As Express Scripts Hldg Co (ESRX) Market Valuation Declined, Papp L Roy & Associates Trimmed Its Holding; Texas Intstruments (TXN) Shareholder Ct Mason Increased Holding

February 22, 2018 - By Marguerite Chambers

Papp L Roy & Associates decreased its stake in Express Scripts Hldg Co (ESRX) by 43.65% based on its latest 2017Q3 regulatory filing with the SEC. Papp L Roy & Associates sold 17,326 shares as the company’s stock declined 14.09% while stock markets rallied. The institutional investor held 22,365 shares of the medical and nursing services company at the end of 2017Q3, valued at $1.42M, down from 39,691 at the end of the previous reported quarter. Papp L Roy & Associates who had been investing in Express Scripts Hldg Co for a number of months, seems to be less bullish one the $42.58 billion market cap company. The stock decreased 0.86% or $0.65 during the last trading session, reaching $75.18. About 1.29M shares traded. Express Scripts Holding Company (NASDAQ:ESRX) has declined 16.92% since February 22, 2017 and is downtrending. It has underperformed by 33.62% the S&P500.

Ct Mason increased its stake in Texas Intstruments (TXN) by 291.9% based on its latest 2017Q3 regulatory filing with the SEC. Ct Mason bought 25,305 shares as the company’s stock rose 5.05% with the market. The institutional investor held 33,974 shares of the semiconductors company at the end of 2017Q3, valued at $3.05M, up from 8,669 at the end of the previous reported quarter. Ct Mason who had been investing in Texas Intstruments for a number of months, seems to be bullish on the $102.68B market cap company. The stock increased 0.75% or $0.78 during the last trading session, reaching $104.44. About 2.32 million shares traded. Texas Instruments Incorporated (NASDAQ:TXN) has risen 40.31% since February 22, 2017 and is uptrending. It has outperformed by 23.61% the S&P500.

Ct Mason, which manages about $311.59M and $275.34 million US Long portfolio, decreased its stake in Heineken Nv Adr (HEINY) by 12,935 shares to 21,617 shares, valued at $1.07M in 2017Q3, according to the filing. It also reduced its holding in Mccormick & Co. Inc. (NYSE:MKC) by 5,180 shares in the quarter, leaving it with 4,615 shares, and cut its stake in Verizon Communications Inc. (NYSE:VZ).

Investors sentiment increased to 1.12 in 2017 Q3. Its up 0.02, from 1.1 in 2017Q2. It increased, as 55 investors sold TXN shares while 333 reduced holdings. 104 funds opened positions while 332 raised stakes. 802.74 million shares or 3.16% more from 778.17 million shares in 2017Q2 were reported. Hollencrest Securities Ltd Liability Corp reported 4,460 shares. Massachusetts Commerce Ma accumulated 24.30 million shares or 0.95% of the stock. Pnc Ser Grp Inc has invested 0.31% of its portfolio in Texas Instruments Incorporated (NASDAQ:TXN). Mechanics National Bank Department stated it has 0.09% in Texas Instruments Incorporated (NASDAQ:TXN). Baker Ellis Asset Limited Liability has 0.03% invested in Texas Instruments Incorporated (NASDAQ:TXN). Kornitzer Cap Management Inc Ks invested in 10,150 shares or 0.02% of the stock. Moreover, Fdx has 0.05% invested in Texas Instruments Incorporated (NASDAQ:TXN). Adirondack Tru reported 585 shares. Zurcher Kantonalbank (Zurich Cantonalbank) has invested 0.27% in Texas Instruments Incorporated (NASDAQ:TXN). 467,080 were accumulated by Connor Clark & Lunn Invest Mgmt Ltd. Portland Advsr Lc reported 33,028 shares. Amer Century holds 3.19M shares. Buckingham Mngmt invested 0.12% of its portfolio in Texas Instruments Incorporated (NASDAQ:TXN). Canandaigua Commercial Bank Commerce holds 0.39% in Texas Instruments Incorporated (NASDAQ:TXN) or 22,617 shares. Mutual Of Omaha Bancshares Wealth Mgmt owns 2,460 shares.

Among 40 analysts covering Texas Instruments (NASDAQ:TXN), 19 have Buy rating, 2 Sell and 19 Hold. Therefore 48% are positive. Texas Instruments had 111 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Market Perform” rating given on Thursday, October 27 by Cowen & Co. Credit Suisse maintained Texas Instruments Incorporated (NASDAQ:TXN) on Wednesday, October 25 with “Outperform” rating. The company was maintained on Tuesday, July 18 by BMO Capital Markets. The firm earned “Hold” rating on Tuesday, January 23 by Mizuho. The rating was maintained by Susquehanna on Wednesday, July 26 with “Buy”. The stock of Texas Instruments Incorporated (NASDAQ:TXN) has “Hold” rating given on Wednesday, January 24 by Wells Fargo. The rating was maintained by Citigroup on Wednesday, January 24 with “Buy”. The rating was upgraded by Bernstein to “Outperform” on Tuesday, September 13. The firm has “Outperform” rating by BMO Capital Markets given on Thursday, September 21. The stock of Texas Instruments Incorporated (NASDAQ:TXN) has “Buy” rating given on Monday, July 10 by Jefferies.

