Mastercard (MA) Position Has Raised by Incline Global Management Llc; Express Scripts Holding Co (ESRX) Stock Price Rose While Lipe & Dalton Has Trimmed Its Position by $1.27 Million

Express Scripts Holding Company (NASDAQ:ESRX) Logo

Incline Global Management Llc increased its stake in Mastercard Incorporated (MA) by 73.55% based on its latest 2018Q3 regulatory filing with the SEC. Incline Global Management Llc bought 96,686 shares as the company’s stock declined 6.43% with the market. The hedge fund held 228,145 shares of the business services company at the end of 2018Q3, valued at $50.79M, up from 131,459 at the end of the previous reported quarter. Incline Global Management Llc who had been investing in Mastercard Incorporated for a number of months, seems to be bullish on the $204.22 billion market cap company. The stock decreased 0.16% or $0.32 during the last trading session, reaching $197.74. About 3.47 million shares traded. Mastercard Incorporated (NYSE:MA) has risen 32.53% since December 11, 2017 and is uptrending. It has outperformed by 32.53% the S&P500. Some Historical MA News: 09/03/2018 – PaymentsSource: Mastercard aligns its physical and digital operations, creates spinoff venture; 02/05/2018 – Mastercard’s Revenue Boosted by Increased Consumer Spending–3rd Update; 06/03/2018 – XOX SAYS HASN’T ENTERED INTO AGREEMENT TO WORK WITH MASTERCARD; 12/04/2018 – Mastercard and BJ’s Wholesale Club Enhance Checkout Experience for Shoppers with Masterpass; 02/05/2018 – Mastercard 1Q Purchase Volume Up 15%; 16/05/2018 – CPI Card Group’s Suite of Metal Card Solutions Earns Bronze Stevie® Award in 2018 American Business Awards®; 05/04/2018 – Mastercard Names Carlo Enrico President of Latin America, Caribbean Region; 18/04/2018 – Elevate to Collaborate with Mastercard on Credit Card Product for the `New Middle Class’; 18/04/2018 – Elevate to Collaborate with Mastercard on Credit Card Product for the ‘New Middle Class’; 04/04/2018 – Barclays Launches Premier Global Travel Card That Rewards Cardmember Loyalty: Barclays Arrival® Premier World Elite Mastercard

Lipe & Dalton decreased its stake in Express Scripts Holding Co (ESRX) by 51.18% based on its latest 2018Q3 regulatory filing with the SEC. Lipe & Dalton sold 13,395 shares as the company’s stock rose 6.50% while stock markets declined. The institutional investor held 12,775 shares of the medical and nursing services company at the end of 2018Q3, valued at $1.21 million, down from 26,170 at the end of the previous reported quarter. Lipe & Dalton who had been investing in Express Scripts Holding Co for a number of months, seems to be less bullish one the $54.34B market cap company. The stock increased 0.43% or $0.41 during the last trading session, reaching $96.42. About 2.42 million shares traded. Express Scripts Holding Company (NASDAQ:ESRX) has risen 42.43% since December 11, 2017 and is uptrending. It has outperformed by 42.43% the S&P500. Some Historical ESRX News: 08/03/2018 – CIGNA SAYS DEAL TO PROVIDE GREATER THAN ABOUT $600 MLN IN RETAINED SYNERGIES – PRESENTATION; 21/03/2018 – /DISREGARD RELEASE: Kahn Swick & Foti, LLC/; 08/03/2018 – Cigna Agrees to Buy Express Scripts (Video); 02/05/2018 – Express Scripts Earnings Rise on Taxes as Prescriptions Decline; 08/03/2018 – Cigna unveils $67bn deal to buy Express Scripts; 08/03/2018 – EXPRESS SCRIPTS HOLDING CO – TRANSACTION IS NOT SUBJECT TO A FINANCING CONDITION; 28/03/2018 – MOODY’S AFFIRMS CARECENTRIX’S B1 RATINGS; CHANGES OUTLOOK TO STABLE; 31/05/2018 – EXPRESS SCRIPTS LAUNCHES RARE CONDITIONS CARE VALUE PROGRAM; 13/03/2018 – The CVS-Aetna deal marked the beginning of a wave of health-care deals, including Albertsons’s proposed acquisition Rite Aid and Cigna’s plan to buy Express Scripts; 16/05/2018 – Inside Rx Prescription Savings Program Marks First Anniversary By Achieving $100 Million Savings Milestone

