Muzinich & Company Has Cut Its Fidus Investment (FDUS) Position; Schwerin Boyle Capital Management Has Trimmed By $549,450 Its Amer Express (AXP) Holding

April 20, 2018 - By Michael Leger

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Schwerin Boyle Capital Management Inc decreased Amer Express (AXP) stake by 1.17% reported in 2017Q4 SEC filing. Schwerin Boyle Capital Management Inc sold 5,550 shares as Amer Express (AXP)’s stock declined 7.41%. The Schwerin Boyle Capital Management Inc holds 469,660 shares with $46.64M value, down from 475,210 last quarter. Amer Express now has $86.51B valuation. The stock decreased 1.75% or $1.79 during the last trading session, reaching $100.58. About 3.42M shares traded. American Express Company (NYSE:AXP) has risen 17.81% since April 20, 2017 and is uptrending. It has outperformed by 6.26% the S&P500.

Muzinich & Company decreased Fidus Investment Corp (FDUS) stake by 14.75% reported in 2017Q4 SEC filing. Muzinich & Company sold 184,646 shares as Fidus Investment Corp (FDUS)’s stock declined 15.97%. The Muzinich & Company holds 1.07 million shares with $16.21M value, down from 1.25 million last quarter. Fidus Investment Corp now has $318.27M valuation. The stock decreased 0.54% or $0.07 during the last trading session, reaching $13.01. About 58,241 shares traded. Fidus Investment Corporation (NASDAQ:FDUS) has declined 23.54% since April 20, 2017 and is downtrending. It has underperformed by 35.09% the S&P500.

Investors sentiment increased to 0.89 in 2017 Q4. Its up 0.06, from 0.83 in 2017Q3. It increased, as 42 investors sold AXP shares while 442 reduced holdings. 122 funds opened positions while 311 raised stakes. 701.90 million shares or 1.01% less from 709.03 million shares in 2017Q3 were reported. Sumitomo Mitsui Asset Mgmt, a Japan-based fund reported 83,914 shares. 17,600 were accumulated by Hikari Power. Clean Yield Gp has invested 0.09% of its portfolio in American Express Company (NYSE:AXP). Cacti Asset Management Ltd Liability Com stated it has 571,742 shares. Winfield Assoc, a Ohio-based fund reported 550 shares. South Dakota Inv Council has 0.07% invested in American Express Company (NYSE:AXP) for 31,200 shares. Rfg Advisory Gp accumulated 5,355 shares or 0.25% of the stock. Haverford Trust invested in 0.05% or 23,660 shares. Bluemountain Cap Ltd Liability Co holds 0.07% or 37,356 shares. 19,100 were accumulated by Bennicas & Assoc. The California-based Private Management Gru has invested 1.53% in American Express Company (NYSE:AXP). Spears Abacus Advsrs Limited Liability owns 0.07% invested in American Express Company (NYSE:AXP) for 5,552 shares. Harbour Investment Ltd Liability owns 2,500 shares or 0.17% of their US portfolio. Etrade Cap Mgmt Ltd Liability Corp stated it has 0.01% of its portfolio in American Express Company (NYSE:AXP). Macguire Cheswick Tuttle Inv Counsel Lc has 0.06% invested in American Express Company (NYSE:AXP) for 3,344 shares.

Among 37 analysts covering American Express Company (NYSE:AXP), 13 have Buy rating, 3 Sell and 21 Hold. Therefore 35% are positive. American Express Company had 114 analyst reports since July 23, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Sell” rating in Monday, January 8 report. On Friday, January 22 the stock rating was maintained by Barclays Capital with “Equal-Weight”. The stock of American Express Company (NYSE:AXP) earned “Buy” rating by Keefe Bruyette & Woods on Thursday, December 21. Bank of America upgraded the stock to “Buy” rating in Monday, January 9 report. Nomura upgraded American Express Company (NYSE:AXP) on Friday, April 28 to “Neutral” rating. The firm earned “Neutral” rating on Wednesday, January 13 by DA Davidson. Bank of America maintained it with “Neutral” rating and $102 target in Thursday, July 20 report. The firm has “Hold” rating by Vetr given on Friday, August 21. The stock of American Express Company (NYSE:AXP) has “Equal Weight” rating given on Tuesday, June 20 by Stephens. The firm has “Buy” rating given on Thursday, March 15 by Sandler O’Neill.

