Pioneer Investment Management Stake in United Parcel Service (UPS) Has Trimmed as Stock Price Declined; Ulta Beauty (ULTA) Shareholder Westwood Management Decreased Holding by $745,800 as Market Value Rose

January 14, 2018 - By Nellie Frank

Westwood Management Corp decreased its stake in Ulta Beauty Inc. (ULTA) by 2.46% based on its latest 2017Q3 regulatory filing with the SEC. Westwood Management Corp sold 3,300 shares as the company’s stock rose 6.88% with the market. The institutional investor held 130,575 shares of the 2007 company at the end of 2017Q3, valued at $29.52 million, down from 133,875 at the end of the previous reported quarter. Westwood Management Corp who had been investing in Ulta Beauty Inc. for a number of months, seems to be less bullish one the $14.48B market cap company. The stock increased 1.79% or $4.17 during the last trading session, reaching $237.32. About 1.09M shares traded. Ulta Beauty, Inc. (NASDAQ:ULTA) has risen 41.46% since January 14, 2017 and is uptrending. It has outperformed by 24.76% the S&P500.

Pioneer Investment Management Inc decreased its stake in United Parcel Service Inc (UPS) by 2.4% based on its latest 2017Q3 regulatory filing with the SEC. Pioneer Investment Management Inc sold 17,678 shares as the company’s stock declined 3.26% while stock markets rallied. The institutional investor held 718,138 shares of the transportation company at the end of 2017Q3, valued at $86.24M, down from 735,816 at the end of the previous reported quarter. Pioneer Investment Management Inc who had been investing in United Parcel Service Inc for a number of months, seems to be less bullish one the $115.55B market cap company. The stock increased 0.47% or $0.63 during the last trading session, reaching $134.09. About 4.21 million shares traded or 42.07% up from the average. United Parcel Service, Inc. (NYSE:UPS) has risen 2.10% since January 14, 2017 and is uptrending. It has underperformed by 14.60% the S&P500.

Since October 12, 2017, it had 1 buy, and 0 insider sales for $24.97 million activity.

Analysts await Ulta Beauty, Inc. (NASDAQ:ULTA) to report earnings on March, 8. They expect $2.77 EPS, up 23.66% or $0.53 from last year’s $2.24 per share. ULTA’s profit will be $168.95 million for 21.42 P/E if the $2.77 EPS becomes a reality. After $1.70 actual EPS reported by Ulta Beauty, Inc. for the previous quarter, Wall Street now forecasts 62.94% EPS growth.

Investors sentiment decreased to 0.85 in Q3 2017. Its down 0.20, from 1.05 in 2017Q2. It turned negative, as 102 investors sold ULTA shares while 170 reduced holdings. 68 funds opened positions while 163 raised stakes. 52.49 million shares or 1.02% less from 53.03 million shares in 2017Q2 were reported. Prudential Finance holds 0.04% or 93,666 shares. Proshare Ltd reported 34,545 shares or 0.07% of all its holdings. Moreover, Proffitt Goodson Incorporated has 0.31% invested in Ulta Beauty, Inc. (NASDAQ:ULTA). Commerzbank Aktiengesellschaft Fi holds 0.03% or 11,622 shares. Dubuque Fincl Bank Communications stated it has 10 shares. Sg Americas Securities Ltd Liability Corporation has 0% invested in Ulta Beauty, Inc. (NASDAQ:ULTA) for 1,995 shares. 8 were reported by Hanson And Doremus Investment Mngmt. Rainier Management Ltd Limited Liability Company, Washington-based fund reported 11,790 shares. Global X Mgmt Limited reported 0.01% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA). Bokf Na accumulated 5,349 shares. Zevenbergen Invs Llc reported 1.27% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA). Riverpark Advisors Limited Liability Company holds 0.29% or 9,774 shares. Efg Asset Mngmt (Americas) Corporation owns 1,387 shares or 0.12% of their US portfolio. Atlantic Trust Group Limited Liability, a Georgia-based fund reported 40,051 shares. Bremer Natl Association holds 0.12% of its portfolio in Ulta Beauty, Inc. (NASDAQ:ULTA) for 1,858 shares.

Westwood Management Corp, which manages about $655.18M and $668.69 million US Long portfolio, upped its stake in Boeing Co. (NYSE:BA) by 5,000 shares to 7,000 shares, valued at $1.78 million in 2017Q3, according to the filing. It also increased its holding in Alibaba Group Holding (NYSE:BABA) by 3,300 shares in the quarter, for a total of 58,000 shares, and has risen its stake in Teladoc Inc..

