B; 30/05/2018 – Costco Conference Call Scheduled By Stuart Frankel for Jun. 7; 10/05/2018 – Costco E-commerce Maintains Momentum In April Sales Results — MarketWatch

Mar Vista Investment Partners Llc, which manages about $1.80 billion and $2.52B US Long portfolio, upped its stake in Unilever N V (NYSE:UN) by 61,926 shares to 1.51M shares, valued at $85.17M in 2018Q1, according to the filing. It also increased its holding in First Republic Bank/Ca (NYSE:FRC) by 61,527 shares in the quarter, for a total of 351,438 shares, and has risen its stake in Xpo Logistics Inc (NYSE:XPO).

Since March 9, 2018, it had 4 insider buys, and 4 insider sales for $99,174 activity. BARRON ARNOLD S sold $569,084 worth of stock or 6,023 shares. Another trade for 3,000 shares valued at $246,230 was bought by NAYLOR JEFFREY G. 6,074 shares were sold by RUDMAN ROBERT H, worth $570,657. $199,755 worth of stock was bought by WHIDDON THOMAS E on Monday, June 18. Lewis Lemuel E also bought $201,088 worth of Dollar Tree, Inc. (NASDAQ:DLTR) shares.

Investors sentiment decreased to 0.81 in 2018 Q1. Its down 0.36, from 1.17 in 2017Q4. It fall, as 67 investors sold DLTR shares while 216 reduced holdings. 68 funds opened positions while 162 raised stakes. 209.04 million shares or 2.02% more from 204.89 million shares in 2017Q4 were reported. Arizona State Retirement System stated it has 0.08% in Dollar Tree, Inc. (NASDAQ:DLTR). Bp Pcl holds 27,000 shares or 0.09% of its portfolio. Moreover, Calamos Limited Liability Corporation has 0.08% invested in Dollar Tree, Inc. (NASDAQ:DLTR). Oxbow Advsr Ltd Liability Corporation reported 1.14% stake. Thompson Siegel And Walmsley Ltd Llc has 1,000 shares. Riverpark Cap has invested 4.64% of its portfolio in Dollar Tree, Inc. (NASDAQ:DLTR). Peoples Fincl Serv Corporation holds 0% or 30 shares. Adirondack Tru Communications has 40 shares for 0% of their portfolio. Moreover, Public Employees Retirement Association Of Colorado has 0.03% invested in Dollar Tree, Inc. (NASDAQ:DLTR) for 42,848 shares. Bright Rock Cap Management Ltd Liability Corporation reported 0.23% of its portfolio in Dollar Tree, Inc. (NASDAQ:DLTR). Benjamin F Edwards And Inc, a Missouri-based fund reported 35 shares. Oregon Public Employees Retirement Fund reported 25,611 shares. Raymond James And Assoc holds 166,654 shares or 0.03% of its portfolio. Stock Yards Retail Bank And Tru has 20,098 shares for 0.21% of their portfolio. Barclays Public Limited Co invested in 382,735 shares.

Among 36 analysts covering Dollar Tree Inc. (NASDAQ:DLTR), 29 have Buy rating, 0 Sell and 7 Hold. Therefore 81% are positive. Dollar Tree Inc. had 125 analyst reports since August 6, 2015 according to SRatingsIntel. RBC Capital Markets maintained Dollar Tree, Inc. (NASDAQ:DLTR) rating on Monday, April 9. RBC Capital Markets has “Buy” rating and $10800 target. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) earned “Equal-Weight” rating by Morgan Stanley on Tuesday, February 16. The firm has “Neutral” rating by Atlantic Securities given on Tuesday, April 4. Deutsche Bank maintained it with “Hold” rating and $70 target in Wednesday, March 2 report. The rating was initiated by Oppenheimer on Tuesday, January 16 with “Buy”. As per Tuesday, January 30, the company rating was maintained by Bank of America. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) earned “Buy” rating by Goldman Sachs on Tuesday, November 14. The firm has “Overweight” rating by KeyBanc Capital Markets given on Thursday, October 13. Credit Suisse maintained Dollar Tree, Inc. (NASDAQ:DLTR) on Wednesday, March 2 with “Underperform” rating. The company was downgraded on Friday, August 26 by M Partners.

