Jensen Investment Management Has Trimmed Amphenol Corp. (APH) Holding By $1.20 Million; Weiss Multi-Strategy Advisers Has Decreased Microsoft (MSFT) Holding By $1.07 Million

February 24, 2018 - By Ellis Scott

Weiss Multi-Strategy Advisers Llc decreased Microsoft Corp (MSFT) stake by 7.62% reported in 2017Q3 SEC filing. Weiss Multi-Strategy Advisers Llc sold 14,494 shares as Microsoft Corp (MSFT)’s stock rose 4.75%. The Weiss Multi-Strategy Advisers Llc holds 175,821 shares with $13.10 million value, down from 190,315 last quarter. Microsoft Corp now has $724.24 billion valuation. The stock increased 2.54% or $2.33 during the last trading session, reaching $94.06. About 26.33M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since February 24, 2017 and is uptrending. It has outperformed by 17.82% the S&P500.

Jensen Investment Management Inc decreased Amphenol Corp. (APH) stake by 0.61% reported in 2017Q3 SEC filing. Jensen Investment Management Inc sold 14,260 shares as Amphenol Corp. (APH)’s stock rose 4.95%. The Jensen Investment Management Inc holds 2.33M shares with $196.81M value, down from 2.34M last quarter. Amphenol Corp. now has $27.73B valuation. The stock increased 0.66% or $0.6 during the last trading session, reaching $90.83. About 971,319 shares traded. Amphenol Corporation (NYSE:APH) has risen 31.78% since February 24, 2017 and is uptrending. It has outperformed by 15.08% the S&P500.




Since August 25, 2017, it had 0 insider buys, and 5 selling transactions for $29.96 million activity. The insider D’AMICO LANCE E sold 10,000 shares worth $920,699. On Friday, August 25 Lampo Craig A sold $1.20 million worth of Amphenol Corporation (NYSE:APH) or 15,000 shares. 88,000 shares valued at $7.60 million were sold by Gavelle Jean-Luc on Friday, October 27. 16,000 shares valued at $1.28M were sold by Silverman David M on Tuesday, August 29. NORWITT RICHARD ADAM sold 220,000 shares worth $18.94M.

Analysts await Amphenol Corporation (NYSE:APH) to report earnings on April, 25. They expect $0.80 earnings per share, up 12.68% or $0.09 from last year’s $0.71 per share. APH’s profit will be $244.27 million for 28.38 P/E if the $0.80 EPS becomes a reality. After $0.86 actual earnings per share reported by Amphenol Corporation for the previous quarter, Wall Street now forecasts -6.98% negative EPS growth.

Among 11 analysts covering Amphenol (NYSE:APH), 5 have Buy rating, 0 Sell and 6 Hold. Therefore 45% are positive. Amphenol had 45 analyst reports since July 23, 2015 according to SRatingsIntel. On Tuesday, September 20 the stock rating was upgraded by Goldman Sachs to “Buy”. The rating was maintained by RBC Capital Markets with “Buy” on Wednesday, January 3. The firm has “Equal-Weight” rating given on Thursday, October 26 by Morgan Stanley. The stock of Amphenol Corporation (NYSE:APH) earned “Top Pick” rating by RBC Capital Markets on Thursday, October 22. The company was maintained on Thursday, October 12 by RBC Capital Markets. The firm earned “Top Pick” rating on Tuesday, June 27 by RBC Capital Markets. On Thursday, October 5 the stock rating was maintained by Deutsche Bank with “Buy”. The rating was upgraded by Bank of America on Friday, September 29 to “Buy”. The company was maintained on Thursday, June 1 by RBC Capital Markets. On Monday, November 16 the stock rating was upgraded by Goldman Sachs to “Buy”.

