Kmg Chemicals (KMG) Market Valuation Declined While Trigran Investments Decreased Its Holding; Folger Nolan Fleming Douglas Capital Management Has Cut Position in Walt Disney Company (DIS) by $418,370

April 22, 2018 - By Hazel Jackson

The Walt Disney Company (NYSE:DIS) Logo

Douglas T. Granat decreased its stake in Kmg Chemicals Inc (KMG) by 6.27% based on its latest 2017Q4 regulatory filing with the SEC. Trigran Investments Inc sold 37,400 shares as the company’s stock declined 7.75% with the market. The hedge fund run by Douglas T. Granat held 559,352 shares of the basic industries company at the end of 2017Q4, valued at $36.96M, down from 596,752 at the end of the previous reported quarter. Trigran Investments Inc who had been investing in Kmg Chemicals Inc for a number of months, seems to be less bullish one the $1.03 billion market cap company. The stock increased 0.30% or $0.2 during the last trading session, reaching $66.12. About 112,345 shares traded. KMG Chemicals, Inc. (NYSE:KMG) has risen 41.92% since April 22, 2017 and is uptrending. It has outperformed by 30.37% the S&P500.

Folger Nolan Fleming Douglas Capital Management Inc decreased its stake in Walt Disney Company (DIS) by 6.66% based on its latest 2017Q4 regulatory filing with the SEC. Folger Nolan Fleming Douglas Capital Management Inc sold 3,910 shares as the company’s stock declined 8.57% with the market. The institutional investor held 54,782 shares of the television services company at the end of 2017Q4, valued at $5.89 million, down from 58,692 at the end of the previous reported quarter. Folger Nolan Fleming Douglas Capital Management Inc who had been investing in Walt Disney Company for a number of months, seems to be less bullish one the $150.73B market cap company. The stock decreased 0.64% or $0.65 during the last trading session, reaching $100.24. About 6.40 million shares traded. The Walt Disney Company (NYSE:DIS) has declined 11.59% since April 22, 2017 and is downtrending. It has underperformed by 23.14% the S&P500.

Among 6 analysts covering KMG Chemicals (NYSE:KMG), 4 have Buy rating, 0 Sell and 2 Hold. Therefore 67% are positive. KMG Chemicals had 10 analyst reports since August 12, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Friday, December 11 by Seaport Global Securities. The firm has “Hold” rating given on Monday, August 31 by Zacks. The firm earned “Buy” rating on Wednesday, December 13 by KeyBanc Capital Markets. The stock has “Buy” rating by Gabelli on Monday, May 1. Zacks downgraded KMG Chemicals, Inc. (NYSE:KMG) on Wednesday, August 12 to “Strong-Buy” rating. The rating was maintained by Seaport Global with “Buy” on Thursday, February 22. The firm has “Hold” rating given on Wednesday, December 14 by Gabelli. On Wednesday, August 26 the stock rating was upgraded by Global Hunter Securities to “Neutral”.

Investors sentiment increased to 1.65 in Q4 2017. Its up 0.70, from 0.95 in 2017Q3. It is positive, as 21 investors sold KMG shares while 30 reduced holdings. 35 funds opened positions while 49 raised stakes. 11.87 million shares or 40.19% more from 8.47 million shares in 2017Q3 were reported. Bancorp Of Ny Mellon holds 0% of its portfolio in KMG Chemicals, Inc. (NYSE:KMG) for 112,689 shares. Citadel Advsrs Ltd stated it has 90,185 shares. California Pub Employees Retirement Sys reported 0% stake. Thomson Horstmann & Bryant Inc accumulated 42,745 shares. Federated Pa invested in 0.01% or 39,383 shares. Td Asset Mgmt holds 0% of its portfolio in KMG Chemicals, Inc. (NYSE:KMG) for 11,200 shares. Barclays Public Ltd Com reported 0% in KMG Chemicals, Inc. (NYSE:KMG). 5 are held by Stratos Wealth Prtn Limited. Pdt Partners Lc stated it has 7,110 shares or 0.01% of all its holdings. Parametric Portfolio Associates Ltd Company holds 0% of its portfolio in KMG Chemicals, Inc. (NYSE:KMG) for 36,609 shares. Gsa Prtnrs Limited Liability Partnership reported 20,434 shares stake. Cadence Management Ltd holds 23,557 shares or 0.1% of its portfolio. Ghp Advisors has invested 0.27% in KMG Chemicals, Inc. (NYSE:KMG). Symphony Asset Management Limited Com reported 0.02% stake. Employees Retirement Systems Of Ohio invested in 9,043 shares.

