As Lowes Cos (LOW) Valuation Declined, Shareholder Ironsides Asset Advisors Has Trimmed Holding; As Amphenol (APH) Stock Declined, Holder Davis R M Has Decreased Stake

May 18, 2018 - By Richard Conner

Amphenol Corporation (NYSE:APH) Logo

Ironsides Asset Advisors Llc decreased its stake in Lowes Cos Inc (LOW) by 2.84% based on its latest 2017Q4 regulatory filing with the SEC. Ironsides Asset Advisors Llc sold 30,448 shares as the company’s stock declined 5.74% with the market. The institutional investor held 1.04M shares of the consumer services company at the end of 2017Q4, valued at $96.68 million, down from 1.07 million at the end of the previous reported quarter. Ironsides Asset Advisors Llc who had been investing in Lowes Cos Inc for a number of months, seems to be less bullish one the $71.40B market cap company. The stock increased 1.16% or $0.99 during the last trading session, reaching $86.46. About 515,005 shares traded. Lowe's Companies, Inc. (NYSE:LOW) has risen 5.39% since May 18, 2017 and is uptrending. It has underperformed by 6.16% the S&P500.




Davis R M Inc decreased its stake in Amphenol Corp (APH) by 3.25% based on its latest 2017Q4 regulatory filing with the SEC. Davis R M Inc sold 17,654 shares as the company’s stock declined 2.89% with the market. The institutional investor held 525,278 shares of the electrical products company at the end of 2017Q4, valued at $46.12M, down from 542,932 at the end of the previous reported quarter. Davis R M Inc who had been investing in Amphenol Corp for a number of months, seems to be less bullish one the $26.49B market cap company. The stock decreased 0.27% or $0.24 during the last trading session, reaching $87.88. About 122,353 shares traded. Amphenol Corporation (NYSE:APH) has risen 20.58% since May 18, 2017 and is uptrending. It has outperformed by 9.03% the S&P500.

Among 11 analysts covering Amphenol (NYSE:APH), 5 have Buy rating, 0 Sell and 6 Hold. Therefore 45% are positive. Amphenol had 47 analyst reports since July 23, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Top Pick” rating in Thursday, March 2 report. The firm has “Neutral” rating given on Thursday, January 21 by Suntrust Robinson. Zacks downgraded the stock to “Buy” rating in Wednesday, August 26 report. On Thursday, January 25 the stock rating was maintained by SunTrust with “Hold”. RBC Capital Markets maintained Amphenol Corporation (NYSE:APH) rating on Monday, January 15. RBC Capital Markets has “Buy” rating and $100.0 target. The rating was maintained by Stifel Nicolaus with “Hold” on Thursday, January 18. The firm has “Buy” rating given on Thursday, October 5 by Deutsche Bank. The stock has “Buy” rating by Deutsche Bank on Thursday, October 26. The firm has “Buy” rating by Goldman Sachs given on Tuesday, September 20. The company was maintained on Thursday, April 26 by Morgan Stanley.

Davis R M Inc, which manages about $2.84 billion and $2.55 billion US Long portfolio, upped its stake in Tjx Cos Inc (NYSE:TJX) by 6,055 shares to 400,401 shares, valued at $30.62M in 2017Q4, according to the filing. It also increased its holding in Nordson Corp (NASDAQ:NDSN) by 25,954 shares in the quarter, for a total of 47,749 shares, and has risen its stake in Guggenheim Bulletshares 2019 C (BSCJ).

Analysts await Amphenol Corporation (NYSE:APH) to report earnings on July, 25. They expect $0.85 EPS, up 4.94% or $0.04 from last year’s $0.81 per share. APH’s profit will be $256.22 million for 25.85 P/E if the $0.85 EPS becomes a reality. After $0.83 actual EPS reported by Amphenol Corporation for the previous quarter, Wall Street now forecasts 2.41% EPS growth.

Investors sentiment decreased to 0.91 in Q4 2017. Its down 0.04, from 0.95 in 2017Q3. It dropped, as 25 investors sold APH shares while 209 reduced holdings. 53 funds opened positions while 159 raised stakes. 289.04 million shares or 1.12% less from 292.31 million shares in 2017Q3 were reported. Laffer Invs stated it has 25,320 shares or 0.56% of all its holdings. Zevenbergen Capital Invs Ltd has invested 0.03% in Amphenol Corporation (NYSE:APH). The Connecticut-based Gillespie Robinson And Grimm has invested 2.95% in Amphenol Corporation (NYSE:APH). Eagle Asset invested in 0.25% or 510,347 shares. Mitsubishi Ufj Secs reported 1,100 shares. Exxonmobil Tx stated it has 48,550 shares. Numeric Invsts Ltd Llc holds 0.05% or 73,050 shares. Sg Americas Securities Ltd Company owns 72,716 shares. Nuance Invests Lc owns 210,115 shares or 1.23% of their US portfolio. Greenleaf Trust invested 0.03% of its portfolio in Amphenol Corporation (NYSE:APH). Grantham Mayo Van Otterloo And Company Lc invested in 0.39% or 753,948 shares. Davis R M Incorporated invested in 525,278 shares or 1.81% of the stock. Ghp Invest Advsrs Inc stated it has 0.28% in Amphenol Corporation (NYSE:APH). Guardian Life Insur Of America reported 989 shares. Motco reported 75,620 shares.