Since October 26, 2017, it had 0 insider buys, and 30 sales for $208.19 million activity. TEMPLETON RICHARD K sold $4.81 million worth of stock or 43,935 shares. On Thursday, January 25 ANDERSON STEPHEN A. sold $15.74M worth of Texas Instruments Incorporated (NASDAQ:TXN) or 141,638 shares. SANDERS WAYNE R sold $2.14 million worth of Texas Instruments Incorporated (NASDAQ:TXN) on Thursday, October 26. 97,093 shares were sold by Ilan Haviv, worth $9.40 million on Thursday, October 26. ANDERSKOUV NIELS had sold 28,352 shares worth $3.10 million on Wednesday, January 31. The insider BABB RALPH W JR sold 27,048 shares worth $2.98M.

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on February, 27 after the close. They expect $2.09 earnings per share, up 11.17% or $0.21 from last year’s $1.88 per share. ESRX’s profit will be $1.18B for 8.99 P/E if the $2.09 EPS becomes a reality. After $1.90 actual earnings per share reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts 10.00% EPS growth.

Papp L Roy & Associates, which manages about $782.06 million and $462.54M US Long portfolio, upped its stake in Thermo Fisher Scientific Inc (NYSE:TMO) by 1,741 shares to 60,391 shares, valued at $11.43 million in 2017Q3, according to the filing. It also increased its holding in Costco Whsl Corp New (NASDAQ:COST) by 2,810 shares in the quarter, for a total of 44,923 shares, and has risen its stake in Vantiv Inc (NYSE:VNTV).

Among 24 analysts covering Express Scripts (NASDAQ:ESRX), 11 have Buy rating, 4 Sell and 9 Hold. Therefore 46% are positive. Express Scripts had 56 analyst reports since July 30, 2015 according to SRatingsIntel. Raymond James downgraded the shares of ESRX in report on Monday, October 9 to “Underperform” rating. The firm has “Underperform” rating by Bernstein given on Thursday, June 16. The company was maintained on Wednesday, July 26 by Oppenheimer. The rating was maintained by SunTrust on Thursday, December 14 with “Buy”. Raymond James maintained Express Scripts Holding Company (NASDAQ:ESRX) on Friday, December 15 with “Sell” rating. The rating was maintained by Mizuho with “Hold” on Wednesday, January 24. The stock of Express Scripts Holding Company (NASDAQ:ESRX) earned “Buy” rating by Jefferies on Tuesday, August 29. Morgan Stanley maintained the shares of ESRX in report on Thursday, August 10 with “Underweight” rating. The stock has “Buy” rating by Jefferies on Friday, May 26. The rating was upgraded by Bernstein on Wednesday, December 6 to “Market Perform”.

Investors sentiment increased to 0.62 in Q3 2017. Its up 0.06, from 0.56 in 2017Q2. It increased, as 66 investors sold ESRX shares while 414 reduced holdings. 72 funds opened positions while 224 raised stakes. 486.80 million shares or 2.59% less from 499.72 million shares in 2017Q2 were reported. Comml Bank Of Nova Scotia has invested 0.04% in Express Scripts Holding Company (NASDAQ:ESRX). Coho Prtn holds 0.01% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX) for 3,576 shares. Hbk Sorce Advisory Limited Liability has 0.03% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 3,538 shares. Bremer Trust Association accumulated 4,804 shares or 0.08% of the stock. 19,896 are owned by Jnba Financial Advsrs. Eaton Vance reported 61,974 shares. 504,013 are held by Sei. Minnesota-based Stonebridge Cap Advsr Ltd Limited Liability Company has invested 0.36% in Express Scripts Holding Company (NASDAQ:ESRX). Middleton Incorporated Ma holds 0.49% or 43,166 shares in its portfolio. First Quadrant LP Ca reported 179,044 shares stake. Arizona-based Arizona State Retirement Systems has invested 0.16% in Express Scripts Holding Company (NASDAQ:ESRX). Virtus Invest Advisers Incorporated accumulated 0.02% or 2,752 shares. Pekin Singer Strauss Asset Management Il reported 14,221 shares. Citadel Advisors Ltd holds 1.80 million shares. Bush Odonnell Investment Advsr Incorporated reported 98,137 shares stake.

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