Kansas City Southern (KSU) Shareholder Ardevora Asset Management Llp Boosted Stake; As Mobile Mini (MINI) Shares Rose, Shareholder Tygh Capital Management Cut Its Holding by $1.19 Million

June 17, 2018 - By Ash

Mobile Mini, Inc. (NASDAQ:MINI) Logo

Ardevora Asset Management Llp increased its stake in Kansas City Southern (KSU) by 0.91% based on its latest 2018Q1 regulatory filing with the SEC. Ardevora Asset Management Llp bought 2,900 shares as the company’s stock rose 1.78% while stock markets declined. The institutional investor held 320,400 shares of the railroads company at the end of 2018Q1, valued at $35.20M, up from 317,500 at the end of the previous reported quarter. Ardevora Asset Management Llp who had been investing in Kansas City Southern for a number of months, seems to be bullish on the $11.30 billion market cap company. The stock increased 1.33% or $1.44 during the last trading session, reaching $110.1. About 1.32 million shares traded or 18.53% up from the average. Kansas City Southern (NYSE:KSU) has risen 20.38% since June 17, 2017 and is uptrending. It has outperformed by 7.81% the S&P500. Some Historical KSU News: 20/04/2018 – KANSAS CITY SOUTHERN 1Q OPERATING RATIO 65.8%; 04/04/2018 – Fitch Affirms Kansas City Southern at ‘BBB’; Outlook Stable; 12/03/2018 – KCS’ Mike Upchurch to Address the J.P. Morgan 2018 Aviation, Transportation and Industrials Conference; 06/03/2018 – DOT STB: Case Title: BNSF RAILWAY COMPANY–TERMINAL TRACKAGE RIGHTS–KANSAS CITY SOUTHERN RAILWAY COMPANY AND UNION PACIFIC; 25/04/2018 – KANSAS CITY SOUTHERN – ANNOUNCED NEW WEEKLY INTERMODAL SERVICE BETWEEN PORT OF NEW ORLEANS AND WYLIE, TEXAS, BEGINNING IN MAY 2018; 16/05/2018 – Kansas City Southern Presenting at Conference May 23; 07/05/2018 – KCS’ Mike Upchurch to Address the Bank of America Merrill Lynch 2018 Transportation Conference; 05/03/2018 – KANSAS CITY SOUTHERN INVESTING IN MEXICO RAIL CROSSING, SPUR; 16/03/2018 – Kansas City Southern Closes Below 200-Day Average: Technicals; 07/03/2018 – KANSAS CITY SOUTHERN KSU.N : MORGAN STANLEY RAISES TARGET PRICE TO $102 FROM $97

Tygh Capital Management Inc decreased its stake in Mobile Mini Inc (MINI) by 17.83% based on its latest 2018Q1 regulatory filing with the SEC. Tygh Capital Management Inc sold 27,778 shares as the company’s stock rose 4.72% while stock markets declined. The institutional investor held 127,978 shares of the capital goods company at the end of 2018Q1, valued at $5.57M, down from 155,756 at the end of the previous reported quarter. Tygh Capital Management Inc who had been investing in Mobile Mini Inc for a number of months, seems to be less bullish one the $2.09 billion market cap company. The stock decreased 0.11% or $0.05 during the last trading session, reaching $46.8. About 399,887 shares traded or 83.52% up from the average. Mobile Mini, Inc. (NASDAQ:MINI) has risen 63.67% since June 17, 2017 and is uptrending. It has outperformed by 51.10% the S&P500. Some Historical MINI News: 20/04/2018 – MOBILE MINI INC MINI.O SETS QUARTERLY CASH DIVIDEND OF $0.25/SHR