Analysts await KMG Chemicals, Inc. (NYSE:KMG) to report earnings on June, 8. They expect $0.87 earnings per share, up 64.15% or $0.34 from last year’s $0.53 per share. KMG’s profit will be $13.49 million for 19.00 P/E if the $0.87 EPS becomes a reality. After $1.04 actual earnings per share reported by KMG Chemicals, Inc. for the previous quarter, Wall Street now forecasts -16.35% negative EPS growth.

Trigran Investments Inc, which manages about $278.36M and $445.63M US Long portfolio, upped its stake in Ceco Environmental Corp (NASDAQ:CECE) by 1.21 million shares to 3.84 million shares, valued at $19.70 million in 2017Q4, according to the filing. It also increased its holding in Surmodics Inc (NASDAQ:SRDX) by 25,342 shares in the quarter, for a total of 1.31M shares, and has risen its stake in Panhandle Oil And Gas Inc (NYSE:PHX).

Since October 25, 2017, it had 0 buys, and 16 selling transactions for $28.54 million activity. The insider GONSER CHRISTOPHER W sold $396,000.

Investors sentiment increased to 0.9 in Q4 2017. Its up 0.01, from 0.89 in 2017Q3. It is positive, as 58 investors sold DIS shares while 690 reduced holdings. 162 funds opened positions while 508 raised stakes. 896.07 million shares or 0.31% less from 898.84 million shares in 2017Q3 were reported. Perkins Coie Tru Communication reported 28,434 shares. Accuvest accumulated 255 shares. Sg Americas Secs Limited Liability invested in 185,677 shares. 128,622 were reported by Trust Of Vermont. Pacific Heights Asset Mgmt Ltd Limited Liability Company has 105,000 shares for 1.11% of their portfolio. 107,574 are held by Tru Of Virginia Va. Tru Company Of Toledo Na Oh owns 51,567 shares for 1.38% of their portfolio. Mechanics Savings Bank Department owns 0.31% invested in The Walt Disney Company (NYSE:DIS) for 12,695 shares. Eagle Cap Management stated it has 24,551 shares or 1.42% of all its holdings. 11,393 were reported by Old National Bancorp In. Benjamin F Edwards Incorporated invested in 25,457 shares. The New York-based Burns J W & has invested 2.11% in The Walt Disney Company (NYSE:DIS). Employees Retirement Of Texas reported 0.28% stake. Homrich And Berg owns 5,933 shares for 0.04% of their portfolio. Sii Invests Wi holds 0.28% or 24,671 shares in its portfolio.

Analysts await The Walt Disney Company (NYSE:DIS) to report earnings on May, 8 after the close. They expect $1.68 earnings per share, up 12.00% or $0.18 from last year’s $1.5 per share. DIS’s profit will be $2.53 billion for 14.92 P/E if the $1.68 EPS becomes a reality. After $1.89 actual earnings per share reported by The Walt Disney Company for the previous quarter, Wall Street now forecasts -11.11% negative EPS growth.

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 24 have Buy rating, 2 Sell and 13 Hold. Therefore 62% are positive. The Walt Disney Company had 154 analyst reports since July 24, 2015 according to SRatingsIntel. UBS maintained the stock with “Buy” rating in Thursday, September 29 report. Barclays Capital downgraded the stock to “Underweight” rating in Monday, January 18 report. The stock of The Walt Disney Company (NYSE:DIS) has “Outperform” rating given on Tuesday, November 10 by Credit Suisse. The stock of The Walt Disney Company (NYSE:DIS) earned “Buy” rating by RBC Capital Markets on Thursday, July 13. On Tuesday, April 26 the stock rating was maintained by Nomura with “Buy”. The company was maintained on Wednesday, January 10 by Bank of America. As per Thursday, August 6, the company rating was maintained by S&P Research. On Monday, January 30 the stock rating was upgraded by Morgan Stanley to “Overweight”. The firm has “Hold” rating by Cowen & Co given on Friday, August 28. The firm earned “Hold” rating on Tuesday, April 17 by Pivotal Research.

Since February 26, 2018, it had 0 insider buys, and 1 sale for $194,780 activity.

Folger Nolan Fleming Douglas Capital Management Inc, which manages about $721.63M and $716.60 million US Long portfolio, upped its stake in Ishares Nasdaq Biotech Index (IBB) by 29,693 shares to 43,957 shares, valued at $4.69M in 2017Q4, according to the filing.

KMG Chemicals, Inc. (NYSE:KMG) Institutional Positions Chart

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