As Pepsico Com (PEP) Share Value Declined, Holder United American Securities Has Trimmed by $322,728 Its Holding; Altria Group (MO) Shareholder Pinnacle Advisory Group Has Lowered Its Stake by $621,037

April 16, 2018 - By Michael Collier

Altria Group, Inc. (NYSE:MO) Logo

Pinnacle Advisory Group Inc decreased its stake in Altria Group Inc (MO) by 18.99% based on its latest 2017Q4 regulatory filing with the SEC. Pinnacle Advisory Group Inc sold 8,747 shares as the company’s stock declined 15.83% with the market. The institutional investor held 37,314 shares of the farming and seeds and milling company at the end of 2017Q4, valued at $2.67 million, down from 46,061 at the end of the previous reported quarter. Pinnacle Advisory Group Inc who had been investing in Altria Group Inc for a number of months, seems to be less bullish one the $121.88B market cap company. The stock increased 0.60% or $0.38 during the last trading session, reaching $64.33. About 1.72 million shares traded. Altria Group, Inc. (NYSE:MO) has declined 17.05% since April 16, 2017 and is downtrending. It has underperformed by 28.60% the S&P500.

United American Securities Inc decreased its stake in Pepsico Inc Com (PEP) by 2.03% based on its latest 2017Q4 regulatory filing with the SEC. United American Securities Inc sold 2,712 shares as the company’s stock declined 9.24% with the market. The institutional investor held 131,128 shares of the consumer non-durables company at the end of 2017Q4, valued at $15.73 million, down from 133,840 at the end of the previous reported quarter. United American Securities Inc who had been investing in Pepsico Inc Com for a number of months, seems to be less bullish one the $156.61 billion market cap company. The stock increased 0.98% or $1.0694 during the last trading session, reaching $110.3294. About 962,820 shares traded. PepsiCo, Inc. (NYSE:PEP) has declined 3.75% since April 16, 2017 and is downtrending. It has underperformed by 15.30% the S&P500.

Since February 7, 2018, it had 0 buys, and 4 sales for $1.82 million activity. SURGNER W HILDEBRANDT JR also sold $199,488 worth of Altria Group, Inc. (NYSE:MO) on Friday, March 2. Johnson Craig A. sold $995,734 worth of Altria Group, Inc. (NYSE:MO) on Wednesday, February 7. 6,500 shares valued at $410,313 were sold by Dillard James E III on Friday, February 9.

Among 20 analysts covering Altria Group Inc. (NYSE:MO), 16 have Buy rating, 0 Sell and 4 Hold. Therefore 80% are positive. Altria Group Inc. had 60 analyst reports since July 31, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Tuesday, September 13 by Citigroup. Jefferies maintained Altria Group, Inc. (NYSE:MO) rating on Thursday, August 24. Jefferies has “Hold” rating and $67.0 target. Cowen & Co maintained Altria Group, Inc. (NYSE:MO) on Thursday, July 27 with “Hold” rating. As per Thursday, September 14, the company rating was maintained by Piper Jaffray. The company was maintained on Monday, July 17 by Stifel Nicolaus. The company was maintained on Tuesday, September 26 by Jefferies. As per Friday, May 26, the company rating was maintained by RBC Capital Markets. The stock of Altria Group, Inc. (NYSE:MO) earned “Underperform” rating by RBC Capital Markets on Thursday, March 23. On Tuesday, November 29 the stock rating was reinitiated by Morgan Stanley with “Equal-Weight”. RBC Capital Markets maintained Altria Group, Inc. (NYSE:MO) on Monday, November 6 with “Hold” rating.

Analysts await Altria Group, Inc. (NYSE:MO) to report earnings on May, 1. They expect $0.94 EPS, up 28.77% or $0.21 from last year’s $0.73 per share. MO’s profit will be $1.78B for 17.11 P/E if the $0.94 EPS becomes a reality. After $0.91 actual EPS reported by Altria Group, Inc. for the previous quarter, Wall Street now forecasts 3.30% EPS growth.

