Amphenol (APH) Shareholder North Point Portfolio Managers Has Cut Its Holding; Peoples Financial Services Decreased Its Position in Mcdonalds Com (MCD) by $309,600

May 23, 2018 - By Richard Conner

Amphenol Corporation (NYSE:APH) Logo

North Point Portfolio Managers Corp decreased its stake in Amphenol Corp (APH) by 12.91% based on its latest 2017Q4 regulatory filing with the SEC. North Point Portfolio Managers Corp sold 37,928 shares as the company’s stock declined 2.89% with the market. The institutional investor held 255,897 shares of the electrical products company at the end of 2017Q4, valued at $22.47M, down from 293,825 at the end of the previous reported quarter. North Point Portfolio Managers Corp who had been investing in Amphenol Corp for a number of months, seems to be less bullish one the $26.38 billion market cap company. The stock decreased 0.66% or $0.58 during the last trading session, reaching $87.52. About 187,901 shares traded. Amphenol Corporation (NYSE:APH) has risen 20.58% since May 23, 2017 and is uptrending. It has outperformed by 9.03% the S&P500.

Peoples Financial Services Corp decreased its stake in Mcdonalds Corp Com (MCD) by 7.76% based on its latest 2017Q4 regulatory filing with the SEC. Peoples Financial Services Corp sold 1,800 shares as the company’s stock declined 8.13% with the market. The institutional investor held 21,398 shares of the restaurants company at the end of 2017Q4, valued at $3.68M, down from 23,198 at the end of the previous reported quarter. Peoples Financial Services Corp who had been investing in Mcdonalds Corp Com for a number of months, seems to be less bullish one the $125.68 billion market cap company. The stock increased 0.38% or $0.61 during the last trading session, reaching $160.06. About 1.13 million shares traded. McDonald's Corporation (NYSE:MCD) has risen 21.62% since May 23, 2017 and is uptrending. It has outperformed by 10.07% the S&P500.

More notable recent McDonald's Corporation (NYSE:MCD) news were published by: Globenewswire.com which released: “McDonald’s Restaurants Expect to Hire 2000 in Iowa this Summer” on May 17, 2018, also 247Wallst.com with their article: “Why Everyone Is Eating Up McDonald’s Earnings” published on April 30, 2018, Seekingalpha.com published: “McDonald’s Beats Earnings, But What’s Next?” on May 02, 2018. More interesting news about McDonald's Corporation (NYSE:MCD) were released by: Seekingalpha.com and their article: “McDonald’s Corporation Dividend Stock Analysis” published on May 22, 2018 as well as Seekingalpha.com‘s news article titled: “McDonald’s Corporation: A Target Price Of $147 According To The Dividend Discount Model” with publication date: April 26, 2018.

Analysts await McDonald's Corporation (NYSE:MCD) to report earnings on July, 24. They expect $1.93 earnings per share, up 11.56% or $0.20 from last year’s $1.73 per share. MCD’s profit will be $1.52 billion for 20.73 P/E if the $1.93 EPS becomes a reality. After $1.79 actual earnings per share reported by McDonald's Corporation for the previous quarter, Wall Street now forecasts 7.82% EPS growth.

Among 36 analysts covering McDonald’s Corporation (NYSE:MCD), 25 have Buy rating, 1 Sell and 10 Hold. Therefore 69% are positive. McDonald’s Corporation had 153 analyst reports since September 29, 2015 according to SRatingsIntel. The firm has “Buy” rating by Robert W. Baird given on Wednesday, July 26. The rating was maintained by Cowen & Co with “Market Perform” on Monday, March 28. Goldman Sachs upgraded McDonald's Corporation (NYSE:MCD) on Monday, May 7 to “Buy” rating. Bernstein reinitiated the stock with “Market Perform” rating in Thursday, May 26 report. The rating was maintained by Cowen & Co on Friday, October 6 with “Buy”. On Thursday, June 1 the stock rating was maintained by Telsey Advisory Group with “Outperform”. Credit Suisse downgraded the shares of MCD in report on Tuesday, September 5 to “Hold” rating. The firm has “Buy” rating by Piper Jaffray given on Wednesday, October 11. The rating was maintained by RBC Capital Markets on Friday, October 23 with “Outperform”. Robert W. Baird maintained it with “Neutral” rating and $122 target in Tuesday, January 26 report.

Since January 31, 2018, it had 0 buys, and 4 selling transactions for $11.52 million activity. Hoovel Catherine A. sold 1,398 shares worth $238,415. On Tuesday, May 1 OZAN KEVIN M sold $3.09 million worth of McDonald's Corporation (NYSE:MCD) or 18,636 shares.

