Humana (HUM) Shareholder First Midwest Bank Trust Division Has Trimmed Its Stake as Stock Rose; Capital Planning Advisors Decreased Position in Altria Group (MO) by $503,816

April 17, 2018 - By wolcottdaily

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Ken Heebner decreased its stake in Altria Group Inc (MO) by 15.15% based on its latest 2017Q4 regulatory filing with the SEC. Capital Planning Advisors Llc sold 7,096 shares as the company’s stock declined 15.83% with the market. The hedge fund run by Ken Heebner held 39,729 shares of the farming and seeds and milling company at the end of 2017Q4, valued at $2.84M, down from 46,825 at the end of the previous reported quarter. Capital Planning Advisors Llc who had been investing in Altria Group Inc for a number of months, seems to be less bullish one the $121.07 billion market cap company. The stock decreased 0.53% or $0.34 during the last trading session, reaching $63.91. About 2.32M shares traded. Altria Group, Inc. (NYSE:MO) has declined 17.05% since April 17, 2017 and is downtrending. It has underperformed by 28.60% the S&P500.

First Midwest Bank Trust Division decreased its stake in Humana Inc (HUM) by 17.07% based on its latest 2017Q4 regulatory filing with the SEC. First Midwest Bank Trust Division sold 3,203 shares as the company’s stock rose 9.24% while stock markets declined. The institutional investor held 15,559 shares of the medical specialities company at the end of 2017Q4, valued at $3.86 million, down from 18,762 at the end of the previous reported quarter. First Midwest Bank Trust Division who had been investing in Humana Inc for a number of months, seems to be less bullish one the $40.59B market cap company. The stock increased 1.37% or $3.96 during the last trading session, reaching $293.91. About 559,127 shares traded. Humana Inc. (NYSE:HUM) has risen 31.54% since April 17, 2017 and is uptrending. It has outperformed by 19.99% the S&P500.

First Midwest Bank Trust Division, which manages about $801.21 million US Long portfolio, upped its stake in Grainger W W Inc (NYSE:GWW) by 2,890 shares to 6,190 shares, valued at $1.46M in 2017Q4, according to the filing. It also increased its holding in Mgic Invt Corp Wis (NYSE:MTG) by 31,537 shares in the quarter, for a total of 119,011 shares, and has risen its stake in Vanguard Intl Equity Index F (VWO).

Analysts await Humana Inc. (NYSE:HUM) to report earnings on May, 2 before the open. They expect $3.21 EPS, up 16.73% or $0.46 from last year’s $2.75 per share. HUM’s profit will be $443.26 million for 22.89 P/E if the $3.21 EPS becomes a reality. After $2.06 actual EPS reported by Humana Inc. for the previous quarter, Wall Street now forecasts 55.83% EPS growth.

Among 23 analysts covering Humana (NYSE:HUM), 15 have Buy rating, 0 Sell and 8 Hold. Therefore 65% are positive. Humana had 79 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Neutral” rating by Credit Suisse given on Tuesday, August 16. Morgan Stanley maintained Humana Inc. (NYSE:HUM) on Thursday, August 17 with “Overweight” rating. The firm earned “Equal Weight” rating on Thursday, July 30 by Barclays Capital. Cantor Fitzgerald maintained Humana Inc. (NYSE:HUM) rating on Monday, December 18. Cantor Fitzgerald has “Hold” rating and $230.0 target. The stock of Humana Inc. (NYSE:HUM) earned “Overweight” rating by Morgan Stanley on Wednesday, June 7. RBC Capital Markets maintained the stock with “Hold” rating in Thursday, February 8 report. Cowen & Co maintained Humana Inc. (NYSE:HUM) rating on Wednesday, April 26. Cowen & Co has “Outperform” rating and $230 target. Cantor Fitzgerald downgraded the stock to “Neutral” rating in Tuesday, April 11 report. Piper Jaffray maintained Humana Inc. (NYSE:HUM) on Tuesday, April 3 with “Buy” rating. On Thursday, August 4 the stock rating was maintained by Barclays Capital with “Equal-Weight”.

