Workday (WDAY) Stock Value Rose While Banbury Partners Has Boosted Its Holding; Schnieders Capital Management Has Cut Position in Cvs Health (CVS) by $331,920

April 18, 2018 - By Marie Mckinney

CVS Health Corporation (NYSE:CVS) Logo

Schnieders Capital Management Llc decreased its stake in Cvs Health Corp (CVS) by 22.93% based on its latest 2017Q4 regulatory filing with the SEC. Schnieders Capital Management Llc sold 4,610 shares as the company’s stock declined 17.45% with the market. The institutional investor held 15,497 shares of the medical and nursing services company at the end of 2017Q4, valued at $1.12M, down from 20,107 at the end of the previous reported quarter. Schnieders Capital Management Llc who had been investing in Cvs Health Corp for a number of months, seems to be less bullish one the $68.23 billion market cap company. The stock increased 1.54% or $1.02 during the last trading session, reaching $67.12. About 10.34M shares traded or 19.08% up from the average. CVS Health Corporation (NYSE:CVS) has declined 22.81% since April 18, 2017 and is downtrending. It has underperformed by 34.36% the S&P500.

Banbury Partners Llc increased its stake in Workday Inc (WDAY) by 5.16% based on its latest 2017Q4 regulatory filing with the SEC. Banbury Partners Llc bought 15,802 shares as the company’s stock rose 23.57% while stock markets declined. The institutional investor held 321,806 shares of the technology company at the end of 2017Q4, valued at $32.74 million, up from 306,004 at the end of the previous reported quarter. Banbury Partners Llc who had been investing in Workday Inc for a number of months, seems to be bullish on the $28.11 billion market cap company. The stock increased 4.53% or $5.74 during the last trading session, reaching $132.57. About 3.13M shares traded or 88.46% up from the average. Workday, Inc. (NYSE:WDAY) has risen 52.48% since April 18, 2017 and is uptrending. It has outperformed by 40.93% the S&P500.

Since February 16, 2018, it had 0 buys, and 1 insider sale for $1.42 million activity.

Analysts await CVS Health Corporation (NYSE:CVS) to report earnings on May, 2 before the open. They expect $1.40 EPS, up 19.66% or $0.23 from last year’s $1.17 per share. CVS’s profit will be $1.42B for 11.99 P/E if the $1.40 EPS becomes a reality. After $1.92 actual EPS reported by CVS Health Corporation for the previous quarter, Wall Street now forecasts -27.08% negative EPS growth.

Investors sentiment decreased to 0.72 in 2017 Q4. Its down 0.16, from 0.88 in 2017Q3. It fall, as 115 investors sold CVS shares while 600 reduced holdings. 134 funds opened positions while 380 raised stakes. 815.59 million shares or 1.76% more from 801.45 million shares in 2017Q3 were reported. The New York-based Guardian Life Of America has invested 0.05% in CVS Health Corporation (NYSE:CVS). Moreover, Advisory Networks Limited Co has 0.16% invested in CVS Health Corporation (NYSE:CVS) for 24,816 shares. At Comml Bank has invested 0.07% in CVS Health Corporation (NYSE:CVS). Rbf Limited Liability owns 40,000 shares. Exane Derivatives owns 0.15% invested in CVS Health Corporation (NYSE:CVS) for 11,645 shares. Essex Investment Management Ltd Co stated it has 11,062 shares or 0.11% of all its holdings. 8,400 were accumulated by Icon Advisers Com. The Illinois-based Lsv Asset Mngmt has invested 0.1% in CVS Health Corporation (NYSE:CVS). Sumitomo Mitsui Trust Hldg has invested 0.27% of its portfolio in CVS Health Corporation (NYSE:CVS). Armstrong Shaw Associates Ct reported 2.38% in CVS Health Corporation (NYSE:CVS). Franklin Street Advsrs Nc reported 0.87% stake. Pacific Inv has 0.08% invested in CVS Health Corporation (NYSE:CVS) for 5,221 shares. Aviance Cap Prtn holds 0.34% or 14,167 shares in its portfolio. Reilly Fincl Advisors stated it has 153 shares. Argent Tru reported 0.43% in CVS Health Corporation (NYSE:CVS).

