Ulta Salon Cosmetics & Fragra (ULTA) Market Valuation Declined While Strategic Financial Services Increased Holding by $682,380; Michael & Susan Dell Foundation Trimmed Aetna New (AET) Stake by $6.90 Million

April 23, 2018 - By Lawrence Diaz

Ulta Beauty, Inc. (NASDAQ:ULTA) Logo

Strategic Financial Services Inc increased its stake in Ulta Salon Cosmetics & Fragra (ULTA) by 38.22% based on its latest 2017Q4 regulatory filing with the SEC. Strategic Financial Services Inc bought 3,060 shares as the company’s stock declined 9.44% with the market. The institutional investor held 11,067 shares of the 2007 company at the end of 2017Q4, valued at $2.48 million, up from 8,007 at the end of the previous reported quarter. Strategic Financial Services Inc who had been investing in Ulta Salon Cosmetics & Fragra for a number of months, seems to be bullish on the $14.47 billion market cap company. The stock increased 1.53% or $3.6 during the last trading session, reaching $238.65. About 1.04 million shares traded. Ulta Beauty, Inc. (NASDAQ:ULTA) has declined 26.85% since April 23, 2017 and is downtrending. It has underperformed by 38.40% the S&P500.

Michael & Susan Dell Foundation decreased its stake in Aetna Inc New (AET) by 30.75% based on its latest 2017Q4 regulatory filing with the SEC. Michael & Susan Dell Foundation sold 38,320 shares as the company’s stock declined 6.45% with the market. The institutional investor held 86,296 shares of the medical specialities company at the end of 2017Q4, valued at $15.57 million, down from 124,616 at the end of the previous reported quarter. Michael & Susan Dell Foundation who had been investing in Aetna Inc New for a number of months, seems to be less bullish one the $57.92B market cap company. The stock increased 0.07% or $0.12 during the last trading session, reaching $177.04. About 884,767 shares traded. Aetna Inc. (NYSE:AET) has risen 33.34% since April 23, 2017 and is uptrending. It has outperformed by 21.79% the S&P500.

Among 24 analysts covering Aetna (NYSE:AET), 11 have Buy rating, 0 Sell and 13 Hold. Therefore 46% are positive. Aetna had 73 analyst reports since July 30, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Buy” rating in Monday, July 10 report. The stock of Aetna Inc. (NYSE:AET) earned “Buy” rating by Cowen & Co on Friday, May 26. The firm earned “Neutral” rating on Wednesday, December 16 by Credit Suisse. Cantor Fitzgerald maintained it with “Buy” rating and $175.0 target in Monday, October 23 report. The rating was maintained by Susquehanna with “Buy” on Tuesday, August 4. The rating was downgraded by Wolfe Research to “Peer Perform” on Thursday, July 21. Morgan Stanley maintained the shares of AET in report on Thursday, August 17 with “Overweight” rating. The stock of Aetna Inc. (NYSE:AET) earned “Outperform” rating by Credit Suisse on Friday, November 11. Bank of America upgraded Aetna Inc. (NYSE:AET) on Thursday, July 30 to “Buy” rating. BMO Capital Markets maintained the shares of AET in report on Friday, October 27 with “Market Perform” rating.

Investors sentiment decreased to 0.83 in 2017 Q4. Its down 0.08, from 0.91 in 2017Q3. It is negative, as 69 investors sold AET shares while 345 reduced holdings. 147 funds opened positions while 198 raised stakes. 275.71 million shares or 1.91% less from 281.08 million shares in 2017Q3 were reported. Legal & General Group Public Ltd Company holds 0.22% in Aetna Inc. (NYSE:AET) or 1.72M shares. Moreover, Sei Investments has 0.15% invested in Aetna Inc. (NYSE:AET). 1.01M were reported by Vulcan Value Prtn Ltd Liability Corp. Bbva Compass Bancshares holds 0.44% or 38,686 shares in its portfolio. New Jersey-based Bessemer Group has invested 0.01% in Aetna Inc. (NYSE:AET). University Of Notre Dame Du Lac stated it has 15,241 shares. Parallax Volatility Advisers Limited Partnership owns 7,600 shares. Fjarde Ap holds 0.25% in Aetna Inc. (NYSE:AET) or 92,677 shares. Legacy Private Tru reported 11,330 shares. Fca Tx holds 12,191 shares or 0.88% of its portfolio. Cap Fund Sa reported 0.06% of its portfolio in Aetna Inc. (NYSE:AET). Advantus Cap reported 33,186 shares. Nadler Fincl Gru holds 0.44% in Aetna Inc. (NYSE:AET) or 7,984 shares. York Mngmt reported 4.53% stake. Headinvest Limited Liability reported 2,000 shares.

Analysts await Aetna Inc. (NYSE:AET) to report earnings on May, 1 before the open. They expect $3.00 EPS, up 10.70% or $0.29 from last year’s $2.71 per share. AET’s profit will be $981.41M for 14.75 P/E if the $3.00 EPS becomes a reality. After $1.25 actual EPS reported by Aetna Inc. for the previous quarter, Wall Street now forecasts 140.00% EPS growth.

Strategic Financial Services Inc, which manages about $632.36 million US Long portfolio, decreased its stake in Deere & Co. (NYSE:DE) by 5,195 shares to 28,024 shares, valued at $4.39 million in 2017Q4, according to the filing. It also reduced its holding in General Electric Co. (NYSE:GE) by 166,611 shares in the quarter, leaving it with 77,044 shares, and cut its stake in Ishares Russell 1000 Growth In (IWF).

Since April 5, 2018, it had 0 insider buys, and 4 selling transactions for $12.53 million activity. 3,000 shares valued at $685,057 were sold by Nagler Lorna on Monday, April 16. Another trade for 16,286 shares valued at $3.37 million was made by Dillon Mary N on Thursday, April 5.

Among 29 analysts covering Ulta Salon Cosmetics & Fragrance Inc (NASDAQ:ULTA), 20 have Buy rating, 0 Sell and 9 Hold. Therefore 69% are positive. Ulta Salon Cosmetics & Fragrance Inc had 127 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was initiated by RBC Capital Markets on Thursday, September 10 with “Sector Perform”. As per Wednesday, August 16, the company rating was maintained by RBC Capital Markets. Buckingham Research maintained it with “Neutral” rating and $225 target in Friday, August 25 report. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) has “Outperform” rating given on Monday, August 24 by Telsey Advisory Group. Oppenheimer maintained Ulta Beauty, Inc. (NASDAQ:ULTA) on Tuesday, October 17 with “Hold” rating. The rating was maintained by JP Morgan on Friday, March 11 with “Overweight”. The rating was maintained by Oppenheimer with “Buy” on Friday, May 26. The rating was maintained by William Blair with “Buy” on Monday, August 31. Morgan Stanley maintained it with “Equal-Weight” rating and $245 target in Monday, August 28 report. The firm has “Buy” rating by Cowen & Co given on Friday, August 25.

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