Cortland Associates Decreased By $837,270 Its Express Scripts Hldg Co (ESRX) Holding; State Street Lowered By $4.50 Million Its Lennar (LEN) Position

November 15, 2017 - By Darrin Black

Cortland Associates Inc decreased Express Scripts Hldg Co (ESRX) stake by 1.55% reported in 2017Q2 SEC filing. Cortland Associates Inc sold 13,290 shares as Express Scripts Hldg Co (ESRX)’s stock declined 14.09%. The Cortland Associates Inc holds 844,256 shares with $53.90 million value, down from 857,546 last quarter. Express Scripts Hldg Co now has $34.48B valuation. The stock decreased 1.03% or $0.63 during the last trading session, reaching $60.25. About shares traded. Express Scripts Holding Company (NASDAQ:ESRX) has declined 16.92% since November 15, 2016 and is downtrending. It has underperformed by 33.62% the S&P500.

State Street Corp decreased Lennar Corp (LEN) stake by 0.91% reported in 2017Q2 SEC filing. State Street Corp sold 84,912 shares as Lennar Corp (LEN)’s stock rose 12.25%. The State Street Corp holds 9.23M shares with $492.36M value, down from 9.32 million last quarter. Lennar Corp now has $13.68 billion valuation. The stock increased 0.57% or $0.33 during the last trading session, reaching $58.56. About shares traded. Lennar Corporation (NYSE:LEN) has risen 19.91% since November 15, 2016 and is uptrending. It has outperformed by 3.21% the S&P500.

Investors sentiment decreased to 0.56 in Q2 2017. Its down 0.07, from 0.63 in 2017Q1. It worsened, as 113 investors sold ESRX shares while 436 reduced holdings. 75 funds opened positions while 234 raised stakes. 499.72 million shares or 1.80% less from 508.89 million shares in 2017Q1 were reported. Dorsey & Whitney Trust Lc stated it has 9,191 shares. Tower Bridge Advisors holds 3,854 shares. Americafirst Capital Mngmt Ltd Liability Corp reported 1.93% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Princeton Portfolio Strategies Grp Ltd Liability Company reported 19,414 shares stake. Janney Montgomery Scott Lc reported 141,508 shares. Atlantic Group Ltd Liability Corp has 0.71% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 1.78 million shares. Quantbot Tech Lp reported 12,467 shares. Piedmont Invest Advisors Limited Company, a North Carolina-based fund reported 155,351 shares. Daiwa Securities stated it has 0.01% in Express Scripts Holding Company (NASDAQ:ESRX). Shelton Cap Management holds 0.23% in Express Scripts Holding Company (NASDAQ:ESRX) or 51,416 shares. Moreover, Fuller And Thaler Asset has 0.01% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 10,500 shares. Fdx Advisors stated it has 26,009 shares or 0.05% of all its holdings. Regentatlantic Cap owns 44,542 shares. Hikari Limited reported 76,660 shares stake. Moreover, Zwj Counsel has 0.02% invested in Express Scripts Holding Company (NASDAQ:ESRX).

Among 21 analysts covering Express Scripts (NASDAQ:ESRX), 6 have Buy rating, 4 Sell and 11 Hold. Therefore 29% are positive. Express Scripts has $96 highest and $57 lowest target. $74.71’s average target is 24.00% above currents $60.25 stock price. Express Scripts had 40 analyst reports since July 30, 2015 according to SRatingsIntel. Barclays Capital maintained it with “Overweight” rating and $85 target in Thursday, February 18 report. The firm earned “Underperform” rating on Thursday, June 16 by Bernstein. Cowen & Co maintained the stock with “Buy” rating in Thursday, June 8 report. The firm has “Underweight” rating given on Monday, June 20 by Morgan Stanley. Deutsche Bank downgraded Express Scripts Holding Company (NASDAQ:ESRX) rating on Monday, February 22. Deutsche Bank has “Sell” rating and $61 target. Morgan Stanley maintained Express Scripts Holding Company (NASDAQ:ESRX) rating on Thursday, August 10. Morgan Stanley has “Underweight” rating and $57 target. The firm has “Neutral” rating by Robert W. Baird given on Wednesday, October 25. On Monday, April 4 the stock rating was upgraded by Cowen & Co to “Outperform”. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Outperform” rating given on Thursday, July 30 by RBC Capital Markets. Wells Fargo downgraded the shares of ESRX in report on Wednesday, March 15 to “Underperform” rating.

