Chieftain Capital Management Has Decreased Its Holding in Express Scripts Hldg Co (ESRX) by $87.97 Million as Market Value Declined; United Parcel Service (UPS) Shareholder Verity & Verity Boosted Its Holding

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Verity & Verity Llc increased its stake in United Parcel Service Inc (UPS) by 57.89% based on its latest 2018Q1 regulatory filing with the SEC. Verity & Verity Llc bought 10,721 shares as the company’s stock rose 6.87% while stock markets declined. The institutional investor held 29,242 shares of the transportation company at the end of 2018Q1, valued at $3.06 million, up from 18,521 at the end of the previous reported quarter. Verity & Verity Llc who had been investing in United Parcel Service Inc for a number of months, seems to be bullish on the $91.24B market cap company. The stock decreased 2.31% or $2.5 during the last trading session, reaching $105.88. About 6.17M shares traded or 89.26% up from the average. United Parcel Service, Inc. (NYSE:UPS) has risen 9.01% since June 29, 2017 and is uptrending. It has underperformed by 3.56% the S&P500. Some Historical UPS News: 09/04/2018 – S&PGR Ups ACI Worldwide To ‘BB’ On Performance, Low Leverage; 07/05/2018 – CR Magazine Names UPS A “Best Corporate Citizen” Ninth Year In Row; 11/03/2018 – PERENNIAL REAL ESTATE UPS CAPITOL SINGAPORE STAKE FOR S$129.6M; 13/04/2018 – INDOS SA INS1.WA – IRENEUSZ GLENSCZYK UPS HIS STAKE IN CO TO 48.44 PCT FROM 31.27 PCT IN SHARE ACQUISITION TRANSACTION; 16/03/2018 – DHL expands US delivery service in swipe at FedEx, UPS; 04/04/2018 – Sen. Sherr Brown: Brown Announces USDA Will Soon Begin Accepting Sign-Ups for New and Improved Program that Will Assist Ohio; 23/05/2018 – OROCOBRE UPS CAUCHARI RESOURCE EST. TO 3M TONS LITHUM CARBONATE; 02/05/2018 – UPS is in talks with at least one U.S. trucking firm to launch an in-home delivery service for large, heavy goods such as couches and treadmills; 26/04/2018 – UPS CEO SEES GLOBAL GDP GROWTH AT 3.5 PERCENT; 09/03/2018 – S&PGR Ups Milliken, CO GO Rtgs To ‘AA-‘; New Debt Rated ‘AA-‘

John Shapiro decreased its stake in Express Scripts Hldg Co (ESRX) by 70.21% based on its latest 2018Q1 regulatory filing with the SEC. Chieftain Capital Management Inc sold 1.27 million shares as the company’s stock declined 0.72% with the market. The hedge fund run by John Shapiro held 540,793 shares of the medical and nursing services company at the end of 2018Q1, valued at $37.36 million, down from 1.82M at the end of the previous reported quarter. Chieftain Capital Management Inc who had been investing in Express Scripts Hldg Co for a number of months, seems to be less bullish one the $43.60 billion market cap company. The stock decreased 1.42% or $1.12 during the last trading session, reaching $77.62. About 4.17 million shares traded or 19.64% up from the average. Express Scripts Holding Company (NASDAQ:ESRX) has risen 28.27% since June 29, 2017 and is uptrending. It has outperformed by 15.70% the S&P500. Some Historical ESRX News: 07/03/2018 – Deal Could Come as Soon as Thursday; 23/04/2018 – CIGNA-ON APRIL 23, CO, EXPRESS SCRIPTS EACH RECEIVED REQUEST FOR ADDITIONAL INFO, DOCUMENTARY MATERIAL FROM DOJ IN CONNECTION WITH DOJ’S REVIEW OF DEAL; 07/03/2018 – Cigna Is Nearing a Deal to Buy Express Scripts; 01/05/2018 – Regeneron Pharma: Express Scripts to Pass on Savings to Eligible Patients From Participating Comml Health Plans; 18/04/2018 – MEDIA-Cigna-Express Scripts deal to face Justice Department review – Bloomberg; 10/04/2018 – OHIO WARN NOTICE: EXPRESS SCRIPTS SITE CLOSING AFFECTS 456 JOBS; 17/04/2018 – MOODY’S: HEALTHCARE QUARTERLY LOOKS AT CREDIT IMPACT OF PLANNED MERGERS IN US HEALTHCARE; 08/03/2018 – Cigna Agrees to Buy Express Scripts as Health Shakeout Speeds Up; 07/03/2018 – Express Scripts Has $41 Billion Market Value; 02/05/2018 – EXPRESS SCRIPTS 1Q ADJ EPS $1.77, EST. $1.76

