Clarkston Capital Partners Has Lifted Post Hldgs (POST) Holding; Millennium Management Has Lowered Its Aspen Technology (AZPN) Position

Aspen Technology, Inc. (NASDAQ:AZPN) Logo

Millennium Management Llc decreased Aspen Technology Inc (AZPN) stake by 78.51% reported in 2017Q4 SEC filing. Millennium Management Llc sold 289,500 shares as Aspen Technology Inc (AZPN)’s stock rose 19.88%. The Millennium Management Llc holds 79,253 shares with $5.25 million value, down from 368,753 last quarter. Aspen Technology Inc now has $5.68 billion valuation. The stock increased 1.74% or $1.35 during the last trading session, reaching $78.89. About 411,750 shares traded. Aspen Technology, Inc. (NASDAQ:AZPN) has risen 37.31% since March 31, 2017 and is uptrending. It has outperformed by 25.76% the S&P500.

Clarkston Capital Partners Llc increased Post Hldgs Inc (POST) stake by 1.42% reported in 2017Q4 SEC filing. Clarkston Capital Partners Llc acquired 7,192 shares as Post Hldgs Inc (POST)’s stock declined 6.68%. The Clarkston Capital Partners Llc holds 512,239 shares with $40.59 million value, up from 505,047 last quarter. Post Hldgs Inc now has $5.21 billion valuation. The stock increased 1.90% or $1.41 during the last trading session, reaching $75.76. About 649,826 shares traded. Post Holdings, Inc. (NYSE:POST) has declined 11.75% since March 31, 2017 and is downtrending. It has underperformed by 23.30% the S&P500.

Since February 6, 2018, it had 2 insider purchases, and 0 selling transactions for $299,691 activity. Zadoks Jeff A also bought $99,177 worth of Post Holdings, Inc. (NYSE:POST) shares. Another trade for 2,720 shares valued at $200,514 was bought by VITALE ROBERT V.

Investors sentiment increased to 1.4 in Q4 2017. Its up 0.31, from 1.09 in 2017Q3. It improved, as 35 investors sold POST shares while 68 reduced holdings. 47 funds opened positions while 97 raised stakes. 72.04 million shares or 0.47% more from 71.70 million shares in 2017Q3 were reported. Rhumbline Advisers holds 0.02% of its portfolio in Post Holdings, Inc. (NYSE:POST) for 117,723 shares. Whittier Tru Co Of Nevada Inc, Nevada-based fund reported 40 shares. 3,900 were accumulated by State Of Alaska Department Of Revenue. Brown Advisory Inc reported 10,323 shares. 758,774 are held by London Com Of Virginia. Whittier has 0.01% invested in Post Holdings, Inc. (NYSE:POST). Assetmark Inc stated it has 6 shares or 0% of all its holdings. Moreover, Jefferies Group Llc has 0.01% invested in Post Holdings, Inc. (NYSE:POST) for 27,900 shares. Employees Retirement Systems Of Ohio holds 0.02% or 53,663 shares. State Board Of Administration Of Florida Retirement holds 84,063 shares or 0.02% of its portfolio. The New Mexico-based New Mexico Educational Retirement Board has invested 0.05% in Post Holdings, Inc. (NYSE:POST). Amundi Pioneer Asset Mgmt Inc reported 1,472 shares stake. Richmond Hill Inv LP accumulated 40,050 shares or 4.31% of the stock. Duncker Streett & holds 0% in Post Holdings, Inc. (NYSE:POST) or 16 shares. Fmr Limited Liability Corp accumulated 0.05% or 5.42M shares.

Clarkston Capital Partners Llc decreased Schwab Charles Corp New (NYSE:SCHW) stake by 41,225 shares to 485,258 valued at $24.93 million in 2017Q4. It also reduced Johnson & Johnson (NYSE:JNJ) stake by 5,097 shares and now owns 244,383 shares. Lpl Finl Hldgs Inc (NASDAQ:LPLA) was reduced too.

Among 13 analysts covering Post (NYSE:POST), 12 have Buy rating, 0 Sell and 1 Hold. Therefore 92% are positive. Post had 31 analyst reports since August 10, 2015 according to SRatingsIntel. The stock of Post Holdings, Inc. (NYSE:POST) has “Buy” rating given on Wednesday, November 25 by Stifel Nicolaus. Stifel Nicolaus maintained the shares of POST in report on Monday, November 21 with “Buy” rating. The stock of Post Holdings, Inc. (NYSE:POST) earned “Buy” rating by Stifel Nicolaus on Thursday, May 11. Pivotal Research maintained the shares of POST in report on Friday, November 17 with “Buy” rating. As per Thursday, November 16, the company rating was maintained by SunTrust. The firm has “Buy” rating by Stifel Nicolaus given on Monday, September 18. Stifel Nicolaus maintained the shares of POST in report on Thursday, August 10 with “Buy” rating. Pivotal Research maintained the shares of POST in report on Friday, February 2 with “Buy” rating. The firm has “Buy” rating given on Monday, August 17 by TheStreet. The firm has “Outperform” rating by Wells Fargo given on Wednesday, October 4.

Investors sentiment decreased to 0.78 in 2017 Q4. Its down 0.05, from 0.83 in 2017Q3. It is negative, as 24 investors sold AZPN shares while 103 reduced holdings. 36 funds opened positions while 63 raised stakes. 70.67 million shares or 2.29% less from 72.32 million shares in 2017Q3 were reported. Clarivest Asset Ltd Liability Corp has 0.03% invested in Aspen Technology, Inc. (NASDAQ:AZPN). Voya Mngmt Limited Com owns 0% invested in Aspen Technology, Inc. (NASDAQ:AZPN) for 33,067 shares. Invesco Limited accumulated 1.27 million shares or 0.03% of the stock. Millennium accumulated 79,253 shares. Howe Rusling has 0% invested in Aspen Technology, Inc. (NASDAQ:AZPN) for 119 shares. Moreover, Bamco has 0.27% invested in Aspen Technology, Inc. (NASDAQ:AZPN) for 883,500 shares. Bb&T Secs Ltd Com has 5,658 shares for 0% of their portfolio. Alkeon Cap Ltd Limited Liability Company invested in 589,394 shares or 0.23% of the stock. National Asset Mgmt stated it has 5,074 shares or 0.05% of all its holdings. Employees Retirement System Of Ohio has invested 0.01% in Aspen Technology, Inc. (NASDAQ:AZPN). New York-based Prelude Capital has invested 0% in Aspen Technology, Inc. (NASDAQ:AZPN). Rhumbline Advisers stated it has 0.01% in Aspen Technology, Inc. (NASDAQ:AZPN). Bessemer Group invested in 0.01% or 36,000 shares. Teacher Retirement System Of Texas has 0.01% invested in Aspen Technology, Inc. (NASDAQ:AZPN) for 25,092 shares. Jennison Associates Lc has 6,764 shares.

Analysts await Aspen Technology, Inc. (NASDAQ:AZPN) to report earnings on May, 1. They expect $0.47 earnings per share, 0.00% or $0.00 from last year’s $0.47 per share. AZPN’s profit will be $33.81 million for 41.96 P/E if the $0.47 EPS becomes a reality. After $0.52 actual earnings per share reported by Aspen Technology, Inc. for the previous quarter, Wall Street now forecasts -9.62% negative EPS growth.

Aspen Technology, Inc. (NASDAQ:AZPN) Institutional Positions Chart