Since February 2, 2018, it had 0 buys, and 1 insider sale for $920,699 activity.

Ironsides Asset Advisors Llc, which manages about $457.28M and $258.14 million US Long portfolio, upped its stake in Wisdomtree Tr (DFJ) by 13,790 shares to 25,140 shares, valued at $2.02M in 2017Q4, according to the filing. It also increased its holding in Etf Managers Tr by 14,485 shares in the quarter, for a total of 27,960 shares, and has risen its stake in Wisdomtree Tr (EXT).

Investors sentiment decreased to 1.01 in 2017 Q4. Its down 0.03, from 1.04 in 2017Q3. It dived, as 48 investors sold LOW shares while 437 reduced holdings. 138 funds opened positions while 351 raised stakes. 585.84 million shares or 0.67% less from 589.78 million shares in 2017Q3 were reported. Moreover, Estabrook Mngmt has 0.03% invested in Lowe's Companies, Inc. (NYSE:LOW) for 2,435 shares. Usa Fincl Portformulas Corp holds 0.12% in Lowe's Companies, Inc. (NYSE:LOW) or 5,274 shares. Berkshire Asset Mgmt Limited Liability Corp Pa holds 0.06% of its portfolio in Lowe's Companies, Inc. (NYSE:LOW) for 6,419 shares. Moreover, Sustainable Growth Advisers Lp has 3.93% invested in Lowe's Companies, Inc. (NYSE:LOW) for 3.61 million shares. Hall Laurie J Trustee invested in 1,100 shares. Proshare Advsr Ltd Liability Co owns 949,496 shares for 0.61% of their portfolio. Beaumont Fincl Ptnrs Limited holds 1.48% in Lowe's Companies, Inc. (NYSE:LOW) or 136,058 shares. Regent Inv Ltd holds 1.08% or 35,361 shares in its portfolio. Valicenti Advisory Services owns 72,028 shares. Moreover, Brown Advisory Inc has 0.65% invested in Lowe's Companies, Inc. (NYSE:LOW) for 2.22 million shares. Ashfield Capital Prns Ltd Liability Company reported 11,161 shares. New Mexico Educational Retirement Board invested in 81,177 shares. Peninsula Asset Mgmt invested in 49,012 shares or 3.38% of the stock. 50,159 are held by Bridges Inv Inc. Putnam Limited Com reported 1.35M shares stake.

Analysts await Lowe's Companies, Inc. (NYSE:LOW) to report earnings on May, 23 before the open. They expect $1.24 EPS, up 20.39% or $0.21 from last year’s $1.03 per share. LOW’s profit will be $1.02 billion for 17.43 P/E if the $1.24 EPS becomes a reality. After $0.74 actual EPS reported by Lowe's Companies, Inc. for the previous quarter, Wall Street now forecasts 67.57% EPS growth.

Among 36 analysts covering Lowe’s Companies Inc. (NYSE:LOW), 23 have Buy rating, 0 Sell and 13 Hold. Therefore 64% are positive. Lowe’s Companies Inc. had 98 analyst reports since August 19, 2015 according to SRatingsIntel. The stock of Lowe's Companies, Inc. (NYSE:LOW) has “Hold” rating given on Wednesday, August 23 by Jefferies. The stock of Lowe's Companies, Inc. (NYSE:LOW) has “Hold” rating given on Wednesday, February 28 by Piper Jaffray. The firm has “Buy” rating given on Wednesday, November 22 by RBC Capital Markets. KeyBanc Capital Markets maintained the stock with “Buy” rating in Wednesday, November 22 report. The firm has “Buy” rating given on Tuesday, November 7 by RBC Capital Markets. Robert W. Baird maintained the shares of LOW in report on Wednesday, January 24 with “Outperform” rating. Stifel Nicolaus maintained the stock with “Buy” rating in Wednesday, August 23 report. The firm earned “Buy” rating on Friday, May 20 by Citigroup. Jefferies maintained the shares of LOW in report on Thursday, September 28 with “Hold” rating. The rating was maintained by RBC Capital Markets on Wednesday, August 23 with “Buy”.

Lowe's Companies, Inc. (NYSE:LOW) Institutional Positions Chart

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