Uss Investment Management LTD Has Trimmed Smucker J M Co (SJM) Holding by $19.21 Million; Shares Declined; Lowes Cos Com (LOW) Shareholder Moneta Group Investment Advisors Lowered Position as Valuation Declined

May 21, 2018 - By Peter Mason

Lowe's Companies, Inc. (NYSE:LOW) Logo

Uss Investment Management Ltd decreased its stake in Smucker J M Co (SJM) by 71.19% based on its latest 2017Q4 regulatory filing with the SEC. Uss Investment Management Ltd sold 154,900 shares as the company’s stock declined 2.24% with the market. The institutional investor held 62,700 shares of the packaged foods company at the end of 2017Q4, valued at $7.79M, down from 217,600 at the end of the previous reported quarter. Uss Investment Management Ltd who had been investing in Smucker J M Co for a number of months, seems to be less bullish one the $12.34B market cap company. The stock increased 0.62% or $0.67 during the last trading session, reaching $108.61. About 137,809 shares traded. The J. M. Smucker Company (NYSE:SJM) has declined 7.89% since May 21, 2017 and is downtrending. It has underperformed by 19.44% the S&P500.

Moneta Group Investment Advisors Llc decreased its stake in Lowes Cos Inc Com (LOW) by 68.45% based on its latest 2017Q4 regulatory filing with the SEC. Moneta Group Investment Advisors Llc sold 87,613 shares as the company’s stock declined 5.74% with the market. The institutional investor held 40,391 shares of the consumer services company at the end of 2017Q4, valued at $3.75M, down from 128,004 at the end of the previous reported quarter. Moneta Group Investment Advisors Llc who had been investing in Lowes Cos Inc Com for a number of months, seems to be less bullish one the $72.17B market cap company. The stock increased 1.23% or $1.06 during the last trading session, reaching $87.4. About 756,155 shares traded. Lowe's Companies, Inc. (NYSE:LOW) has risen 5.39% since May 21, 2017 and is uptrending. It has underperformed by 6.16% the S&P500.

Analysts await The J. M. Smucker Company (NYSE:SJM) to report earnings on June, 14. They expect $2.21 EPS, up 22.78% or $0.41 from last year’s $1.8 per share. SJM’s profit will be $251.05 million for 12.29 P/E if the $2.21 EPS becomes a reality. After $2.50 actual EPS reported by The J. M. Smucker Company for the previous quarter, Wall Street now forecasts -11.60% negative EPS growth.

Among 20 analysts covering J. M. Smucker Company (NYSE:SJM), 6 have Buy rating, 5 Sell and 9 Hold. Therefore 30% are positive. J. M. Smucker Company had 74 analyst reports since August 19, 2015 according to SRatingsIntel. As per Friday, November 17, the company rating was maintained by Morgan Stanley. Citigroup maintained The J. M. Smucker Company (NYSE:SJM) on Saturday, August 29 with “Buy” rating. The stock of The J. M. Smucker Company (NYSE:SJM) has “Neutral” rating given on Monday, July 3 by Credit Suisse. Deutsche Bank maintained The J. M. Smucker Company (NYSE:SJM) rating on Friday, June 3. Deutsche Bank has “Buy” rating and $143 target. Deutsche Bank maintained the shares of SJM in report on Wednesday, October 21 with “Buy” rating. The stock has “Sell” rating by JP Morgan on Monday, June 20. The rating was downgraded by Morgan Stanley to “Underweight” on Tuesday, April 11. Morgan Stanley maintained The J. M. Smucker Company (NYSE:SJM) on Friday, June 3 with “Equal-Weight” rating. The stock of The J. M. Smucker Company (NYSE:SJM) earned “Hold” rating by Zacks on Monday, September 21. The firm has “Hold” rating given on Thursday, June 1 by Credit Suisse.

More notable recent The J. M. Smucker Company (NYSE:SJM) news were published by: Investorplace.com which released: “5 Top Stock Trades for Friday Morning” on May 10, 2018, also Seekingalpha.com with their article: “Packaged food stocks follow Campbell Soup lower” published on May 18, 2018, Bizwest.com published: “Smucker to hold more job sessions for Longmont plant” on May 15, 2018. More interesting news about The J. M. Smucker Company (NYSE:SJM) were released by: Crainscleveland.com and their article: “JM Smucker Co. sets new leadership for pets business” published on May 02, 2018 as well as Investorplace.com‘s news article titled: “7 Consumer Goods Stocks That Will Rise Again” with publication date: May 11, 2018.

Investors sentiment increased to 0.94 in 2017 Q4. Its up 0.05, from 0.89 in 2017Q3. It improved, as 53 investors sold SJM shares while 236 reduced holdings. 94 funds opened positions while 179 raised stakes. 84.66 million shares or 1.41% more from 83.48 million shares in 2017Q3 were reported. Oregon Employees Retirement Fund holds 38,511 shares. 44,368 were reported by Td Asset Mngmt Incorporated. Tiaa Cref Invest Lc reported 230,091 shares or 0.02% of all its holdings. 6,902 are owned by Baldwin Investment Management Ltd. Motco has invested 0% in The J. M. Smucker Company (NYSE:SJM). Alpine Woods Capital Invsts Ltd holds 93,200 shares. Wells Fargo & Co Mn holds 0.05% of its portfolio in The J. M. Smucker Company (NYSE:SJM) for 1.42M shares. Alphamark Advsr Ltd Co stated it has 0.03% of its portfolio in The J. M. Smucker Company (NYSE:SJM). Old Second State Bank Of Aurora has invested 0.01% in The J. M. Smucker Company (NYSE:SJM). Livforsakringsbolaget Skandia Omsesidigt invested 0.02% in The J. M. Smucker Company (NYSE:SJM). Wellington Management Grp Inc Ltd Liability Partnership holds 0% or 100,687 shares in its portfolio. Cibc World holds 0.02% in The J. M. Smucker Company (NYSE:SJM) or 27,279 shares. Williams Jones And Associates Ltd Liability Co holds 0.01% of its portfolio in The J. M. Smucker Company (NYSE:SJM) for 2,139 shares. Stephens Ar invested in 0.08% or 17,409 shares. Thompson Invest Management reported 0.64% of its portfolio in The J. M. Smucker Company (NYSE:SJM).

