Night Owl Capital Management Has Lowered Its Holding in Sensata Technologies (ST) by $1.41 Million as Market Valuation Declined; Autus Asset Management Decreased Mastercard (MA) Holding by $338,541; Stock Value Rose

January 14, 2018 - By Adrian Erickson

Autus Asset Management Llc decreased its stake in Mastercard Incorporated (MA) by 2.81% based on its latest 2017Q3 regulatory filing with the SEC. Autus Asset Management Llc sold 2,401 shares as the company’s stock rose 7.46% with the market. The institutional investor held 83,037 shares of the business services company at the end of 2017Q3, valued at $11.72M, down from 85,438 at the end of the previous reported quarter. Autus Asset Management Llc who had been investing in Mastercard Incorporated for a number of months, seems to be less bullish one the $171.85B market cap company. The stock increased 0.88% or $1.41 during the last trading session, reaching $162.33. About 3.04 million shares traded. Mastercard Incorporated (NYSE:MA) has risen 24.16% since January 14, 2017 and is uptrending. It has outperformed by 7.46% the S&P500.

John Kim decreased its stake in Sensata Technologies (ST) by 25.61% based on its latest 2017Q3 regulatory filing with the SEC. Night Owl Capital Management Llc sold 29,319 shares as the company’s stock declined 3.64% while stock markets rallied. The hedge fund run by John Kim held 85,164 shares of the industrial machinery and components company at the end of 2017Q3, valued at $4.09 million, down from 114,483 at the end of the previous reported quarter. Night Owl Capital Management Llc who had been investing in Sensata Technologies for a number of months, seems to be less bullish one the $9.28B market cap company. The stock increased 1.52% or $0.81 during the last trading session, reaching $54.16. About 1.03M shares traded. Sensata Technologies Holding N.V. (NYSE:ST) has risen 16.67% since January 14, 2017 and is uptrending. It has underperformed by 0.03% the S&P500.

Autus Asset Management Llc, which manages about $447.84M and $520.39M US Long portfolio, upped its stake in Vanguard Tax Managed Intl Fd (VEA) by 10,409 shares to 458,942 shares, valued at $19.92M in 2017Q3, according to the filing. It also increased its holding in Ishares Tr (PFF) by 11,180 shares in the quarter, for a total of 259,820 shares, and has risen its stake in Ishares Tr (HYG).

Investors sentiment increased to 0.89 in Q3 2017. Its up 0.01, from 0.88 in 2017Q2. It improved, as 39 investors sold MA shares while 488 reduced holdings. 103 funds opened positions while 367 raised stakes. 779.91 million shares or 1.33% less from 790.40 million shares in 2017Q2 were reported. Livforsakringsbolaget Skandia Omsesidigt invested in 0.23% or 18,325 shares. Paloma Prtnrs Mngmt stated it has 0.1% of its portfolio in Mastercard Incorporated (NYSE:MA). Raymond James Fin Serv reported 115,697 shares or 0.1% of all its holdings. Cohen Management Inc holds 0.24% or 6,900 shares in its portfolio. Page Arthur B invested 3.92% in Mastercard Incorporated (NYSE:MA). Sg Americas Securities Ltd holds 0% or 1,092 shares in its portfolio. Inspirion Wealth Advisors Limited Liability Corp stated it has 0.44% in Mastercard Incorporated (NYSE:MA). Oppenheimer stated it has 60,451 shares. Motley Fool Asset Management Ltd Liability accumulated 2.7% or 95,500 shares. Nordea Invest owns 1.09M shares or 0.37% of their US portfolio. Moreover, Zeke Ltd Company has 0.31% invested in Mastercard Incorporated (NYSE:MA). 67,557 were reported by Busey Tru. Dnb Asset Management As holds 98,499 shares. Argent Trust Company owns 0.98% invested in Mastercard Incorporated (NYSE:MA) for 17,627 shares. Profit Invest Management Limited invested 0.32% of its portfolio in Mastercard Incorporated (NYSE:MA).

