Smead Capital Management Has Cut Stake in Pfizer (PFE) by $3.00 Million as Stock Declined; Summit Securities Group Trimmed Yum Brands (YUM) Holding as Share Value Rose

April 21, 2018 - By Adrian Erickson

YUM! Brands, Inc. (NYSE:YUM) Logo

Summit Securities Group Llc decreased its stake in Yum Brands Inc (YUM) by 73.17% based on its latest 2017Q4 regulatory filing with the SEC. Summit Securities Group Llc sold 9,000 shares as the company’s stock rose 1.80% while stock markets declined. The institutional investor held 3,300 shares of the consumer services company at the end of 2017Q4, valued at $269,000, down from 12,300 at the end of the previous reported quarter. Summit Securities Group Llc who had been investing in Yum Brands Inc for a number of months, seems to be less bullish one the $28.34 billion market cap company. The stock decreased 0.17% or $0.15 during the last trading session, reaching $86.29. About 1.73 million shares traded. YUM! Brands, Inc. (NYSE:YUM) has risen 32.07% since April 21, 2017 and is uptrending. It has outperformed by 20.52% the S&P500.

Smead Capital Management Inc decreased its stake in Pfizer Inc (PFE) by 4.37% based on its latest 2017Q4 regulatory filing with the SEC. Smead Capital Management Inc sold 83,321 shares as the company’s stock declined 3.13% with the market. The institutional investor held 1.82M shares of the health care company at the end of 2017Q4, valued at $65.98M, down from 1.91 million at the end of the previous reported quarter. Smead Capital Management Inc who had been investing in Pfizer Inc for a number of months, seems to be less bullish one the $217.90B market cap company. The stock increased 0.27% or $0.1 during the last trading session, reaching $36.63. About 21.23 million shares traded. Pfizer Inc. (NYSE:PFE) has risen 2.43% since April 21, 2017 and is uptrending. It has underperformed by 9.12% the S&P500.

Since January 22, 2018, it had 0 buys, and 1 insider sale for $194,761 activity.

Among 29 analysts covering YUM! Brands (NYSE:YUM), 11 have Buy rating, 1 Sell and 17 Hold. Therefore 38% are positive. YUM! Brands had 103 analyst reports since July 1, 2015 according to SRatingsIntel. The firm has “Market Perform” rating by Wells Fargo given on Friday, February 9. The firm has “Buy” rating by Cowen & Co given on Monday, October 16. Barclays Capital maintained the shares of YUM in report on Friday, August 4 with “Equal-Weight” rating. The firm has “Hold” rating given on Thursday, August 3 by BMO Capital Markets. The firm has “Outperform” rating by Oppenheimer given on Wednesday, October 7. The rating was maintained by Morgan Stanley on Monday, March 26 with “Equal-Weight”. The firm earned “Buy” rating on Friday, August 4 by Cowen & Co. BMO Capital Markets maintained the shares of YUM in report on Friday, November 3 with “Market Perform” rating. Credit Suisse maintained the shares of YUM in report on Friday, May 26 with “Buy” rating. The rating was maintained by Deutsche Bank on Friday, September 30 with “Hold”.

Analysts await YUM! Brands, Inc. (NYSE:YUM) to report earnings on May, 2. They expect $0.68 EPS, up 4.62% or $0.03 from last year’s $0.65 per share. YUM’s profit will be $223.31 million for 31.72 P/E if the $0.68 EPS becomes a reality. After $0.96 actual EPS reported by YUM! Brands, Inc. for the previous quarter, Wall Street now forecasts -29.17% negative EPS growth.

Summit Securities Group Llc, which manages about $840.93M US Long portfolio, upped its stake in Select Sector Spdr Tr (XLU) by 14,825 shares to 14,900 shares, valued at $785,000 in 2017Q4, according to the filing. It also increased its holding in Dowdupont Inc by 6,128 shares in the quarter, for a total of 6,164 shares, and has risen its stake in Pfizer Inc (NYSE:PFE).