Investors sentiment increased to 0.93 in Q4 2017. Its up 0.04, from 0.89 in 2017Q3. It is positive, as 63 investors sold MO shares while 521 reduced holdings. 134 funds opened positions while 410 raised stakes. 1.16 billion shares or 1.13% less from 1.17 billion shares in 2017Q3 were reported. The Arizona-based Mutual Of Omaha Comml Bank Wealth has invested 0.57% in Altria Group, Inc. (NYSE:MO). Rand Wealth owns 70,603 shares. Fincl Bank, a Texas-based fund reported 6,482 shares. Westpac Bk accumulated 87,095 shares or 0.14% of the stock. Stratford Consulting Ltd Liability Com holds 8,395 shares or 0.22% of its portfolio. Roosevelt Investment Grp has invested 0.05% of its portfolio in Altria Group, Inc. (NYSE:MO). The Tennessee-based Livingston Gru Asset Mgmt (Operating As Southport Capital Management) has invested 0.14% in Altria Group, Inc. (NYSE:MO). 39,487 were reported by Utd Asset Strategies. Edgar Lomax Co Va stated it has 0.33% in Altria Group, Inc. (NYSE:MO). South Street Advsrs Ltd has 0.16% invested in Altria Group, Inc. (NYSE:MO). Icon Advisers Inc Co reported 0.03% stake. Delta Asset Limited Liability Tn reported 27,182 shares or 0.27% of all its holdings. Van Cleef Asset Managementinc reported 0.4% in Altria Group, Inc. (NYSE:MO). Hexavest invested in 870,489 shares. Moreover, Palisades Hudson Asset Mngmt Lp has 0.26% invested in Altria Group, Inc. (NYSE:MO) for 6,582 shares.

Pinnacle Advisory Group Inc, which manages about $1.22B and $1.72 billion US Long portfolio, upped its stake in Ishares Inc (EZU) by 47,268 shares to 2.67 million shares, valued at $115.74 million in 2017Q4, according to the filing. It also increased its holding in Schwab Strategic Tr (SCHA) by 4,620 shares in the quarter, for a total of 55,763 shares, and has risen its stake in Ishares Tr (IVV).

Investors sentiment decreased to 0.86 in Q4 2017. Its down 0.08, from 0.94 in 2017Q3. It turned negative, as 63 investors sold PEP shares while 712 reduced holdings. 122 funds opened positions while 542 raised stakes. 958.76 million shares or 0.63% less from 964.87 million shares in 2017Q3 were reported. John G Ullman & Associate invested in 4,129 shares or 0.1% of the stock. Robeco Institutional Asset Mgmt Bv reported 1.99 million shares. Azimuth Management Ltd Liability Com has 241,376 shares for 2.09% of their portfolio. Harvey Inv Co Ltd Llc accumulated 104,792 shares or 2.29% of the stock. Hbk Sorce Advisory Ltd Liability Co, a Pennsylvania-based fund reported 20,194 shares. Poplar Forest Capital, California-based fund reported 5,860 shares. Tci Wealth Advisors has 16,761 shares. Montag A & holds 0.73% or 62,598 shares. The Quebec – Canada-based Jarislowsky Fraser Limited has invested 1.15% in PepsiCo, Inc. (NASDAQ:PEP). Douglass Winthrop Advsr Limited Com holds 62,095 shares. Torch Wealth Mngmt Lc holds 1.42% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP) for 19,440 shares. Aimz Inv Llc holds 1.48% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP) for 16,427 shares. Plancorp Ltd Co reported 38,873 shares or 1.52% of all its holdings. Legal And General Public Limited Liability Company reported 7.08M shares. Trillium Asset Management Ltd Liability Corp owns 2,225 shares or 0.01% of their US portfolio.

Analysts await PepsiCo, Inc. (NASDAQ:PEP) to report earnings on April, 25. They expect $0.93 earnings per share, down 1.06% or $0.01 from last year’s $0.94 per share. PEP’s profit will be $1.32 billion for 29.66 P/E if the $0.93 EPS becomes a reality. After $1.31 actual earnings per share reported by PepsiCo, Inc. for the previous quarter, Wall Street now forecasts -29.01% negative EPS growth.

United American Securities Inc, which manages about $201.06M and $215.78M US Long portfolio, upped its stake in Southwest Airls Co Com (NYSE:LUV) by 12,395 shares to 100,345 shares, valued at $6.57M in 2017Q4, according to the filing. It also increased its holding in Fedex Corp Com (NYSE:FDX) by 10,955 shares in the quarter, for a total of 38,415 shares, and has risen its stake in Hilton Inc.

PepsiCo, Inc. (NASDAQ:PEP) Institutional Positions Chart

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