What's New with Express Scripts Holding Company (ESRX)

Lloyd Doyle
October 12, 2017

The Aew Capital Management LP holds 3.88 million shares with $91.27 million value, up from 3.29M last quarter. Viacom Inc Non Vtg Cl B now has $10.25 billion valuation. Whereas, in last 21 trading days (one month) was surged -7.87% and moved down in last 63 trading days (quarter) of -6.50%. About 1.90 million shares traded. It has outperformed by 10.17% the S&P500.

Fisher Asset Management Llc decreased Express Scripts Hldg Co (ESRX) stake by 2.01% reported in 2017Q2 SEC filing. Twin Capital Management Inc. now owns 46,560 shares of the company's stock worth $3,069,000 after acquiring an additional 360 shares during the last quarter. Dodge & Cox lifted its position in Express Scripts Holding by 25.7% during the second quarter.

ESRX inched down -0.81% to close at $57.71. (NASDAQ:HIIQ) scores higher than Express Scripts Holding Company (NASDAQ:ESRX) on 6 of the 13 measures compared between the two companies. It has underperformed by 33.62% the S&P500.

Investors sentiment decreased to 0.56 in Q2 2017. Its down 0.07, from 0.63 in 2017Q1. It is negative, as 113 investors sold ESRX shares while 436 reduced holdings. BidaskClub lowered shares of Express Scripts Holding from a "sell" rating to a "strong sell" rating in a report on Friday, August 4th. The Virginia-based Toth Advisory has invested 0.47% in Express Scripts Holding Company (NASDAQ:ESRX).

More important recent Express Scripts Holding Company (NASDAQ:ESRX) news were published by: Bloomberg.com which released: "Express Scripts to Buy Medical Gatekeeper for $3.6 Billion" on October 10, 2017, also Nasdaq.com published article titled: "Is Express Scripts Holding (ESRX) a Great Stock for Value Investors?", Benzinga.com published: "Express Scripts: Another Potential Amazon Victim?" on October 10, 2017. Express Scripts Holding Company has a 52 week low of $57.56 and a 52 week high of $77.50.

The company's consensus rating on Reuter's scale slipped from 2.47 to 2.4 during a month. Pub Employees Retirement System Of Ohio invested 0.14% in Express Scripts Holding Company (NASDAQ:ESRX). The stock of Express Scripts Holding Company (NASDAQ:ESRX) has "Hold" rating given on Monday, October 2 by Needham. Schwab Charles Investment Mngmt Inc stated it has 0.18% in Express Scripts Holding Company (NASDAQ:ESRX). Lazard Asset Management LLC grew its holdings in Express Scripts Holding by 81.8% in the 2nd quarter. Credit Suisse maintained Express Scripts Holding Company (NASDAQ:ESRX) rating on Thursday, June 1.

This stock (ESRX) is ahead of its 52-week low with -0.16%. Weatherly Asset Limited Partnership accumulated 12,738 shares. It also upped The Charles Schwab Corp (NYSE:SCHW) stake by 9,715 shares and now owns 66,676 shares. Ares Cap Corp (NASDAQ:ARCC) was raised too.

Express Scripts Holding Company (ESRX) surprised the stock market in its last reported earnings when it earned $1.73 a piece versus the consensus-estimated $1.71. They expect $1.90 earnings per share, up 9.20% or $0.16 from last year's $1.74 per share. ESRX's profit will be $1.10 billion for 7.59 P/E if the $1.90 EPS becomes a reality.

The average 1-year price target for Express Scripts Holding Company (ESRX) - averaging the work of different analysts - reveals a mean PT of $68.63/share. Therefore 36% are positive. Viacom Inc. had 102 analyst reports since August 7, 2015 according to SRatingsIntel. The rating was upgraded by Deutsche Bank on Friday, November 4 to "Hold". The rating was maintained by Maxim Group with "Buy" on Tuesday, July 18. (NYSE:T). Morgan Dempsey Management Limited Liability Company invested 1.59% in AT&T Inc. As per Monday, October 9, the company rating was downgraded by Raymond James. The company was maintained on Tuesday, August 29 by Jefferies. Jefferies maintained the shares of ESRX in report on Friday, May 26 with "Buy" rating. The firm has "Outperform" rating given on Monday, April 4 by Cowen & Co. The other 8 are split, though not evenly, between analysts who think you should buy its stock versus those who think you should sell it. Therefore 31% are positive. Valero Energy Corporation had 53 analyst reports since July 24, 2015 according to SRatingsIntel. As per Tuesday, October 10, the company rating was initiated by BTIG Research. The firm has "Neutral" rating given on Thursday, February 9 by Mizuho. (NASDAQ:ECHO) for 11,200 shares. The firm earned "In-Line" rating on Monday, June 5 by Evercore. As per Wednesday, March 15, the company rating was downgraded by Wells Fargo. The firm has "Hold" rating by Keefe Bruyette & Woods given on Thursday, August 3.

Investors sentiment increased to 1.15 in 2017 Q2. Its up 0.20, from 1.39 in 2017Q1. South State invested in 173,848 shares. 123 funds opened positions while 686 raised stakes. 238.83 million shares or 2.20% more from 233.70 million shares in 2017Q1 were reported. Shelter Mutual Insurance has 90,662 shares for 1.78% of their portfolio.

Laredo Petroleum, Inc. (NYSE:LPI) inside ownership was 0.30%. Contrarius Investment Management Ltd, a Jersey-based fund reported 996,952 shares. Century Cos owns 3.25M shares. Tarbox Family Office invested in 103 shares or 0% of the stock. The high insider ownership can as a matter of fact lead to the contradictory result, a management team that is unaccountable because they can keep their jobs under nearly any circumstance. St Johns Invest Mngmt Limited Liability Com reported 0% stake. Hudson Valley Investment Adv reported 23,573 shares stake. About 231,867 shares traded.

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