Incline Global Management Llc, which manages about $222.93M and $1.40B US Long portfolio, decreased its stake in Alphabet Inc by 4,512 shares to 42,252 shares, valued at $51.00M in 2018Q3, according to the filing. It also reduced its holding in Cdk Global Inc (NASDAQ:CDK) by 69,443 shares in the quarter, leaving it with 930,557 shares, and cut its stake in Masco Corp (Call) (NYSE:MAS).

Investors sentiment increased to 0.97 in 2018 Q3. Its up 0.01, from 0.96 in 2018Q2. It improved, as 27 investors sold MA shares while 531 reduced holdings. 146 funds opened positions while 393 raised stakes. 734.72 million shares or 0.86% less from 741.07 million shares in 2018Q2 were reported. Alps Advsr holds 0.01% in Mastercard Incorporated (NYSE:MA) or 4,546 shares. Riverhead Cap Management Limited Co holds 0.21% or 26,316 shares in its portfolio. Godshalk Welsh Capital Mgmt holds 0.22% or 1,000 shares. Hartford Invest Management reported 111,009 shares. Dock Street Asset Management Inc, Connecticut-based fund reported 64,288 shares. Van Hulzen Asset Ltd Llc holds 1,205 shares or 0.07% of its portfolio. Walter And Keenan Financial Consulting Mi Adv accumulated 1,368 shares. Greystone Inv Mgmt Ltd Limited Liability Company holds 27,318 shares. Massachusetts-based Massachusetts Financial Services Ma has invested 0.82% in Mastercard Incorporated (NYSE:MA). Grand Jean Capital Management, a California-based fund reported 1,190 shares. 5,107 are owned by Banced. Page Arthur B has 4.55% invested in Mastercard Incorporated (NYSE:MA). 200 were accumulated by Daiwa Sb Ltd. Gladius Cap Mgmt LP reported 867 shares or 0% of all its holdings. Carderock Cap Management holds 44,280 shares.

More notable recent Mastercard Incorporated (NYSE:MA) news were published by: Businesswire.com which released: “Mastercard Names Gabrielle Sulzberger to Board of Directors – Business Wire” on December 03, 2018, also Seekingalpha.com with their article: “Mastercard announces increase in quarterly dividend and $6.5B share repurchase program – Seeking Alpha” published on December 04, 2018, Bizjournals.com published: “Altamonte Springs one of 16 cities to take part in Mastercard program – Orlando Business Journal” on November 15, 2018. More interesting news about Mastercard Incorporated (NYSE:MA) were released by: Fool.com and their article: “Better Buy: Mastercard vs. American Express – The Motley Fool” published on December 09, 2018 as well as Fool.com‘s news article titled: “Here’s Why Capital One, Discover, and Mastercard Are Falling Today – Motley Fool” with publication date: December 04, 2018.

Since November 2, 2018, it had 1 buying transaction, and 0 selling transactions for $486,015 activity.

