As Bristol Myers Squibb Co Com (BMY) Valuation Declined, Holder M Holdings Securities Has Boosted Its Holding; Verizon Communications (VZ) Holder Lvm Capital Management LTD Trimmed Stake as Shares Declined

January 20, 2018 - By Vivian Currie

M Holdings Securities Inc increased its stake in Bristol Myers Squibb Co Com (BMY) by 77.35% based on its latest 2017Q3 regulatory filing with the SEC. M Holdings Securities Inc bought 14,877 shares as the company’s stock declined 1.04% while stock markets rallied. The institutional investor held 34,111 shares of the major pharmaceuticals company at the end of 2017Q3, valued at $2.17M, up from 19,234 at the end of the previous reported quarter. M Holdings Securities Inc who had been investing in Bristol Myers Squibb Co Com for a number of months, seems to be bullish on the $101.93 billion market cap company. The stock increased 0.73% or $0.45 during the last trading session, reaching $62.28. About 7.49 million shares traded or 32.48% up from the average. Bristol-Myers Squibb Company (NYSE:BMY) has declined 23.19% since January 20, 2017 and is downtrending. It has underperformed by 39.89% the S&P500.

Lvm Capital Management Ltd decreased its stake in Verizon Communications (VZ) by 10.81% based on its latest 2017Q3 regulatory filing with the SEC. Lvm Capital Management Ltd sold 21,316 shares as the company’s stock declined 7.66% while stock markets rallied. The institutional investor held 175,951 shares of the telecommunications equipment company at the end of 2017Q3, valued at $8.71M, down from 197,267 at the end of the previous reported quarter. Lvm Capital Management Ltd who had been investing in Verizon Communications for a number of months, seems to be less bullish one the $211.76 billion market cap company. The stock increased 0.70% or $0.36 during the last trading session, reaching $51.91. About 23.76 million shares traded or 41.49% up from the average. Verizon Communications Inc. (NYSE:VZ) has declined 8.48% since January 20, 2017 and is downtrending. It has underperformed by 25.18% the S&P500.

Investors sentiment increased to 1.03 in 2017 Q3. Its up 0.08, from 0.95 in 2017Q2. It improved, as 62 investors sold BMY shares while 519 reduced holdings. 137 funds opened positions while 460 raised stakes. 1.11 billion shares or 0.68% more from 1.10 billion shares in 2017Q2 were reported. Abner Herrman & Brock Ltd Company reported 8,297 shares. Sei holds 581,758 shares or 0.13% of its portfolio. Wellington Shields And Company Lc owns 0.98% invested in Bristol-Myers Squibb Company (NYSE:BMY) for 46,504 shares. Hilltop Hldg Inc invested in 24,554 shares or 0.47% of the stock. Commonwealth State Bank Of holds 0.05% in Bristol-Myers Squibb Company (NYSE:BMY) or 73,384 shares. Aimz Advsr Lc has invested 0.24% in Bristol-Myers Squibb Company (NYSE:BMY). Park National Oh has invested 0.17% of its portfolio in Bristol-Myers Squibb Company (NYSE:BMY). Grassi Mngmt owns 0.88% invested in Bristol-Myers Squibb Company (NYSE:BMY) for 81,706 shares. Riverpoint Capital Mgmt Limited Liability Corp owns 22,891 shares or 0.09% of their US portfolio. California-based West Oak Capital Lc has invested 0.39% in Bristol-Myers Squibb Company (NYSE:BMY). Marco Inv Mgmt Limited Company accumulated 0.28% or 28,125 shares. Cohen Cap Mgmt owns 15,000 shares or 0.23% of their US portfolio. Waters Parkerson Lc holds 0.23% or 41,272 shares. Solaris Asset Mngmt Limited Liability Corp invested in 2,200 shares or 0.08% of the stock. Icon Advisers Inc reported 0.06% stake.

