Workday (WDAY) Holder Sands Capital Management Has Cut Stake as Market Valuation Rose; As Post Hldgs (POST) Market Valuation Declined, Shareholder Richmond Hill Investment Company Has Decreased Its Holding

May 12, 2018 - By Richard Conner

Post Holdings, Inc. (NYSE:POST) Logo

Richmond Hill Investment Company decreased its stake in Post Hldgs Inc (POST) by 25.4% based on its latest 2017Q4 regulatory filing with the SEC. Richmond Hill Investment Company sold 13,633 shares as the company’s stock declined 6.68% with the market. The hedge fund held 40,050 shares of the consumer non-durables company at the end of 2017Q4, valued at $3.17M, down from 53,683 at the end of the previous reported quarter. Richmond Hill Investment Company who had been investing in Post Hldgs Inc for a number of months, seems to be less bullish one the $5.17 billion market cap company. The stock increased 0.12% or $0.09 during the last trading session, reaching $76.9. About 503,412 shares traded. Post Holdings, Inc. (NYSE:POST) has declined 11.75% since May 12, 2017 and is downtrending. It has underperformed by 23.30% the S&P500.

Sands Capital Management Llc decreased its stake in Workday Inc (WDAY) by 2.06% based on its latest 2017Q4 regulatory filing with the SEC. Sands Capital Management Llc sold 111,075 shares as the company’s stock rose 23.57% while stock markets declined. The institutional investor held 5.28 million shares of the technology company at the end of 2017Q4, valued at $536.78 million, down from 5.39 million at the end of the previous reported quarter. Sands Capital Management Llc who had been investing in Workday Inc for a number of months, seems to be less bullish one the $29.20B market cap company. The stock decreased 1.64% or $2.27 during the last trading session, reaching $135.74. About 1.20M shares traded. Workday, Inc. (NYSE:WDAY) has risen 52.48% since May 12, 2017 and is uptrending. It has outperformed by 40.93% the S&P500.

Among 13 analysts covering Post (NYSE:POST), 12 have Buy rating, 0 Sell and 1 Hold. Therefore 92% are positive. Post had 32 analyst reports since August 10, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Monday, August 17 by TheStreet. SunTrust upgraded the stock to “Buy” rating in Wednesday, September 30 report. The rating was downgraded by Pivotal Research on Thursday, May 11 to “Buy”. The firm has “Buy” rating given on Thursday, August 10 by Stifel Nicolaus. Stifel Nicolaus maintained the stock with “Buy” rating in Monday, October 23 report. The company was upgraded on Monday, August 10 by Citigroup. Stifel Nicolaus maintained Post Holdings, Inc. (NYSE:POST) on Monday, November 21 with “Buy” rating. The firm earned “Hold” rating on Wednesday, June 14 by BMO Capital Markets. Pivotal Research maintained the shares of POST in report on Friday, November 17 with “Buy” rating. BB&T Capital initiated the stock with “Hold” rating in Tuesday, December 15 report.

Analysts await Post Holdings, Inc. (NYSE:POST) to report earnings on May, 14. They expect $1.11 EPS, up 101.82% or $0.56 from last year’s $0.55 per share. POST’s profit will be $74.68 million for 17.32 P/E if the $1.11 EPS becomes a reality. After $0.88 actual EPS reported by Post Holdings, Inc. for the previous quarter, Wall Street now forecasts 26.14% EPS growth.

Since February 6, 2018, it had 2 insider buys, and 0 insider sales for $299,691 activity. $200,514 worth of Post Holdings, Inc. (NYSE:POST) was bought by VITALE ROBERT V.

Investors sentiment increased to 1.4 in Q4 2017. Its up 0.31, from 1.09 in 2017Q3. It is positive, as 35 investors sold POST shares while 68 reduced holdings. 47 funds opened positions while 97 raised stakes. 72.04 million shares or 0.47% more from 71.70 million shares in 2017Q3 were reported. Tower Capital Ltd Llc (Trc) owns 1,319 shares. Victory Cap Management, a Ohio-based fund reported 1.66 million shares. Fisher Asset Mngmt Ltd Limited Liability Company reported 185,185 shares. 29,937 were accumulated by Sg Americas Securities Limited Liability. 139 were accumulated by Northwestern Mutual Wealth Mgmt Company. Gam Holding Ag owns 169,237 shares. Plancorp Ltd has invested 0.93% of its portfolio in Post Holdings, Inc. (NYSE:POST). Paloma Prtn Mgmt owns 13,449 shares. Ent Fincl Services Corporation holds 0.22% in Post Holdings, Inc. (NYSE:POST) or 5,683 shares. Cohen Management Inc invested in 72,920 shares or 1.34% of the stock. Amalgamated Bancorp holds 0.03% of its portfolio in Post Holdings, Inc. (NYSE:POST) for 13,121 shares. Jefferies Gru Lc owns 27,900 shares. Da Davidson And owns 4,400 shares. Plante Moran Financial Ltd owns 517 shares for 0.02% of their portfolio. 411,145 are held by Deutsche Bancshares Ag.

