Macquarie Group LTD Raised Its U S G (USG) Position; Kemet (KEM) Sentiment Is 3.05

January 14, 2018 - By Michael Collier

Macquarie Group Ltd increased U S G Corp (USG) stake by 7.17% reported in 2017Q3 SEC filing. Macquarie Group Ltd acquired 153,800 shares as U S G Corp (USG)’s stock declined 12.55%. The Macquarie Group Ltd holds 2.30M shares with $75.10M value, up from 2.15 million last quarter. U S G Corp now has $5.39 billion valuation. The stock increased 0.08% or $0.03 during the last trading session, reaching $39.53. About 1.29M shares traded or 2.74% up from the average. USG Corporation (NYSE:USG) has risen 0.17% since January 14, 2017 and is uptrending. It has underperformed by 16.53% the S&P500.

KEMET Corporation, together with its subsidiaries, makes and sells passive electronic components under the KEMET brand worldwide. The company has market cap of $972.58 million. The firm operates through two divisions, Solid Capacitors, and Film and Electrolytic. It has a 3.53 P/E ratio. The Company’s products include tantalum, multilayer ceramic, film, electrolytic, paper, and solid aluminum capacitors, as well as EMI filters.

Investors sentiment increased to 1.06 in 2017 Q3. Its up 0.44, from 0.62 in 2017Q2. It improved, as 25 investors sold USG shares while 64 reduced holdings. 40 funds opened positions while 54 raised stakes. 119.59 million shares or 28.04% less from 166.18 million shares in 2017Q2 were reported. Bokf Na owns 0.01% invested in USG Corporation (NYSE:USG) for 12,722 shares. Cap Ww Investors invested 0.01% of its portfolio in USG Corporation (NYSE:USG). Fuller And Thaler Asset accumulated 172,810 shares. Adage Capital Partners Group Limited Company, a Massachusetts-based fund reported 2.97 million shares. Rothschild Inv Corp Il has 0.12% invested in USG Corporation (NYSE:USG) for 33,300 shares. Pittenger & Anderson has 0% invested in USG Corporation (NYSE:USG) for 169 shares. Moreover, Group Inc One Trading Ltd Partnership has 0.01% invested in USG Corporation (NYSE:USG) for 22,143 shares. Swiss Bank & Trust reported 158,900 shares or 0.01% of all its holdings. Buckingham Capital holds 0.49% in USG Corporation (NYSE:USG) or 112,722 shares. 1,040 are owned by Cwm Limited Liability Company. Fifth Third National Bank & Trust holds 0% of its portfolio in USG Corporation (NYSE:USG) for 5,480 shares. Fairfax Finance Holding Can stated it has 4.09% of its portfolio in USG Corporation (NYSE:USG). Moreover, Employees Retirement Sys Of Ohio has 0.01% invested in USG Corporation (NYSE:USG) for 38,278 shares. Metropolitan Life Insurance New York reported 0% of its portfolio in USG Corporation (NYSE:USG). Raymond James & Associate has 0% invested in USG Corporation (NYSE:USG).

Among 21 analysts covering USG Corporation (NYSE:USG), 7 have Buy rating, 3 Sell and 11 Hold. Therefore 33% are positive. USG Corporation had 67 analyst reports since July 29, 2015 according to SRatingsIntel. As per Thursday, October 26, the company rating was maintained by Stifel Nicolaus. Citigroup maintained the shares of USG in report on Monday, October 9 with “Neutral” rating. Stifel Nicolaus maintained it with “Hold” rating and $28.0 target in Thursday, August 31 report. The rating was downgraded by SunTrust to “Hold” on Monday, October 2. The firm has “Hold” rating given on Thursday, July 13 by Jefferies. RBC Capital Markets maintained the stock with “Buy” rating in Thursday, July 27 report. The company was maintained on Thursday, October 12 by Robert W. Baird. The firm has “Hold” rating by SunTrust given on Thursday, October 26. Robert W. Baird maintained USG Corporation (NYSE:USG) rating on Thursday, October 26. Robert W. Baird has “Hold” rating and $35.0 target. The rating was upgraded by Vertical Research on Monday, September 19 to “Buy”.

Since September 7, 2017, it had 0 insider buys, and 1 sale for $162,046 activity. $162,046 worth of USG Corporation (NYSE:USG) was sold by Dannessa Dominic A on Thursday, September 7.

Macquarie Group Ltd decreased Graco Inc (NYSE:GGG) stake by 37,843 shares to 135,710 valued at $16.79M in 2017Q3. It also reduced Welltower Inc stake by 361,870 shares and now owns 355,685 shares. Invesco Ltd (NYSE:IVZ) was reduced too.

Nokomis Capital L.L.C. holds 1.34% of its portfolio in KEMET Corporation for 235,830 shares. Bogle Investment Management L P De owns 703,997 shares or 1.01% of their US portfolio. Moreover, Cypress Capital Management Llc (Wy) has 0.86% invested in the company for 34,300 shares. The California-based Eam Investors Llc has invested 0.74% in the stock. Globeflex Capital L P, a California-based fund reported 56,466 shares.

Since January 1, 0001, it had 0 insider purchases, and 8 insider sales for $1.97 million activity.

Analysts await KEMET Corporation (NYSE:KEM) to report earnings on February, 1. They expect $0.32 earnings per share, up 220.00% or $0.22 from last year’s $0.1 per share. KEM’s profit will be $18.04M for 13.48 P/E if the $0.32 EPS becomes a reality. After $0.43 actual earnings per share reported by KEMET Corporation for the previous quarter, Wall Street now forecasts -25.58% negative EPS growth.

The stock increased 2.13% or $0.36 during the last trading session, reaching $17.25. About 1.19M shares traded. KEMET Corporation (KEM) has risen 468.67% since January 14, 2017 and is uptrending. It has outperformed by 451.97% the S&P500.

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