Daiwa Securities Group Has Boosted Position in Omega Healthcare Invs (OHI) by $15.31 Million as Stock Value Rose; Ball (BLL) Market Valuation Declined While Marsico Capital Management Decreased Its Holding

June 14, 2018 - By Louis Casey

Omega Healthcare Investors, Inc. (NYSE:OHI) Logo

Marsico Capital Management Llc decreased its stake in Ball Corp (BLL) by 41.5% based on its latest 2018Q1 regulatory filing with the SEC. Marsico Capital Management Llc sold 34,968 shares as the company’s stock declined 4.27% with the market. The institutional investor held 49,292 shares of the containers and packaging company at the end of 2018Q1, valued at $1.96M, down from 84,260 at the end of the previous reported quarter. Marsico Capital Management Llc who had been investing in Ball Corp for a number of months, seems to be less bullish one the $12.88B market cap company. The stock decreased 0.65% or $0.24 during the last trading session, reaching $36.87. About 1.79 million shares traded. Ball Corporation (NYSE:BLL) has declined 5.77% since June 14, 2017 and is downtrending. It has underperformed by 18.34% the S&P500. Some Historical BLL News: 23/03/2018 – Starbucks: The Crystal Ball Frappucino Cometh — Barrons.com; 22/05/2018 – InventHelp Inventors Develop Golf Ball Retrieval Device (KOC-489); 25/04/2018 – Ball Corporation Declares Quarterly Dividend, Approves Share Repurchase Authorization; 27/03/2018 – CRICKET AUSTRALIA SAYS ONLY STEVE SMITH, DAVID WARNER AND CAMEROON BANCROFT INVOLVED IN BALL TAMPERING; 06/03/2018 – Moody’s Rates Ball’s New Senior Unsecured Notes Ba1; Ba1 Cfr And Stable Outlook Unchanged; 25/04/2018 – ESPN: Source: Injured Ball brothers leave Lithuania; 06/03/2018 – Fitch Rates Ball Corp’s Unsecured Notes ‘BB+’; 02/04/2018 – Fidelity Select Materials Exits Ball, Cuts Eagle Materials; 30/05/2018 – SiriusXM to Broadcast Performances from the Annual Governors Ball Music Festival in New York City; 02/05/2018 – Capital Senior Living CEO, Larry Cohen, Named Alzheimer’s Association 2018 Brain Ball National Honoree

Daiwa Securities Group Inc increased its stake in Omega Healthcare Invs (OHI) by 19.36% based on its latest 2018Q1 regulatory filing with the SEC. Daiwa Securities Group Inc bought 566,973 shares as the company’s stock rose 15.29% while stock markets declined. The institutional investor held 3.50 million shares of the consumer services company at the end of 2018Q1, valued at $94.54M, up from 2.93M at the end of the previous reported quarter. Daiwa Securities Group Inc who had been investing in Omega Healthcare Invs for a number of months, seems to be bullish on the $6.48 billion market cap company. The stock increased 1.20% or $0.37 during the last trading session, reaching $31.27. About 1.32 million shares traded. Omega Healthcare Investors, Inc. (NYSE:OHI) has declined 5.47% since June 14, 2017 and is downtrending. It has underperformed by 18.04% the S&P500. Some Historical OHI News: 21/04/2018 – DJ Omega Healthcare Investors Inc, Inst Holders, 1Q 2018 (OHI); 07/05/2018 – Omega Healthcare 1Q Rev $220.2M; 07/03/2018 – OMEGA SAYS ORIANNA AND AFFILIATES IN VOLUNTARY CH. 11 PROCESS; 14/05/2018 – OMEGA HEALTHCARE INVESTORS – ON MAY 11, BANKRUPTCY COURT APPROVED ON FINAL BASIS $30 MLN SENIOR SECURED DIP FINANCING PROVIDED BY OMEGA TO ORIANNA; 14/05/2018 – OMEGA HEALTHCARE INVESTORS INC – RECEIVED COURT APPROVAL TO BEGIN ORDERLY TRANSITION TO NEW OPERATORS OF 23 OF 42 FACILITIES; 07/05/2018 – Omega Healthcare 1Q FFO 71c/Sh; 07/05/2018 – OMEGA HEALTHCARE INVESTORS INC OHI.N SEES FY 2018 ADJUSTED FFO SHR $2.96 TO $3.06; 07/05/2018 – OMEGA HEALTHCARE INVESTORS INC OHI.N – AFFIRMED ITS 2018 ADJUSTED FFO GUIDANCE OF $2.96 TO $3.06 PER DILUTED SHARE; 07/05/2018 – OMEGA HEALTHCARE 1Q FFO/SHR 71C, EST. 73C; 07/05/2018 – Omega Healthcare: Orianna Restarted Partial Rent Payments in April as Required by Restructuring Support Agreement

