As Applied Matls (AMAT) Market Valuation Declined, Holder Amf Pensionsforsakring Ab Has Lowered Position by $3.87 Million; Donaldson (DCI) Shareholder Mairs & Power Has Decreased Holding by $18.05 Million

Applied Materials, Inc. (NASDAQ:AMAT) Logo

Amf Pensionsforsakring Ab decreased its stake in Applied Matls Inc (AMAT) by 9.79% based on its latest 2018Q3 regulatory filing with the SEC. Amf Pensionsforsakring Ab sold 101,942 shares as the company’s stock declined 13.71% with the market. The institutional investor held 939,207 shares of the technology company at the end of 2018Q3, valued at $36.30 million, down from 1.04 million at the end of the previous reported quarter. Amf Pensionsforsakring Ab who had been investing in Applied Matls Inc for a number of months, seems to be less bullish one the $32.66 billion market cap company. The stock decreased 2.04% or $0.71 during the last trading session, reaching $34.07. About 5.03 million shares traded. Applied Materials, Inc. (NASDAQ:AMAT) has declined 34.67% since January 14, 2018 and is downtrending. It has underperformed by 34.67% the S&P500.

Mairs & Power Inc decreased its stake in Donaldson (DCI) by 5.76% based on its latest 2018Q3 regulatory filing with the SEC. Mairs & Power Inc sold 311,180 shares as the company’s stock declined 15.95% with the market. The institutional investor held 5.09 million shares of the capital goods company at the end of 2018Q3, valued at $296.48M, down from 5.40M at the end of the previous reported quarter. Mairs & Power Inc who had been investing in Donaldson for a number of months, seems to be less bullish one the $5.91B market cap company. The stock increased 0.42% or $0.19 during the last trading session, reaching $46.24. About 169,853 shares traded. Donaldson Company, Inc. (NYSE:DCI) has declined 1.70% since January 14, 2018 and is downtrending. It has underperformed by 1.70% the S&P500. Some Historical DCI News: 14/05/2018 – VP Donaldson Gifts 914 Of EOG Resources Inc; 25/05/2018 – Donaldson Foundation Announces Support for Wounded Veterans; 31/05/2018 – DONALDSON COMPANY INC DCI.N – COMPANY EXPECTS FISCAL 2018 CAPITAL EXPENDITURES OF $100 MLN TO $110 MLN; 19/04/2018 – Donaldson Company Announces Global Price Increases; 29/05/2018 – ENACOMM Teams Up with Core Banking Provider DCI to Bring Conversational Banking to Hundreds of Financial Institutions across the U.S; 31/05/2018 – Donaldson Co Expects Fiscal 2018 Capital Expenditures $100 Million-$110 Million; 31/05/2018 – DONALDSON SEES YEAR OPERATING MARGIN 13.8%-14.2%; 06/03/2018 – Donaldson Volume Jumps More Than Seven Times 20 Day Average; 16/04/2018 – Donaldson Company Recognizes Patent Recipients and lnventor Award Winners; 19/04/2018 – Donaldson Increases List Prices for Some Items in Engine Products and Industrial Products Segments by Average of 4%-15%

Amf Pensionsforsakring Ab, which manages about $10.95 billion US Long portfolio, upped its stake in Norfolk Southern Corp (NYSE:NSC) by 41,066 shares to 223,874 shares, valued at $40.41M in 2018Q3, according to the filing. It also increased its holding in Berkshire Hathaway Inc Del (BRKB) by 105,600 shares in the quarter, for a total of 160,975 shares, and has risen its stake in Cme Group Inc (NASDAQ:CME).

Analysts await Applied Materials, Inc. (NASDAQ:AMAT) to report earnings on February, 13. They expect $0.79 earnings per share, down 25.47% or $0.27 from last year’s $1.06 per share. AMAT’s profit will be $757.31M for 10.78 P/E if the $0.79 EPS becomes a reality. After $0.97 actual earnings per share reported by Applied Materials, Inc. for the previous quarter, Wall Street now forecasts -18.56% negative EPS growth.

