Johnson Investment Counsel Has Increased Its Paccar (PCAR) Stake by $351,237 as Stock Declined; Amphenol New (APH) Market Valuation Declined While Reilly Financial Advisors Trimmed by $913,848 Its Holding

April 23, 2018 - By wolcottdaily

PACCAR Inc (NASDAQ:PCAR) Logo

Reilly Financial Advisors Llc decreased its stake in Amphenol Corp New (APH) by 7.15% based on its latest 2017Q4 regulatory filing with the SEC. Reilly Financial Advisors Llc sold 10,504 shares as the company’s stock declined 2.89% with the market. The institutional investor held 136,332 shares of the electrical products company at the end of 2017Q4, valued at $11.97 million, down from 146,836 at the end of the previous reported quarter. Reilly Financial Advisors Llc who had been investing in Amphenol Corp New for a number of months, seems to be less bullish one the $26.03 billion market cap company. The stock decreased 1.15% or $0.99 during the last trading session, reaching $85.21. About 1.52M shares traded or 12.98% up from the average. Amphenol Corporation (NYSE:APH) has risen 20.58% since April 23, 2017 and is uptrending. It has outperformed by 9.03% the S&P500.

Johnson Investment Counsel Inc increased its stake in Paccar Incorporated (PCAR) by 1.1% based on its latest 2017Q4 regulatory filing with the SEC. Johnson Investment Counsel Inc bought 4,947 shares as the company’s stock declined 10.03% with the market. The institutional investor held 454,153 shares of the auto manufacturing company at the end of 2017Q4, valued at $32.28M, up from 449,206 at the end of the previous reported quarter. Johnson Investment Counsel Inc who had been investing in Paccar Incorporated for a number of months, seems to be bullish on the $24.36B market cap company. The stock decreased 0.66% or $0.46 during the last trading session, reaching $69.18. About 1.76 million shares traded. PACCAR Inc (NASDAQ:PCAR) has declined 0.61% since April 23, 2017 and is downtrending. It has underperformed by 12.16% the S&P500.

Since October 27, 2017, it had 0 buys, and 3 selling transactions for $27.46 million activity. 10,000 shares were sold by D’AMICO LANCE E, worth $920,699 on Friday, February 2. 88,000 shares were sold by Gavelle Jean-Luc, worth $7.60M on Friday, October 27.

Reilly Financial Advisors Llc, which manages about $679.11M and $704.29 million US Long portfolio, upped its stake in Spdr Series Trust (MDYG) by 4,486 shares to 4,586 shares, valued at $713,000 in 2017Q4, according to the filing. It also increased its holding in Kimberly Clark Corp (NYSE:KMB) by 75,074 shares in the quarter, for a total of 77,465 shares, and has risen its stake in Apogee Enterprises Inc (NASDAQ:APOG).

Among 11 analysts covering Amphenol (NYSE:APH), 5 have Buy rating, 0 Sell and 6 Hold. Therefore 45% are positive. Amphenol had 46 analyst reports since July 23, 2015 according to SRatingsIntel. The firm has “Neutral” rating by Suntrust Robinson given on Thursday, January 21. Stifel Nicolaus maintained Amphenol Corporation (NYSE:APH) on Thursday, January 18 with “Hold” rating. The firm has “Hold” rating given on Tuesday, December 15 by Drexel Hamilton. The rating was maintained by RBC Capital Markets on Monday, January 15 with “Buy”. As per Friday, March 2, the company rating was downgraded by Stifel Nicolaus. As per Thursday, July 23, the company rating was maintained by RBC Capital Markets. Deutsche Bank maintained Amphenol Corporation (NYSE:APH) rating on Thursday, October 5. Deutsche Bank has “Buy” rating and $95.0 target. The stock of Amphenol Corporation (NYSE:APH) earned “Buy” rating by RBC Capital Markets on Wednesday, January 3. The stock has “Neutral” rating by Goldman Sachs on Monday, March 14. As per Wednesday, December 13, the company rating was maintained by Morgan Stanley.

