Amphenol Cl A (APH) Valuation Declined While Azimuth Capital Management Has Cut by $338,430 Its Stake; As Anthem (ANTM) Share Price Declined, Guardian Capital Advisors LP Has Trimmed Stake by $317,500

May 21, 2018 - By Marie Mckinney

Anthem, Inc. (NYSE:ANTM) Logo

Guardian Capital Advisors Lp decreased its stake in Anthem Inc (ANTM) by 6.06% based on its latest 2017Q4 regulatory filing with the SEC. Guardian Capital Advisors Lp sold 1,270 shares as the company’s stock declined 2.73% with the market. The institutional investor held 19,685 shares of the health care company at the end of 2017Q4, valued at $4.92 million, down from 20,955 at the end of the previous reported quarter. Guardian Capital Advisors Lp who had been investing in Anthem Inc for a number of months, seems to be less bullish one the $59.77 billion market cap company. The stock increased 1.00% or $2.33 during the last trading session, reaching $234.2. About 133,486 shares traded. Anthem, Inc. (NYSE:ANTM) has risen 35.30% since May 21, 2017 and is uptrending. It has outperformed by 23.75% the S&P500.

Azimuth Capital Management Llc decreased its stake in Amphenol Corp Cl A (APH) by 3.53% based on its latest 2017Q4 regulatory filing with the SEC. Azimuth Capital Management Llc sold 3,890 shares as the company’s stock declined 2.89% with the market. The institutional investor held 106,225 shares of the electrical products company at the end of 2017Q4, valued at $9.33 million, down from 110,115 at the end of the previous reported quarter. Azimuth Capital Management Llc who had been investing in Amphenol Corp Cl A for a number of months, seems to be less bullish one the $26.73B market cap company. The stock increased 0.80% or $0.7 during the last trading session, reaching $88.68. About 131,672 shares traded. Amphenol Corporation (NYSE:APH) has risen 20.58% since May 21, 2017 and is uptrending. It has outperformed by 9.03% the S&P500.

Among 11 analysts covering Amphenol (NYSE:APH), 5 have Buy rating, 0 Sell and 6 Hold. Therefore 45% are positive. Amphenol had 47 analyst reports since July 23, 2015 according to SRatingsIntel. On Thursday, January 21 the stock rating was maintained by Suntrust Robinson with “Neutral”. The firm has “Buy” rating by Zacks given on Wednesday, August 26. The rating was maintained by RBC Capital Markets on Thursday, June 1 with “Buy”. Stifel Nicolaus maintained the stock with “Hold” rating in Sunday, August 13 report. The firm has “Hold” rating by SunTrust given on Thursday, January 25. The rating was maintained by RBC Capital Markets on Thursday, July 21 with “Top Pick”. The firm has “Equal-Weight” rating by Morgan Stanley given on Thursday, January 25. The firm earned “Buy” rating on Friday, September 29 by Bank of America. Morgan Stanley maintained it with “Equal-Weight” rating and $85 target in Thursday, October 26 report. On Thursday, October 26 the stock rating was maintained by SunTrust with “Neutral”.

Since February 2, 2018, it had 0 buys, and 1 insider sale for $920,699 activity.

Analysts await Amphenol Corporation (NYSE:APH) to report earnings on July, 25. They expect $0.85 earnings per share, up 4.94% or $0.04 from last year’s $0.81 per share. APH’s profit will be $256.22 million for 26.08 P/E if the $0.85 EPS becomes a reality. After $0.83 actual earnings per share reported by Amphenol Corporation for the previous quarter, Wall Street now forecasts 2.41% EPS growth.