Investors sentiment increased to 0.8 in 2018 Q3. Its up 0.04, from 0.76 in 2018Q2. It increased, as 115 investors sold AMAT shares while 303 reduced holdings. 98 funds opened positions while 238 raised stakes. 722.69 million shares or 1.34% less from 732.53 million shares in 2018Q2 were reported. Fort Limited Partnership accumulated 166 shares. Ingalls And Snyder Ltd Liability Corporation reported 50,792 shares. 32,829 are held by Cape Cod Five Cents Savings Bank. Group One Trading Lp holds 0.01% in Applied Materials, Inc. (NASDAQ:AMAT) or 19,258 shares. Azimuth Capital Management Ltd holds 28,161 shares or 0.07% of its portfolio. Ferguson Wellman Capital Management, a Oregon-based fund reported 10,006 shares. Palladium Partners Ltd has 158,413 shares. Moreover, Lakeview Prns Ltd Co has 0.19% invested in Applied Materials, Inc. (NASDAQ:AMAT). Kempen Cap Mngmt Nv reported 0.23% in Applied Materials, Inc. (NASDAQ:AMAT). Cubic Asset Mngmt Limited Liability Corporation invested in 36,900 shares or 0.39% of the stock. Lvm Capital Management Ltd Mi has invested 0.15% in Applied Materials, Inc. (NASDAQ:AMAT). Captrust stated it has 0% of its portfolio in Applied Materials, Inc. (NASDAQ:AMAT). Wunderlich Capital Managemnt holds 31,122 shares. Moreover, U S Global Invsts has 0.18% invested in Applied Materials, Inc. (NASDAQ:AMAT). Horizon Inv Ser has 9,197 shares.

Among 29 analysts covering Applied Materials Inc. (NASDAQ:AMAT), 20 have Buy rating, 0 Sell and 9 Hold. Therefore 69% are positive. Applied Materials Inc. had 145 analyst reports since August 4, 2015 according to SRatingsIntel. Morgan Stanley initiated the shares of AMAT in report on Tuesday, December 15 with “Overweight” rating. As per Friday, November 16, the company rating was maintained by KeyBanc Capital Markets. The firm has “Overweight” rating by KeyBanc Capital Markets given on Thursday, October 8. RBC Capital Markets maintained the shares of AMAT in report on Friday, November 17 with “Buy” rating. The rating was maintained by Cowen & Co with “Outperform” on Friday, August 19. The rating was maintained by Pacific Crest on Tuesday, August 11 with “Overweight”. The stock has “Buy” rating by Citigroup on Tuesday, September 25. The rating was downgraded by Credit Agricole to “Outperform” on Thursday, December 10. The firm has “Buy” rating given on Wednesday, November 15 by Bank of America. As per Friday, June 10, the company rating was maintained by RBC Capital Markets.

More notable recent Applied Materials, Inc. (NASDAQ:AMAT) news were published by: Seekingalpha.com which released: “54 Top Nasdaq December Dividend Dears By Yield, Upside, And Net Gains – Seeking Alpha” on December 17, 2018, also 247Wallst.com with their article: “Top Analyst Upgrades and Downgrades: Apple, Applied Materials, Biogen, CyberArk, Electronic Arts, Marathon, Nike, NXP Semiconductors and More – 24/7 Wall St.” published on December 21, 2018, Nasdaq.com published: “Applied Materials (AMAT) Beats on Q3 Earnings and Revenues – Nasdaq” on August 17, 2018. More interesting news about Applied Materials, Inc. (NASDAQ:AMAT) were released by: 247Wallst.com and their article: “Semiconductor Short Sellers Can’t Make Up Their Minds – 24/7 Wall St.” published on January 11, 2019 as well as Nasdaq.com‘s news article titled: “First Week of January 2021 Options Trading For Applied Materials (AMAT) – Nasdaq” with publication date: October 01, 2018.

More notable recent Donaldson Company, Inc. (NYSE:DCI) news were published by: Seekingalpha.com which released: “Donaldson down 7% post Q1 results – Seeking Alpha” on December 04, 2018, also Seekingalpha.com with their article: “Dividend Champion Spotlight: Donaldson Company, Inc. – Seeking Alpha” published on August 20, 2018, Benzinga.com published: “Earnings Scheduled For December 4, 2018 – Benzinga” on December 04, 2018. More interesting news about Donaldson Company, Inc. (NYSE:DCI) were released by: Seekingalpha.com and their article: “Donaldson Company: When The Dust Settles – Seeking Alpha” published on January 21, 2018 as well as Seekingalpha.com‘s news article titled: “Donaldson to acquire BOFA International LTD for ~£79M – Seeking Alpha” with publication date: September 11, 2018.

