Mosaic Company (MOS) Stake Boosted by Bryn Mawr Trust Company; Paccar (PCAR) Stock Value Declined While Fiduciary Management Lowered Stake

June 18, 2018 - By Vivian Park

The Mosaic Company (NYSE:MOS) Logo

Fiduciary Management Inc decreased its stake in Paccar Inc. (PCAR) by 20.32% based on its latest 2018Q1 regulatory filing with the SEC. Fiduciary Management Inc sold 1.23 million shares as the company’s stock declined 9.66% with the market. The institutional investor held 4.84M shares of the auto manufacturing company at the end of 2018Q1, valued at $320.08M, down from 6.07 million at the end of the previous reported quarter. Fiduciary Management Inc who had been investing in Paccar Inc. for a number of months, seems to be less bullish one the $22.52 billion market cap company. The stock increased 0.38% or $0.24 during the last trading session, reaching $64. About 3.12 million shares traded or 44.24% up from the average. PACCAR Inc (NASDAQ:PCAR) has risen 6.67% since June 18, 2017 and is uptrending. It has underperformed by 5.90% the S&P500. Some Historical PCAR News: 24/04/2018 – PACCAR Achieves Record Quarterly Revenues and Excellent Profits; 01/05/2018 – PACCAR BOOSTS REGULAR QTRLY DIV TO 28C/SHR FROM 25C, EST. 27C; 24/04/2018 – PACCAR INC – “TRUCK MARKET REFLECTS STRONG ECONOMY AND EXCELLENT FREIGHT DEMAND”; 01/05/2018 – Paccar Raises Dividend to 28c Vs. 25c; 24/04/2018 – Paccar 1Q EPS $1.45; 01/05/2018 – PACCAR Increases Regular Quarterly Cash Dividend; 24/04/2018 – PACCAR – IN 2018, CAPEX OF $425-$475 MLN AND RESEARCH AND DEVELOPMENT EXPENSES OF $300-$320 MLN TARGETED FOR NEW TRUCK MODELS, OTHERS; 24/04/2018 – Paccar 1Q Rev $5.65B; 24/04/2018 – Paccar 1Q Parts Revenue $939.9M; 19/04/2018 – Moody’s Affirms A1 Long-term Rating for Paccar Financial Corp., Paccar Financial Europe and Paccar Financial PLC

Bryn Mawr Trust Company increased its stake in Mosaic Company (MOS) by 178.28% based on its latest 2018Q1 regulatory filing with the SEC. Bryn Mawr Trust Company bought 148,840 shares as the company’s stock declined 0.57% with the market. The institutional investor held 232,328 shares of the agricultural chemicals company at the end of 2018Q1, valued at $5.64M, up from 83,488 at the end of the previous reported quarter. Bryn Mawr Trust Company who had been investing in Mosaic Company for a number of months, seems to be bullish on the $11.17B market cap company. The stock decreased 1.70% or $0.5 during the last trading session, reaching $28.98. About 5.95M shares traded or 40.41% up from the average. The Mosaic Company (NYSE:MOS) has risen 22.40% since June 18, 2017 and is uptrending. It has outperformed by 9.83% the S&P500. Some Historical MOS News: 10/05/2018 – Mosaic Names Oscar Bernardes to Board; 08/05/2018 – MOSAIC 1Q EARNINGS CALL ENDS; 07/05/2018 – Mosaic 1Q EPS 11c; 09/03/2018 – The Mosaic Company (MOS), Peers Jump to Session High; Chatter Suggests Potash Mine Collapse in Belarus; 07/05/2018 – MOSAIC CO SEES 2018 ADJUSTED EARNINGS PER SHARE $1.20 – $1.60 PER SHARE; 07/05/2018 – Mosaic Sees 2018 Adj EPS $1.20-Adj EPS $1.60; 10/05/2018 – MOSAIC CO MOS.N : RBC RAISES TARGET PRICE TO $32 FROM $30; 08/05/2018 – MOSAIC WILL REVISIT ISSUE OF PLANT CITY IDLING IN 4Q; 10/05/2018 – Mosaic: James Popowich Retires From Board; 20/04/2018 – DJ Mosaic Company, Inst Holders, 1Q 2018 (MOS)

Among 25 analysts covering Paccar Inc (NASDAQ:PCAR), 7 have Buy rating, 3 Sell and 15 Hold. Therefore 28% are positive. Paccar Inc had 115 analyst reports since July 30, 2015 according to SRatingsIntel. Credit Suisse maintained the stock with “Neutral” rating in Wednesday, January 31 report. The rating was downgraded by Bank of America to “Neutral” on Thursday, May 11. Deutsche Bank maintained PACCAR Inc (NASDAQ:PCAR) rating on Wednesday, October 26. Deutsche Bank has “Hold” rating and $60 target. Wells Fargo maintained the stock with “Market Perform” rating in Friday, October 6 report. The rating was maintained by Deutsche Bank on Wednesday, October 25 with “Hold”. Stifel Nicolaus maintained PACCAR Inc (NASDAQ:PCAR) on Sunday, October 15 with “Hold” rating. Citigroup maintained PACCAR Inc (NASDAQ:PCAR) on Friday, October 13 with “Buy” rating. BMO Capital Markets upgraded the shares of PCAR in report on Friday, January 13 to “Outperform” rating. Wells Fargo maintained PACCAR Inc (NASDAQ:PCAR) on Thursday, February 22 with “Hold” rating. The stock of PACCAR Inc (NASDAQ:PCAR) has “Neutral” rating given on Friday, October 9 by JP Morgan.

