Mcclain Value Management Has Trimmed Its Unum Group (UNM) Position; Ims Capital Management Has Lowered Dollar Tree (DLTR) Position By $312,975

April 23, 2018 - By Ellis Scott

Unum Group (NYSE:UNM) Logo

Mcclain Value Management Llc decreased Unum Group (UNM) stake by 47.64% reported in 2017Q4 SEC filing. Mcclain Value Management Llc sold 25,713 shares as Unum Group (UNM)’s stock declined 13.36%. The Mcclain Value Management Llc holds 28,255 shares with $1.55M value, down from 53,968 last quarter. Unum Group now has $10.83 billion valuation. The stock increased 0.18% or $0.09 during the last trading session, reaching $48.97. About 24,641 shares traded. Unum Group (NYSE:UNM) has risen 4.49% since April 23, 2017 and is uptrending. It has underperformed by 7.06% the S&P500.

Ims Capital Management decreased Dollar Tree Inc (DLTR) stake by 13.05% reported in 2017Q4 SEC filing. Ims Capital Management sold 2,925 shares as Dollar Tree Inc (DLTR)’s stock declined 14.46%. The Ims Capital Management holds 19,489 shares with $2.09 million value, down from 22,414 last quarter. Dollar Tree Inc now has $22.96 billion valuation. The stock decreased 0.83% or $0.81 during the last trading session, reaching $96.75. About 108,899 shares traded. Dollar Tree, Inc. (NASDAQ:DLTR) has risen 22.99% since April 23, 2017 and is uptrending. It has outperformed by 11.44% the S&P500.

Analysts await Dollar Tree, Inc. (NASDAQ:DLTR) to report earnings on May, 24. They expect $1.25 earnings per share, up 27.55% or $0.27 from last year’s $0.98 per share. DLTR’s profit will be $296.67 million for 19.35 P/E if the $1.25 EPS becomes a reality. After $1.89 actual earnings per share reported by Dollar Tree, Inc. for the previous quarter, Wall Street now forecasts -33.86% negative EPS growth.

Since March 9, 2018, it had 1 insider purchase, and 4 sales for $746,247 activity. BARRON ARNOLD S sold $569,084 worth of Dollar Tree, Inc. (NASDAQ:DLTR) on Tuesday, March 20. $570,657 worth of Dollar Tree, Inc. (NASDAQ:DLTR) was sold by RUDMAN ROBERT H. Hall Conrad M. had bought 10,000 shares worth $918,281.

Investors sentiment increased to 1.17 in 2017 Q4. Its up 0.14, from 1.03 in 2017Q3. It is positive, 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. Forte Limited Liability Corporation Adv stated it has 0.84% of its portfolio in Dollar Tree, Inc. (NASDAQ:DLTR). Grandeur Peak Glob Ltd Liability Corp invested 0.2% of its portfolio in Dollar Tree, Inc. (NASDAQ:DLTR). Moreover, Vanguard Gru has 0.11% invested in Dollar Tree, Inc. (NASDAQ:DLTR). Parsons Capital Ri has 14,078 shares. Zurcher Kantonalbank (Zurich Cantonalbank) has 99,787 shares for 0.1% of their portfolio. Burney reported 22,805 shares. Horrell Capital Management has 1.61% invested in Dollar Tree, Inc. (NASDAQ:DLTR). Hellman Jordan Mngmt Ma has 1.54% invested in Dollar Tree, Inc. (NASDAQ:DLTR). Evermay Wealth Ltd Liability reported 0.17% stake. Campbell & Com Adviser Llc holds 0.2% or 2,564 shares in its portfolio. Moreover, Gsa Capital Partners Llp has 0.04% invested in Dollar Tree, Inc. (NASDAQ:DLTR). Fdx Advisors invested in 22,384 shares. Of Vermont has 375 shares for 0% of their portfolio. Da Davidson & invested in 0.1% or 44,522 shares. The South Africa-based Old Mutual Customised Solutions (Proprietary) Ltd has invested 0.06% in Dollar Tree, Inc. (NASDAQ:DLTR).