Mairs & Power Inc, which manages about $7.72B and $8.59B US Long portfolio, upped its stake in Hormel (NYSE:HRL) by 17,644 shares to 6.93 million shares, valued at $272.87M in 2018Q3, according to the filing. It also increased its holding in American Express (NYSE:AXP) by 42,554 shares in the quarter, for a total of 1.38 million shares, and has risen its stake in Coresite Realty Corp (NYSE:COR).

Among 12 analysts covering Donaldson Company (NYSE:DCI), 3 have Buy rating, 0 Sell and 9 Hold. Therefore 25% are positive. Donaldson Company had 32 analyst reports since September 2, 2015 according to SRatingsIntel. Stifel Nicolaus maintained the stock with “Hold” rating in Friday, September 7 report. Edward Jones upgraded the stock to “Buy” rating in Thursday, March 29 report. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Hold” rating by Stifel Nicolaus on Wednesday, March 7. The rating was maintained by Jefferies with “Buy” on Thursday, July 13. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Hold” rating by Robert W. Baird on Thursday, September 7. Gabelli upgraded the stock to “Buy” rating in Wednesday, March 7 report. The firm earned “Hold” rating on Thursday, June 1 by Oppenheimer. On Wednesday, September 2 the stock rating was upgraded by Zacks to “Hold”. Robert W. Baird maintained the shares of DCI in report on Wednesday, October 11 with “Hold” rating. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Hold” rating by Stifel Nicolaus on Thursday, November 30.

Since September 12, 2018, it had 0 insider purchases, and 2 sales for $1.01 million activity. $818,640 worth of Donaldson Company, Inc. (NYSE:DCI) was sold by OBERTON WILLARD D.

Analysts await Donaldson Company, Inc. (NYSE:DCI) to report earnings on March, 5. They expect $0.51 earnings per share, up 18.60% or $0.08 from last year’s $0.43 per share. DCI’s profit will be $65.23 million for 22.67 P/E if the $0.51 EPS becomes a reality. After $0.56 actual earnings per share reported by Donaldson Company, Inc. for the previous quarter, Wall Street now forecasts -8.93% negative EPS growth.

Investors sentiment increased to 1.21 in 2018 Q3. Its up 0.23, from 0.98 in 2018Q2. It is positive, as 15 investors sold DCI shares while 97 reduced holdings. 51 funds opened positions while 84 raised stakes. 101.09 million shares or 0.05% less from 101.13 million shares in 2018Q2 were reported. Perkins Management Inc has 0.87% invested in Donaldson Company, Inc. (NYSE:DCI). 41,750 were reported by Hills State Bank And Tru. Geode Management Limited Liability Company reported 1.23 million shares. Moreover, Northeast Inv Mngmt has 0.02% invested in Donaldson Company, Inc. (NYSE:DCI) for 4,973 shares. Ny State Teachers Retirement holds 0.02% in Donaldson Company, Inc. (NYSE:DCI) or 174,506 shares. Vanguard Grp Incorporated owns 12.48 million shares. Sfe Investment Counsel stated it has 2.33% of its portfolio in Donaldson Company, Inc. (NYSE:DCI). Etrade Mgmt Ltd Liability, New York-based fund reported 6,002 shares. Hartline Investment holds 0.63% or 46,552 shares in its portfolio. Art Advsr Lc, a New York-based fund reported 33,000 shares. Teacher Retirement System Of Texas accumulated 0.01% or 15,280 shares. California-based California Pub Employees Retirement Systems has invested 0.02% in Donaldson Company, Inc. (NYSE:DCI). Oppenheimer And holds 4,502 shares or 0.01% of its portfolio. 64,779 are held by Royal Bancorporation Of Canada. 4,746 are owned by Two Sigma Secs Ltd Llc.

Applied Materials, Inc. (NASDAQ:AMAT) Institutional Positions Chart

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