More notable recent Post Holdings, Inc. (NYSE:POST) news were published by: Globenewswire.com which released: “Post Holdings Announces New Share Repurchase Authorization of $350 Million” on May 02, 2018, also Benzinga.com with their article: “Earnings Scheduled For May 3, 2018” published on May 03, 2018, Globenewswire.com published: “Post Holdings Schedules Second Quarter Fiscal Year 2018 Conference Call” on April 18, 2018. More interesting news about Post Holdings, Inc. (NYSE:POST) were released by: Nasdaq.com and their article: “Post Holdings Inc. Posts Jump in Profit in Fiscal Second Quarter” published on May 05, 2018 as well as Benzinga.com‘s news article titled: “Earnings Preview For Post Holdings” with publication date: May 03, 2018.

Among 50 analysts covering Workday (NYSE:WDAY), 20 have Buy rating, 4 Sell and 26 Hold. Therefore 40% are positive. Workday had 202 analyst reports since August 5, 2015 according to SRatingsIntel. The rating was maintained by Northland Capital with “Outperform” on Friday, November 20. BMO Capital Markets initiated Workday, Inc. (NASDAQ:WDAY) on Wednesday, June 15 with “Market Perform” rating. Bank of America maintained the shares of WDAY in report on Monday, November 27 with “Buy” rating. The stock has “Hold” rating by Northland Capital on Wednesday, February 28. On Thursday, March 1 the stock rating was maintained by Citigroup with “Sell”. Northland Capital maintained Workday, Inc. (NASDAQ:WDAY) rating on Thursday, August 27. Northland Capital has “Outperform” rating and $87 target. The stock has “Hold” rating by Guggenheim on Wednesday, February 28. The firm has “Hold” rating by Needham given on Wednesday, October 11. The rating was downgraded by Barclays Capital to “Equal-Weight” on Wednesday, January 6. The stock of Workday, Inc. (NASDAQ:WDAY) earned “Neutral” rating by DA Davidson on Tuesday, August 25.

Sands Capital Management Llc, which manages about $42.07 billion and $32.98B US Long portfolio, upped its stake in Intercontinental Exchange In (NYSE:ICE) by 93,905 shares to 115,386 shares, valued at $8.14M in 2017Q4, according to the filing. It also increased its holding in Hdfc Bank Ltd (NYSE:HDB) by 132,748 shares in the quarter, for a total of 216,718 shares, and has risen its stake in Servicenow Inc (NYSE:NOW).

Investors sentiment decreased to 1.62 in Q4 2017. Its down 0.16, from 1.78 in 2017Q3. It worsened, as 45 investors sold WDAY shares while 75 reduced holdings. 65 funds opened positions while 129 raised stakes. 145.79 million shares or 4.55% more from 139.45 million shares in 2017Q3 were reported. Kcm Invest Advsr Ltd has invested 0.01% of its portfolio in Workday, Inc. (NASDAQ:WDAY). Bancorp Of Nova Scotia stated it has 6,500 shares. 392,955 were accumulated by Ubs Asset Mgmt Americas Incorporated. Cap World Invsts owns 2.51 million shares or 0.06% of their US portfolio. Moreover, Harding Loevner LP has 0% invested in Workday, Inc. (NASDAQ:WDAY). Voya Investment Lc owns 0.01% invested in Workday, Inc. (NASDAQ:WDAY) for 48,846 shares. Deutsche Bancorporation Ag has invested 0.04% in Workday, Inc. (NASDAQ:WDAY). 4,837 are owned by Advisory Inc. Daiwa Secs Group Inc Inc reported 33,002 shares. Moreover, Baillie Gifford has 0.9% invested in Workday, Inc. (NASDAQ:WDAY). Js Capital Mgmt Lc reported 25,000 shares or 1.23% of all its holdings. Stratos Wealth Limited accumulated 1,318 shares. Hightower Ltd has 43,630 shares. Homrich And Berg reported 0.01% of its portfolio in Workday, Inc. (NASDAQ:WDAY). Wcm Inv Mngmt Ca stated it has 0% in Workday, Inc. (NASDAQ:WDAY).

More news for Workday, Inc. (NASDAQ:WDAY) were recently published by: Globenewswire.com, which released: “Workday Ranks #1 Best Place to Work in the UK” on April 26, 2018. Nasdaq.com‘s article titled: “Market Trends Toward New Normal in WellCare Health Plans, Carrols Restaurant Group, Western Asset Mortgage …” and published on April 23, 2018 is yet another important article.

Since December 7, 2017, it had 0 buys, and 36 selling transactions for $257.02 million activity. $663,166 worth of Workday, Inc. (NASDAQ:WDAY) was sold by Shaughnessy James P on Friday, December 15. Fernandez Gomez Luciano sold 1,709 shares worth $212,317. The insider WILMINGTON PHILIP W sold $515,095. 16,000 shares valued at $2.16 million were sold by STILL GEORGE J JR on Tuesday, March 6. The insider BHUSRI ANEEL sold 9,911 shares worth $1.10 million. Shares for $1.91M were sold by Bozzini James.

Workday, Inc. (NASDAQ:WDAY) Institutional Positions Chart

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By1 Richard Conner

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