As Morgan Stanley (MS) Market Valuation Rose, Valueact Holdings LP Raised by $3.90 Million Its Stake; Bridges Investment Counsel Trimmed Stake in Union Pacific Com (UNP) as Stock Value Declined

May 21, 2018 - By Darrin Black

Union Pacific Corporation (NYSE:UNP) Logo

Jeffrey Ubben increased its stake in Morgan Stanley (MS) by 0.42% based on its latest 2017Q4 regulatory filing with the SEC. Valueact Holdings Lp bought 75,000 shares as the company’s stock rose 0.82% while stock markets declined. The hedge fund run by Jeffrey Ubben held 17.96 million shares of the investment bankers and brokers and service company at the end of 2017Q4, valued at $942.34M, up from 17.88 million at the end of the previous reported quarter. Valueact Holdings Lp who had been investing in Morgan Stanley for a number of months, seems to be bullish on the $96.15B market cap company. The stock increased 0.73% or $0.395 during the last trading session, reaching $54.315. About 4.28M shares traded. Morgan Stanley (NYSE:MS) has risen 27.83% since May 21, 2017 and is uptrending. It has outperformed by 16.28% the S&P500.

Bridges Investment Counsel Inc decreased its stake in Union Pacific Corp Com (UNP) by 6.39% based on its latest 2017Q4 regulatory filing with the SEC. Bridges Investment Counsel Inc sold 5,702 shares as the company’s stock declined 2.36% with the market. The institutional investor held 83,517 shares of the railroads company at the end of 2017Q4, valued at $11.20M, down from 89,219 at the end of the previous reported quarter. Bridges Investment Counsel Inc who had been investing in Union Pacific Corp Com for a number of months, seems to be less bullish one the $112.46 billion market cap company. The stock increased 0.83% or $1.2 during the last trading session, reaching $145. About 1.97 million shares traded. Union Pacific Corporation (NYSE:UNP) has risen 26.23% since May 21, 2017 and is uptrending. It has outperformed by 14.68% the S&P500.

Analysts await Union Pacific Corporation (NYSE:UNP) to report earnings on July, 19. They expect $1.88 EPS, up 29.66% or $0.43 from last year’s $1.45 per share. UNP’s profit will be $1.46 billion for 19.28 P/E if the $1.88 EPS becomes a reality. After $1.68 actual EPS reported by Union Pacific Corporation for the previous quarter, Wall Street now forecasts 11.90% EPS growth.

Investors sentiment increased to 0.94 in 2017 Q4. Its up 0.04, from 0.9 in 2017Q3. It increased, as 49 investors sold UNP shares while 505 reduced holdings. 128 funds opened positions while 391 raised stakes. 598.50 million shares or 0.52% less from 601.66 million shares in 2017Q3 were reported. Weatherly Asset Management LP holds 0.05% or 1,586 shares in its portfolio. Sandy Spring Comml Bank accumulated 17,207 shares. Advisory reported 17,948 shares. Northstar Inv Advsrs Lc has invested 0.05% of its portfolio in Union Pacific Corporation (NYSE:UNP). Interocean Cap Ltd Liability Corporation stated it has 1,556 shares. 11,915 were accumulated by Shufro Rose Com Lc. 353,069 are owned by Toronto Dominion State Bank. Moreover, Garde Incorporated has 0.07% invested in Union Pacific Corporation (NYSE:UNP). Security State Bank Of So Dak owns 2.1% invested in Union Pacific Corporation (NYSE:UNP) for 14,485 shares. Saybrook Nc holds 1.12% or 18,100 shares in its portfolio. Legacy Private, a Wisconsin-based fund reported 57,247 shares. Vantage Investment Advisors Limited Liability Company has invested 0.02% in Union Pacific Corporation (NYSE:UNP). Force Cap Management Ltd Liability Com holds 2.11% or 15,100 shares. Stephens Ar holds 29,204 shares. Wunderlich Managemnt reported 1.57% in Union Pacific Corporation (NYSE:UNP).

Among 30 analysts covering Union Pacific Corporation (NYSE:UNP), 14 have Buy rating, 2 Sell and 14 Hold. Therefore 47% are positive. Union Pacific Corporation had 110 analyst reports since July 24, 2015 according to SRatingsIntel. Cowen & Co maintained Union Pacific Corporation (NYSE:UNP) on Friday, August 25 with “Hold” rating. The firm has “Neutral” rating given on Friday, December 4 by Bank of America. UBS maintained Union Pacific Corporation (NYSE:UNP) rating on Friday, October 27. UBS has “Neutral” rating and $126 target. On Thursday, September 14 the stock rating was maintained by BMO Capital Markets with “Buy”. The rating was initiated by Loop Capital on Thursday, August 4 with “Hold”. The firm has “Outperform” rating by RBC Capital Markets given on Friday, October 23. The stock has “Outperform” rating by Cowen & Co on Thursday, January 21. Cowen & Co maintained the stock with “Market Perform” rating in Friday, April 28 report. RBC Capital Markets maintained the stock with “Hold” rating in Thursday, July 20 report. The rating was initiated by Atlantic Securities on Thursday, August 11 with “Overweight”.

