Occidental Pete Del (OXY) Market Value Declined While Bridgewater Associates LP Has Trimmed Position; Boys Arnold & Co Holding in Express Scripts Hldg Co (ESRX) Trimmed by $389,092

April 25, 2018 - By Richard Conner

Express Scripts Holding Company (NASDAQ:ESRX) Logo

Boys Arnold & Co Inc decreased its stake in Express Scripts Hldg Co (ESRX) by 18.82% based on its latest 2017Q4 regulatory filing with the SEC. Boys Arnold & Co Inc sold 5,258 shares as the company’s stock declined 5.58% with the market. The institutional investor held 22,677 shares of the medical and nursing services company at the end of 2017Q4, valued at $1.69 million, down from 27,935 at the end of the previous reported quarter. Boys Arnold & Co Inc who had been investing in Express Scripts Hldg Co for a number of months, seems to be less bullish one the $42.78B market cap company. The stock increased 0.93% or $0.7 during the last trading session, reaching $76.19. About 1.12 million shares traded. Express Scripts Holding Company (NASDAQ:ESRX) has risen 8.93% since April 25, 2017 and is uptrending. It has underperformed by 2.62% the S&P500.

Ray Dalio decreased its stake in Occidental Pete Corp Del (OXY) by 15.09% based on its latest 2017Q4 regulatory filing with the SEC. Bridgewater Associates Lp sold 6,130 shares as the company’s stock declined 9.82% with the market. The hedge fund run by Ray Dalio held 34,493 shares of the oil & gas production company at the end of 2017Q4, valued at $2.54 million, down from 40,623 at the end of the previous reported quarter. Bridgewater Associates Lp who had been investing in Occidental Pete Corp Del for a number of months, seems to be less bullish one the $59.19 billion market cap company. The stock decreased 0.04% or $0.03 during the last trading session, reaching $77.31. About 3.56M shares traded. Occidental Petroleum Corporation (NYSE:OXY) has risen 4.69% since April 25, 2017 and is uptrending. It has underperformed by 6.86% the S&P500.

Bridgewater Associates Lp, which manages about $12.21 billion US Long portfolio, upped its stake in Ecolab Inc (NYSE:ECL) by 13,406 shares to 74,554 shares, valued at $10.00M in 2017Q4, according to the filing. It also increased its holding in Centerpoint Energy Inc (NYSE:CNP) by 31,153 shares in the quarter, for a total of 75,247 shares, and has risen its stake in Tiffany & Co New (NYSE:TIF).

Among 22 analysts covering Occidental Petroleum Corporation (NYSE:OXY), 6 have Buy rating, 1 Sell and 15 Hold. Therefore 27% are positive. Occidental Petroleum Corporation had 90 analyst reports since August 3, 2015 according to SRatingsIntel. BMO Capital Markets maintained it with “Hold” rating and $60.0 target in Tuesday, October 10 report. On Monday, August 3 the stock rating was maintained by Oppenheimer with “Outperform”. The firm earned “Hold” rating on Friday, November 3 by Jefferies. Jefferies maintained Occidental Petroleum Corporation (NYSE:OXY) on Thursday, October 19 with “Hold” rating. Jefferies maintained it with “Hold” rating and $73 target in Monday, April 3 report. Piper Jaffray maintained the stock with “Hold” rating in Tuesday, January 23 report. The stock has “Sell” rating by Barclays Capital on Friday, April 21. The firm has “Market Perform” rating by BMO Capital Markets given on Wednesday, January 11. The firm has “Hold” rating by Jefferies given on Thursday, June 22. Credit Suisse initiated Occidental Petroleum Corporation (NYSE:OXY) rating on Monday, December 11. Credit Suisse has “Hold” rating and $62.0 target.

Analysts await Occidental Petroleum Corporation (NYSE:OXY) to report earnings on May, 8 after the close. They expect $0.64 EPS, up 326.67% or $0.49 from last year’s $0.15 per share. OXY’s profit will be $490.03M for 30.20 P/E if the $0.64 EPS becomes a reality. After $0.41 actual EPS reported by Occidental Petroleum Corporation for the previous quarter, Wall Street now forecasts 56.10% EPS growth.

