As Disney (Walt) Co. (DIS) Market Value Declined, Farr Miller & Washington Raised Position; As Realty Income (O) Market Value Rose, Shareholder Zevin Asset Management Has Raised Its Position

June 21, 2018 - By Marguerite Chambers

Realty Income Corporation (NYSE:O) Logo

Zevin Asset Management Llc increased its stake in Realty Income Corp (O) by 61.19% based on its latest 2018Q1 regulatory filing with the SEC. Zevin Asset Management Llc bought 5,960 shares as the company’s stock rose 4.43% while stock markets declined. The institutional investor held 15,700 shares of the real estate investment trusts company at the end of 2018Q1, valued at $812,000, up from 9,740 at the end of the previous reported quarter. Zevin Asset Management Llc who had been investing in Realty Income Corp for a number of months, seems to be bullish on the $15.24B market cap company. The stock increased 1.19% or $0.63 during the last trading session, reaching $53.49. About 2.75M shares traded or 57.03% up from the average. Realty Income Corporation (NYSE:O) has declined 4.19% since June 21, 2017 and is downtrending. It has underperformed by 16.76% the S&P500. Some Historical O News: 08/05/2018 – Realty Income 1Q EPS 29c; 11/05/2018 – Factors of Influence in 2018, Key Indicators and Opportunity within Hasbro, Realty Income, The Hartford Financial Services Grou; 08/05/2018 – REALTY INCOME CORP O.N SEES FY 2018 FFO SHR $3.11 TO $3.19; 27/03/2018 – GUIDANCE: Realty Income Corp $350m 7Y +125#; 19/04/2018 – DJ Realty Income Corporation, Inst Holders, 1Q 2018 (O); 27/03/2018 – Realty Income Prices $500 Million Of 3.875% Senior Unsecured Notes Due 2025; 08/05/2018 – REALTY INCOME REAFFIRMS FORECAST FOR 2018 AFFO/SHR; 08/05/2018 – Realty Income 1Q Rev $318.3M; 27/03/2018 – Realty Income Prices $500 M of 3.875% Senior Unsecured Notes Due 2025; 03/05/2018 – REALTY INCOME NAMES MARK E. HAGAN CHIEF INVESTMENT OFFICER

Farr Miller & Washington Llc increased its stake in Disney (Walt) Co. (DIS) by 2882.57% based on its latest 2018Q1 regulatory filing with the SEC. Farr Miller & Washington Llc bought 186,877 shares as the company’s stock declined 6.93% with the market. The institutional investor held 193,360 shares of the television services company at the end of 2018Q1, valued at $19.42M, up from 6,483 at the end of the previous reported quarter. Farr Miller & Washington Llc who had been investing in Disney (Walt) Co. for a number of months, seems to be bullish on the $159.31B market cap company. The stock increased 0.99% or $1.05 during the last trading session, reaching $107.15. About 18.63 million shares traded or 112.36% up from the average. The Walt Disney Company (NYSE:DIS) has declined 4.73% since June 21, 2017 and is downtrending. It has underperformed by 17.30% the S&P500. Some Historical DIS News: 16/05/2018 – Lachlan Murdoch to Be New Fox CEO After Proposed Disney Deal; 01/05/2018 – Disney Parks: Exclusive Tiffany & Co. Jewelry Unveiled on the Disney Fantasy; 05/03/2018 – James Pitaro, a Disney Digital Veteran, Is Named ESPN President; 29/05/2018 – “There was only one thing to do here, and that was the right thing,” Disney CEO Bob Iger said in a tweet following the announcement; 12/04/2018 – New, Re-Imagined ESPN App – with ESPN+ Direct-to-Consumer Streaming Service – Launches to Sports Fans Today; 03/05/2018 – FUNTASTIC – ENTERED AGREEMENT WITH THINKWAY TOYS FOR DISTRIBUTION OF TOYS AND ENTERTAINMENT PRODUCTS RELATING TO DISNEY AND PIXAR TOY STORY LICENSE; 12/04/2018 – ESPN is launching ESPN+, its $5 streaming service that is not ESPN Disney has big plans to sell its stuff directly to consumers. This is a first step; 08/05/2018 – WALT DISNEY CEO BOB IGER SAYS REACTION TO ESPN+ HAS BEEN POSITIVE – CNBC; 23/05/2018 – Comcast said Wednesday it is in “advanced stages of preparing” an all-cash offer for parts of Twenty-First Century Fox that the Rupert Murdoch company agreed to sell to Walt Disney; 14/03/2018 – WALT DISNEY – NEWLY CREATED SEGMENT WILL ALSO BE COMPRISED OF CO’S OWNERSHIP STAKE IN HULU, AND ITS SOON-TO-BE-LAUNCHED ESPN+ STREAMING SERVICE