Since July 31, 2017, it had 0 insider buys, and 8 insider sales for $48.22 million activity. 5,000 shares were sold by Haythornthwaite Richard, worth $712,540. $2.61 million worth of stock was sold by McLaughlin Edward Grunde on Tuesday, January 2. 91,107 Mastercard Incorporated (NYSE:MA) shares with value of $11.83 million were sold by HUNDMEJEAN MARTINA. Fraccaro Michael also sold $856,027 worth of Mastercard Incorporated (NYSE:MA) on Thursday, October 12. Vosburg Craig also sold $2.01 million worth of Mastercard Incorporated (NYSE:MA) shares.

Among 37 analysts covering Mastercard Incorporated (NYSE:MA), 34 have Buy rating, 0 Sell and 3 Hold. Therefore 92% are positive. Mastercard Incorporated had 97 analyst reports since July 21, 2015 according to SRatingsIntel. Credit Suisse maintained the stock with “Outperform” rating in Friday, September 8 report. On Thursday, July 27 the stock rating was maintained by Cowen & Co with “Buy”. The firm has “Overweight” rating by Cantor Fitzgerald given on Monday, October 30. The rating was initiated by Guggenheim with “Buy” on Thursday, October 8. The firm has “Overweight” rating by JP Morgan given on Wednesday, November 1. The rating was maintained by Cowen & Co on Wednesday, September 6 with “Buy”. The stock of Mastercard Incorporated (NYSE:MA) earned “Buy” rating by Evercore on Monday, September 7. The firm earned “Neutral” rating on Thursday, February 11 by Bank of America. The stock of Mastercard Incorporated (NYSE:MA) earned “Overweight” rating by Barclays Capital on Friday, September 8. The firm earned “Buy” rating on Thursday, December 17 by Sterne Agee CRT.

Analysts await Mastercard Incorporated (NYSE:MA) to report earnings on January, 30. They expect $1.12 earnings per share, up 30.23% or $0.26 from last year’s $0.86 per share. MA’s profit will be $1.19 billion for 36.23 P/E if the $1.12 EPS becomes a reality. After $1.34 actual earnings per share reported by Mastercard Incorporated for the previous quarter, Wall Street now forecasts -16.42% negative EPS growth.

Among 15 analysts covering Sensata Technologies Holdings NV (NYSE:ST), 7 have Buy rating, 0 Sell and 8 Hold. Therefore 47% are positive. Sensata Technologies Holdings NV had 55 analyst reports since July 30, 2015 according to SRatingsIntel. Cowen & Co maintained Sensata Technologies Holding N.V. (NYSE:ST) rating on Friday, September 15. Cowen & Co has “Hold” rating and $45.0 target. On Monday, January 18 the stock rating was maintained by RBC Capital Markets with “Sector Perform”. On Wednesday, October 25 the stock rating was maintained by Citigroup with “Neutral”. The company was maintained on Tuesday, July 25 by RBC Capital Markets. BMO Capital Markets maintained it with “Hold” rating and $4000 target in Tuesday, July 18 report. On Thursday, February 4 the stock rating was downgraded by Atlantic Securities to “Neutral”. Citigroup maintained it with “Neutral” rating and $49 target in Wednesday, July 26 report. RBC Capital Markets maintained it with “Buy” rating and $4600 target in Friday, July 14 report. The firm has “Outperform” rating given on Wednesday, October 28 by Oppenheimer. The stock has “Market Perform” rating by BMO Capital Markets on Wednesday, December 13.

Analysts await Sensata Technologies Holding N.V. (NYSE:ST) to report earnings on February, 1. They expect $0.85 earnings per share, up 11.84% or $0.09 from last year’s $0.76 per share. ST’s profit will be $145.71M for 15.93 P/E if the $0.85 EPS becomes a reality. After $0.81 actual earnings per share reported by Sensata Technologies Holding N.V. for the previous quarter, Wall Street now forecasts 4.94% EPS growth.

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