Among 26 analysts covering CVS Health (NYSE:CVS), 19 have Buy rating, 0 Sell and 7 Hold. Therefore 73% are positive. CVS Health had 75 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by Robert W. Baird on Friday, October 27 with “Hold”. Leerink Swann maintained CVS Health Corporation (NYSE:CVS) rating on Tuesday, November 21. Leerink Swann has “Buy” rating and $85.0 target. The rating was maintained by Robert W. Baird on Wednesday, January 17 with “Hold”. Jefferies downgraded CVS Health Corporation (NYSE:CVS) on Monday, December 12 to “Hold” rating. The company was maintained on Monday, November 2 by Oppenheimer. The rating was upgraded by Needham on Tuesday, January 30 to “Buy”. Needham maintained the shares of CVS in report on Friday, September 8 with “Hold” rating. The firm has “Buy” rating given on Thursday, January 4 by Raymond James. The firm has “Buy” rating by SunTrust given on Thursday, January 4. The rating was initiated by UBS with “Buy” on Thursday, October 6.

Since December 7, 2017, it had 0 insider purchases, and 28 insider sales for $246.01 million activity. On Wednesday, March 7 the insider DUFFIELD DAVID A sold $50.01M. 16,000 shares were sold by STILL GEORGE J JR, worth $2.16 million on Tuesday, March 6. Shares for $1.91M were sold by Bozzini James on Tuesday, March 27. 11,430 shares were sold by WILMINGTON PHILIP W, worth $1.17 million on Friday, December 15. The insider Stankey Michael A. sold $3.18M. 38,750 Workday, Inc. (NASDAQ:WDAY) shares with value of $4.89 million were sold by Sisco Robynne.

Among 50 analysts covering Workday (NYSE:WDAY), 20 have Buy rating, 4 Sell and 26 Hold. Therefore 40% are positive. Workday had 202 analyst reports since August 5, 2015 according to SRatingsIntel. The firm earned “Sell” rating on Thursday, November 9 by UBS. The stock of Workday, Inc. (NASDAQ:WDAY) earned “Hold” rating by Needham on Monday, August 22. BMO Capital Markets maintained Workday, Inc. (NASDAQ:WDAY) rating on Thursday, August 17. BMO Capital Markets has “Market Perform” rating and $110 target. Wedbush maintained the shares of WDAY in report on Thursday, August 27 with “Outperform” rating. The rating was maintained by Oppenheimer with “Buy” on Thursday, August 31. UBS maintained the stock with “Buy” rating in Wednesday, September 28 report. The rating was maintained by Credit Suisse on Thursday, August 31 with “Neutral”. Barclays Capital maintained the stock with “Equal-Weight” rating in Friday, February 19 report. The stock of Workday, Inc. (NASDAQ:WDAY) earned “Outperform” rating by Oppenheimer on Thursday, August 25. On Wednesday, September 28 the stock rating was maintained by Brean Capital with “Sell”.

Investors sentiment decreased to 1.62 in 2017 Q4. Its down 0.16, from 1.78 in 2017Q3. It dived, as 45 investors sold WDAY shares while 75 reduced holdings. 65 funds opened positions while 129 raised stakes. 145.79 million shares or 4.55% more from 139.45 million shares in 2017Q3 were reported. Carroll Associates invested in 29 shares. 658,503 were accumulated by Deutsche State Bank Ag. Grubman Wealth Mgmt reported 0.35% stake. Firsthand Cap Mgmt Incorporated reported 40,000 shares. Gemmer Asset Mngmt Ltd Liability Co reported 8,959 shares. Raymond James & Associates, Florida-based fund reported 70,006 shares. Virtus Inv Advisers Inc owns 237,211 shares or 0% of their US portfolio. Calamos Advsrs Limited Liability Com invested in 0.26% or 504,036 shares. Jpmorgan Chase And Company holds 3.64M shares. Arizona State Retirement invested in 0.02% or 19,890 shares. Thornburg Inv holds 0.06% of its portfolio in Workday, Inc. (NASDAQ:WDAY) for 79,194 shares. Moreover, Dimensional Fund Advsrs LP has 0% invested in Workday, Inc. (NASDAQ:WDAY). Zurcher Kantonalbank (Zurich Cantonalbank) invested in 0.03% or 31,955 shares. Caisse De Depot Et Placement Du Quebec owns 0% invested in Workday, Inc. (NASDAQ:WDAY) for 6,300 shares. Zweig has invested 0.36% in Workday, Inc. (NASDAQ:WDAY).

Workday, Inc. (NASDAQ:WDAY) Institutional Positions Chart

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