Investors sentiment decreased to 1.05 in 2017 Q4. Its down 0.16, from 1.21 in 2017Q3. It dived, as 40 investors sold HUM shares while 209 reduced holdings. 69 funds opened positions while 193 raised stakes. 125.53 million shares or 4.46% less from 131.39 million shares in 2017Q3 were reported. Natixis invested 0.97% in Humana Inc. (NYSE:HUM). Point72 Asset Mngmt Limited Partnership holds 0.17% of its portfolio in Humana Inc. (NYSE:HUM) for 162,669 shares. Suntrust Banks has invested 0.01% in Humana Inc. (NYSE:HUM). Huntington Bankshares reported 10,498 shares. Earnest Prns Limited Liability Com has invested 0.3% in Humana Inc. (NYSE:HUM). B & T Mgmt Dba Alpha Mgmt holds 8,954 shares. Brinker Incorporated reported 2,036 shares. Allen Invest Mngmt Ltd Liability Company holds 1,003 shares. Columbia Prtnrs L L C Invest Mngmt holds 0.59% of its portfolio in Humana Inc. (NYSE:HUM) for 17,861 shares. Ledyard Bank & Trust has 372 shares. Colonial Trust Advisors holds 55,551 shares or 2.14% of its portfolio. Ubs Asset Mngmt Americas has 0.15% invested in Humana Inc. (NYSE:HUM). Bb&T Secs Limited Liability Corporation reported 0.01% stake. Citigroup Incorporated owns 226,324 shares. Wells Fargo And Mn invested in 1.84M shares or 0.13% of the stock.

Since December 15, 2017, it had 0 buys, and 10 selling transactions for $20.82 million activity. Huval Timothy S. had sold 1,382 shares worth $340,034 on Friday, December 15. Another trade for 3,727 shares valued at $1.03M was made by MARGULIS HEIDI S on Wednesday, February 28. LeClaire Brian P. also sold $3.49M worth of Humana Inc. (NYSE:HUM) shares. $295,450 worth of Humana Inc. (NYSE:HUM) was sold by Fleming William Kevin. On Friday, December 15 the insider BILNEY JODY L sold $1.75 million. BROUSSARD BRUCE D sold $3.86M worth of stock.

Analysts await Altria Group, Inc. (NYSE:MO) to report earnings on April, 26 before the open. They expect $0.94 earnings per share, up 28.77% or $0.21 from last year’s $0.73 per share. MO’s profit will be $1.78B for 17.00 P/E if the $0.94 EPS becomes a reality. After $0.91 actual earnings per share reported by Altria Group, Inc. for the previous quarter, Wall Street now forecasts 3.30% EPS growth.

Among 20 analysts covering Altria Group Inc. (NYSE:MO), 16 have Buy rating, 0 Sell and 4 Hold. Therefore 80% are positive. Altria Group Inc. had 60 analyst reports since July 31, 2015 according to SRatingsIntel. PiperJaffray maintained Altria Group, Inc. (NYSE:MO) on Friday, February 2 with “Overweight” rating. Piper Jaffray maintained the stock with “Buy” rating in Thursday, September 14 report. The stock of Altria Group, Inc. (NYSE:MO) has “Buy” rating given on Monday, May 9 by Argus Research. The firm earned “Neutral” rating on Thursday, March 24 by Bank of America. Cowen & Co downgraded the shares of MO in report on Friday, October 30 to “Market Perform” rating. The stock has “Buy” rating by Cowen & Co on Thursday, October 26. The firm has “Buy” rating by Wells Fargo given on Thursday, January 4. The stock of Altria Group, Inc. (NYSE:MO) has “Neutral” rating given on Monday, July 31 by UBS. The firm has “Buy” rating given on Wednesday, January 4 by Bank of America. The firm has “Sell” rating by RBC Capital Markets given on Monday, May 29.

Capital Planning Advisors Llc, which manages about $180.00 million and $284.68M US Long portfolio, upped its stake in General Dynamics Corp (NYSE:GD) by 7,294 shares to 14,596 shares, valued at $2.97 million in 2017Q4, according to the filing. It also increased its holding in Citigroup Inc (NYSE:C) by 4,175 shares in the quarter, for a total of 32,885 shares, and has risen its stake in Bank Amer Corp (NYSE:BAC).

Since February 7, 2018, it had 0 insider buys, and 4 sales for $1.82 million activity. $216,154 worth of stock was sold by Quigley Brian W. on Friday, March 2. The insider Dillard James E III sold $410,313. On Friday, March 2 the insider SURGNER W HILDEBRANDT JR sold $199,488.

Humana Inc. (NYSE:HUM) Institutional Positions Chart

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