Delphi Management Has Lowered Position in Thor Industries (THO) by $916,650 as Stock Value Declined; Michael & Susan Dell Foundation Has Trimmed Its Aetna New (AET) Stake by $6.90 Million as Valuation Declined

April 24, 2018 - By Nellie Frank

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Delphi Management Inc decreased its stake in Thor Industries Inc (THO) by 24.83% based on its latest 2017Q4 regulatory filing with the SEC. Delphi Management Inc sold 6,111 shares as the company’s stock declined 25.88% with the market. The institutional investor held 18,500 shares of the consumer non-durables company at the end of 2017Q4, valued at $2.79M, down from 24,611 at the end of the previous reported quarter. Delphi Management Inc who had been investing in Thor Industries Inc for a number of months, seems to be less bullish one the $5.30 billion market cap company. The stock decreased 0.86% or $0.87 during the last trading session, reaching $100.65. About 303,271 shares traded. Thor Industries, Inc. (NYSE:THO) has risen 15.62% since April 24, 2017 and is uptrending. It has outperformed by 4.07% 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 $15.57M, 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 $58.26 billion market cap company. The stock increased 0.55% or $0.98 during the last trading session, reaching $178.08. About 366,509 shares traded. Aetna Inc. (NYSE:AET) has risen 33.34% since April 24, 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. The stock of Aetna Inc. (NYSE:AET) has “Outperform” rating given on Tuesday, February 2 by RBC Capital Markets. The rating was maintained by Jefferies on Thursday, April 12 with “Hold”. The stock of Aetna Inc. (NYSE:AET) earned “Buy” rating by Argus Research on Tuesday, September 12. The rating was maintained by Jefferies with “Hold” on Tuesday, January 30. The stock has “Overweight” rating by Morgan Stanley on Thursday, August 17. The firm has “Neutral” rating by Credit Suisse given on Wednesday, December 16. Morgan Stanley initiated the shares of AET in report on Wednesday, June 7 with “Overweight” rating. The rating was maintained by Cantor Fitzgerald on Tuesday, October 31 with “Hold”. The stock of Aetna Inc. (NYSE:AET) has “Outperform” rating given on Friday, November 11 by Credit Suisse. The stock of Aetna Inc. (NYSE:AET) earned “Outperform” rating by RBC Capital Markets on Tuesday, September 8.

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 $981.40M for 14.84 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.

Investors sentiment decreased to 0.83 in 2017 Q4. Its down 0.08, from 0.91 in 2017Q3. It dived, 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. Assetmark holds 3,266 shares or 0.01% of its portfolio. Motco invested in 0% or 100 shares. Fil stated it has 389,664 shares. 1,008 were accumulated by Signature Estate And Advsr Ltd Llc. Water Island Capital Limited Liability invested in 150,787 shares or 1.68% of the stock. Sit Investment invested in 0.3% or 69,557 shares. Glob X Mgmt Lc stated it has 0.04% of its portfolio in Aetna Inc. (NYSE:AET). Polar Asset Partners accumulated 40,000 shares. Fmr Limited Liability holds 9.45M shares or 0.2% of its portfolio. 7,910 are owned by Telemus Cap Limited Liability. Rockefeller Financial Serv stated it has 0.04% in Aetna Inc. (NYSE:AET). Gould Asset Management Ltd Llc Ca invested in 2,500 shares. Toronto Dominion Savings Bank holds 149,900 shares or 0.08% of its portfolio. Bnp Paribas Asset Mgmt owns 25,541 shares or 0.04% of their US portfolio. Millennium Mngmt Ltd Liability Corp, New York-based fund reported 1.34 million shares.

Analysts await Thor Industries, Inc. (NYSE:THO) to report earnings on June, 4. They expect $2.73 EPS, up 29.38% or $0.62 from last year’s $2.11 per share. THO’s profit will be $143.86M for 9.22 P/E if the $2.73 EPS becomes a reality. After $1.92 actual EPS reported by Thor Industries, Inc. for the previous quarter, Wall Street now forecasts 42.19% EPS growth.

Investors sentiment increased to 1.16 in 2017 Q4. Its up 0.10, from 1.06 in 2017Q3. It is positive, as 25 investors sold THO shares while 160 reduced holdings. 90 funds opened positions while 125 raised stakes. 43.13 million shares or 4.21% less from 45.03 million shares in 2017Q3 were reported. Fincl Mngmt accumulated 49 shares. Congress Asset Mgmt Ma holds 45,046 shares. 93,269 were accumulated by Alexandria Limited Com. Somerset Tru holds 0.51% of its portfolio in Thor Industries, Inc. (NYSE:THO) for 6,756 shares. Metropolitan Life Ins Co Ny reported 0.03% stake. State Treasurer State Of Michigan owns 17,600 shares for 0.02% of their portfolio. Carnegie Asset Management Limited Liability holds 0.26% or 22,108 shares. Granahan Mngmt Ma owns 16,483 shares or 0.2% of their US portfolio. Origin Asset Mngmt Llp reported 201,619 shares or 1.74% of all its holdings. Optimum Invest Advsr owns 1,625 shares. Smithfield Trust Co holds 90 shares or 0% of its portfolio. Sg Americas Secs Ltd Limited Liability Company owns 0.01% invested in Thor Industries, Inc. (NYSE:THO) for 8,432 shares. Raymond James Trust Na reported 2,246 shares. Winslow Evans Crocker invested 0.02% of its portfolio in Thor Industries, Inc. (NYSE:THO). Jaffetilchin Inv Partners Limited Liability Com stated it has 0.65% of its portfolio in Thor Industries, Inc. (NYSE:THO).

Among 14 analysts covering Thor Industries Inc (NYSE:THO), 9 have Buy rating, 0 Sell and 5 Hold. Therefore 64% are positive. Thor Industries Inc had 37 analyst reports since September 29, 2015 according to SRatingsIntel. The rating was upgraded by Argus Research on Friday, March 16 to “Buy”. The rating was maintained by Northcoast on Tuesday, February 27 with “Hold”. As per Friday, July 29, the company rating was upgraded by Suntrust Robinson. The stock of Thor Industries, Inc. (NYSE:THO) earned “Hold” rating by Stifel Nicolaus on Tuesday, November 28. The stock has “Buy” rating by Great Lakes on Wednesday, September 28. On Wednesday, December 2 the stock rating was downgraded by Gabelli to “Hold”. Stifel Nicolaus maintained Thor Industries, Inc. (NYSE:THO) rating on Friday, February 9. Stifel Nicolaus has “Hold” rating and $132.0 target. As per Tuesday, September 29, the company rating was upgraded by BMO Capital Markets. The rating was downgraded by Northcoast on Thursday, January 25 to “Hold”. Northcoast upgraded Thor Industries, Inc. (NYSE:THO) on Tuesday, September 13 to “Buy” rating.

Thor Industries, Inc. (NYSE:THO) Institutional Positions Chart

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