Investors sentiment decreased to 0.98 in 2017 Q4. Its down 0.01, from 0.99 in 2017Q3. It dived, as 48 investors sold YUM shares while 251 reduced holdings. 88 funds opened positions while 205 raised stakes. 235.88 million shares or 1.51% less from 239.50 million shares in 2017Q3 were reported. Ameritas Investment Prtnrs invested in 9,806 shares. Benedict Financial Advisors reported 3,593 shares. Macquarie Grp Ltd, a Australia-based fund reported 89,500 shares. First Citizens Bancorporation Com reported 0.24% in YUM! Brands, Inc. (NYSE:YUM). Moreover, Matthews Interest Mgmt Ltd Liability Com has 2.45% invested in YUM! Brands, Inc. (NYSE:YUM) for 634,910 shares. Cwm Limited Company invested in 0.01% or 2,132 shares. Toronto Dominion Bankshares invested in 144,846 shares or 0.04% of the stock. Fisher Asset Mngmt Ltd Liability Corp invested in 3,065 shares. Capital Advsrs Lc invested in 800 shares or 0.02% of the stock. Fmr Lc has invested 0.02% in YUM! Brands, Inc. (NYSE:YUM). Klingenstein Fields & Co Ltd Liability Co reported 0.84% of its portfolio in YUM! Brands, Inc. (NYSE:YUM). Mariner Wealth Llc holds 0.01% of its portfolio in YUM! Brands, Inc. (NYSE:YUM) for 2,541 shares. 6,741 are owned by Peapack Gladstone Financial Corporation. Orrstown Finance holds 0.02% of its portfolio in YUM! Brands, Inc. (NYSE:YUM) for 195 shares. Wellington Shields Ltd Liability Corp reported 0.12% in YUM! Brands, Inc. (NYSE:YUM).

Investors sentiment increased to 1.06 in 2017 Q4. Its up 0.10, from 0.96 in 2017Q3. It increased, as 51 investors sold PFE shares while 675 reduced holdings. 134 funds opened positions while 632 raised stakes. 4.07 billion shares or 0.28% more from 4.06 billion shares in 2017Q3 were reported. Peloton Wealth Strategists has 51,500 shares for 1.39% of their portfolio. Provise Mngmt Group Inc Limited Co reported 1.27% in Pfizer Inc. (NYSE:PFE). Stearns Financial Svcs Grp Inc invested in 36,405 shares. Camelot Portfolios Ltd reported 7,373 shares. First Personal Ser accumulated 1.07% or 150,986 shares. New England Professional Planning Group Inc Inc holds 10.51% in Pfizer Inc. (NYSE:PFE) or 233,894 shares. Beese Fulmer Mngmt has 59,120 shares for 0.46% of their portfolio. Thomas J Herzfeld Inc has invested 0% in Pfizer Inc. (NYSE:PFE). Utah-based Albion Ut has invested 0.14% in Pfizer Inc. (NYSE:PFE). Lvw Advsrs Ltd Com holds 1.11% or 104,886 shares. California-based Pacific Inv Mngmt has invested 0.48% in Pfizer Inc. (NYSE:PFE). Bailard Incorporated holds 0.06% or 24,992 shares. Stephens Inc Ar holds 0.54% or 401,936 shares in its portfolio. Balasa Dinverno Foltz Ltd stated it has 0.24% in Pfizer Inc. (NYSE:PFE). Avalon Advsr Lc holds 2.06% of its portfolio in Pfizer Inc. (NYSE:PFE) for 1.85M shares.

Since December 15, 2017, it had 0 insider buys, and 12 selling transactions for $12.99 million activity. 27,323 shares were sold by JOHNSON RADY A, worth $998,666 on Tuesday, March 13. LANKLER DOUGLAS M also sold $1.84 million worth of Pfizer Inc. (NYSE:PFE) shares. Dolsten Mikael sold 69,699 shares worth $2.55 million. Shares for $353,677 were sold by LUND-JURGENSEN KIRSTEN on Saturday, February 24. The insider MACKENZIE ALEXANDER R sold 6,750 shares worth $249,750. SUSMAN SALLY sold 33,368 shares worth $1.24 million.

Analysts await Pfizer Inc. (NYSE:PFE) to report earnings on May, 1 before the open. They expect $0.73 EPS, up 5.80% or $0.04 from last year’s $0.69 per share. PFE’s profit will be $4.34 billion for 12.54 P/E if the $0.73 EPS becomes a reality. After $0.62 actual EPS reported by Pfizer Inc. for the previous quarter, Wall Street now forecasts 17.74% EPS growth.

YUM! Brands, Inc. (NYSE:YUM) Institutional Positions Chart

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