Jackson Wealth Management Cut Unilever Plc (UL) Holding by $3.17 Million; Sib Has Trimmed Its Lowes Cos (LOW) Position as Shares Declined

April 22, 2018 - By Clifton Ray

Unilever PLC (NYSE:UL) Logo

Jackson Wealth Management Llc decreased its stake in Unilever Plc (UL) by 57.7% based on its latest 2017Q4 regulatory filing with the SEC. Jackson Wealth Management Llc sold 57,703 shares as the company’s stock declined 4.14% with the market. The institutional investor held 42,297 shares of the package goods and cosmetics company at the end of 2017Q4, valued at $2.33M, down from 100,000 at the end of the previous reported quarter. Jackson Wealth Management Llc who had been investing in Unilever Plc for a number of months, seems to be less bullish one the $144.88 billion market cap company. The stock decreased 1.10% or $0.6 during the last trading session, reaching $54.14. About 836,655 shares traded. Unilever PLC (NYSE:UL) has risen 5.35% since April 22, 2017 and is uptrending. It has underperformed by 6.20% the S&P500.

Sib Llc decreased its stake in Lowes Cos Inc (LOW) by 56.56% based on its latest 2017Q4 regulatory filing with the SEC. Sib Llc sold 32,981 shares as the company’s stock declined 5.74% with the market. The institutional investor held 25,332 shares of the consumer services company at the end of 2017Q4, valued at $2.35M, down from 58,313 at the end of the previous reported quarter. Sib Llc who had been investing in Lowes Cos Inc for a number of months, seems to be less bullish one the $69.05B market cap company. The stock decreased 1.48% or $1.26 during the last trading session, reaching $83.62. About 7.57M shares traded or 3.88% up from the average. Lowe's Companies, Inc. (NYSE:LOW) has risen 5.39% since April 22, 2017 and is uptrending. It has underperformed by 6.16% the S&P500.

Jackson Wealth Management Llc, which manages about $318.34 million and $394.18M US Long portfolio, upped its stake in Apple Inc (NASDAQ:AAPL) by 2,121 shares to 54,931 shares, valued at $9.58 million in 2017Q4, according to the filing.

Among 12 analysts covering Unilever (NYSE:UL), 4 have Buy rating, 2 Sell and 6 Hold. Therefore 33% are positive. Unilever had 15 analyst reports since July 24, 2015 according to SRatingsIntel. As per Monday, February 27, the company rating was upgraded by Bank of America. As per Friday, March 17, the company rating was initiated by Macquarie Research. Barclays Capital downgraded Unilever PLC (NYSE:UL) on Monday, January 23 to “Equal-Weight” rating. JP Morgan upgraded the stock to “Overweight” rating in Tuesday, January 12 report. The rating was downgraded by RBC Capital Markets to “Sector Perform” on Friday, July 22. The stock has “Outperform” rating by Bernstein on Monday, August 22. The firm earned “Sell” rating on Thursday, August 10 by RBC Capital Markets. The firm has “Hold” rating given on Monday, March 27 by Liberum Capital. The company was upgraded on Friday, July 24 by Canaccord Genuity. The stock of Unilever PLC (NYSE:UL) earned “Buy” rating by Jefferies on Tuesday, December 13.

Among 35 analysts covering Lowe’s Companies Inc. (NYSE:LOW), 22 have Buy rating, 0 Sell and 13 Hold. Therefore 63% are positive. Lowe’s Companies Inc. had 97 analyst reports since August 19, 2015 according to SRatingsIntel. The stock has “Buy” rating by Credit Suisse on Tuesday, January 16. On Wednesday, November 22 the stock rating was maintained by RBC Capital Markets with “Buy”. RBC Capital Markets maintained it with “Buy” rating and $84.0 target in Tuesday, November 7 report. The firm earned “Outperform” rating on Thursday, December 8 by RBC Capital Markets. The stock has “Buy” rating by Robert W. Baird on Tuesday, October 31. Stifel Nicolaus maintained the shares of LOW in report on Friday, December 22 with “Buy” rating. Jefferies maintained it with “Hold” rating and $81.0 target in Friday, November 10 report. The firm earned “Buy” rating on Friday, February 2 by RBC Capital Markets. The rating was maintained by Deutsche Bank on Thursday, March 1 with “Buy”. On Wednesday, July 5 the stock rating was maintained by RBC Capital Markets with “Buy”.

Investors sentiment decreased to 1.01 in 2017 Q4. Its down 0.03, from 1.04 in 2017Q3. It worsened, 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. Sandy Spring Savings Bank accumulated 65,736 shares. Thompson Siegel Walmsley Ltd Llc holds 21,010 shares or 0.02% of its portfolio. Janney Montgomery Scott Llc invested in 0.1% or 104,310 shares. Argent holds 1.03% in Lowe's Companies, Inc. (NYSE:LOW) or 28,389 shares. Klingenstein Fields & Limited Liability Co has invested 0.06% in Lowe's Companies, Inc. (NYSE:LOW). Of Oklahoma holds 0.2% or 5,081 shares in its portfolio. Wunderlich Managemnt has 19,962 shares. Flossbach Von Storch Ag, a Germany-based fund reported 2.64M shares. Fruth Inv Mgmt owns 12,704 shares. Comerica Secs holds 6,054 shares. Utah Retirement Sys holds 0.3% or 155,148 shares. Moreover, Consolidated Gru Lc has 0.29% invested in Lowe's Companies, Inc. (NYSE:LOW). Pinnacle Associates Ltd holds 18,596 shares. Oakworth Inc accumulated 4,510 shares. Edgemoor Invest Advsrs Incorporated owns 351,691 shares for 4.48% of their portfolio.

Analysts await Lowe's Companies, Inc. (NYSE:LOW) to report earnings on May, 23. They expect $1.29 earnings per share, up 25.24% or $0.26 from last year’s $1.03 per share. LOW’s profit will be $1.07B for 16.21 P/E if the $1.29 EPS becomes a reality. After $0.74 actual earnings per share reported by Lowe's Companies, Inc. for the previous quarter, Wall Street now forecasts 74.32% EPS growth.

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

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