Among 28 analysts covering Ulta Salon Cosmetics & Fragrance Inc (NASDAQ:ULTA), 15 have Buy rating, 0 Sell and 13 Hold. Therefore 54% are positive. Ulta Salon Cosmetics & Fragrance Inc had 107 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) earned “Buy” rating by Jefferies on Tuesday, September 26. The company was maintained on Thursday, July 6 by RBC Capital Markets. On Monday, July 17 the stock rating was maintained by Oppenheimer with “Buy”. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) has “Hold” rating given on Thursday, February 9 by Loop Capital. The company was maintained on Friday, May 26 by Stifel Nicolaus. On Friday, March 11 the stock rating was maintained by Nomura with “Buy”. Evercore maintained the shares of ULTA in report on Friday, August 25 with “Buy” rating. The stock of Ulta Beauty, Inc. (NASDAQ:ULTA) earned “Overweight” rating by JP Morgan on Monday, November 30. The rating was maintained by RBC Capital Markets with “Sector Perform” on Monday, August 29. The rating was maintained by Robert W. Baird with “Buy” on Friday, September 29.

Analysts await United Parcel Service, Inc. (NYSE:UPS) to report earnings on January, 30. They expect $1.67 earnings per share, up 2.45% or $0.04 from last year’s $1.63 per share. UPS’s profit will be $1.44B for 20.07 P/E if the $1.67 EPS becomes a reality. After $1.45 actual earnings per share reported by United Parcel Service, Inc. for the previous quarter, Wall Street now forecasts 15.17% EPS growth.

Among 21 analysts covering United Parcel Service (NYSE:UPS), 8 have Buy rating, 1 Sell and 12 Hold. Therefore 38% are positive. United Parcel Service had 55 analyst reports since July 29, 2015 according to SRatingsIntel. As per Friday, October 27, the company rating was maintained by Stifel Nicolaus. The firm has “Hold” rating given on Friday, September 29 by Robert W. Baird. On Monday, July 17 the stock rating was maintained by Cowen & Co with “Hold”. Credit Suisse maintained United Parcel Service, Inc. (NYSE:UPS) on Thursday, October 12 with “Hold” rating. Cowen & Co maintained the shares of UPS in report on Friday, April 29 with “Market Perform” rating. The rating was maintained by Cowen & Co on Monday, September 25 with “Hold”. On Wednesday, October 28 the stock rating was maintained by Macquarie Research with “Neutral”. The rating was maintained by Barclays Capital on Wednesday, February 1 with “Equal Weight”. Oppenheimer maintained the shares of UPS in report on Wednesday, February 3 with “Outperform” rating. The firm has “Hold” rating given on Thursday, June 1 by BMO Capital Markets.

Investors sentiment increased to 1.14 in Q3 2017. Its up 0.09, from 1.05 in 2017Q2. It is positive, as 46 investors sold UPS shares while 390 reduced holdings. 104 funds opened positions while 395 raised stakes. 451.38 million shares or 0.77% more from 447.95 million shares in 2017Q2 were reported. 64,384 are held by Blue Chip Prns. Profund Advisors Ltd Liability Corporation reported 18,601 shares or 0.09% of all its holdings. Asset Mgmt One Comm Ltd has invested 0.31% in United Parcel Service, Inc. (NYSE:UPS). Ci Invests Incorporated has invested 0.21% in United Parcel Service, Inc. (NYSE:UPS). Gateway Invest Advisers Lc owns 599,838 shares. Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta Mngmt Corp has invested 0.13% in United Parcel Service, Inc. (NYSE:UPS). Edgemoor Invest Advsr stated it has 85,660 shares or 1.39% of all its holdings. Gradient Invests Ltd Liability Corporation invested in 0.47% or 61,730 shares. Moneta Grp Inc Investment Advisors Ltd Company owns 3,946 shares. Quantitative Investment Ltd Co stated it has 0.29% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Sentinel Asset, Vermont-based fund reported 20,000 shares. Gould Asset Management Ltd Liability Ca stated it has 1,800 shares or 0.1% of all its holdings. Palouse Cap reported 22,720 shares. Allsquare Wealth Limited Liability accumulated 100 shares or 0.01% of the stock. 19,668 are held by First Trust.

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