Nxp Semiconductors Nv (NXPI) Holder Havens Advisors Cut Holding; As Lennar (LEN) Share Value Rose, Smead Capital Management Upped Stake

December 8, 2017 - By Nellie Frank

Nancy Havens decreased its stake in Nxp Semiconductors Nv (NXPI) by 11.92% based on its latest 2017Q2 regulatory filing with the SEC. Havens Advisors Llc sold 11,100 shares as the company’s stock rose 5.22% with the market. The hedge fund run by Nancy Havens held 82,000 shares of the semiconductors company at the end of 2017Q2, valued at $8.98M, down from 93,100 at the end of the previous reported quarter. Havens Advisors Llc who had been investing in Nxp Semiconductors Nv for a number of months, seems to be less bullish one the $39.03B market cap company. The stock increased 0.70% or $0.8 during the last trading session, reaching $115.13. About 2.10 million shares traded. NXP Semiconductors N.V. (NASDAQ:NXPI) has risen 24.67% since December 8, 2016 and is uptrending. It has outperformed by 7.97% the S&P500.

Smead Capital Management Inc increased its stake in Lennar Corp (LEN) by 43.32% based on its latest 2017Q2 regulatory filing with the SEC. Smead Capital Management Inc bought 564,085 shares as the company’s stock rose 12.25% with the market. The institutional investor held 1.87 million shares of the homebuilding company at the end of 2017Q2, valued at $99.51M, up from 1.30M at the end of the previous reported quarter. Smead Capital Management Inc who had been investing in Lennar Corp for a number of months, seems to be bullish on the $14.43B market cap company. The stock increased 1.31% or $0.8 during the last trading session, reaching $61.71. About 2.28M shares traded. Lennar Corporation (NYSE:LEN) has risen 19.91% since December 8, 2016 and is uptrending. It has outperformed by 3.21% the S&P500.

More important recent NXP Semiconductors N.V. (NASDAQ:NXPI) news were published by: Zacks.com which released: “Qualcomm-NXP Semiconductors Merger May Get EC Nod in 2018” on November 16, 2017, also Fool.com published article titled: “Don’t Get Greedy With NXP Semiconductors NV Stock”, Bloomberg.com published: “Qualcomm’s NXP Bid Faces Shortage of Support as Activists Circle” on November 30, 2017. More interesting news about NXP Semiconductors N.V. (NASDAQ:NXPI) was released by: Thestreet.com and their article: “Qualcomm Vows NXP Shareholder Talks After Deal Approval” with publication date: December 07, 2017.

Havens Advisors Llc, which manages about $239.11M and $140.02M US Long portfolio, upped its stake in Time Warner Inc (NYSE:TWX) by 31,763 shares to 130,000 shares, valued at $13.05 million in 2017Q2, according to the filing. It also increased its holding in Cabelas Inc (NYSE:CAB) by 65,112 shares in the quarter, for a total of 105,000 shares, and has risen its stake in Allied Wrld Assur Com Hldg A (NYSE:AWH).

Among 28 analysts covering NXP Semiconductors NV (NASDAQ:NXPI), 8 have Buy rating, 1 Sell and 19 Hold. Therefore 29% are positive. NXP Semiconductors NV has $140 highest and $90 lowest target. $105.86’s average target is -8.05% below currents $115.13 stock price. NXP Semiconductors NV had 60 analyst reports since August 3, 2015 according to SRatingsIntel. The firm has “Hold” rating given on Friday, November 3 by Stifel Nicolaus. The firm has “Hold” rating given on Wednesday, September 6 by KeyBanc Capital Markets. The rating was downgraded by Mizuho on Thursday, November 3 to “Neutral”. The firm has “Market Perform” rating given on Thursday, October 26 by Bernstein. Robert W. Baird downgraded the shares of NXPI in report on Friday, October 28 to “Neutral” rating. The rating was initiated by CLSA with “Buy” on Tuesday, May 17. The firm has “Overweight” rating by Morgan Stanley given on Monday, October 12. The firm has “Buy” rating given on Tuesday, September 1 by SunTrust. The firm has “Outperform” rating by BMO Capital Markets given on Friday, October 30. Oppenheimer maintained NXP Semiconductors N.V. (NASDAQ:NXPI) on Thursday, October 26 with “Hold” rating.