Investors sentiment decreased to 1.12 in 2018 Q1. Its down 0.11, from 1.23 in 2017Q4. It worsened, as 81 investors sold UPS shares while 390 reduced holdings. 111 funds opened positions while 418 raised stakes. 446.74 million shares or 0.46% less from 448.80 million shares in 2017Q4 were reported. Regentatlantic Cap Limited Liability has 0.3% invested in United Parcel Service, Inc. (NYSE:UPS) for 33,798 shares. Summit Wealth Ltd holds 1.82% or 23,325 shares in its portfolio. Stanley has 6,931 shares for 0.17% of their portfolio. Etrade Capital Mgmt Ltd Com holds 0.07% of its portfolio in United Parcel Service, Inc. (NYSE:UPS) for 22,103 shares. Patten & Patten Tn holds 2,511 shares or 0.03% of its portfolio. Roundview Cap Ltd Liability invested in 0.43% or 14,716 shares. 1St Source Savings Bank stated it has 0.1% in United Parcel Service, Inc. (NYSE:UPS). Spinnaker Tru holds 0.14% in United Parcel Service, Inc. (NYSE:UPS) or 12,325 shares. Covington Cap Management holds 54,332 shares or 0.37% of its portfolio. The Tennessee-based Laffer Investments has invested 0% in United Parcel Service, Inc. (NYSE:UPS). Savings Bank Of Mellon invested 0.19% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Iowa Bank & Trust reported 81,343 shares stake. Nordea Investment Management holds 39,393 shares or 0.01% of its portfolio. Baxter Bros reported 1.18% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Spears Abacus Advsrs Ltd Llc reported 256,138 shares.

Since February 26, 2018, it had 0 buys, and 2 selling transactions for $650,730 activity. On Monday, February 26 McClure Teri P sold $480,600 worth of United Parcel Service, Inc. (NYSE:UPS) or 4,500 shares.

Among 24 analysts covering United Parcel Service (NYSE:UPS), 12 have Buy rating, 1 Sell and 11 Hold. Therefore 50% are positive. United Parcel Service had 75 analyst reports since July 29, 2015 according to SRatingsIntel. Credit Suisse maintained United Parcel Service, Inc. (NYSE:UPS) rating on Thursday, October 12. Credit Suisse has “Hold” rating and $116.0 target. The rating was maintained by Robert W. Baird with “Hold” on Thursday, February 1. Argus Research maintained it with “Buy” rating and $125 target in Tuesday, August 2 report. The firm has “Hold” rating by Deutsche Bank given on Friday, February 23. Barclays Capital maintained United Parcel Service, Inc. (NYSE:UPS) on Wednesday, February 1 with “Equal Weight” rating. Robert W. Baird maintained United Parcel Service, Inc. (NYSE:UPS) rating on Sunday, February 11. Robert W. Baird has “Hold” rating and $119.0 target. BMO Capital Markets maintained the stock with “Hold” rating in Thursday, November 30 report. Susquehanna maintained the shares of UPS in report on Thursday, February 1 with “Hold” rating. Loop Capital maintained United Parcel Service, Inc. (NYSE:UPS) on Friday, October 27 with “Hold” rating. The stock has “Buy” rating by Aegis Capital on Wednesday, February 8.

More notable recent United Parcel Service, Inc. (NYSE:UPS) news were published by: Globenewswire.com which released: “UPS And International Brotherhood Of Teamsters Reach Handshake Agreement For New National Master Agreement” on June 22, 2018, also Bizjournals.com with their article: “‘Major expansion’ for UPS ocean freight service” published on June 07, 2018, Seekingalpha.com published: “Buy United Parcel Service” on June 11, 2018. More interesting news about United Parcel Service, Inc. (NYSE:UPS) were released by: Globenewswire.com and their article: “UPS Adds More Than 700 Vehicles To Its Natural Gas Fleet” published on June 19, 2018 as well as Streetinsider.com‘s news article titled: “Cowen Is Warming Up To UPS (UPS)” with publication date: June 27, 2018.

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on July, 24. They expect $2.20 earnings per share, up 27.17% or $0.47 from last year’s $1.73 per share. ESRX’s profit will be $1.24B for 8.82 P/E if the $2.20 EPS becomes a reality. After $1.77 actual earnings per share reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts 24.29% EPS growth.

Among 25 analysts covering Express Scripts (NASDAQ:ESRX), 8 have Buy rating, 3 Sell and 14 Hold. Therefore 32% are positive. Express Scripts had 69 analyst reports since July 30, 2015 according to SRatingsIntel. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Underperform” rating given on Thursday, June 16 by Bernstein. SunTrust maintained Express Scripts Holding Company (NASDAQ:ESRX) on Thursday, January 11 with “Buy” rating. RBC Capital Markets upgraded the shares of ESRX in report on Wednesday, January 31 to “Outperform” rating. The firm has “Buy” rating given on Friday, May 26 by Jefferies. On Tuesday, August 29 the stock rating was maintained by Jefferies with “Buy”. William Blair downgraded the shares of ESRX in report on Thursday, March 8 to “Hold” rating. Jefferies downgraded the stock to “Hold” rating in Thursday, March 8 report. The stock has “Outperform” rating by RBC Capital Markets on Thursday, July 30. The stock of Express Scripts Holding Company (NASDAQ:ESRX) earned “Hold” rating by Deutsche Bank on Friday, November 4. The rating was upgraded by Bernstein to “Market Perform” on Monday, March 12.

Express Scripts Holding Company (NASDAQ:ESRX) Institutional Positions Chart