As General Electric Co (GE) Share Price Declined, Holder Weatherly Asset Management Decreased Its Stake; Quantum Capital Management Has Lowered Its Position in Moodys (MCO) as Stock Rose

February 22, 2018 - By Hazel Jackson

Weatherly Asset Management decreased its stake in General Electric Co (GE) by 10.03% based on its latest 2017Q3 regulatory filing with the SEC. Weatherly Asset Management sold 18,043 shares as the company’s stock declined 7.64% while stock markets rallied. The institutional investor held 161,858 shares of the consumer electronics and appliances company at the end of 2017Q3, valued at $3.91M, down from 179,901 at the end of the previous reported quarter. Weatherly Asset Management who had been investing in General Electric Co for a number of months, seems to be less bullish one the $130.25B market cap company. The stock increased 3.65% or $0.529 during the last trading session, reaching $15.019. About 36.29 million shares traded. General Electric Company (NYSE:GE) has declined 4.46% since February 22, 2017 and is downtrending. It has underperformed by 21.16% the S&P500.

Quantum Capital Management Llc decreased its stake in Moodys Corp (MCO) by 8.16% based on its latest 2017Q3 regulatory filing with the SEC. Quantum Capital Management Llc sold 2,353 shares as the company’s stock rose 1.64% with the market. The institutional investor held 26,492 shares of the consumer services company at the end of 2017Q3, valued at $3.69 million, down from 28,845 at the end of the previous reported quarter. Quantum Capital Management Llc who had been investing in Moodys Corp for a number of months, seems to be less bullish one the $32.15B market cap company. The stock increased 0.74% or $1.24 during the last trading session, reaching $168.23. About 187,562 shares traded. Moody's Corporation (NYSE:MCO) has risen 23.29% since February 22, 2017 and is uptrending. It has outperformed by 6.59% the S&P500.




Investors sentiment increased to 1.01 in Q3 2017. Its up 0.03, from 0.98 in 2017Q2. It improved, as 18 investors sold MCO shares while 182 reduced holdings. 65 funds opened positions while 137 raised stakes. 158.15 million shares or 1.61% less from 160.75 million shares in 2017Q2 were reported. X Company Ltd Liability Company reported 4,410 shares stake. Moreover, Ig Inv Mngmt Limited has 0.13% invested in Moody's Corporation (NYSE:MCO) for 184,754 shares. Ativo Management Limited Liability Corporation holds 0.75% or 20,150 shares. Sg Americas Securities Lc reported 3,110 shares or 0% of all its holdings. 1.56 million were accumulated by Neuberger Berman Grp Limited Liability Corp. Amp Cap Invsts Ltd stated it has 0.04% of its portfolio in Moody's Corporation (NYSE:MCO). State Board Of Administration Of Florida Retirement Sys holds 0.1% or 256,311 shares in its portfolio. California Public Employees Retirement System reported 0.1% of its portfolio in Moody's Corporation (NYSE:MCO). Virginia Retirement Sys Et Al holds 156,300 shares or 0.26% of its portfolio. Fuller & Thaler Asset Management Inc reported 700 shares. Cap Interest Ltd Ca owns 76,104 shares for 0.7% of their portfolio. Bankshares Of Ny Mellon has invested 0.06% of its portfolio in Moody's Corporation (NYSE:MCO). The Kentucky-based Kentucky Retirement Sys has invested 0.11% in Moody's Corporation (NYSE:MCO). M&T Bancshares invested in 0.02% or 30,368 shares. Moreover, Bancorporation Of Montreal Can has 0.08% invested in Moody's Corporation (NYSE:MCO).

Among 14 analysts covering Moody’s (NYSE:MCO), 3 have Buy rating, 0 Sell and 11 Hold. Therefore 21% are positive. Moody’s had 50 analyst reports since October 5, 2015 according to SRatingsIntel. The stock of Moody's Corporation (NYSE:MCO) has “Market Perform” rating given on Wednesday, September 6 by BMO Capital Markets. The firm has “Buy” rating by Argus Research given on Monday, February 22. Barclays Capital maintained Moody's Corporation (NYSE:MCO) on Wednesday, June 28 with “Hold” rating. The stock has “Hold” rating by Piper Jaffray on Monday, July 24. On Friday, April 28 the stock rating was maintained by Barclays Capital with “Hold”. The firm has “Hold” rating given on Friday, February 9 by BMO Capital Markets. The stock has “Hold” rating by Piper Jaffray on Wednesday, October 4. Barclays Capital maintained Moody's Corporation (NYSE:MCO) on Tuesday, August 23 with “Overweight” rating. Credit Suisse maintained it with “Neutral” rating and $187 target in Monday, February 12 report. The stock has “Equal-Weight” rating by Barclays Capital on Friday, September 15.

