As Dollar Tree (DLTR) Market Valuation Declined, Zuckerman Investment Group Has Trimmed Position by $7.46 Million; Capital Returns Management Has Trimmed Old Rep Intl (ORI) Stake by $2.50 Million; Shares Rose

April 21, 2018 - By Adrian Erickson

Dollar Tree, Inc. (NASDAQ:DLTR) Logo

Zuckerman Investment Group Llc decreased its stake in Dollar Tree Inc. (DLTR) by 50.83% based on its latest 2017Q4 regulatory filing with the SEC. Zuckerman Investment Group Llc sold 69,730 shares as the company’s stock declined 14.46% with the market. The institutional investor held 67,444 shares of the consumer services company at the end of 2017Q4, valued at $7.24M, down from 137,174 at the end of the previous reported quarter. Zuckerman Investment Group Llc who had been investing in Dollar Tree Inc. for a number of months, seems to be less bullish one the $23.15 billion market cap company. The stock decreased 1.35% or $1.34 during the last trading session, reaching $97.56. About 1.97M shares traded. Dollar Tree, Inc. (NASDAQ:DLTR) has risen 22.99% since April 21, 2017 and is uptrending. It has outperformed by 11.44% the S&P500.

Ron Bobman decreased its stake in Old Rep Intl Corp (ORI) by 9.07% based on its latest 2017Q4 regulatory filing with the SEC. Capital Returns Management Llc sold 118,900 shares as the company’s stock rose 5.11% while stock markets declined. The hedge fund run by Ron Bobman held 1.19 million shares of the property-casualty insurers company at the end of 2017Q4, valued at $25.50M, down from 1.31 million at the end of the previous reported quarter. Capital Returns Management Llc who had been investing in Old Rep Intl Corp for a number of months, seems to be less bullish one the $6.37 billion market cap company. The stock decreased 0.23% or $0.05 during the last trading session, reaching $21.5. About 1.26M shares traded. Old Republic International Corporation (NYSE:ORI) has risen 11.06% since April 21, 2017 and is uptrending. It has underperformed by 0.49% the S&P500.

Investors sentiment increased to 1.63 in Q4 2017. Its up 0.50, from 1.13 in 2017Q3. It improved, as 15 investors sold ORI shares while 89 reduced holdings. 57 funds opened positions while 112 raised stakes. 189.18 million shares or 4.15% more from 181.64 million shares in 2017Q3 were reported. Eaton Vance Mngmt accumulated 0% or 21,650 shares. Torray Limited Co holds 0.15% or 71,403 shares in its portfolio. Commonwealth Of Pennsylvania School Empls Retrmt System has invested 0.01% in Old Republic International Corporation (NYSE:ORI). Pzena Investment Mngmt Limited Liability Company owns 17,909 shares or 0% of their US portfolio. Baystate Wealth Mgmt Ltd Liability, Massachusetts-based fund reported 10 shares. 2.74M are held by Citadel Advsr Ltd Liability Corporation. Dimensional Fund LP holds 0.06% or 7.06M shares. Swiss Bancshares accumulated 426,700 shares. 2.03 million were reported by Invesco. State Street holds 0.03% or 19.93M shares in its portfolio. Barclays Public Ltd Company stated it has 35,835 shares. Plante Moran Finance Advisors Ltd Llc holds 1,834 shares. Wedge Capital Mgmt L Limited Partnership Nc reported 41,366 shares. Brandes Invest Partners Lp owns 0.21% invested in Old Republic International Corporation (NYSE:ORI) for 475,306 shares. Numeric Invsts Ltd invested 0.02% in Old Republic International Corporation (NYSE:ORI).

Since February 15, 2018, it had 2 buys, and 0 insider sales for $103,759 activity. ZUCARO ALDO C bought 80 shares worth $1,609.

Capital Returns Management Llc, which manages about $322.04 million US Long portfolio, upped its stake in Assured Guaranty Ltd (NYSE:AGO) by 640,057 shares to 800,000 shares, valued at $27.10M in 2017Q4, according to the filing.

Analysts await Old Republic International Corporation (NYSE:ORI) to report earnings on April, 26 before the open. They expect $0.40 earnings per share, up 11.11% or $0.04 from last year’s $0.36 per share. ORI’s profit will be $118.57 million for 13.44 P/E if the $0.40 EPS becomes a reality. After $0.33 actual earnings per share reported by Old Republic International Corporation for the previous quarter, Wall Street now forecasts 21.21% EPS growth.

