As Tyson Foods (TSN) Share Value Declined, Pdt Partners Has Upped Position; Truenorth Has Lowered Valero Energy New (VLO) Holding by $797,615 as Market Value Rose

May 21, 2018 - By Neil V. Hobbs

Valero Energy Corporation (NYSE:VLO) Logo

Peter Muller increased its stake in Tyson Foods Inc (TSN) by 8.42% based on its latest 2017Q4 regulatory filing with the SEC. Pdt Partners Llc bought 30,883 shares as the company’s stock declined 8.17% with the market. The hedge fund run by Peter Muller held 397,800 shares of the consumer non-durables company at the end of 2017Q4, valued at $32.25M, up from 366,917 at the end of the previous reported quarter. Pdt Partners Llc who had been investing in Tyson Foods Inc for a number of months, seems to be bullish on the $24.95 billion market cap company. The stock decreased 0.07% or $0.05 during the last trading session, reaching $67.86. About 1.13 million shares traded. Tyson Foods, Inc. (NYSE:TSN) has risen 19.71% since May 21, 2017 and is uptrending. It has outperformed by 8.16% the S&P500.

Truenorth Inc decreased its stake in Valero Energy Corp New (VLO) by 60.32% based on its latest 2017Q4 regulatory filing with the SEC. Truenorth Inc sold 8,765 shares as the company’s stock rose 1.25% while stock markets declined. The institutional investor held 5,767 shares of the integrated oil company at the end of 2017Q4, valued at $530,000, down from 14,532 at the end of the previous reported quarter. Truenorth Inc who had been investing in Valero Energy Corp New for a number of months, seems to be less bullish one the $52.56B market cap company. The stock increased 1.18% or $1.42 during the last trading session, reaching $121.98. About 1.72 million shares traded. Valero Energy Corporation (NYSE:VLO) has risen 39.32% since May 21, 2017 and is uptrending. It has outperformed by 27.77% the S&P500.

More notable recent Tyson Foods, Inc. (NYSE:TSN) news were published by: Bizjournals.com which released: “In Tampa, Walmart executive talks of how blockchain can help the grocery industry and keep foods safer” on May 16, 2018, also Globenewswire.com with their article: “New Research Coverage Highlights Tyson Foods, Windstream, Laredo Petroleum, Idera Pharmaceuticals …” published on May 16, 2018, Seekingalpha.com published: “Tyson Foods strikes rendering deal” on May 15, 2018. More interesting news about Tyson Foods, Inc. (NYSE:TSN) were released by: Investorplace.com and their article: “Grab Tyson Foods, Inc. Stock While the Market Makes Up Its Mind” published on May 07, 2018 as well as Globenewswire.com‘s news article titled: “Tyson Foods, Inc. Announces Quarterly Dividend” with publication date: May 10, 2018.

Since November 28, 2017, it had 0 insider buys, and 3 insider sales for $6.14 million activity. On Thursday, February 15 the insider Banister Gaurdie E. JR. sold $589,394. Shares for $1.15 million were sold by Stouffer Stephen R on Monday, December 18.

Pdt Partners Llc, which manages about $4.99 billion and $3.45 billion US Long portfolio, decreased its stake in Gms Inc by 34,521 shares to 126,740 shares, valued at $4.77 million in 2017Q4, according to the filing. It also reduced its holding in Cornerstone Ondemand Inc (NASDAQ:CSOD) by 19,478 shares in the quarter, leaving it with 213,905 shares, and cut its stake in Intersect Ent Inc (NASDAQ:XENT).

Among 19 analysts covering Tyson Foods Inc. (NYSE:TSN), 11 have Buy rating, 0 Sell and 8 Hold. Therefore 58% are positive. Tyson Foods Inc. had 66 analyst reports since August 5, 2015 according to SRatingsIntel. RBC Capital Markets maintained the shares of TSN in report on Friday, February 9 with “Hold” rating. The firm has “Hold” rating by Credit Suisse given on Tuesday, August 8. The stock of Tyson Foods, Inc. (NYSE:TSN) earned “Sector Perform” rating by RBC Capital Markets on Tuesday, November 22. The stock of Tyson Foods, Inc. (NYSE:TSN) has “Hold” rating given on Tuesday, May 8 by Credit Suisse. The firm has “Buy” rating by Jefferies given on Wednesday, December 16. Vertical Group downgraded the shares of TSN in report on Friday, April 20 to “Hold” rating. The stock has “Hold” rating by Pivotal Research on Monday, November 13. Jefferies maintained Tyson Foods, Inc. (NYSE:TSN) rating on Friday, June 9. Jefferies has “Buy” rating and $7500 target. The firm has “Buy” rating by CLSA given on Monday, October 10. Argus Research downgraded the shares of TSN in report on Thursday, March 16 to “Hold” rating.