Farr Miller & Washington Llc, which manages about $1.04 billion and $1.08B US Long portfolio, decreased its stake in Exxon Mobil Corporation (NYSE:XOM) by 15,808 shares to 247,721 shares, valued at $18.48M in 2018Q1, according to the filing. It also reduced its holding in Stryker Corp (NYSE:SYK) by 4,035 shares in the quarter, leaving it with 218,322 shares, and cut its stake in Pnc Financial Services Group (NYSE:PNC).

Investors sentiment increased to 1.04 in Q1 2018. Its up 0.14, from 0.9 in 2017Q4. It increased, as 81 investors sold DIS shares while 615 reduced holdings. 121 funds opened positions while 606 raised stakes. 906.82 million shares or 1.20% more from 896.07 million shares in 2017Q4 were reported. Outfitter Advsr Ltd holds 0.78% of its portfolio in The Walt Disney Company (NYSE:DIS) for 16,941 shares. Campbell Newman Asset Management has 113,063 shares. Moreover, Buffington Mohr Mcneal has 0.11% invested in The Walt Disney Company (NYSE:DIS). Sei Investments accumulated 0.08% or 208,999 shares. Raymond James & Assoc owns 1.12M shares. 14,448 were accumulated by Whalerock Point Partners. West Oak Limited Co owns 4,750 shares or 0% of their US portfolio. Citigroup Inc accumulated 0.11% or 1.33 million shares. M&R Cap Inc has 0.19% invested in The Walt Disney Company (NYSE:DIS). Patriot Wealth Management holds 0.52% or 36,487 shares in its portfolio. Endurance Wealth Incorporated accumulated 0.02% or 1,022 shares. Zwj Counsel Inc holds 0.05% in The Walt Disney Company (NYSE:DIS) or 5,081 shares. 876,515 are held by Green Valley Investors Limited Com. Motley Fool Wealth Mngmt Lc reported 0.6% stake. Reilly Herbert Faulkner Iii reported 3,782 shares.

More notable recent The Walt Disney Company (NYSE:DIS) news were published by: Bizjournals.com which released: “Disney patents tech for new daytime entertainment option” on June 18, 2018, also Streetinsider.com with their article: “Comcast (CMCSA) said countering latest Disney (DIS) bid for 21st Century Fox (FOXA) at $41 per share – FBN” published on June 20, 2018, Seekingalpha.com published: “‘Solo’ struggles at the box office” on May 28, 2018. More interesting news about The Walt Disney Company (NYSE:DIS) were released by: Seekingalpha.com and their article: “CNBC: Endemol Shine hires banks to explore sale; DIS, CMCSA watching” published on June 19, 2018 as well as Seekingalpha.com‘s news article titled: “Canadian backlash against US companies” with publication date: June 14, 2018.

Since February 26, 2018, it had 0 buys, and 1 sale for $194,780 activity.

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 24 have Buy rating, 2 Sell and 13 Hold. Therefore 62% are positive. The Walt Disney Company has $144.0 highest and $10.55 lowest target. $117.22’s average target is 9.40% above currents $107.15 stock price. The Walt Disney Company had 158 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Outperform” rating given on Wednesday, August 5 by FBR Capital. The firm has “Buy” rating by Hilliard Lyons given on Tuesday, August 25. The firm has “Outperform” rating by RBC Capital Markets given on Friday, January 6. On Monday, February 5 the stock rating was maintained by Cowen & Co with “Hold”. GBH Insights maintained the stock with “Buy” rating in Wednesday, February 7 report. BMO Capital Markets maintained it with “Underperform” rating and $95 target in Monday, May 15 report. The firm has “Buy” rating by Piper Jaffray given on Sunday, September 24. The firm has “Hold” rating by Cowen & Co given on Friday, July 7. The rating was downgraded by Bernstein on Thursday, August 20 to “Market Perform”. BMO Capital Markets maintained The Walt Disney Company (NYSE:DIS) on Monday, September 11 with “Sell” rating.

