Jacobs Asset Management Decreased Its Wintrust Finl (WTFC) Holding by $5.13 Million as Shares Declined; Gw Henssler & Associates LTD Has Trimmed Its Oracle (ORCL) Position by $317,579 as Market Valuation Declined

April 19, 2018 - By Hazel Jackson

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Gw Henssler & Associates Ltd decreased its stake in Oracle Corp (ORCL) by 3.19% based on its latest 2017Q4 regulatory filing with the SEC. Gw Henssler & Associates Ltd sold 6,757 shares as the company’s stock declined 4.18% with the market. The institutional investor held 205,219 shares of the prepackaged software company at the end of 2017Q4, valued at $9.70 million, down from 211,976 at the end of the previous reported quarter. Gw Henssler & Associates Ltd who had been investing in Oracle Corp for a number of months, seems to be less bullish one the $191.87 billion market cap company. The stock decreased 0.17% or $0.08 during the last trading session, reaching $47. About 1.61M shares traded. Oracle Corporation (NYSE:ORCL) has risen 1.20% since April 19, 2017 and is uptrending. It has underperformed by 10.35% the S&P500.

Jacobs Asset Management Llc decreased its stake in Wintrust Finl Corp (WTFC) by 41.67% based on its latest 2017Q4 regulatory filing with the SEC. Jacobs Asset Management Llc sold 62,500 shares as the company’s stock declined 0.68% with the market. The institutional investor held 87,500 shares of the major banks company at the end of 2017Q4, valued at $7.21 million, down from 150,000 at the end of the previous reported quarter. Jacobs Asset Management Llc who had been investing in Wintrust Finl Corp for a number of months, seems to be less bullish one the $5.07 billion market cap company. The stock increased 1.42% or $1.26 during the last trading session, reaching $90.17. About 188,713 shares traded. Wintrust Financial Corporation (NASDAQ:WTFC) has risen 23.71% since April 19, 2017 and is uptrending. It has outperformed by 12.16% the S&P500.

Analysts await Oracle Corporation (NYSE:ORCL) to report earnings on June, 20. They expect $0.86 EPS, up 4.88% or $0.04 from last year’s $0.82 per share. ORCL’s profit will be $3.51 billion for 13.66 P/E if the $0.86 EPS becomes a reality. After $0.75 actual EPS reported by Oracle Corporation for the previous quarter, Wall Street now forecasts 14.67% EPS growth.

Among 42 analysts covering Oracle (NYSE:ORCL), 27 have Buy rating, 0 Sell and 15 Hold. Therefore 64% are positive. Oracle had 115 analyst reports since July 30, 2015 according to SRatingsIntel. The stock has “Market Perform” rating by BMO Capital Markets on Wednesday, March 16. Jefferies maintained the shares of ORCL in report on Tuesday, June 20 with “Buy” rating. On Friday, June 23 the stock rating was upgraded by Argus Research to “Buy”. The stock of Oracle Corporation (NYSE:ORCL) earned “Equal Weight” rating by Morgan Stanley on Friday, June 23. RBC Capital Markets maintained the stock with “Buy” rating in Sunday, July 23 report. The firm has “Buy” rating given on Friday, August 25 by Jefferies. The stock of Oracle Corporation (NYSE:ORCL) has “Buy” rating given on Thursday, September 10 by BTIG Research. BMO Capital Markets maintained it with “Outperform” rating and $48 target in Thursday, March 16 report. The rating was maintained by William Blair on Friday, September 15 with “Hold”. The firm has “Buy” rating given on Tuesday, October 17 by Jefferies.

Investors sentiment increased to 1.15 in Q4 2017. Its up 0.02, from 1.13 in 2017Q3. It is positive, as 80 investors sold ORCL shares while 488 reduced holdings. 126 funds opened positions while 526 raised stakes. 2.29 billion shares or 1.37% less from 2.32 billion shares in 2017Q3 were reported. Caisse De Depot Et Placement Du Quebec reported 16.40M shares or 1.79% of all its holdings. Lee Danner Bass holds 0.38% or 78,265 shares in its portfolio. Natl Pension Serv holds 0.61% of its portfolio in Oracle Corporation (NYSE:ORCL) for 2.58 million shares. 66,248 were accumulated by Gofen Glossberg Lc Il. Bridges Mgmt Inc accumulated 10,849 shares. Professional Advisory owns 6,130 shares for 0.06% of their portfolio. Notis owns 40,212 shares or 1.09% of their US portfolio. Retirement System Of Alabama reported 3.04 million shares. Verity & Verity Ltd Liability Co has invested 1.63% in Oracle Corporation (NYSE:ORCL). Deroy And Devereaux Private Invest Counsel, a Michigan-based fund reported 4,400 shares. Hourglass Capital Ltd Liability Corporation owns 154,462 shares. Denver Invest Advsrs Ltd Com holds 0.03% or 12,563 shares in its portfolio. 43,597 are held by Financial Counselors. United Fire Group Inc stated it has 7,000 shares. Fifth Third Retail Bank reported 984,616 shares.

Gw Henssler & Associates Ltd, which manages about $1.21 billion and $1.07 billion US Long portfolio, upped its stake in Hormel Foods Corp (NYSE:HRL) by 40,465 shares to 356,191 shares, valued at $12.96M in 2017Q4, according to the filing. It also increased its holding in Disney Walt Co (NYSE:DIS) by 7,827 shares in the quarter, for a total of 206,919 shares, and has risen its stake in Valero Energy Corp New (NYSE:VLO).

Among 13 analysts covering Wintrust Financial (NASDAQ:WTFC), 4 have Buy rating, 0 Sell and 9 Hold. Therefore 31% are positive. Wintrust Financial had 45 analyst reports since July 20, 2015 according to SRatingsIntel. Macquarie Research maintained Wintrust Financial Corporation (NASDAQ:WTFC) on Monday, October 19 with “Neutral” rating. The stock of Wintrust Financial Corporation (NASDAQ:WTFC) has “Buy” rating given on Friday, February 9 by FIG Partners. The rating was maintained by RBC Capital Markets with “Outperform” on Wednesday, January 20. The rating was maintained by Keefe Bruyette & Woods with “Buy” on Thursday, December 21. The stock has “Buy” rating by Keefe Bruyette & Woods on Monday, August 21. The rating was maintained by Jefferies with “Hold” on Friday, June 9. The stock of Wintrust Financial Corporation (NASDAQ:WTFC) earned “Hold” rating by Piper Jaffray on Tuesday, July 18. The firm earned “Neutral” rating on Monday, October 19 by SunTrust. Piper Jaffray maintained the stock with “Hold” rating in Wednesday, January 24 report. On Tuesday, April 17 the stock rating was maintained by Wedbush with “Outperform”.

Since October 23, 2017, it had 0 insider purchases, and 8 selling transactions for $7.66 million activity. MURPHY RICHARD B sold $1.53M worth of stock or 17,432 shares. The insider WEHMER EDWARD J sold 9,000 shares worth $719,190. 8,441 Wintrust Financial Corporation (NASDAQ:WTFC) shares with value of $681,864 were sold by GLEASON LEONA A. On Monday, January 29 the insider STOEHR DAVID L sold $461,424. The insider ZIDAR THOMAS P sold $254,240.

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