Investors sentiment decreased to 0.97 in Q1 2018. Its down 0.34, from 1.31 in 2017Q4. It dived, as 47 investors sold BLL shares while 139 reduced holdings. 53 funds opened positions while 128 raised stakes. 285.90 million shares or 2.31% less from 292.68 million shares in 2017Q4 were reported. Stifel Financial Corp accumulated 7,811 shares or 0% of the stock. Benjamin F Edwards Co Inc owns 0.02% invested in Ball Corporation (NYSE:BLL) for 3,881 shares. Hartford Invest Mgmt Communication has invested 0.05% in Ball Corporation (NYSE:BLL). 13,439 were reported by First Midwest Fincl Bank Division. King Luther Cap Mgmt invested in 440,138 shares or 0.15% of the stock. Oppenheimer &, New York-based fund reported 9,542 shares. Fred Alger Inc holds 0.02% or 96,554 shares. Envestnet Asset Mngmt accumulated 25,840 shares or 0% of the stock. Vident Investment Advisory Limited Liability has 0.02% invested in Ball Corporation (NYSE:BLL). Schwab Charles Mgmt Inc accumulated 1.33M shares or 0.04% of the stock. Wolverine Asset Limited stated it has 0.01% in Ball Corporation (NYSE:BLL). Bancorp Of Ny Mellon owns 3.91 million shares. Utd Automobile Association has invested 0.01% in Ball Corporation (NYSE:BLL). Raymond James Financial Svcs Advsrs owns 129,769 shares. Moreover, Eagle Asset Mngmt has 0.24% invested in Ball Corporation (NYSE:BLL).

Since January 5, 2018, it had 1 insider purchase, and 10 insider sales for $1.64 million activity. Another trade for 2,500 shares valued at $98,900 was sold by STRAIN ROBERT D. On Tuesday, February 27 the insider Fisher Daniel William bought $360,900. 18,660 shares were sold by Pauley Lisa Ann, worth $735,919. Peterson James N had sold 4,384 shares worth $170,532 on Thursday, February 15. HOOVER R DAVID sold $89,562 worth of Ball Corporation (NYSE:BLL) on Wednesday, March 7. HAYES JOHN A had sold 6,782 shares worth $261,823.

Marsico Capital Management Llc, which manages about $17.14B and $2.66B US Long portfolio, upped its stake in Ryanair Hldgs Plc by 58,694 shares to 206,521 shares, valued at $25.37 million in 2018Q1, according to the filing. It also increased its holding in Adobe Sys Inc (NASDAQ:ADBE) by 159,846 shares in the quarter, for a total of 242,309 shares, and has risen its stake in Verisk Analytics Inc (NASDAQ:VRSK).

Among 14 analysts covering Ball Corporation (NYSE:BLL), 10 have Buy rating, 0 Sell and 4 Hold. Therefore 71% are positive. Ball Corporation had 38 analyst reports since October 15, 2015 according to SRatingsIntel. Jefferies maintained Ball Corporation (NYSE:BLL) rating on Thursday, August 3. Jefferies has “Buy” rating and $4900 target. The stock has “Underweight” rating by KeyBanc Capital Markets on Friday, December 8. The stock has “Neutral” rating by Robert W. Baird on Friday, November 3. Citigroup maintained it with “Neutral” rating and $80 target in Friday, August 5 report. The company was maintained on Wednesday, July 19 by BMO Capital Markets. The firm has “Buy” rating by RBC Capital Markets given on Monday, November 6. JP Morgan upgraded the shares of BLL in report on Thursday, March 31 to “Overweight” rating. On Tuesday, November 10 the stock rating was upgraded by Macquarie Research to “Outperform”. The company was maintained on Tuesday, October 10 by Robert W. Baird. The stock of Ball Corporation (NYSE:BLL) earned “Outperform” rating by BMO Capital Markets on Monday, December 4.