Among 6 analysts covering Mobile Mini (NASDAQ:MINI), 3 have Buy rating, 0 Sell and 3 Hold. Therefore 50% are positive. Mobile Mini had 21 analyst reports since July 28, 2015 according to SRatingsIntel. Needham maintained the stock with “Buy” rating in Friday, October 23 report. As per Friday, February 3, the company rating was maintained by Needham. The rating was maintained by Needham on Wednesday, August 30 with “Buy”. The firm has “Buy” rating by Needham given on Wednesday, October 26. On Monday, February 5 the stock rating was upgraded by Sidoti to “Buy”. The stock has “Buy” rating by Needham on Friday, October 20. Sidoti downgraded the shares of MINI in report on Friday, October 13 to “Hold” rating. The stock of Mobile Mini, Inc. (NASDAQ:MINI) has “Hold” rating given on Friday, September 8 by Robert W. Baird. The stock has “Outperform” rating by Oppenheimer on Monday, April 4. The firm earned “Outperform” rating on Wednesday, March 9 by Oppenheimer.

Investors sentiment decreased to 0.84 in 2018 Q1. Its down 0.53, from 1.37 in 2017Q4. It dived, as 15 investors sold MINI shares while 65 reduced holdings. 28 funds opened positions while 39 raised stakes. 44.24 million shares or 2.32% less from 45.29 million shares in 2017Q4 were reported. Schwab Charles Investment accumulated 301,135 shares. Credit Suisse Ag owns 43,356 shares. 15,160 were reported by Aperio Gp Lc. Parkside Comml Bank holds 144 shares or 0% of its portfolio. Northern has 0.02% invested in Mobile Mini, Inc. (NASDAQ:MINI). D E Shaw Inc stated it has 38,853 shares or 0% of all its holdings. Usa Portformulas invested in 0.2% or 19,048 shares. Swiss Bancorp, a Switzerland-based fund reported 76,800 shares. Tudor Inv Et Al owns 23,380 shares for 0.03% of their portfolio. Fifth Third Retail Bank has 0% invested in Mobile Mini, Inc. (NASDAQ:MINI) for 2,288 shares. Public Employees Retirement System Of Ohio owns 1,622 shares or 0% of their US portfolio. Legal & General Group Public Limited owns 93,680 shares. Granahan Inv Management Ma holds 0.37% or 118,093 shares in its portfolio. Thrivent For Lutherans invested 0% in Mobile Mini, Inc. (NASDAQ:MINI). Moreover, Bankshares Of Montreal Can has 0% invested in Mobile Mini, Inc. (NASDAQ:MINI) for 30,205 shares.

Tygh Capital Management Inc, which manages about $521.11M and $526.42 million US Long portfolio, upped its stake in Tableau Software Inc Cl A (NYSE:DATA) by 11,751 shares to 82,911 shares, valued at $6.70M in 2018Q1, according to the filing. It also increased its holding in Visteon Corp (NYSE:VC) by 23,119 shares in the quarter, for a total of 54,506 shares, and has risen its stake in Superior Energy Svcs Inc (NYSE:SPN).

Analysts await Mobile Mini, Inc. (NASDAQ:MINI) to report earnings on July, 20. They expect $0.34 EPS, up 41.67% or $0.10 from last year’s $0.24 per share. MINI’s profit will be $15.17M for 34.41 P/E if the $0.34 EPS becomes a reality. After $0.33 actual EPS reported by Mobile Mini, Inc. for the previous quarter, Wall Street now forecasts 3.03% EPS growth.

Since April 23, 2018, it had 0 insider buys, and 3 insider sales for $1.76 million activity. McNamee Frederick G also sold $353,288 worth of Mobile Mini, Inc. (NASDAQ:MINI) shares. Shares for $937,425 were sold by MCCONNELL STEPHEN A on Monday, May 21.

Ardevora Asset Management Llp, which manages about $3.35 billion US Long portfolio, decreased its stake in Mercadolibre Inc (NASDAQ:MELI) by 2,200 shares to 108,870 shares, valued at $38.80 million in 2018Q1, according to the filing. It also reduced its holding in Freeport (NYSE:FCX) by 27,300 shares in the quarter, leaving it with 1.80 million shares, and cut its stake in Servicenow Inc (NYSE:NOW).