Investors sentiment increased to 0.88 in 2017 Q4. Its up 0.11, from 0.77 in 2017Q3. It increased, as 54 investors sold MCD shares while 601 reduced holdings. 125 funds opened positions while 451 raised stakes. 518.42 million shares or 0.36% less from 520.27 million shares in 2017Q3 were reported. Stratford Consulting Limited Liability Corp reported 0.34% of its portfolio in McDonald's Corporation (NYSE:MCD). Cim Invest Mangement holds 0.22% or 3,717 shares. Legacy Private Communication stated it has 0.12% in McDonald's Corporation (NYSE:MCD). Gradient Invs Ltd Liability Corporation stated it has 6,309 shares or 0.06% of all its holdings. Johnson Inv Counsel holds 41,324 shares. Pub Employees Retirement Association Of Colorado holds 0.17% of its portfolio in McDonald's Corporation (NYSE:MCD) for 153,330 shares. Franklin Resources reported 2.81 million shares. Cadence Bancorporation Na invested in 11,091 shares or 0.7% of the stock. Northrock Prns Limited Liability Corporation owns 1,665 shares. Bradley Foster & Sargent Ct holds 1.19% in McDonald's Corporation (NYSE:MCD) or 191,240 shares. Van Strum And Towne has 3,392 shares. Florida-based Raymond James Financial Advsrs has invested 0.25% in McDonald's Corporation (NYSE:MCD). Moreover, Lowe Brockenbrough & Communication has 0.55% invested in McDonald's Corporation (NYSE:MCD) for 22,081 shares. S&T Bankshares Pa invested in 1,797 shares. Moreover, Allsquare Wealth Mgmt Lc has 0.02% invested in McDonald's Corporation (NYSE:MCD) for 183 shares.

Analysts await Amphenol Corporation (NYSE:APH) to report earnings on July, 25. They expect $0.85 earnings per share, up 4.94% or $0.04 from last year’s $0.81 per share. APH’s profit will be $256.22 million for 25.74 P/E if the $0.85 EPS becomes a reality. After $0.83 actual earnings per share reported by Amphenol Corporation for the previous quarter, Wall Street now forecasts 2.41% EPS growth.

Since February 2, 2018, it had 0 insider purchases, and 1 sale for $920,699 activity.

North Point Portfolio Managers Corp, which manages about $628.27 million and $591.21M US Long portfolio, upped its stake in Graco Inc. (NYSE:GGG) by 202,875 shares to 312,018 shares, valued at $14.11M in 2017Q4, according to the filing.

Among 11 analysts covering Amphenol (NYSE:APH), 5 have Buy rating, 0 Sell and 6 Hold. Therefore 45% are positive. Amphenol had 47 analyst reports since July 23, 2015 according to SRatingsIntel. The stock of Amphenol Corporation (NYSE:APH) has “Equal-Weight” rating given on Thursday, January 25 by Morgan Stanley. Stifel Nicolaus downgraded the shares of APH in report on Friday, March 2 to “Hold” rating. The firm has “Top Pick” rating given on Thursday, March 2 by RBC Capital Markets. The rating was maintained by RBC Capital Markets with “Top Pick” on Thursday, July 21. The stock of Amphenol Corporation (NYSE:APH) earned “Hold” rating by Stifel Nicolaus on Thursday, October 26. The rating was maintained by Suntrust Robinson on Thursday, January 21 with “Neutral”. The rating was downgraded by Goldman Sachs to “Neutral” on Monday, March 14. The rating was maintained by Stifel Nicolaus with “Hold” on Thursday, January 18. The firm has “Hold” rating given on Thursday, April 27 by Stifel Nicolaus. The firm earned “Hold” rating on Wednesday, September 27 by Stifel Nicolaus.

Investors sentiment decreased to 0.91 in Q4 2017. Its down 0.04, from 0.95 in 2017Q3. It worsened, as 25 investors sold APH shares while 209 reduced holdings. 53 funds opened positions while 159 raised stakes. 289.04 million shares or 1.12% less from 292.31 million shares in 2017Q3 were reported. Dorsey Wright And Assoc reported 61,511 shares. 59 are owned by Brown Brothers Harriman. Southeast Asset Advisors has invested 0.36% in Amphenol Corporation (NYSE:APH). Synovus Corporation accumulated 18,178 shares. Panagora Asset Mngmt owns 26,995 shares or 0.01% of their US portfolio. Dekabank Deutsche Girozentrale has invested 0.17% in Amphenol Corporation (NYSE:APH). Glob X Mgmt Limited Liability Corp owns 4,984 shares. 2,435 are held by Plante Moran Financial Limited Liability Com. Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta Invest Management reported 335,800 shares stake. Mawer Management Limited holds 0.57% or 787,980 shares. Johnson Fincl Grp Inc Incorporated holds 0.05% or 4,737 shares in its portfolio. Ngam Lp accumulated 45,622 shares. Swiss Fincl Bank accumulated 0.15% or 1.61 million shares. Ahl Prns Llp holds 0.03% or 21,018 shares in its portfolio. First Merchants has 0.19% invested in Amphenol Corporation (NYSE:APH) for 12,910 shares.

Amphenol Corporation (NYSE:APH) Institutional Positions Chart

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