Ulta Beauty (ULTA) Holder Westwood Management Has Lowered Its Stake as Market Value Declined; As Waste Mgmt Del (WM) Stock Declined, Mckinley Carter Wealth Services Lifted Position

May 27, 2018 - By Ellis Scott

Ulta Beauty, Inc. (NASDAQ:ULTA) Logo

Mckinley Carter Wealth Services Inc increased its stake in Waste Mgmt Inc Del (WM) by 35.15% based on its latest 2017Q4 regulatory filing with the SEC. Mckinley Carter Wealth Services Inc bought 4,238 shares as the company’s stock declined 3.05% with the market. The institutional investor held 16,296 shares of the public utilities company at the end of 2017Q4, valued at $1.41 million, up from 12,058 at the end of the previous reported quarter. Mckinley Carter Wealth Services Inc who had been investing in Waste Mgmt Inc Del for a number of months, seems to be bullish on the $35.87B market cap company. The stock increased 0.04% or $0.03 during the last trading session, reaching $82.96. About 1.55 million shares traded. Waste Management, Inc. (NYSE:WM) has risen 15.87% since May 27, 2017 and is uptrending. It has outperformed by 4.32% the S&P500.

Westwood Management Corp decreased its stake in Ulta Beauty Inc. (ULTA) by 5.84% based on its latest 2017Q4 regulatory filing with the SEC. Westwood Management Corp sold 7,625 shares as the company’s stock declined 9.44% with the market. The institutional investor held 122,950 shares of the 2007 company at the end of 2017Q4, valued at $27.50M, down from 130,575 at the end of the previous reported quarter. Westwood Management Corp who had been investing in Ulta Beauty Inc. for a number of months, seems to be less bullish one the $15.19 billion market cap company. The stock decreased 0.27% or $0.67 during the last trading session, reaching $251.05. About 723,535 shares traded. Ulta Beauty, Inc. (NASDAQ:ULTA) has declined 26.85% since May 27, 2017 and is downtrending. It has underperformed by 38.40% the S&P500.

More notable recent Ulta Beauty, Inc. (NASDAQ:ULTA) news were published by: Fool.com which released: “Why Ulta Beauty Stock Gained 23% in April” on May 08, 2018, also Benzinga.com with their article: “Ulta, Valero, And 3 Other Stocks Showing Signs Of More Upside This Week” published on May 08, 2018, 247Wallst.com published: “Costco, Dollar General, HP and More Major Earnings Coming This Week” on May 27, 2018. More interesting news about Ulta Beauty, Inc. (NASDAQ:ULTA) were released by: Businesswire.com and their article: “Ulta Beauty Announces Earnings Release Date, Conference Call and Webcast for First Quarter 2018 Results” published on May 17, 2018 as well as Seekingalpha.com‘s news article titled: “Ulta: An Analysis” with publication date: May 07, 2018.

Analysts await Ulta Beauty, Inc. (NASDAQ:ULTA) to report earnings on May, 31 after the close. They expect $2.47 EPS, up 29.32% or $0.56 from last year’s $1.91 per share. ULTA’s profit will be $149.47 million for 25.41 P/E if the $2.47 EPS becomes a reality. After $2.75 actual EPS reported by Ulta Beauty, Inc. for the previous quarter, Wall Street now forecasts -10.18% negative EPS growth.

Westwood Management Corp, which manages about $655.18M and $715.42M US Long portfolio, upped its stake in Microsoft Corp. (NASDAQ:MSFT) by 3,900 shares to 509,600 shares, valued at $43.59M in 2017Q4, according to the filing. It also increased its holding in Visa Inc. (NYSE:V) by 3,900 shares in the quarter, for a total of 65,600 shares, and has risen its stake in Alibaba Group Holding (NYSE:BABA).

Investors sentiment increased to 0.95 in Q4 2017. Its up 0.10, from 0.85 in 2017Q3. It increased, as 88 investors sold ULTA shares while 156 reduced holdings. 87 funds opened positions while 144 raised stakes. 53.45 million shares or 1.83% more from 52.49 million shares in 2017Q3 were reported. Ci Global Investments invested in 606,974 shares or 2.62% of the stock. Alecta Pensionsforsakring Omsesidigt owns 425,000 shares. Suntrust Banks, a Georgia-based fund reported 8,378 shares. Champlain Investment Ptnrs Ltd Liability Corp stated it has 0.65% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA). Huntington Commercial Bank accumulated 200 shares. Steadfast Cap Limited Partnership, New York-based fund reported 570,387 shares. F&V Capital Mngmt Llc reported 1,645 shares. Norinchukin Savings Bank The has invested 0.02% in Ulta Beauty, Inc. (NASDAQ:ULTA). First Trust Ltd Partnership owns 31,820 shares or 0.02% of their US portfolio. 3,345 were reported by L S Advsr. Comgest Global Invsts Sas holds 13,100 shares. Wells Fargo And Mn invested in 0.04% or 564,574 shares. Loring Wolcott Coolidge Fiduciary Advisors Ltd Liability Partnership Ma reported 20,713 shares. New York-based Eulav Asset Mngmt has invested 0.54% in Ulta Beauty, Inc. (NASDAQ:ULTA). First Allied Advisory invested in 0.02% or 1,986 shares.