Uss Investment Management Ltd, which manages about $8.59 billion US Long portfolio, upped its stake in Honeywell Intl Inc (NYSE:HON) by 3,800 shares to 152,900 shares, valued at $23.50M in 2017Q4, according to the filing. It also increased its holding in Comcast Corp New (NASDAQ:CMCSA) by 1.89M shares in the quarter, for a total of 7.30 million shares, and has risen its stake in Unitedhealth Group Inc (NYSE:UNH).

Investors sentiment decreased to 1.01 in 2017 Q4. Its down 0.03, from 1.04 in 2017Q3. It is negative, as 48 investors sold LOW shares while 437 reduced holdings. 138 funds opened positions while 351 raised stakes. 585.84 million shares or 0.67% less from 589.78 million shares in 2017Q3 were reported. Lombard Odier Asset Mngmt (Europe) Ltd invested in 0.05% or 9,321 shares. Washington reported 4,184 shares. Glenview Capital Limited Liability Corp holds 1.35 million shares or 0.68% of its portfolio. Afam Cap Inc holds 55,011 shares or 0.56% of its portfolio. Seaward Mngmt Lp stated it has 12,940 shares. Cubic Asset Mgmt Ltd Liability holds 47,227 shares or 1.22% of its portfolio. Greenlight owns 68,100 shares. Columbia Prtn L L C Inv reported 28,933 shares stake. 1.25M are held by Pggm Investments. 5,391 were accumulated by Hudson Valley Investment Advsr Adv. Lombard Odier Asset Mgmt (Switzerland) holds 0.02% or 2,341 shares. Peninsula Asset Mgmt holds 3.38% or 49,012 shares. Mcf Advisors Limited Liability Company holds 0.01% or 456 shares. Amer Tx, a Texas-based fund reported 227,870 shares. Triangle Securities Wealth holds 2.21% in Lowe's Companies, Inc. (NYSE:LOW) or 41,612 shares.

Analysts await Lowe's Companies, Inc. (NYSE:LOW) to report earnings on May, 23 before the open. They expect $1.24 EPS, up 20.39% or $0.21 from last year’s $1.03 per share. LOW’s profit will be $1.02 billion for 17.62 P/E if the $1.24 EPS becomes a reality. After $0.74 actual EPS reported by Lowe's Companies, Inc. for the previous quarter, Wall Street now forecasts 67.57% EPS growth.

Among 36 analysts covering Lowe’s Companies Inc. (NYSE:LOW), 23 have Buy rating, 0 Sell and 13 Hold. Therefore 64% are positive. Lowe’s Companies Inc. had 98 analyst reports since August 19, 2015 according to SRatingsIntel. Barclays Capital upgraded the stock to “Buy” rating in Friday, January 5 report. Telsey Advisory Group maintained Lowe's Companies, Inc. (NYSE:LOW) rating on Thursday, December 8. Telsey Advisory Group has “Market Perform” rating and $80 target. The firm has “Buy” rating by Longbow given on Friday, August 14. The firm earned “Buy” rating on Tuesday, November 7 by RBC Capital Markets. The firm earned “Neutral” rating on Wednesday, October 26 by JP Morgan. On Friday, May 20 the stock rating was upgraded by Citigroup to “Buy”. The firm has “Buy” rating by Robert W. Baird given on Tuesday, January 2. On Tuesday, January 30 the stock rating was maintained by Guggenheim with “Buy”. The stock of Lowe's Companies, Inc. (NYSE:LOW) has “Buy” rating given on Friday, January 19 by UBS. The stock has “Buy” rating by RBC Capital Markets on Monday, September 25.

More notable recent Lowe's Companies, Inc. (NYSE:LOW) news were published by: Finance.Yahoo.com which released: “3 Things to Watch in the Stock Market This Week” on May 21, 2018, also Seekingalpha.com with their article: “Lowe’s Could Easily Double Its Dividend” published on May 13, 2018, Nasdaq.com published: “Lowe’s Companies, Inc. Is Rallying — Grab Some Before the Earnings Spike” on May 14, 2018. More interesting news about Lowe's Companies, Inc. (NYSE:LOW) were released by: Finance.Yahoo.com and their article: “Craftsman Tools at Lowe’s: Bad News for Sears Holdings” published on May 20, 2018 as well as Benzinga.com‘s news article titled: “Barron’s Picks And Pans: Bitcoin, Bogle, Lowe’s, Procter & Gamble And More” with publication date: May 20, 2018.

Moneta Group Investment Advisors Llc, which manages about $13.82B and $661.19 million US Long portfolio, upped its stake in Ishares Core Msci Emerging Mkts (IEMG) by 15,403 shares to 1.26 million shares, valued at $71.93 million in 2017Q4, according to the filing. It also increased its holding in Schwab Strategic Tr Us Lrg Cap Etf (SCHX) by 5,896 shares in the quarter, for a total of 20,663 shares, and has risen its stake in Boston Scientific Corp (NYSE:BSX).

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