More notable recent Dollar Tree, Inc. (NASDAQ:DLTR) news were published by: Seekingalpha.com which released: “Dollar Tree: No Need To Panic” on June 05, 2018, also Nasdaq.com with their article: “Five Below Inc Isn’t Your Ordinary Retail Stock” published on June 07, 2018, Livetradingnews.com published: “Dollar Tree, Inc. (NASDAQ:DLTR) Declines 14.28%” on June 01, 2018. More interesting news about Dollar Tree, Inc. (NASDAQ:DLTR) were released by: Fool.com and their article: “Why Dollar Tree, Inc. Stock Plunged Today” published on June 01, 2018 as well as Seekingalpha.com‘s news article titled: “Credit Suisse defends Dollar Tree” with publication date: June 12, 2018.

Analysts await Dollar Tree, Inc. (NASDAQ:DLTR) to report earnings on August, 23. They expect $1.15 earnings per share, up 16.16% or $0.16 from last year’s $0.99 per share. DLTR’s profit will be $273.44 million for 18.91 P/E if the $1.15 EPS becomes a reality. After $1.19 actual earnings per share reported by Dollar Tree, Inc. for the previous quarter, Wall Street now forecasts -3.36% negative EPS growth.

Among 33 analysts covering Costco Wholesale (NASDAQ:COST), 24 have Buy rating, 0 Sell and 9 Hold. Therefore 73% are positive. Costco Wholesale had 134 analyst reports since August 24, 2015 according to SRatingsIntel. The stock of Costco Wholesale Corporation (NASDAQ:COST) has “Overweight” rating given on Monday, October 5 by JP Morgan. The firm earned “Outperform” rating on Thursday, October 1 by Telsey Advisory Group. Robert W. Baird maintained Costco Wholesale Corporation (NASDAQ:COST) rating on Thursday, August 31. Robert W. Baird has “Buy” rating and $200.0 target. RBC Capital Markets maintained the shares of COST in report on Friday, September 30 with “Outperform” rating. The company was downgraded on Friday, October 6 by Morgan Stanley. Stifel Nicolaus maintained the stock with “Buy” rating in Monday, September 18 report. The firm has “Buy” rating by Oppenheimer given on Friday, November 3. BMO Capital Markets maintained Costco Wholesale Corporation (NASDAQ:COST) on Friday, February 5 with “Outperform” rating. The rating was maintained by Robert W. Baird with “Buy” on Wednesday, November 15. The rating was maintained by Deutsche Bank on Wednesday, June 28 with “Hold”.

Since December 22, 2017, it had 0 insider buys, and 17 insider sales for $20.64 million activity. MEISENBACH JOHN W also sold $589,470 worth of Costco Wholesale Corporation (NASDAQ:COST) on Tuesday, May 1. Hines Daniel M. sold $943,080 worth of stock or 5,000 shares. $958,087 worth of Costco Wholesale Corporation (NASDAQ:COST) shares were sold by GALANTI RICHARD A. MOULTON PAUL G had sold 6,985 shares worth $1.31M on Monday, January 8. Shares for $2.21M were sold by Rose Timothy L.. $2.41 million worth of Costco Wholesale Corporation (NASDAQ:COST) shares were sold by Miller Russell D.

More notable recent Costco Wholesale Corporation (NASDAQ:COST) news were published by: Seekingalpha.com which released: “Costco: Cheaper Than You Think” on June 15, 2018, also Investorplace.com with their article: “Costco Is Still Among the Best Retail Stocks to Buy” published on June 04, 2018, Seekingalpha.com published: “Costco: Small Margins But Large Growth” on June 15, 2018. More interesting news about Costco Wholesale Corporation (NASDAQ:COST) were released by: Fool.com and their article: “Costco’s Growth Is Accelerating” published on June 14, 2018 as well as Seekingalpha.com‘s news article titled: “BJ’s Wholesale preps for IPO” with publication date: June 18, 2018.

Dollar Tree, Inc. (NASDAQ:DLTR) Institutional Positions Chart

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