Investors sentiment increased to 0.95 in Q3 2017. Its up 0.07, from 0.88 in 2017Q2. It increased, as 32 investors sold APH shares while 193 reduced holdings. 51 funds opened positions while 162 raised stakes. 292.31 million shares or 0.47% less from 293.69 million shares in 2017Q2 were reported. Argent Tru Comm has 10,367 shares. Chemical National Bank holds 0.11% of its portfolio in Amphenol Corporation (NYSE:APH) for 12,091 shares. Aureus Asset Management Ltd Liability Corporation accumulated 0.04% or 2,940 shares. The Massachusetts-based Liberty Mutual Grp Asset Management Incorporated has invested 0.06% in Amphenol Corporation (NYSE:APH). Plante Moran Llc accumulated 586 shares or 0.03% of the stock. Addenda Cap Incorporated reported 77,941 shares. Whittier invested 0.28% of its portfolio in Amphenol Corporation (NYSE:APH). Smithfield Company has 0.04% invested in Amphenol Corporation (NYSE:APH) for 3,490 shares. Tower Research Limited Liability (Trc) invested in 0.01% or 729 shares. Moreover, Pictet Asset Limited has 0.04% invested in Amphenol Corporation (NYSE:APH) for 152,107 shares. Hightower Advsr Llc holds 0.07% or 95,567 shares in its portfolio. Glenmede Com Na holds 0.54% of its portfolio in Amphenol Corporation (NYSE:APH) for 1.45 million shares. Bbva Compass Bankshares has invested 0.04% in Amphenol Corporation (NYSE:APH). Webster National Bank N A reported 1,600 shares. Stack Finance Mgmt Inc has invested 1.24% in Amphenol Corporation (NYSE:APH).

Investors sentiment increased to 0.83 in Q3 2017. Its up 0.01, from 0.82 in 2017Q2. It improved, as 40 investors sold MSFT shares while 952 reduced holdings. 114 funds opened positions while 708 raised stakes. 5.51 billion shares or 0.32% less from 5.53 billion shares in 2017Q2 were reported. Amarillo Commercial Bank accumulated 34,359 shares or 0.88% of the stock. West Coast Ltd Llc accumulated 31,228 shares. Annex Advisory Serv Limited Liability Com stated it has 0.44% in Microsoft Corporation (NASDAQ:MSFT). 27,395 are owned by Meridian Invest Counsel. Cannell Peter B And Comm Inc holds 1.25 million shares or 3.22% of its portfolio. Tiemann Invest Advsr Ltd Limited Liability Company reported 50,420 shares or 3.18% of all its holdings. Fic Cap holds 1.94% or 68,353 shares in its portfolio. Moreover, City Hldg has 1.4% invested in Microsoft Corporation (NASDAQ:MSFT) for 55,956 shares. Compass Management has invested 4.33% in Microsoft Corporation (NASDAQ:MSFT). Evanson Asset Management Ltd Liability holds 0.33% in Microsoft Corporation (NASDAQ:MSFT) or 20,617 shares. Ulysses Mngmt Ltd Liability Co holds 2.09% or 257,500 shares in its portfolio. Partner Fund LP accumulated 1.05M shares. Edge Wealth Limited Liability reported 195,117 shares or 4.39% of all its holdings. Polar Capital Llp holds 1.71% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 2.04 million shares. Rand Wealth Ltd Co invested in 0.77% or 89,565 shares.

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on April, 26. They expect $0.85 EPS, up 16.44% or $0.12 from last year’s $0.73 per share. MSFT’s profit will be $6.54 billion for 27.66 P/E if the $0.85 EPS becomes a reality. After $0.96 actual EPS reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts -11.46% negative EPS growth.

Weiss Multi-Strategy Advisers Llc increased Dish Network Corp (NASDAQ:DISH) stake by 55,097 shares to 79,297 valued at $4.30M in 2017Q3. It also upped Shire Plc (NASDAQ:SHPG) stake by 8,500 shares and now owns 30,000 shares. Diplomat Pharmacy Inc (NYSE:DPLO) was raised too.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 6 Hold. Therefore 78% are positive. Microsoft Corporation had 167 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by Stifel Nicolaus with “Buy” on Monday, July 3. As per Friday, October 27, the company rating was maintained by Canaccord Genuity. Barclays Capital maintained Microsoft Corporation (NASDAQ:MSFT) on Thursday, January 25 with “Overweight” rating. The company was maintained on Wednesday, January 3 by Piper Jaffray. The stock has “Outperform” rating by BMO Capital Markets on Friday, October 21. Canaccord Genuity initiated Microsoft Corporation (NASDAQ:MSFT) on Monday, May 16 with “Hold” rating. As per Thursday, August 13, the company rating was upgraded by Stifel Nicolaus. The stock of Microsoft Corporation (NASDAQ:MSFT) has “Market Perform” rating given on Tuesday, July 19 by William Blair. Credit Suisse maintained Microsoft Corporation (NASDAQ:MSFT) on Wednesday, January 31 with “Buy” rating. Cowen & Co maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, July 21 with “Buy” rating.

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