Unilever Plc (UL) Shareholder First Personal Financial Services Has Decreased Stake as Stock Declined; Athena Capital Advisors Holding in Pepsico (PEP) Cut by $399,480

April 17, 2018 - By Pete Kolinski

Unilever PLC (NYSE:UL) Logo

Athena Capital Advisors Llc decreased its stake in Pepsico Inc (PEP) by 66.45% based on its latest 2017Q4 regulatory filing with the SEC. Athena Capital Advisors Llc sold 3,329 shares as the company’s stock declined 9.24% with the market. The hedge fund held 1,681 shares of the consumer non-durables company at the end of 2017Q4, valued at $202,000, down from 5,010 at the end of the previous reported quarter. Athena Capital Advisors Llc who had been investing in Pepsico Inc for a number of months, seems to be less bullish one the $154.60 billion market cap company. The stock decreased 0.91% or $1.0036 during the last trading session, reaching $108.9164. About 3.21M shares traded. PepsiCo, Inc. (NYSE:PEP) has declined 3.75% since April 17, 2017 and is downtrending. It has underperformed by 15.30% the S&P500.

First Personal Financial Services decreased its stake in Unilever Plc (UL) by 95.52% based on its latest 2017Q4 regulatory filing with the SEC. First Personal Financial Services sold 10,800 shares as the company’s stock declined 4.14% with the market. The institutional investor held 506 shares of the package goods and cosmetics company at the end of 2017Q4, valued at $28,000, down from 11,306 at the end of the previous reported quarter. First Personal Financial Services who had been investing in Unilever Plc for a number of months, seems to be less bullish one the $150.53 billion market cap company. The stock increased 0.29% or $0.16 during the last trading session, reaching $56.25. About 490,658 shares traded. Unilever PLC (NYSE:UL) has risen 5.35% since April 17, 2017 and is uptrending. It has underperformed by 6.20% the S&P500.

Among 22 analysts covering PepsiCo (NYSE:PEP), 8 have Buy rating, 0 Sell and 14 Hold. Therefore 36% are positive. PepsiCo had 67 analyst reports since July 21, 2015 according to SRatingsIntel. The company was maintained on Tuesday, April 19 by Goldman Sachs. As per Friday, December 22, the company rating was maintained by Stifel Nicolaus. The stock of PepsiCo, Inc. (NASDAQ:PEP) has “Neutral” rating given on Friday, February 26 by Sterne Agee CRT. The firm has “Overweight” rating given on Tuesday, April 19 by Barclays Capital. Jefferies maintained it with “Buy” rating and $133.0 target in Monday, September 18 report. The firm has “Positive” rating by Susquehanna given on Wednesday, April 12. The firm earned “Buy” rating on Friday, April 28 by BMO Capital Markets. The firm has “Buy” rating by Cowen & Co given on Monday, January 8. RBC Capital Markets maintained PepsiCo, Inc. (NASDAQ:PEP) on Wednesday, October 7 with “Sector Perform” rating. The stock of PepsiCo, Inc. (NASDAQ:PEP) earned “In-Line” rating by Evercore on Wednesday, February 14.

Analysts await PepsiCo, Inc. (NASDAQ:PEP) to report earnings on April, 26 before the open. They expect $0.92 EPS, down 2.13% or $0.02 from last year’s $0.94 per share. PEP’s profit will be $1.31B for 29.60 P/E if the $0.92 EPS becomes a reality. After $1.31 actual EPS reported by PepsiCo, Inc. for the previous quarter, Wall Street now forecasts -29.77% negative EPS growth.

Investors sentiment decreased to 0.86 in 2017 Q4. Its down 0.08, from 0.94 in 2017Q3. It dived, as 63 investors sold PEP shares while 712 reduced holdings. 122 funds opened positions while 542 raised stakes. 958.76 million shares or 0.63% less from 964.87 million shares in 2017Q3 were reported. Lord Abbett And Co reported 920,890 shares. Highland Capital Mgmt LP reported 0.17% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP). Busey has 2.35% invested in PepsiCo, Inc. (NASDAQ:PEP) for 153,505 shares. Kingfisher Capital Limited Liability stated it has 0.49% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP). Richard Bernstein Advsr Ltd Llc holds 24,191 shares or 0.13% of its portfolio. Ironwood Invest Mngmt Lc reported 0.33% stake. Opus Grp Inc Ltd Liability Co has 0.31% invested in PepsiCo, Inc. (NASDAQ:PEP). Saratoga Research And Invest Mngmt stated it has 268,730 shares. Clifford Swan Inv Counsel Ltd Liability holds 145,905 shares or 0.95% of its portfolio. Whalerock Point Prtn Lc stated it has 44,663 shares. Sumitomo Mitsui Tru reported 0.67% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP). Farmers Merchants Invs Inc invested in 1.31% or 150,004 shares. M&R Management stated it has 57,548 shares. Weatherly Asset Management Lp invested in 0.06% or 2,163 shares. Moreover, Baldwin Invest Management Limited Com has 0.12% invested in PepsiCo, Inc. (NASDAQ:PEP) for 2,820 shares.

First Personal Financial Services, which manages about $513.32M US Long portfolio, upped its stake in Illinois Tool Wks Inc (NYSE:ITW) by 2,380 shares to 4,637 shares, valued at $774,000 in 2017Q4, according to the filing. It also increased its holding in Select Sector Spdr Tr (Prn) (XLE) by 49,457 shares in the quarter, for a total of 51,077 shares, and has risen its stake in Ishares Tr (IVW).

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. Liberum Capital reinitiated Unilever PLC (NYSE:UL) on Monday, March 27 with “Hold” rating. Bernstein initiated the stock with “Outperform” rating in Monday, August 22 report. Bank of America upgraded the shares of UL in report on Monday, February 27 to “Neutral” rating. The company was downgraded on Friday, July 22 by RBC Capital Markets. On Friday, July 24 the stock rating was upgraded by Canaccord Genuity to “Buy”. As per Friday, November 17, the company rating was initiated by Argus Research. The rating was downgraded by Barclays Capital to “Equal-Weight” on Monday, January 23. As per Wednesday, December 7, the company rating was downgraded by JP Morgan. The rating was downgraded by ABN Amro to “Sell” on Monday, April 3. The company was downgraded on Thursday, August 10 by RBC Capital Markets.

PepsiCo, Inc. (NASDAQ:PEP) Institutional Positions Chart

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