Among 29 analysts covering Ulta Salon Cosmetics & Fragrance Inc (NASDAQ:ULTA), 20 have Buy rating, 0 Sell and 9 Hold. Therefore 69% are positive. Ulta Salon Cosmetics & Fragrance Inc had 129 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) earned “Hold” rating by RBC Capital Markets on Friday, May 26. The firm earned “Hold” rating on Friday, August 26 by Jefferies. The rating was maintained by William Blair on Monday, August 31 with “Buy”. The firm earned “Market Perform” rating on Friday, August 25 by BMO Capital Markets. The company was maintained on Thursday, November 30 by BMO Capital Markets. The firm has “Overweight” rating given on Friday, March 11 by JP Morgan. The firm has “Outperform” rating given on Friday, May 27 by Telsey Advisory Group. The firm has “Outperform” rating by Cowen & Co given on Friday, August 26. Nomura maintained the shares of ULTA in report on Friday, March 11 with “Buy” rating. Deutsche Bank initiated it with “Hold” rating and $162 target in Monday, August 3 report.

Since April 5, 2018, it had 0 insider purchases, and 4 sales for $12.53 million activity. 3,000 shares were sold by Nagler Lorna, worth $685,057. Dillon Mary N also sold $3.37 million worth of Ulta Beauty, Inc. (NASDAQ:ULTA) on Thursday, April 5.

Among 16 analysts covering Waste Management Inc. (NYSE:WM), 9 have Buy rating, 1 Sell and 6 Hold. Therefore 56% are positive. Waste Management Inc. had 48 analyst reports since July 28, 2015 according to SRatingsIntel. The firm has “Buy” rating by BMO Capital Markets given on Friday, April 20. The rating was maintained by Imperial Capital with “In-Line” on Friday, July 29. The firm has “Outperform” rating by Wedbush given on Friday, April 29. Bank of America initiated the stock with “Neutral” rating in Monday, April 25 report. The stock of Waste Management, Inc. (NYSE:WM) has “In-Line” rating given on Friday, April 29 by Imperial Capital. The stock has “Outperform” rating by Credit Suisse on Tuesday, February 20. The firm has “Buy” rating by Argus Research given on Thursday, November 5. The firm has “Neutral” rating given on Thursday, October 13 by Wedbush. Sterne Agee CRT initiated the shares of WM in report on Tuesday, March 22 with “Neutral” rating. The rating was initiated by Barclays Capital with “Overweight” on Thursday, October 22.

Since January 15, 2018, it had 0 insider purchases, and 20 sales for $12.95 million activity. $1.16M worth of stock was sold by CALDWELL BARRY H on Friday, February 23. Shares for $11,401 were sold by Sjoqvist Nikolaj H on Monday, February 26. $154,727 worth of Waste Management, Inc. (NYSE:WM) shares were sold by Harris Jeff M. $1.55 million worth of Waste Management, Inc. (NYSE:WM) was sold by Morris John J. POPE JOHN C had sold 358 shares worth $31,648 on Monday, January 15. $12,001 worth of Waste Management, Inc. (NYSE:WM) shares were sold by Rankin Devina A.

Investors sentiment increased to 1.09 in 2017 Q4. Its up 0.16, from 0.93 in 2017Q3. It improved, as 41 investors sold WM shares while 297 reduced holdings. 110 funds opened positions while 259 raised stakes. 318.69 million shares or 0.70% more from 316.48 million shares in 2017Q3 were reported. Somerville Kurt F has invested 0.06% in Waste Management, Inc. (NYSE:WM). Peregrine Asset Advisers owns 3,250 shares. Moreover, Kentucky Retirement Sys Insur Trust Fund has 0.15% invested in Waste Management, Inc. (NYSE:WM) for 10,609 shares. Quantitative Inv Mgmt Ltd Liability Corp owns 84,800 shares for 0.11% of their portfolio. Adage Capital Grp Incorporated Limited Liability Corporation invested in 1.27 million shares. Moreover, Bluecrest Mngmt Limited has 0.02% invested in Waste Management, Inc. (NYSE:WM). Davenport And Com Lc has 0.03% invested in Waste Management, Inc. (NYSE:WM) for 27,406 shares. Janney Capital Mngmt Limited Liability Company holds 0.01% of its portfolio in Waste Management, Inc. (NYSE:WM) for 2,560 shares. California-based L & S Advsrs Incorporated has invested 0.07% in Waste Management, Inc. (NYSE:WM). Pinnacle Inc has 0.31% invested in Waste Management, Inc. (NYSE:WM). Riverhead Mngmt Ltd Liability Corporation has invested 0.1% in Waste Management, Inc. (NYSE:WM). Bailard has 0.28% invested in Waste Management, Inc. (NYSE:WM) for 51,234 shares. Green Square Capital Limited Liability Company holds 0.15% or 11,711 shares in its portfolio. Tradition Cap Mngmt Lc holds 3,150 shares. Oakworth Cap invested 0.07% in Waste Management, Inc. (NYSE:WM).

More notable recent Waste Management, Inc. (NYSE:WM) news were published by: Seekingalpha.com which released: “Waste Management: Make Garbage Green Again” on May 08, 2018, also Seekingalpha.com with their article: “Waste Management Is King” published on May 13, 2018, Seekingalpha.com published: “Key Takeaways From Waste Management’s Earnings Call” on April 30, 2018. More interesting news about Waste Management, Inc. (NYSE:WM) were released by: Seekingalpha.com and their article: “The Biggest Risks To Waste Management” published on May 16, 2018 as well as Seekingalpha.com‘s news article titled: “Look For Broken Stocks On Tepid Market Days – Cramer’s Mad Money (5/22/18)” with publication date: May 23, 2018.

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By1 Ellis Scott

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