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on February, 13. They expect $2.06 earnings per share, up 9.57% or $0.18 from last year’s $1.88 per share. ESRX’s profit will be $1.18 billion for 7.31 P/E if the $2.06 EPS becomes a reality. After $1.90 actual earnings per share reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts 8.42% EPS growth.

State Street Corp increased National Western Life Group stake by 2,902 shares to 45,206 valued at $14.45M in 2017Q2. It also upped Advanced Disposal Services stake by 68,531 shares and now owns 420,275 shares. Terraform Power Inc (NASDAQ:TERP) was raised too.

Analysts await Lennar Corporation (NYSE:LEN) to report earnings on December, 18. They expect $1.50 EPS, up 11.94% or $0.16 from last year’s $1.34 per share. LEN’s profit will be $350.41 million for 9.76 P/E if the $1.50 EPS becomes a reality. After $1.06 actual EPS reported by Lennar Corporation for the previous quarter, Wall Street now forecasts 41.51% EPS growth.

Investors sentiment decreased to 1.2 in Q2 2017. Its down 0.09, from 1.29 in 2017Q1. It dropped, as 36 investors sold LEN shares while 139 reduced holdings. 61 funds opened positions while 149 raised stakes. 187.51 million shares or 1.47% less from 190.31 million shares in 2017Q1 were reported. Boston Private Wealth Ltd Llc has 6,540 shares for 0.01% of their portfolio. Jpmorgan Chase And owns 279,145 shares or 0% of their US portfolio. Oregon Public Employees Retirement Fund holds 0.02% or 21,400 shares. Macquarie Limited invested in 5,590 shares or 0% of the stock. Lord Abbett & Comm Limited Co holds 2.15 million shares. Advisory Services Network Ltd Co reported 593 shares. Camarda Financial Advsr Llc has 0% invested in Lennar Corporation (NYSE:LEN) for 22 shares. Smead Incorporated reported 1.87 million shares. Utah Retirement System owns 36,443 shares. Raymond James Assoc has invested 0.01% in Lennar Corporation (NYSE:LEN). At Comml Bank owns 0.42% invested in Lennar Corporation (NYSE:LEN) for 67,007 shares. Blume Capital reported 64 shares. Virtus Inv Advisers has 0.02% invested in Lennar Corporation (NYSE:LEN) for 4,754 shares. Pathstone Family Office Lc reported 12 shares. Creative Planning has invested 0% of its portfolio in Lennar Corporation (NYSE:LEN).

Among 24 analysts covering Lennar (NYSE:LEN), 15 have Buy rating, 0 Sell and 9 Hold. Therefore 63% are positive. Lennar had 54 analyst reports since September 22, 2015 according to SRatingsIntel. On Tuesday, January 19 the stock rating was upgraded by Sterne Agee CRT to “Buy”. The stock of Lennar Corporation (NYSE:LEN) has “Buy” rating given on Friday, October 20 by Citigroup. As per Tuesday, March 22, the company rating was initiated by Evercore. As per Wednesday, October 4, the company rating was upgraded by M Partners. The rating was maintained by RBC Capital Markets with “Buy” on Thursday, July 13. The stock of Lennar Corporation (NYSE:LEN) earned “Positive” rating by Susquehanna on Wednesday, March 30. The rating was maintained by Argus Research on Tuesday, July 25 with “Buy”. The firm earned “Buy” rating on Tuesday, October 3 by Keefe Bruyette & Woods. Keefe Bruyette & Woods maintained it with “Buy” rating and $6200 target in Tuesday, June 20 report. The firm has “Neutral” rating by Mizuho given on Tuesday, September 19.

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

>