Since October 25, 2017, it had 0 insider buys, and 9 selling transactions for $34.22 million activity. Shares for $322,145 were sold by Bush James Peter. Buckminster Douglas E. sold $8.79M worth of stock. 43,741 shares were sold by O’Neill Michael John, worth $4.32M on Monday, December 11. $9.38 million worth of American Express Company (NYSE:AXP) was sold by CHENAULT KENNETH I. On Tuesday, December 12 the insider Gupta Ashwini sold $5.63M. Williams Anre D sold 30,761 shares worth $2.87 million. Zukauckas Linda had sold 3,196 shares worth $304,962.

Among 6 analysts covering Fidus Investment (NASDAQ:FDUS), 3 have Buy rating, 0 Sell and 3 Hold. Therefore 50% are positive. Fidus Investment had 10 analyst reports since January 15, 2016 according to SRatingsIntel. As per Friday, November 3, the company rating was maintained by Robert W. Baird. The firm earned “Buy” rating on Friday, September 23 by DA Davidson. Ladenburg initiated it with “Buy” rating and $15.0 target in Friday, February 16 report. The rating was initiated by Keefe Bruyette & Woods on Tuesday, January 10 with “Mkt Perform”. The rating was initiated by Janney Capital on Friday, January 15 with “Neutral”. The firm earned “Hold” rating on Sunday, October 22 by Keefe Bruyette & Woods. On Friday, August 4 the stock rating was maintained by Oppenheimer with “Buy”. Keefe Bruyette & Woods maintained Fidus Investment Corporation (NASDAQ:FDUS) on Wednesday, May 31 with “Hold” rating. The firm earned “Neutral” rating on Monday, January 9 by Robert W. Baird. The rating was maintained by Keefe Bruyette & Woods with “Hold” on Sunday, July 23.

Investors sentiment decreased to 1.12 in 2017 Q4. Its down 0.28, from 1.4 in 2017Q3. It fall, as 8 investors sold FDUS shares while 17 reduced holdings. 12 funds opened positions while 16 raised stakes. 7.12 million shares or 0.06% more from 7.12 million shares in 2017Q3 were reported. Da Davidson & Company invested 0.01% in Fidus Investment Corporation (NASDAQ:FDUS). New York-based Morgan Stanley has invested 0% in Fidus Investment Corporation (NASDAQ:FDUS). Baystate Wealth Management Lc holds 1,500 shares or 0% of its portfolio. Sumitomo Mitsui Asset Management Communications Ltd holds 0.05% or 214,902 shares in its portfolio. Guggenheim Lc holds 87,742 shares. Mckinley Mngmt Ltd Llc Delaware holds 0.07% of its portfolio in Fidus Investment Corporation (NASDAQ:FDUS) for 90,230 shares. Optimum Investment Advsr has 24,106 shares. Brown Brothers Harriman holds 11,828 shares or 0% of its portfolio. Wells Fargo Mn owns 5,653 shares for 0% of their portfolio. Legal & General Gp Public Ltd accumulated 72,751 shares. First Allied Advisory Svcs holds 18,805 shares. Employees Retirement Sys Of Ohio holds 0.01% or 107,000 shares. Millennium Mgmt Ltd Liability Corp stated it has 0% of its portfolio in Fidus Investment Corporation (NASDAQ:FDUS). 250,221 were accumulated by Kennedy Capital Mgmt. Oppenheimer holds 0.01% or 27,120 shares.

Analysts await Fidus Investment Corporation (NASDAQ:FDUS) to report earnings on May, 3. They expect $0.38 earnings per share, up 2.70% or $0.01 from last year’s $0.37 per share. FDUS’s profit will be $9.30M for 8.56 P/E if the $0.38 EPS becomes a reality. After $0.31 actual earnings per share reported by Fidus Investment Corporation for the previous quarter, Wall Street now forecasts 22.58% EPS growth.

American Express Company (NYSE:AXP) Institutional Positions Chart

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