More notable recent Realty Income Corporation (NYSE:O) news were published by: Seekingalpha.com which released: “Realty Income: Bear Hunting” on May 29, 2018, also Seekingalpha.com with their article: “Is Vector Group Dividend For Real?” published on June 18, 2018, Seekingalpha.com published: “Solid Income In Good And Bad Times” on June 07, 2018. More interesting news about Realty Income Corporation (NYSE:O) were released by: Seekingalpha.com and their article: “Realty Income Corporation: Is Your Passive Income Still Safe?” published on June 15, 2018 as well as Streetinsider.com‘s news article titled: “Realty Income (O) Raises Monthly Dividend 0.2% to $0.22; 5% Yield” with publication date: June 20, 2018.

Zevin Asset Management Llc, which manages about $480.40M and $385.31M US Long portfolio, decreased its stake in Apple Inc (NASDAQ:AAPL) by 1,954 shares to 39,448 shares, valued at $6.62 million in 2018Q1, according to the filing. It also reduced its holding in Byd Co Ltd Sedol 6536651 Hk (BYDDF) by 236,430 shares in the quarter, leaving it with 749,095 shares, and cut its stake in Assa Abloy Sedol# Bypc1t4 Se.

Investors sentiment decreased to 0.99 in Q1 2018. Its down 0.19, from 1.18 in 2017Q4. It dived, as 57 investors sold O shares while 172 reduced holdings. 56 funds opened positions while 171 raised stakes. 191.41 million shares or 0.96% less from 193.26 million shares in 2017Q4 were reported. Cornerstone Advisors stated it has 86 shares or 0% of all its holdings. Comerica Bank reported 0.03% stake. Fdx Advisors Incorporated holds 60,881 shares or 0.09% of its portfolio. Girard accumulated 0.24% or 19,959 shares. Da Davidson And has invested 0.11% in Realty Income Corporation (NYSE:O). Steinberg Glob Asset holds 0.19% or 25,372 shares in its portfolio. 2,310 were reported by Daiwa Sb Ltd. Asset Management Incorporated reported 0.04% of its portfolio in Realty Income Corporation (NYSE:O). Jfs Wealth Advisors Ltd Liability Com stated it has 2,284 shares or 0.03% of all its holdings. Ellington Mngmt Group Lc reported 0.07% in Realty Income Corporation (NYSE:O). Mark Sheptoff Planning Llc has 330 shares for 0.01% of their portfolio. Moreover, Liberty Mutual Gru Asset Management has 0.02% invested in Realty Income Corporation (NYSE:O) for 10,924 shares. Associated Banc has 14,650 shares for 0.04% of their portfolio. Assetmark has invested 0% in Realty Income Corporation (NYSE:O). Hoertkorn Richard Charles stated it has 0.02% of its portfolio in Realty Income Corporation (NYSE:O).

Among 17 analysts covering Realty Income (NYSE:O), 6 have Buy rating, 2 Sell and 9 Hold. Therefore 35% are positive. Realty Income has $95 highest and $46 lowest target. $59.33’s average target is 10.92% above currents $53.49 stock price. Realty Income had 39 analyst reports since July 23, 2015 according to SRatingsIntel. On Monday, October 31 the stock rating was maintained by Wunderlich with “Sell”. The firm earned “Hold” rating on Tuesday, October 27 by Wunderlich. On Tuesday, February 16 the stock rating was downgraded by Wunderlich to “Sell”. The stock has “Buy” rating by Zacks on Thursday, August 20. The rating was maintained by Ladenburg with “Hold” on Thursday, July 27. Oppenheimer maintained Realty Income Corporation (NYSE:O) rating on Thursday, February 11. Oppenheimer has “Outperform” rating and $66 target. On Monday, January 9 the stock rating was downgraded by Raymond James to “Underperform”. Stifel Nicolaus upgraded the stock to “Buy” rating in Tuesday, September 8 report. DA Davidson initiated it with “Neutral” rating and $50 target in Thursday, July 23 report. The firm has “Hold” rating by FBR Capital given on Tuesday, January 2.

Since March 6, 2018, it had 0 insider purchases, and 2 insider sales for $324,888 activity. Another trade for 4,000 shares valued at $210,200 was sold by ALLEN KATHLEEN.

Realty Income Corporation (NYSE:O) Institutional Positions Chart

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