Investors sentiment increased to 0.93 in Q4 2017. Its up 0.04, from 0.89 in 2017Q3. It improved, as 51 investors sold OXY shares while 352 reduced holdings. 113 funds opened positions while 262 raised stakes. 613.25 million shares or 1.87% more from 602.00 million shares in 2017Q3 were reported. Price T Rowe Assoc Inc Md accumulated 20.46 million shares. Summit Securities Grp Limited Liability Corporation has invested 0.06% in Occidental Petroleum Corporation (NYSE:OXY). Cornerstone Cap Holdings Limited Liability Company invested 0.09% of its portfolio in Occidental Petroleum Corporation (NYSE:OXY). Kbc Grp Nv reported 69,434 shares stake. Fdx Advisors, California-based fund reported 104,846 shares. E&G Advisors Ltd Partnership holds 0.34% or 10,968 shares in its portfolio. Brookstone Cap Mngmt owns 88,093 shares. Delta Asset Mgmt Llc Tn has invested 0.01% in Occidental Petroleum Corporation (NYSE:OXY). Research Mngmt Company reported 0.31% in Occidental Petroleum Corporation (NYSE:OXY). Heritage Management Corporation owns 4,228 shares for 0.02% of their portfolio. Jones Fincl Cos Lllp reported 2,827 shares stake. West Oak Capital Ltd Llc invested in 0.63% or 13,985 shares. Tcw Grp Inc stated it has 16,765 shares. Alpha Windward Lc accumulated 2,639 shares. 1.02 million were accumulated by Artisan Prns Lp.

Investors sentiment increased to 0.69 in 2017 Q4. Its up 0.07, from 0.62 in 2017Q3. It increased, as 68 investors sold ESRX shares while 407 reduced holdings. 111 funds opened positions while 216 raised stakes. 479.40 million shares or 1.52% less from 486.80 million shares in 2017Q3 were reported. 9,157 are owned by Meeder Asset Mgmt Incorporated. Cortland Associates Mo, a Missouri-based fund reported 834,917 shares. Blackrock Inc accumulated 35.57M shares. 1,510 were reported by Baker Ellis Asset Management Limited Liability Corp. Lombard Odier Asset (Switzerland) Sa reported 2,926 shares. Washington Trust Com accumulated 2,838 shares. Edge Wealth Mgmt reported 0.02% in Express Scripts Holding Company (NASDAQ:ESRX). Pub Sector Pension Inv Board, Quebec – Canada-based fund reported 40,189 shares. Carnegie Asset Management Ltd Liability holds 0.32% or 48,491 shares in its portfolio. Factory Mutual Insur owns 546,248 shares. Prudential Public Ltd Co holds 0% or 12,543 shares in its portfolio. 3,880 were reported by Foster & Motley. Stewart & Patten Limited Com stated it has 0.04% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Raymond James Na holds 0.15% in Express Scripts Holding Company (NASDAQ:ESRX) or 30,417 shares. Rudman Errol M has 93,726 shares for 3.39% of their portfolio.

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on May, 2 after the close. They expect $1.76 earnings per share, up 32.33% or $0.43 from last year’s $1.33 per share. ESRX’s profit will be $988.29 million for 10.82 P/E if the $1.76 EPS becomes a reality. After $2.16 actual earnings per share reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts -18.52% negative EPS growth.

Boys Arnold & Co Inc, which manages about $1.02B and $665.51 million US Long portfolio, upped its stake in Ishares Tr (CSJ) by 15,909 shares to 61,703 shares, valued at $6.45 million in 2017Q4, according to the filing. It also increased its holding in Ishares Inc (IEMG) by 8,237 shares in the quarter, for a total of 28,175 shares, and has risen its stake in Altria Group Inc (NYSE:MO).

Among 25 analysts covering Express Scripts (NASDAQ:ESRX), 8 have Buy rating, 3 Sell and 14 Hold. Therefore 32% are positive. Express Scripts had 66 analyst reports since July 30, 2015 according to SRatingsIntel. The rating was maintained by Credit Suisse on Tuesday, April 26 with “Outperform”. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Buy” rating given on Tuesday, August 29 by Jefferies. Wells Fargo upgraded Express Scripts Holding Company (NASDAQ:ESRX) rating on Friday, March 9. Wells Fargo has “Hold” rating and $80.0 target. The rating was maintained by Mizuho on Tuesday, October 24 with “Hold”. The firm has “Market Perform” rating by Bernstein given on Monday, March 12. The company was upgraded on Wednesday, January 31 by RBC Capital Markets. Leerink Swann maintained Express Scripts Holding Company (NASDAQ:ESRX) on Monday, October 5 with “Outperform” rating. On Thursday, February 1 the stock rating was downgraded by Bernstein to “Underperform”. The rating was maintained by Jefferies with “Buy” on Friday, May 26. Morgan Stanley downgraded it to “Underweight” rating and $70 target in Monday, June 20 report.

Express Scripts Holding Company (NASDAQ:ESRX) Institutional Positions Chart

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