Analysts await NXP Semiconductors N.V. (NASDAQ:NXPI) to report earnings on February, 7. They expect $1.61 EPS, down 5.85% or $0.10 from last year’s $1.71 per share. NXPI’s profit will be $545.84 million for 17.88 P/E if the $1.61 EPS becomes a reality. After $1.27 actual EPS reported by NXP Semiconductors N.V. for the previous quarter, Wall Street now forecasts 26.77% EPS growth.

More recent Lennar Corporation (NYSE:LEN) news were published by: Moodys.com which released: “Moody’s rates Lennar’s notes Ba1; stable outlook” on November 14, 2017. Also Nasdaq.com published the news titled: “Emergent BioSolutions Larger Than S&P 500 Component Lennar Corporation” on November 28, 2017. Prnewswire.com‘s news article titled: “Lennar Prices $300 Million of Senior Notes due 2020 at 2.95% and $900 Million …” with publication date: November 14, 2017 was also an interesting one.

Among 24 analysts covering Lennar (NYSE:LEN), 15 have Buy rating, 0 Sell and 9 Hold. Therefore 63% are positive. Lennar had 54 analyst reports since September 22, 2015 according to SRatingsIntel. The firm earned “Hold” rating on Tuesday, September 26 by KeyBanc Capital Markets. On Monday, August 28 the stock rating was maintained by Keefe Bruyette & Woods with “Buy”. On Sunday, August 20 the stock rating was maintained by RBC Capital Markets with “Buy”. The stock of Lennar Corporation (NYSE:LEN) earned “Outperform” rating by Wood on Wednesday, March 30. Barclays Capital maintained the stock with “Overweight” rating in Thursday, April 7 report. JP Morgan reinitiated the shares of LEN in report on Monday, March 14 with “Neutral” rating. On Wednesday, June 21 the stock rating was maintained by RBC Capital Markets with “Outperform”. On Monday, October 17 the stock rating was upgraded by Buckingham Research to “Buy”. The rating was maintained by RBC Capital Markets with “Buy” on Monday, September 25. The stock has “Hold” rating by Deutsche Bank on Wednesday, March 30.

Investors sentiment decreased to 1.2 in Q2 2017. Its down 0.09, from 1.29 in 2017Q1. It dropped, as 36 investors sold LEN shares while 139 reduced holdings. 61 funds opened positions while 149 raised stakes. 187.51 million shares or 1.47% less from 190.31 million shares in 2017Q1 were reported. Cipher LP invested in 0.34% or 80,713 shares. Robeco Institutional Asset Management Bv reported 8,697 shares. Nordea Management Ab holds 73,815 shares or 0.01% of its portfolio. Menta Cap Limited Liability Com has 10,200 shares. Victory Capital Management holds 0% in Lennar Corporation (NYSE:LEN) or 33,473 shares. 13,027 are held by American Money Mgmt Ltd Liability Company. Great Lakes Advsrs Lc reported 35,554 shares. Zurcher Kantonalbank (Zurich Cantonalbank) holds 0.02% of its portfolio in Lennar Corporation (NYSE:LEN) for 32,860 shares. Moreover, Waratah Capital Advsrs has 0.16% invested in Lennar Corporation (NYSE:LEN). Tcw Gru Inc has invested 1.53% in Lennar Corporation (NYSE:LEN). Point72 Asset Ltd Partnership owns 35,000 shares or 0.01% of their US portfolio. Rampart Management Communications Ltd Limited Liability Company invested in 0.05% or 2,626 shares. Louisiana-based Louisiana State Employees Retirement Sys has invested 0.03% in Lennar Corporation (NYSE:LEN). Prescott Gp Cap Management Limited Liability invested 0.32% of its portfolio in Lennar Corporation (NYSE:LEN). Moreover, Covalent Partners Limited Liability Company has 4.09% invested in Lennar Corporation (NYSE:LEN) for 161,889 shares.

Smead Capital Management Inc, which manages about $762.03 million and $2.07 billion US Long portfolio, decreased its stake in Johnson & Johnson (NYSE:JNJ) by 7,607 shares to 317,895 shares, valued at $42.05M in 2017Q2, according to the filing. It also reduced its holding in Paypal Hldgs Inc by 47,563 shares in the quarter, leaving it with 1.99M shares, and cut its stake in Starbucks Corp (NASDAQ:SBUX).

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