Among 2 analysts covering Old Republic Intl (NYSE:ORI), 2 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Old Republic Intl had 2 analyst reports since October 30, 2017 according to SRatingsIntel. The firm has “Strong Buy” rating by Raymond James given on Monday, October 30. On Monday, February 12 the stock rating was upgraded by JMP Securities to “Outperform”.

Investors sentiment increased to 1.17 in 2017 Q4. Its up 0.14, from 1.03 in 2017Q3. It increased, as 39 investors sold DLTR shares while 197 reduced holdings. 102 funds opened positions while 175 raised stakes. 204.89 million shares or 1.30% more from 202.27 million shares in 2017Q3 were reported. Geode Capital Management Limited Com, Massachusetts-based fund reported 2.58M shares. Massachusetts Svcs Ma reported 0.05% in Dollar Tree, Inc. (NASDAQ:DLTR). Btg Pactual Global Asset Management has 144,017 shares for 5.66% of their portfolio. Proshare Advsr Ltd Liability Co reported 0.1% in Dollar Tree, Inc. (NASDAQ:DLTR). Timber Hill Ltd Com has 0.07% invested in Dollar Tree, Inc. (NASDAQ:DLTR) for 9,637 shares. Highfields Capital Management Lp has invested 1.7% in Dollar Tree, Inc. (NASDAQ:DLTR). Bluecrest Capital Mgmt Ltd has invested 0.18% in Dollar Tree, Inc. (NASDAQ:DLTR). Moore Capital Mngmt Lp has invested 0.73% in Dollar Tree, Inc. (NASDAQ:DLTR). 140 are held by American Bank. 5,400 were reported by First Quadrant Lp Ca. Nine Masts Capital holds 0.06% of its portfolio in Dollar Tree, Inc. (NASDAQ:DLTR) for 4,343 shares. Of Vermont invested in 375 shares. Janney Montgomery Scott Ltd Llc, Pennsylvania-based fund reported 6,702 shares. Tcw Group Inc Inc, a California-based fund reported 11,878 shares. 322,320 are owned by Apg Asset Management Nv.

Zuckerman Investment Group Llc, which manages about $757.08 million and $398.85 million US Long portfolio, upped its stake in Trinity Industries Inc. (NYSE:TRN) by 87,940 shares to 417,873 shares, valued at $15.65 million in 2017Q4, according to the filing. It also increased its holding in Capital Southwest Corp. (NASDAQ:CSWC) by 24,246 shares in the quarter, for a total of 1.38 million shares, and has risen its stake in Advance Auto Parts Inc. (NYSE:AAP).

Since March 9, 2018, it had 1 insider purchase, and 4 insider sales for $746,247 activity. Another trade for 10,000 shares valued at $918,281 was bought by Hall Conrad M.. Shares for $258,987 were sold by RUDMAN ROBERT H on Friday, March 23.

Among 36 analysts covering Dollar Tree Inc. (NASDAQ:DLTR), 28 have Buy rating, 0 Sell and 8 Hold. Therefore 78% are positive. Dollar Tree Inc. had 118 analyst reports since August 6, 2015 according to SRatingsIntel. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) has “Buy” rating given on Tuesday, November 14 by Goldman Sachs. The firm earned “Hold” rating on Sunday, August 20 by Piper Jaffray. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) has “Equal-Weight” rating given on Tuesday, February 16 by Morgan Stanley. On Tuesday, January 16 the stock rating was initiated by Oppenheimer with “Buy”. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) has “Buy” rating given on Monday, September 25 by RBC Capital Markets. The rating was maintained by Buckingham Research on Monday, November 20 with “Buy”. On Friday, February 16 the stock rating was maintained by Jefferies with “Hold”. RBC Capital Markets maintained Dollar Tree, Inc. (NASDAQ:DLTR) rating on Wednesday, November 22. RBC Capital Markets has “Buy” rating and $111.0 target. The firm earned “Buy” rating on Tuesday, February 23 by Buckingham Research. Johnson Rice upgraded Dollar Tree, Inc. (NASDAQ:DLTR) on Tuesday, November 15 to “Accumulate” rating.

Dollar Tree, Inc. (NASDAQ:DLTR) Institutional Positions Chart

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