Since September 7, 2017, it had 0 insider buys, and 4 selling transactions for $16.24 million activity. 62,500 shares were sold by Almeida Mark, worth $10.11M on Wednesday, November 22. MCDANIEL RAYMOND W sold $6.07M worth of stock or 45,216 shares. The insider Duffie Darrell sold $69,205.

Analysts await Moody's Corporation (NYSE:MCO) to report earnings on May, 4. They expect $1.73 EPS, up 17.69% or $0.26 from last year’s $1.47 per share. MCO’s profit will be $330.61 million for 24.31 P/E if the $1.73 EPS becomes a reality. After $1.51 actual EPS reported by Moody's Corporation for the previous quarter, Wall Street now forecasts 14.57% EPS growth.

Since January 26, 2018, it had 1 buy, and 0 insider sales for $43,446 activity.

Among 28 analysts covering General Electric Company (NYSE:GE), 8 have Buy rating, 5 Sell and 15 Hold. Therefore 29% are positive. General Electric Company had 91 analyst reports since July 21, 2015 according to SRatingsIntel. As per Monday, January 25, the company rating was maintained by RBC Capital Markets. The rating was downgraded by TheStreet on Wednesday, August 26 to “Buy”. William Blair upgraded it to “Outperform” rating and $32 target in Tuesday, October 13 report. The stock of General Electric Company (NYSE:GE) earned “Hold” rating by Vetr on Tuesday, September 22. On Thursday, January 21 the stock rating was initiated by Citigroup with “Buy”. On Monday, August 7 the stock rating was maintained by Cowen & Co with “Hold”. The rating was upgraded by Langenberg to “Buy” on Monday, November 13. Bank of America upgraded it to “Buy” rating and $27.0 target in Monday, October 23 report. The stock of General Electric Company (NYSE:GE) has “Outperform” rating given on Friday, December 16 by Bernstein. The stock of General Electric Company (NYSE:GE) earned “Buy” rating by on Monday, October 10.

Analysts await General Electric Company (NYSE:GE) to report earnings on April, 20. They expect $0.12 earnings per share, down 42.86% or $0.09 from last year’s $0.21 per share. GE’s profit will be $1.04 billion for 31.29 P/E if the $0.12 EPS becomes a reality. After $0.27 actual earnings per share reported by General Electric Company for the previous quarter, Wall Street now forecasts -55.56% negative EPS growth.

Investors sentiment decreased to 0.69 in Q3 2017. Its down 0.10, from 0.79 in 2017Q2. It is negative, as 112 investors sold GE shares while 818 reduced holdings. 118 funds opened positions while 525 raised stakes. 4.70 billion shares or 1.82% more from 4.61 billion shares in 2017Q2 were reported. Banque Pictet Cie holds 0.17% of its portfolio in General Electric Company (NYSE:GE) for 311,883 shares. Zeke Capital Advisors Limited Com has 156,078 shares for 0.52% of their portfolio. Segment Wealth Mgmt Ltd Llc invested 0.16% of its portfolio in General Electric Company (NYSE:GE). Central Savings Bank stated it has 0.14% in General Electric Company (NYSE:GE). Mraz Amerine And Associates holds 14,070 shares. Steinberg Glob Asset Mngmt holds 0.23% or 64,157 shares in its portfolio. Mathes invested in 75,559 shares. Sage Fin Group holds 0.02% or 3,972 shares. Counsel Ltd Liability Co reported 0.03% in General Electric Company (NYSE:GE). Lvm Mgmt Limited Mi reported 0.2% of its portfolio in General Electric Company (NYSE:GE). Massachusetts-based Reynders Mcveigh Capital Llc has invested 0.3% in General Electric Company (NYSE:GE). Carlton Hofferkamp & Jenks Wealth Limited Liability Company owns 83,309 shares for 1.29% of their portfolio. 23,450 were reported by Baldwin Management Ltd Liability. Amer Assets Investment Ltd Liability Com holds 2.17% in General Electric Company (NYSE:GE) or 450,000 shares. Violich Capital Management Incorporated invested in 16,726 shares or 0.11% of the stock.

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