As Kansas City Southern (KSU) Stock Value Declined, Shelton Capital Management Has Lowered Its Position; Hills Bank & Trust Company Boosted Its Pfizer (PFE) Holding by $984,276 as Stock Price Declined

April 18, 2018 - By Linda Rogers

Pfizer Inc. (NYSE:PFE) Logo

Hills Bank & Trust Company increased its stake in Pfizer Inc (PFE) by 131.24% based on its latest 2017Q4 regulatory filing with the SEC. Hills Bank & Trust Company bought 27,341 shares as the company’s stock declined 3.13% with the market. The institutional investor held 48,174 shares of the health care company at the end of 2017Q4, valued at $1.75 million, up from 20,833 at the end of the previous reported quarter. Hills Bank & Trust Company who had been investing in Pfizer Inc for a number of months, seems to be bullish on the $216.11B market cap company. The stock decreased 0.55% or $0.2 during the last trading session, reaching $36.33. About 16.77M shares traded. Pfizer Inc. (NYSE:PFE) has risen 2.43% since April 18, 2017 and is uptrending. It has underperformed by 9.12% the S&P500.

Shelton Capital Management decreased its stake in Kansas City Southern (KSU) by 54.03% based on its latest 2017Q4 regulatory filing with the SEC. Shelton Capital Management sold 14,000 shares as the company’s stock declined 1.11% with the market. The institutional investor held 11,911 shares of the railroads company at the end of 2017Q4, valued at $1.25 million, down from 25,911 at the end of the previous reported quarter. Shelton Capital Management who had been investing in Kansas City Southern for a number of months, seems to be less bullish one the $11.41 billion market cap company. The stock decreased 0.63% or $0.7 during the last trading session, reaching $111.23. About 969,414 shares traded. Kansas City Southern (NYSE:KSU) has risen 27.52% since April 18, 2017 and is uptrending. It has outperformed by 15.97% the S&P500.

Since December 15, 2017, it had 0 insider purchases, and 12 selling transactions for $12.99 million activity. $1.24M worth of Pfizer Inc. (NYSE:PFE) was sold by SUSMAN SALLY. 50,000 shares valued at $1.84 million were sold by LANKLER DOUGLAS M on Tuesday, March 13. $353,677 worth of stock was sold by LUND-JURGENSEN KIRSTEN on Saturday, February 24. 26,779 Pfizer Inc. (NYSE:PFE) shares with value of $986,292 were sold by HILL CHARLES H. $2.39M worth of Pfizer Inc. (NYSE:PFE) was sold by Dolsten Mikael on Monday, February 26. MACKENZIE ALEXANDER R also sold $249,750 worth of Pfizer Inc. (NYSE:PFE) shares.

Among 22 analysts covering Pfizer (NYSE:PFE), 9 have Buy rating, 1 Sell and 12 Hold. Therefore 41% are positive. Pfizer had 78 analyst reports since July 29, 2015 according to SRatingsIntel. The firm has “Neutral” rating given on Wednesday, January 31 by Credit Suisse. Leerink Swann maintained the shares of PFE in report on Monday, May 2 with “Market Perform” rating. The rating was maintained by Deutsche Bank with “Buy” on Wednesday, October 28. The firm earned “Overweight” rating on Wednesday, January 31 by Morgan Stanley. The rating was initiated by Berenberg on Thursday, May 12 with “Hold”. The stock of Pfizer Inc. (NYSE:PFE) has “Hold” rating given on Tuesday, August 1 by BMO Capital Markets. Jefferies maintained Pfizer Inc. (NYSE:PFE) rating on Thursday, July 14. Jefferies has “Buy” rating and $41.50 target. Piper Jaffray maintained the shares of PFE in report on Saturday, September 5 with “Overweight” rating. Morgan Stanley upgraded the stock to “Overweight” rating in Friday, October 2 report. Piper Jaffray maintained the shares of PFE in report on Wednesday, August 2 with “Buy” rating.