Among 42 analysts covering Mastercard Incorporated (NYSE:MA), 37 have Buy rating, 0 Sell and 5 Hold. Therefore 88% are positive. Mastercard Incorporated has $250 highest and $29 lowest target. $179.49’s average target is -9.23% below currents $197.74 stock price. Mastercard Incorporated had 144 analyst reports since July 21, 2015 according to SRatingsIntel. The stock has “Outperform” rating by RBC Capital Markets on Thursday, January 5. The stock has “Buy” rating by Deutsche Bank on Friday, May 26. RBC Capital Markets maintained Mastercard Incorporated (NYSE:MA) rating on Thursday, July 27. RBC Capital Markets has “Buy” rating and $14000 target. The rating was maintained by Piper Jaffray on Friday, October 13 with “Buy”. The rating was maintained by Piper Jaffray with “Buy” on Thursday, September 7. The stock of Mastercard Incorporated (NYSE:MA) has “Buy” rating given on Thursday, February 1 by Mizuho. On Friday, June 16 the stock rating was maintained by RBC Capital Markets with “Top Pick”. The rating was maintained by KeyBanc Capital Markets on Wednesday, October 18 with “Buy”. Wedbush maintained it with “Buy” rating and $140.0 target in Wednesday, September 6 report. On Thursday, September 8 the stock rating was maintained by Barclays Capital with “Overweight”.

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on February, 26. They expect $2.67 earnings per share, up 23.61% or $0.51 from last year’s $2.16 per share. ESRX’s profit will be $1.50 billion for 9.03 P/E if the $2.67 EPS becomes a reality. After $2.43 actual earnings per share reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts 9.88% EPS growth.

Investors sentiment decreased to 0.69 in Q3 2018. Its down 0.09, from 0.78 in 2018Q2. It is negative, as 62 investors sold ESRX shares while 398 reduced holdings. 117 funds opened positions while 199 raised stakes. 458.93 million shares or 0.78% less from 462.54 million shares in 2018Q2 were reported. Clark Estates Ny stated it has 53,000 shares. Prudential Public Ltd Company holds 3,393 shares or 0% of its portfolio. Hyman Charles D has invested 0.67% in Express Scripts Holding Company (NASDAQ:ESRX). Cleararc Cap holds 14,516 shares. Brown Advisory stated it has 0.18% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Swedbank stated it has 1.29 million shares or 0.55% of all its holdings. Moreover, Vigilant Capital Management Ltd has 0% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 19 shares. Teachers Retirement System Of The State Of Kentucky, a Kentucky-based fund reported 130,651 shares. Ontario Teachers Pension Plan Board accumulated 147,297 shares or 0.2% of the stock. Burke And Herbert Fincl Bank And Trust has 3,918 shares for 0.32% of their portfolio. Shelter Mutual Ins Com owns 49,862 shares for 1.32% of their portfolio. Barclays Public Ltd Com, a United Kingdom-based fund reported 1.40M shares. Carroll Finance Assocs reported 3,109 shares. Clean Yield Group holds 6,150 shares or 0.23% of its portfolio. Advisor Ptnrs Limited Com stated it has 14,154 shares or 0.18% of all its holdings.

Among 25 analysts covering Express Scripts (NASDAQ:ESRX), 6 have Buy rating, 3 Sell and 16 Hold. Therefore 24% are positive. Express Scripts had 73 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Hold” rating by Jefferies given on Thursday, March 8. The stock of Express Scripts Holding Company (NASDAQ:ESRX) earned “Underperform” rating by Bernstein on Thursday, June 16. The stock has “Hold” rating by Maxim Group on Thursday, March 8. The firm has “Market Perform” rating by Leerink Swann given on Tuesday, January 19. Deutsche Bank upgraded Express Scripts Holding Company (NASDAQ:ESRX) rating on Friday, November 4. Deutsche Bank has “Hold” rating and $70 target. The firm has “Equal-Weight” rating by Barclays Capital given on Thursday, May 3. As per Thursday, November 1, the company rating was maintained by Barclays Capital. The rating was maintained by SunTrust with “Buy” on Wednesday, December 20. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Underperform” rating given on Wednesday, March 15 by Wells Fargo. The firm has “Buy” rating by Cowen & Co given on Thursday, June 8.

Lipe & Dalton, which manages about $260.93M and $146.53M US Long portfolio, upped its stake in Eaton Corp Plc (NYSE:ETN) by 15,242 shares to 20,287 shares, valued at $1.76 million in 2018Q3, according to the filing.

Express Scripts Holding Company (NASDAQ:ESRX) Institutional Positions Chart

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