Among 24 analysts covering Kansas City Southern (NYSE:KSU), 14 have Buy rating, 1 Sell and 9 Hold. Therefore 58% are positive. Kansas City Southern had 88 analyst reports since August 20, 2015 according to SRatingsIntel. BMO Capital Markets maintained Kansas City Southern (NYSE:KSU) rating on Thursday, August 24. BMO Capital Markets has “Hold” rating and $105.0 target. Bank of America downgraded it to “Underperform” rating and $81 target in Friday, December 4 report. The firm has “Market Perform” rating given on Monday, October 19 by BMO Capital Markets. Stifel Nicolaus maintained it with “Buy” rating and $10100 target in Thursday, May 25 report. The company was maintained on Thursday, November 30 by BMO Capital Markets. The stock has “Market Perform” rating by BMO Capital Markets on Friday, April 13. The company was maintained on Monday, October 19 by Macquarie Research. Bank of America maintained Kansas City Southern (NYSE:KSU) rating on Friday, September 11. Bank of America has “Neutral” rating and $99 target. Credit Suisse maintained Kansas City Southern (NYSE:KSU) on Monday, October 23 with “Outperform” rating. Morgan Stanley maintained Kansas City Southern (NYSE:KSU) on Thursday, March 8 with “Equal-Weight” rating.

Since January 31, 2018, it had 1 insider purchase, and 3 sales for $419,213 activity. Hancock Brian D. had sold 2,325 shares worth $262,725 on Wednesday, January 31. Upchurch Michael W also sold $228,441 worth of Kansas City Southern (NYSE:KSU) on Thursday, May 10. On Monday, February 12 Maier Henry J bought $104,345 worth of Kansas City Southern (NYSE:KSU) or 1,000 shares.

More recent Kansas City Southern (NYSE:KSU) news were published by: Seekingalpha.com which released: “Credit Suisse confident on Kansas City Southern” on June 14, 2018. Also Businesswire.com published the news titled: “KCS’ Michael Upchurch to Address the UBS 2018 Global Industrials and Transportation Conference” on May 31, 2018. Benzinga.com‘s news article titled: “Stifel Rides The Rails, Initiates Seven Stocks” with publication date: May 24, 2018 was also an interesting one.

Investors sentiment decreased to 0.85 in 2018 Q1. Its down 0.42, from 1.27 in 2017Q4. It worsened, as 56 investors sold KSU shares while 167 reduced holdings. 53 funds opened positions while 136 raised stakes. 86.43 million shares or 0.07% less from 86.48 million shares in 2017Q4 were reported. Barclays Public Lc has invested 0.02% in Kansas City Southern (NYSE:KSU). Halsey Assocs Incorporated Ct stated it has 73,883 shares or 1.43% of all its holdings. Ontario Teachers Pension Plan Board has 13,343 shares. Rampart Invest Mngmt Limited Liability has invested 0.07% in Kansas City Southern (NYSE:KSU). Redmond Asset Management Limited Liability Corporation invested 1.25% of its portfolio in Kansas City Southern (NYSE:KSU). First Republic Investment has 0.01% invested in Kansas City Southern (NYSE:KSU). Arizona State Retirement System holds 64,254 shares or 0.07% of its portfolio. Pillar Pacific Capital Mgmt Limited Company invested in 0.58% or 44,455 shares. Somerset Co holds 2,541 shares. Hanson Doremus Mgmt reported 285 shares. Hanson Mcclain has 135 shares for 0% of their portfolio. Gotham Asset Mngmt Limited Liability Corporation owns 201,973 shares. Sun Life Fincl Incorporated accumulated 854 shares or 0% of the stock. Pr Herzig And Inc, a New York-based fund reported 18,330 shares. 251,279 are owned by Wellington Mngmt Group Inc Limited Liability Partnership.

Mobile Mini, Inc. (NASDAQ:MINI) Institutional Positions Chart

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