Investors sentiment decreased to 0.91 in Q4 2017. Its down 0.04, from 0.95 in 2017Q3. It fall, as 25 investors sold APH shares while 209 reduced holdings. 53 funds opened positions while 159 raised stakes. 289.04 million shares or 1.12% less from 292.31 million shares in 2017Q3 were reported. Credit Suisse Ag invested in 575,288 shares. Panagora Asset Mgmt holds 0.01% or 26,995 shares in its portfolio. New York-based Bnp Paribas Arbitrage has invested 0.02% in Amphenol Corporation (NYSE:APH). Connecticut-based Paloma Prns Management has invested 0.01% in Amphenol Corporation (NYSE:APH). Edgestream Prtnrs LP holds 5,814 shares or 0.61% of its portfolio. Moreover, Buffington Mohr Mcneal has 1.31% invested in Amphenol Corporation (NYSE:APH) for 39,125 shares. Moreover, Whittier has 0.31% invested in Amphenol Corporation (NYSE:APH) for 100,376 shares. Numeric Ltd Liability Company reported 0.05% of its portfolio in Amphenol Corporation (NYSE:APH). Northern Tru invested in 3.72M shares. Parametric Associate Lc has invested 0.08% of its portfolio in Amphenol Corporation (NYSE:APH). Penobscot Investment Management accumulated 16,345 shares. Vanguard Gru stated it has 0.12% in Amphenol Corporation (NYSE:APH). Rhumbline Advisers has invested 0.12% in Amphenol Corporation (NYSE:APH). Gsa Capital Prns Llp invested in 24,150 shares. Barclays Plc has invested 0.08% in Amphenol Corporation (NYSE:APH).

Azimuth Capital Management Llc, which manages about $1.39 billion US Long portfolio, upped its stake in Kimberly (NYSE:KMB) by 2,890 shares to 66,559 shares, valued at $8.03M in 2017Q4, according to the filing. It also increased its holding in Glaxosmithkline Adr (NYSE:GSK) by 10,360 shares in the quarter, for a total of 68,395 shares, and has risen its stake in Lkq Corp (NASDAQ:LKQ).

Analysts await Anthem, Inc. (NYSE:ANTM) to report earnings on July, 25. They expect $4.16 earnings per share, up 23.44% or $0.79 from last year’s $3.37 per share. ANTM’s profit will be $1.06B for 14.07 P/E if the $4.16 EPS becomes a reality. After $5.41 actual earnings per share reported by Anthem, Inc. for the previous quarter, Wall Street now forecasts -23.11% negative EPS growth.

Among 25 analysts covering Anthem Inc (NYSE:ANTM), 18 have Buy rating, 0 Sell and 7 Hold. Therefore 72% are positive. Anthem Inc had 81 analyst reports since July 27, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Wednesday, April 25 by Cantor Fitzgerald. Piper Jaffray initiated the shares of ANTM in report on Wednesday, January 4 with “Neutral” rating. The firm has “Hold” rating given on Wednesday, October 25 by Jefferies. The firm earned “Buy” rating on Friday, January 8 by Jefferies. The firm has “Hold” rating given on Friday, August 18 by Jefferies. On Tuesday, November 15 the stock rating was upgraded by Wells Fargo to “Outperform”. Citigroup initiated Anthem, Inc. (NYSE:ANTM) on Friday, October 2 with “Buy” rating. The rating was downgraded by Sterne Agee CRT to “Neutral” on Tuesday, May 24. The stock of Anthem, Inc. (NYSE:ANTM) earned “Hold” rating by Goldman Sachs on Wednesday, January 3. Bernstein initiated Anthem, Inc. (NYSE:ANTM) on Thursday, June 16 with “Outperform” rating.

Guardian Capital Advisors Lp, which manages about $1.66B and $763.93 million US Long portfolio, upped its stake in Telus Corp (NYSE:TU) by 9,024 shares to 192,791 shares, valued at $9.04 million in 2017Q4, according to the filing. It also increased its holding in Mitsubishi Ufj Finl Group In (NYSE:MTU) by 39,065 shares in the quarter, for a total of 312,535 shares, and has risen its stake in Enbridge Inc (NYSE:ENB).

Amphenol Corporation (NYSE:APH) Institutional Positions Chart

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