Since September 6, 2017, it had 1 insider buy, and 2 sales for $646,385 activity. Another trade for 5,300 shares valued at $335,172 was made by Lynch Thomas J. Jr. on Tuesday, December 12. 4,000 shares were bought by Samuels Theodore R. II, worth $249,187 on Friday, December 15.

Among 19 analysts covering Bristol-Myers Squibb Company (NYSE:BMY), 6 have Buy rating, 3 Sell and 10 Hold. Therefore 32% are positive. Bristol-Myers Squibb Company had 69 analyst reports since July 28, 2015 according to SRatingsIntel. Jefferies maintained Bristol-Myers Squibb Company (NYSE:BMY) on Thursday, August 27 with “Hold” rating. On Wednesday, April 5 the stock rating was maintained by BMO Capital Markets with “Market Perform”. Jefferies maintained the shares of BMY in report on Thursday, July 14 with “Hold” rating. Societe Generale initiated Bristol-Myers Squibb Company (NYSE:BMY) on Wednesday, April 6 with “Sell” rating. The stock of Bristol-Myers Squibb Company (NYSE:BMY) earned “Hold” rating by SunTrust on Monday, October 16. The firm earned “Hold” rating on Thursday, July 27 by Piper Jaffray. Leerink Swann maintained the shares of BMY in report on Monday, October 23 with “Outperform” rating. The firm has “Sell” rating by BMO Capital Markets given on Sunday, July 23. As per Friday, September 22, the company rating was maintained by Piper Jaffray. The stock has “Sell” rating by BMO Capital Markets on Wednesday, August 16.

M Holdings Securities Inc, which manages about $733.83 million and $316.99M US Long portfolio, decreased its stake in Vanguard Intl Equity Index F Allwrld Ex Us (VEU) by 7,981 shares to 84,570 shares, valued at $4.46 million in 2017Q3, according to the filing.

Since August 28, 2017, it had 0 insider buys, and 3 insider sales for $89,365 activity.

Analysts await Verizon Communications Inc. (NYSE:VZ) to report earnings on January, 23. They expect $0.88 earnings per share, up 2.33% or $0.02 from last year’s $0.86 per share. VZ’s profit will be $3.59 billion for 14.75 P/E if the $0.88 EPS becomes a reality. After $0.98 actual earnings per share reported by Verizon Communications Inc. for the previous quarter, Wall Street now forecasts -10.20% negative EPS growth.

Investors sentiment is 0.88 in 2017 Q3. Its the same as in 2017Q2. It is the same, as 81 investors sold VZ shares while 696 reduced holdings. only 114 funds opened positions while 570 raised stakes. 2.53 billion shares or 1.44% more from 2.49 billion shares in 2017Q2 were reported. The Colorado-based Advsrs Asset Management Incorporated has invested 1.03% in Verizon Communications Inc. (NYSE:VZ). Roberts Glore Il has 15,376 shares. Nuveen Asset Mgmt Limited Com has 0.12% invested in Verizon Communications Inc. (NYSE:VZ). 39,467 are owned by Amg Funds Ltd Liability Company. Great Lakes Llc reported 0.04% of its portfolio in Verizon Communications Inc. (NYSE:VZ). Bell Comml Bank accumulated 51,086 shares. Employees Retirement Association Of Colorado invested in 0.26% or 728,333 shares. Ifc Inc Fl has invested 0.36% of its portfolio in Verizon Communications Inc. (NYSE:VZ). Rockland Tru has 2.76% invested in Verizon Communications Inc. (NYSE:VZ) for 373,062 shares. Weik Invest Serv, Pennsylvania-based fund reported 4,340 shares. Connecticut-based Baxter Bros has invested 0.43% in Verizon Communications Inc. (NYSE:VZ). Hudock Gru Ltd Co stated it has 56,457 shares or 1.31% of all its holdings. Jupiter Asset Mngmt holds 1.13M shares or 1.91% of its portfolio. Highstreet Asset Mngmt Inc invested in 0.74% or 156,434 shares. Wedge Cap Mngmt L LP Nc owns 0.12% invested in Verizon Communications Inc. (NYSE:VZ) for 266,068 shares.

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