Investors sentiment increased to 1.12 in Q4 2017. Its up 0.03, from 1.09 in 2017Q3. It improved, as 37 investors sold TSN shares while 208 reduced holdings. 83 funds opened positions while 191 raised stakes. 254.57 million shares or 1.76% more from 250.18 million shares in 2017Q3 were reported. Ccm Inv Advisers accumulated 2.25% or 143,792 shares. Guardian Cap Lp invested in 0.01% or 5,024 shares. Putnam Invs Limited Liability Corporation has invested 0.09% in Tyson Foods, Inc. (NYSE:TSN). Parametrica Ltd holds 0.2% or 3,898 shares in its portfolio. Farmers Trust owns 8,154 shares. Biltmore Wealth Management Ltd Liability owns 9,656 shares or 0.71% of their US portfolio. 979,848 were accumulated by State Of Tennessee Treasury Department. Vident Invest Advisory Ltd Limited Liability Company accumulated 0.25% or 68,125 shares. Ontario Teachers Pension Plan Board stated it has 22,949 shares. Suntrust Banks stated it has 0.14% in Tyson Foods, Inc. (NYSE:TSN). 223,900 were reported by Lord Abbett Limited Liability Co. Bluefin Trading Limited Liability Corporation owns 0.07% invested in Tyson Foods, Inc. (NYSE:TSN) for 14,300 shares. Qs Invsts Lc reported 47,725 shares. Choate owns 0.03% invested in Tyson Foods, Inc. (NYSE:TSN) for 6,553 shares. Washington National Bank & Trust has invested 0.03% in Tyson Foods, Inc. (NYSE:TSN).

Investors sentiment decreased to 0.98 in Q4 2017. Its down 0.02, from 1 in 2017Q3. It worsened, as 51 investors sold VLO shares while 327 reduced holdings. 108 funds opened positions while 261 raised stakes. 331.76 million shares or 3.27% less from 342.98 million shares in 2017Q3 were reported. Guinness Atkinson Asset Inc, a California-based fund reported 12,369 shares. Btc Cap Mgmt Inc owns 69,728 shares. Moreover, Affinity Inv Ltd Com has 1.55% invested in Valero Energy Corporation (NYSE:VLO). Massachusetts-based Eaton Vance has invested 0% in Valero Energy Corporation (NYSE:VLO). Loomis Sayles Lp holds 16,434 shares or 0% of its portfolio. Ny State Teachers Retirement Sys accumulated 0.18% or 814,033 shares. Sumitomo Life owns 13,929 shares or 0.16% of their US portfolio. Capital Fund has invested 0.04% of its portfolio in Valero Energy Corporation (NYSE:VLO). Stanley reported 0.16% of its portfolio in Valero Energy Corporation (NYSE:VLO). Cap Inv Advisors Ltd invested in 0.18% or 30,252 shares. 51,879 are held by Washington Trust Financial Bank. Ubs Asset Management Americas Inc, Illinois-based fund reported 2.14M shares. Smith Moore & Company invested in 4,046 shares. Caisse De Depot Et Placement Du Quebec has 0.07% invested in Valero Energy Corporation (NYSE:VLO). Pillar Pacific Capital Management Ltd Limited Liability Company holds 56,868 shares.

Among 23 analysts covering Valero Energy Corporation (NYSE:VLO), 11 have Buy rating, 0 Sell and 12 Hold. Therefore 48% are positive. Valero Energy Corporation had 85 analyst reports since July 24, 2015 according to SRatingsIntel. RBC Capital Markets maintained the shares of VLO in report on Tuesday, January 30 with “Buy” rating. The company was initiated on Friday, July 24 by Macquarie Research. Piper Jaffray maintained the stock with “Neutral” rating in Monday, August 22 report. The firm has “Buy” rating by RBC Capital Markets given on Thursday, June 15. Scotia Capital maintained it with “Buy” rating and $93.0 target in Thursday, December 21 report. As per Friday, October 6, the company rating was downgraded by J.P. Morgan. As per Thursday, May 10, the company rating was upgraded by Edward Jones. Cowen & Co maintained Valero Energy Corporation (NYSE:VLO) rating on Thursday, September 28. Cowen & Co has “Outperform” rating and $90 target. Morgan Stanley upgraded the stock to “Overweight” rating in Thursday, May 17 report. Credit Suisse maintained the shares of VLO in report on Monday, April 30 with “Neutral” rating.

More notable recent Valero Energy Corporation (NYSE:VLO) news were published by: Globenewswire.com which released: “Valero Acquires Pure Biofuels del Peru” on May 14, 2018, also Benzinga.com with their article: “Morgan Stanley Upgrades Refining Sector, Names Valero A Top Pick” published on May 17, 2018, Globenewswire.com published: “Valero Energy Corporation Will Attend The Redburn Toronto Conference” on May 03, 2018. More interesting news about Valero Energy Corporation (NYSE:VLO) were released by: Globenewswire.com and their article: “Valero Energy Reports First Quarter 2018 Results” published on April 26, 2018 as well as Seekingalpha.com‘s news article titled: “Get Ready For $4 At The Pump This Summer” with publication date: May 18, 2018.

Truenorth Inc, which manages about $406.36 million and $223.51 million US Long portfolio, upped its stake in Amgen Inc (NASDAQ:AMGN) by 5,504 shares to 9,548 shares, valued at $1.66M in 2017Q4, according to the filing. It also increased its holding in Celgene Corp (NASDAQ:CELG) by 2,960 shares in the quarter, for a total of 27,092 shares, and has risen its stake in Claymore Exchange Trd Fd (BSJJ).

Analysts await Valero Energy Corporation (NYSE:VLO) to report earnings on July, 26. They expect $2.28 EPS, up 85.37% or $1.05 from last year’s $1.23 per share. VLO’s profit will be $982.50M for 13.38 P/E if the $2.28 EPS becomes a reality. After $1.00 actual EPS reported by Valero Energy Corporation for the previous quarter, Wall Street now forecasts 128.00% EPS growth.

Since December 13, 2017, it had 0 insider buys, and 2 selling transactions for $23.55 million activity. CISKOWSKI MICHAEL S also sold $23.46 million worth of Valero Energy Corporation (NYSE:VLO) on Wednesday, January 3.

Tyson Foods, Inc. (NYSE:TSN) Institutional Positions Chart

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.