Analysts await Ball Corporation (NYSE:BLL) to report earnings on August, 2. They expect $0.60 EPS, up 13.21% or $0.07 from last year’s $0.53 per share. BLL’s profit will be $209.54M for 15.36 P/E if the $0.60 EPS becomes a reality. After $0.50 actual EPS reported by Ball Corporation for the previous quarter, Wall Street now forecasts 20.00% EPS growth.

Investors sentiment increased to 1.09 in Q1 2018. Its up 0.26, from 0.83 in 2017Q4. It is positive, as 30 investors sold OHI shares while 111 reduced holdings. 47 funds opened positions while 107 raised stakes. 138.65 million shares or 2.16% less from 141.70 million shares in 2017Q4 were reported. Guggenheim Capital Ltd Limited Liability Company accumulated 164,064 shares. Stephens Ar owns 27,987 shares for 0.03% of their portfolio. Hightower Lc reported 287,075 shares or 0.07% of all its holdings. 36,621 were accumulated by Robeco Institutional Asset Management Bv. 892,797 are owned by Schwab Charles Inv Mngmt. Johnson Counsel reported 0.01% stake. Metropolitan Life Insurance Ny reported 0% stake. Reilly Financial Advsrs Limited owns 0.17% invested in Omega Healthcare Investors, Inc. (NYSE:OHI) for 45,480 shares. North Star Invest Mngmt holds 0.01% in Omega Healthcare Investors, Inc. (NYSE:OHI) or 2,301 shares. Wms Ptnrs Limited Liability Company reported 1.67% stake. Department Mb Comml Bank N A invested in 500 shares or 0% of the stock. California State Teachers Retirement Systems invested in 316,929 shares or 0.02% of the stock. 8,434 are owned by Bremer National Association. Employees Retirement Association Of Colorado has invested 0.01% in Omega Healthcare Investors, Inc. (NYSE:OHI). Schroder Inv Mgmt Group has invested 0% in Omega Healthcare Investors, Inc. (NYSE:OHI).

Among 11 analysts covering Omega Healthcare Investors (NYSE:OHI), 3 have Buy rating, 1 Sell and 7 Hold. Therefore 27% are positive. Omega Healthcare Investors had 31 analyst reports since July 21, 2015 according to SRatingsIntel. Jefferies maintained the shares of OHI in report on Tuesday, September 5 with “Hold” rating. The rating was downgraded by SunTrust to “Hold” on Wednesday, February 15. The stock has “Hold” rating by SunTrust on Wednesday, February 14. The rating was maintained by Cantor Fitzgerald with “Buy” on Tuesday, February 13. The firm has “Hold” rating by SunTrust given on Monday, January 22. The company was initiated on Wednesday, December 20 by Cantor Fitzgerald. Stifel Nicolaus maintained Omega Healthcare Investors, Inc. (NYSE:OHI) rating on Wednesday, February 14. Stifel Nicolaus has “Hold” rating and $27.0 target. The firm earned “Mkt Perform” rating on Thursday, August 18 by JMP Securities. The rating was maintained by Jefferies with “Hold” on Monday, May 15. JMP Securities upgraded Omega Healthcare Investors, Inc. (NYSE:OHI) on Thursday, February 11 to “Outperform” rating.

More important recent Omega Healthcare Investors, Inc. (NYSE:OHI) news were published by: Benzinga.com which released: “5 Stocks Showing Clear Technical Signals Right Now” on June 14, 2018, also Seekingalpha.com published article titled: “5%+ Dividend Yield Portfolio: Contrarian Bets Pay Off (May 2018 Review)”, Seekingalpha.com published: “Taking Our Omega Healthcare Coverage In For A Check-Up” on May 16, 2018. More interesting news about Omega Healthcare Investors, Inc. (NYSE:OHI) was released by: Seekingalpha.com and their article: “Omega Healthcare Investors: Healthier Now” with publication date: May 27, 2018.

Ball Corporation (NYSE:BLL) Institutional Positions Chart

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