More news for Union Pacific Corporation (NYSE:UNP) were recently published by: Forbes.com, which released: “A Quick Snapshot of Union Pacific Corp’s Industrial Freight Segment” on May 15, 2018. Seekingalpha.com‘s article titled: “Union Pacific (UNP) Q1 2018 Results – Earnings Call Transcript” and published on April 26, 2018 is yet another important article.

Bridges Investment Counsel Inc, which manages about $710.77M and $181.27 million US Long portfolio, upped its stake in Vanguard Ftse All (VEU) by 9,745 shares to 75,175 shares, valued at $4.11 million in 2017Q4, according to the filing.

Since March 20, 2018, it had 0 insider buys, and 3 selling transactions for $7.37 million activity. Shares for $1.86 million were sold by KNIGHT ROBERT M JR on Wednesday, March 21.

Investors sentiment increased to 1.1 in 2017 Q4. Its up 0.16, from 0.94 in 2017Q3. It is positive, as 38 investors sold MS shares while 295 reduced holdings. 111 funds opened positions while 255 raised stakes. 1.51 billion shares or 1.16% less from 1.53 billion shares in 2017Q3 were reported. Cubist Systematic Strategies Ltd Liability Com reported 0.21% stake. Bluefin Trading Ltd has invested 0.02% in Morgan Stanley (NYSE:MS). Amer Asset Management Inc holds 7,062 shares. Norris Perne And French Llp Mi holds 6,128 shares. Meiji Yasuda Asset Management Limited holds 42,692 shares or 0.21% of its portfolio. Cadence Cap Mngmt Ltd reported 45,073 shares or 0.15% of all its holdings. Moore Mgmt LP has 0.9% invested in Morgan Stanley (NYSE:MS). Dnb Asset Mgmt As owns 145,716 shares or 0.09% of their US portfolio. Whittier Trust Communications stated it has 0.02% in Morgan Stanley (NYSE:MS). Advisor Partners Limited Liability Co owns 32,812 shares or 0.34% of their US portfolio. Wealthtrust holds 1,208 shares or 0.03% of its portfolio. Nelson Roberts Invest Advsrs Lc has invested 0% in Morgan Stanley (NYSE:MS). Fdx Advsr, a California-based fund reported 64,753 shares. Kcm Invest Advisors Llc invested 0.19% of its portfolio in Morgan Stanley (NYSE:MS). Liberty Management owns 1,000 shares for 0.03% of their portfolio.

Among 30 analysts covering Morgan Stanley (NYSE:MS), 19 have Buy rating, 1 Sell and 10 Hold. Therefore 63% are positive. Morgan Stanley had 102 analyst reports since July 21, 2015 according to SRatingsIntel. The stock has “Buy” rating by BMO Capital Markets on Friday, October 6. Barclays Capital maintained the stock with “Equal-Weight” rating in Wednesday, October 18 report. The rating was initiated by Berenberg on Wednesday, July 13 with “Hold”. The stock of Morgan Stanley (NYSE:MS) earned “Sell” rating by Societe Generale on Wednesday, January 13. RBC Capital Markets maintained Morgan Stanley (NYSE:MS) rating on Tuesday, June 6. RBC Capital Markets has “Buy” rating and $5000 target. The stock has “Outperform” rating by RBC Capital Markets on Tuesday, October 20. The rating was maintained by Barclays Capital on Thursday, April 19 with “Equal-Weight”. The stock of Morgan Stanley (NYSE:MS) has “Neutral” rating given on Monday, October 10 by . BMO Capital Markets maintained Morgan Stanley (NYSE:MS) rating on Monday, June 19. BMO Capital Markets has “Buy” rating and $5800 target. The company was maintained on Thursday, January 21 by RBC Capital Markets.

Valueact Holdings Lp, which manages about $15.75B and $9.88B US Long portfolio, decreased its stake in Cbre Group Inc (NYSE:CBG) by 3.96M shares to 24.92 million shares, valued at $1.08 billion in 2017Q4, according to the filing.

More recent Morgan Stanley (NYSE:MS) news were published by: Seekingalpha.com which released: “Tracking Morgan Stanley’s rebound” on May 03, 2018. Also Livetradingnews.com published the news titled: “Morgan Stanley (NYSE:MS) Bearish Trend” on April 23, 2018. Bizjournals.com‘s news article titled: “Square, Facebook, other Silicon Valley executives are popular choice for nation’s boardrooms” with publication date: May 18, 2018 was also an interesting one.

Union Pacific Corporation (NYSE:UNP) Institutional Positions Chart

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