Since February 7, 2018, it had 2 buys, and 3 sales for $2.09 million activity. 570 PACCAR Inc (NASDAQ:PCAR) shares with value of $39,356 were bought by Davila Marco A.. DOZIER C MICHAEL sold 10,000 shares worth $635,200. Quinn T. Kyle sold 9,964 shares worth $644,550.

Fiduciary Management Inc, which manages about $20.63 billion and $16.34B US Long portfolio, upped its stake in Interpublic Group (NYSE:IPG) by 181,858 shares to 5.15 million shares, valued at $118.71 million in 2018Q1, according to the filing. It also increased its holding in Ryder System Inc. (NYSE:R) by 33,472 shares in the quarter, for a total of 1.19 million shares, and has risen its stake in Honeywell Int’l. Inc. (NYSE:HON).

More news for PACCAR Inc (NASDAQ:PCAR) were recently published by: Seekingalpha.com, which released: “Want To Take A Ride With Special Dividend Payers?” on June 07, 2018. Benzinga.com‘s article titled: “Macquarie Finds Plenty Of Reasons To Like Paccar” and published on June 05, 2018 is yet another important article.

Analysts await PACCAR Inc (NASDAQ:PCAR) to report earnings on July, 24. They expect $1.43 earnings per share, up 34.91% or $0.37 from last year’s $1.06 per share. PCAR’s profit will be $503.09M for 11.19 P/E if the $1.43 EPS becomes a reality. After $1.45 actual earnings per share reported by PACCAR Inc for the previous quarter, Wall Street now forecasts -1.38% negative EPS growth.

Investors sentiment decreased to 1.14 in 2018 Q1. Its down 0.26, from 1.4 in 2017Q4. It fall, as 48 investors sold PCAR shares while 155 reduced holdings. 69 funds opened positions while 162 raised stakes. 214.22 million shares or 0.22% less from 214.70 million shares in 2017Q4 were reported. Aperio Group Ltd stated it has 0.07% in PACCAR Inc (NASDAQ:PCAR). Baystate Wealth Lc owns 10 shares for 0% of their portfolio. Davis Selected Advisers reported 3,230 shares or 0% of all its holdings. Peak Asset Mgmt Limited Liability Corporation has invested 2.26% in PACCAR Inc (NASDAQ:PCAR). Sei Invests Communications holds 51,688 shares. Riverbridge Ptnrs Ltd Liability Corporation reported 0.01% of its portfolio in PACCAR Inc (NASDAQ:PCAR). Baker Ellis Asset Mgmt Limited Liability Corp has invested 0.85% of its portfolio in PACCAR Inc (NASDAQ:PCAR). Moreover, Waddell And Reed has 0.12% invested in PACCAR Inc (NASDAQ:PCAR). Two Sigma Securities Llc has invested 0.01% in PACCAR Inc (NASDAQ:PCAR). Jane Street Group Incorporated Limited Liability Company has 0.02% invested in PACCAR Inc (NASDAQ:PCAR) for 128,870 shares. Baker Boyer Savings Bank accumulated 6,170 shares or 1.24% of the stock. Gam Ag owns 8,848 shares for 0.02% of their portfolio. Selway Asset Mgmt invested 1.64% in PACCAR Inc (NASDAQ:PCAR). Public Employees Retirement Association Of Colorado holds 0.03% of its portfolio in PACCAR Inc (NASDAQ:PCAR) for 61,228 shares. Wellington Grp Ltd Liability Partnership has 3.15 million shares.

Bryn Mawr Trust Company, which manages about $1.74B US Long portfolio, decreased its stake in Powershares Qqq Trust Eq Etf (QQQ) by 2,075 shares to 91,283 shares, valued at $14.62 million in 2018Q1, according to the filing. It also reduced its holding in Becton Dickinson (NYSE:BDX) by 11,067 shares in the quarter, leaving it with 145,867 shares, and cut its stake in Nike Inc (NYSE:NKE).

Investors sentiment increased to 1.07 in Q1 2018. Its up 0.02, from 1.05 in 2017Q4. It is positive, as 44 investors sold MOS shares while 148 reduced holdings. 74 funds opened positions while 132 raised stakes. 265.69 million shares or 0.91% more from 263.29 million shares in 2017Q4 were reported. Creative Planning invested 0% in The Mosaic Company (NYSE:MOS). First Allied Advisory Svcs has invested 0.02% in The Mosaic Company (NYSE:MOS). Nordea Investment stated it has 11,014 shares. Wealthfront has 0.01% invested in The Mosaic Company (NYSE:MOS). Tocqueville Asset LP invested in 0.01% or 28,725 shares. Envestnet Asset Mgmt reported 88,853 shares or 0.01% of all its holdings. Retirement Of Alabama holds 0.02% or 167,466 shares in its portfolio. Gargoyle Advisor Ltd holds 12,033 shares. Employees Retirement System Of Texas holds 14,000 shares or 0% of its portfolio. Commercial Bank Of America Corporation De invested in 2.70 million shares or 0.01% of the stock. Comml Bank Of Montreal Can has invested 0% of its portfolio in The Mosaic Company (NYSE:MOS). Strs Ohio accumulated 1.35M shares. Gulf National Bank & Trust (Uk) Limited, United Kingdom-based fund reported 99,983 shares. Chevy Chase Tru Incorporated holds 0.07% of its portfolio in The Mosaic Company (NYSE:MOS) for 617,117 shares. Franklin Res stated it has 364,580 shares.

Since February 27, 2018, it had 2 insider purchases, and 0 sales for $159,491 activity. $33,154 worth of The Mosaic Company (NYSE:MOS) was bought by WESTBROOK KELVIN R on Tuesday, February 27.

PACCAR Inc (NASDAQ:PCAR) Institutional Positions Chart

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