Analysts await Amphenol Corporation (NYSE:APH) to report earnings on April, 25 before the open. 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 $244.38 million for 26.63 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.

Investors sentiment decreased to 0.91 in 2017 Q4. Its down 0.04, from 0.95 in 2017Q3. It worsened, 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. Vontobel Asset Mngmt stated it has 0.04% of its portfolio in Amphenol Corporation (NYSE:APH). Washington Management Inc holds 7,252 shares. 117,795 are owned by South Street Advsrs Ltd Liability. Franklin Resource reported 1.22 million shares stake. Hutchin Hill Cap Lp reported 5,100 shares. Btim Corporation, Massachusetts-based fund reported 20,018 shares. Palisade Capital Management Limited Liability Nj owns 260,760 shares for 0.78% of their portfolio. Creative Planning invested in 12,785 shares. 2,557 were reported by Fifth Third Comml Bank. Moreover, State Treasurer State Of Michigan has 0.06% invested in Amphenol Corporation (NYSE:APH). Checchi Cap Advisers Ltd Liability owns 3,287 shares for 0.04% of their portfolio. Aureus Asset Mngmt Ltd Com stated it has 2,940 shares or 0.04% of all its holdings. Cookson Peirce & owns 306,825 shares. Fisher Asset Management Limited Liability Com holds 4,976 shares or 0% of its portfolio. Pitcairn invested in 0.38% or 42,842 shares.

Investors sentiment increased to 1.4 in 2017 Q4. Its up 0.34, from 1.06 in 2017Q3. It increased, as 24 investors sold PCAR shares while 142 reduced holdings. 71 funds opened positions while 161 raised stakes. 214.70 million shares or 0.34% more from 213.97 million shares in 2017Q3 were reported. First Interstate Savings Bank owns 2,000 shares. Kelly Lawrence W And Ca stated it has 5,850 shares. Exxonmobil Mgmt Tx holds 55,908 shares. Teacher Retirement Systems Of Texas has invested 0.08% in PACCAR Inc (NASDAQ:PCAR). Captrust Advisors accumulated 0.05% or 10,800 shares. Thrivent For Lutherans holds 14,250 shares or 0% of its portfolio. Price T Rowe Associate Md reported 3.19M shares or 0.04% of all its holdings. New York-based Prns Limited Liability Company has invested 0.4% in PACCAR Inc (NASDAQ:PCAR). 6,186 are owned by First Midwest Natl Bank Division. Hightower Advsrs Ltd holds 0.05% or 84,677 shares in its portfolio. Gateway Investment Advisers Ltd stated it has 20,186 shares or 0.01% of all its holdings. Amundi Pioneer Asset Mngmt Inc reported 0.03% in PACCAR Inc (NASDAQ:PCAR). Macquarie Limited accumulated 3,300 shares. Texas Yale Corp invested 0.52% in PACCAR Inc (NASDAQ:PCAR). Marathon Asset Mgmt Limited Liability Partnership has 0.4% invested in PACCAR Inc (NASDAQ:PCAR) for 356,265 shares.

Since October 30, 2017, it had 2 insider buys, and 2 insider sales for $1.88 million activity. $39,356 worth of PACCAR Inc (NASDAQ:PCAR) was bought by Davila Marco A. on Friday, February 16. $1.63M worth of PACCAR Inc (NASDAQ:PCAR) was sold by LeVier Jack K.. GRANDSTAFF DOUGLAS S bought 21 shares worth $1,482.

Johnson Investment Counsel Inc, which manages about $8.19 billion and $4.00 billion US Long portfolio, decreased its stake in Union Pacific Corporation (NYSE:UNP) by 5,866 shares to 351,662 shares, valued at $47.16M in 2017Q4, according to the filing. It also reduced its holding in Energy Select Sector Spdr Fund (XLE) by 5,711 shares in the quarter, leaving it with 77,298 shares, and cut its stake in Wal (NYSE:WMT).

PACCAR Inc (NASDAQ:PCAR) Institutional Positions Chart

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