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 firm has “Neutral” rating by Citigroup given on Tuesday, March 13. Canaccord Genuity maintained the stock with “Buy” rating in Friday, September 11 report. The firm earned “Hold” rating on Friday, October 13 by Loop Capital Markets. Buckingham Research maintained Dollar Tree, Inc. (NASDAQ:DLTR) on Friday, August 25 with “Buy” rating. The firm earned “Overweight” rating on Thursday, March 8 by Barclays Capital. On Wednesday, December 20 the stock rating was maintained by KeyBanc Capital Markets with “Buy”. The stock has “Underperform” rating by Credit Suisse on Wednesday, March 2. The rating was initiated by Bernstein with “Underperform” on Monday, February 6. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) has “Market Perform” rating given on Monday, August 28 by Bernstein. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) earned “Buy” rating by RBC Capital Markets on Monday, October 30.

Among 16 analysts covering Unum Group (NYSE:UNM), 6 have Buy rating, 2 Sell and 8 Hold. Therefore 38% are positive. Unum Group had 44 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Market Perform” rating given on Friday, September 23 by Wells Fargo. The firm earned “Equal-Weight” rating on Thursday, April 5 by Morgan Stanley. The firm has “Neutral” rating given on Friday, October 7 by Credit Suisse. The stock has “Hold” rating by RBC Capital Markets on Friday, July 28. The stock of Unum Group (NYSE:UNM) earned “Hold” rating by RBC Capital Markets on Monday, July 10. The firm earned “Hold” rating on Thursday, July 27 by Wells Fargo. The stock has “Buy” rating by Citigroup on Thursday, January 26. The stock has “Hold” rating by Keefe Bruyette & Woods on Wednesday, April 11. The rating was maintained by Barclays Capital with “Overweight” on Friday, August 11. As per Friday, December 9, the company rating was downgraded by RBC Capital Markets.

Investors sentiment increased to 1.06 in Q4 2017. Its up 0.21, from 0.85 in 2017Q3. It improved, as 16 investors sold UNM shares while 169 reduced holdings. 64 funds opened positions while 133 raised stakes. 197.64 million shares or 1.55% less from 200.74 million shares in 2017Q3 were reported. Moreover, Goldman Sachs Grp Inc Incorporated Inc has 0.03% invested in Unum Group (NYSE:UNM) for 2.66M shares. Gateway Inv Advisers Ltd Llc holds 0.01% or 11,760 shares. Teacher Retirement Systems Of Texas stated it has 242,565 shares or 0.09% of all its holdings. Advantus Capital Mngmt has invested 0.03% in Unum Group (NYSE:UNM). Hsbc Hldg Public Ltd Company invested in 0.04% or 493,589 shares. Strs Ohio stated it has 25,107 shares. Ameritas Investment Prns reported 4,970 shares stake. Aperio Gru Limited Liability Company has 245,214 shares for 0.07% of their portfolio. Amalgamated National Bank & Trust accumulated 28,413 shares. Norinchukin Fincl Bank The accumulated 22,913 shares or 0.02% of the stock. Old National Bancorporation In stated it has 0.03% in Unum Group (NYSE:UNM). Foundry Prtnrs Lc reported 273,089 shares. 26,075 were reported by Teachers Retirement Of The State Of Kentucky. Pictet Asset Ltd owns 203,894 shares for 0.03% of their portfolio. Alliancebernstein Limited Partnership holds 0.02% of its portfolio in Unum Group (NYSE:UNM) for 419,524 shares.

Analysts await Unum Group (NYSE:UNM) to report earnings on May, 1 after the close. They expect $1.24 EPS, up 21.57% or $0.22 from last year’s $1.02 per share. UNM’s profit will be $274.26 million for 9.87 P/E if the $1.24 EPS becomes a reality. After $1.13 actual EPS reported by Unum Group for the previous quarter, Wall Street now forecasts 9.73% EPS growth.

Since December 14, 2017, it had 0 insider purchases, and 6 insider sales for $1.52 million activity. $55,070 worth of Unum Group (NYSE:UNM) shares were sold by Arnold Timothy Gerald. $463,807 worth of Unum Group (NYSE:UNM) shares were sold by IGLESIAS LISA G. $260,450 worth of Unum Group (NYSE:UNM) was sold by Simonds Michael Q. On Tuesday, January 16 McGarry John F sold $266,976 worth of Unum Group (NYSE:UNM) or 4,588 shares. Waxenberg Daniel Jason sold 1,435 shares worth $75,134. On Thursday, March 1 Jerome Christopher J sold $397,325 worth of Unum Group (NYSE:UNM) or 7,806 shares.

Unum Group (NYSE:UNM) Institutional Positions Chart

- Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our FREE daily email newsletter:


>