Investors sentiment increased to 1.06 in Q4 2017. Its up 0.10, from 0.96 in 2017Q3. It increased, as 51 investors sold PFE shares while 675 reduced holdings. 134 funds opened positions while 632 raised stakes. 4.07 billion shares or 0.28% more from 4.06 billion shares in 2017Q3 were reported. Bermuda-based Fil Limited has invested 1.52% in Pfizer Inc. (NYSE:PFE). 16,887 were accumulated by Perritt Capital Mngmt Inc. 115.58M were reported by Jpmorgan Chase &. Ironwood Investment Mgmt Ltd invested in 0.4% or 15,547 shares. Northern Trust holds 0.73% of its portfolio in Pfizer Inc. (NYSE:PFE) for 79.76M shares. Rockland Comm owns 187,127 shares. 158,273 were accumulated by Argyle Capital Mngmt Incorporated. Covington Management reported 0.38% of its portfolio in Pfizer Inc. (NYSE:PFE). Castleark Mngmt Lc has invested 0.01% in Pfizer Inc. (NYSE:PFE). Fcg Advsr Limited Liability Corp holds 9,118 shares. United Services Automobile Association has invested 0.66% in Pfizer Inc. (NYSE:PFE). Mngmt Pro holds 0.07% or 4,524 shares. Strategic Financial Inc has invested 0.76% in Pfizer Inc. (NYSE:PFE). Barrett Asset Mgmt Limited Liability Corp reported 146,854 shares. Philadelphia Trust holds 51,228 shares.

Shelton Capital Management, which manages about $1.01B and $1.56 billion US Long portfolio, upped its stake in Dte Energy Co (NYSE:DTE) by 2,900 shares to 57,258 shares, valued at $6.27M in 2017Q4, according to the filing. It also increased its holding in Morgan Stanley (NYSE:MS) by 28,500 shares in the quarter, for a total of 202,924 shares, and has risen its stake in Spdr S&P 500 Etf Tr (Put) (SPY).

Analysts await Kansas City Southern (NYSE:KSU) to report earnings on April, 20 before the open. They expect $1.37 earnings per share, up 17.09% or $0.20 from last year’s $1.17 per share. KSU’s profit will be $140.57M for 20.30 P/E if the $1.37 EPS becomes a reality. After $1.38 actual earnings per share reported by Kansas City Southern for the previous quarter, Wall Street now forecasts -0.72% negative EPS growth.

Among 24 analysts covering Kansas City Southern (NYSE:KSU), 13 have Buy rating, 1 Sell and 10 Hold. Therefore 54% are positive. Kansas City Southern had 84 analyst reports since August 20, 2015 according to SRatingsIntel. The stock of Kansas City Southern (NYSE:KSU) has “Hold” rating given on Tuesday, July 11 by BMO Capital Markets. Morgan Stanley maintained it with “Equal-Weight” rating and $102 target in Thursday, March 8 report. JP Morgan maintained Kansas City Southern (NYSE:KSU) rating on Wednesday, April 20. JP Morgan has “Overweight” rating and $105 target. As per Thursday, October 12, the company rating was maintained by JP Morgan. As per Thursday, June 16, the company rating was initiated by Oppenheimer. The firm earned “Buy” rating on Wednesday, July 20 by Citigroup. The rating was downgraded by Bank of America on Friday, December 4 to “Underperform”. The stock has “Market Perform” rating by Cowen & Co on Monday, October 5. The company was maintained on Friday, October 20 by BMO Capital Markets. The rating was initiated by Loop Capital on Thursday, August 4 with “Buy”.

Since January 31, 2018, it had 1 buy, and 1 insider sale for $158,380 activity. $262,725 worth of Kansas City Southern (NYSE:KSU) was sold by Hancock Brian D..

Investors sentiment increased to 1.27 in 2017 Q4. Its up 0.24, from 1.03 in 2017Q3. It improved, as 35 investors sold KSU shares while 153 reduced holdings. 77 funds opened positions while 162 raised stakes. 86.48 million shares or 2.44% more from 84.43 million shares in 2017Q3 were reported. Advisers Limited Liability Corporation has invested 0.01% in Kansas City Southern (NYSE:KSU). Dimensional Fund Advisors Lp has invested 0.06% in Kansas City Southern (NYSE:KSU). Asset Mgmt One Ltd stated it has 0.04% of its portfolio in Kansas City Southern (NYSE:KSU). Liberty Mutual Asset has invested 0.01% in Kansas City Southern (NYSE:KSU). Rhumbline Advisers invested in 0.04% or 192,431 shares. Dsm Cap Ptnrs has 1.76% invested in Kansas City Southern (NYSE:KSU) for 1.20 million shares. Kbc Gp Nv reported 176,534 shares. Smithfield reported 30 shares. Rmb Limited Liability Company stated it has 12,075 shares or 0.03% of all its holdings. 897,130 are owned by Goldman Sachs Gp. Deprince Race And Zollo owns 19,630 shares or 0.05% of their US portfolio. Hancock Holdings Co holds 5,000 shares. Exxonmobil Invest Management Tx invested in 16,464 shares. Fmr Lc reported 0% of its portfolio in Kansas City Southern (NYSE:KSU). Headinvest Lc owns 0.08% invested in Kansas City Southern (NYSE:KSU) for 2,350 shares.

Pfizer Inc. (NYSE:PFE) Institutional Positions Chart

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