Act Ii Management LP Has Upped Its Time Warner (TWX) Holding, Comcast Has 0.96 Sentiment

July 3, 2017 - By Marie Mckinney

Comcast Corporation is a media and technology company. The company has market cap of $182.17 billion. The Firm has two primary businesses: Comcast Cable and NBCUniversal. It has a 20.01 P/E ratio. The Company’s Comcast Cable business operates in the Cable Communications segment.

Act Ii Management Lp increased Time Warner Inc (TWX) stake by 14.45% reported in 2016Q4 SEC filing. Act Ii Management Lp acquired 10,000 shares as Time Warner Inc (TWX)’s stock rose 1.19%. The Act Ii Management Lp holds 79,185 shares with $7.64 million value, up from 69,185 last quarter. Time Warner Inc now has $79.12B valuation. The stock increased 0.97% or $0.97 during the last trading session, reaching $101.38. About 5.81 million shares traded or 63.66% up from the average. Time Warner Inc (NYSE:TWX) has risen 36.37% since July 3, 2016 and is uptrending. It has outperformed by 19.67% the S&P500.

Investors sentiment increased to 1.09 in Q4 2016. Its up 0.07, from 1.02 in 2016Q3. It improved, as 65 investors sold TWX shares while 344 reduced holdings. 154 funds opened positions while 293 raised stakes. 608.00 million shares or 0.40% more from 605.61 million shares in 2016Q3 were reported. Bessemer Grp Inc invested 0.01% of its portfolio in Time Warner Inc (NYSE:TWX). Ameritas Invest Partners holds 0.09% or 19,379 shares in its portfolio. Greenwood Cap Assocs Ltd Liability Corp invested in 1.08% or 39,717 shares. Cleararc Cap Inc has 41,227 shares for 0.72% of their portfolio. Whittier Of Nevada Inc has 14,763 shares for 0.15% of their portfolio. Zeke Cap Advsr Limited has invested 0.14% in Time Warner Inc (NYSE:TWX). Peak6 Investments Limited Partnership accumulated 8,460 shares. Sumitomo Mitsui Tru Inc invested 0.38% in Time Warner Inc (NYSE:TWX). Meag Munich Ergo Kapitalanlagegesellschaft Mbh owns 324,559 shares for 1.47% of their portfolio. 36,666 were reported by Nj State Employees Deferred Compensation Plan. Burt Wealth Advisors accumulated 1,548 shares. Cambridge Trust holds 0.02% or 2,501 shares in its portfolio. Moreover, Brown Advisory has 0.02% invested in Time Warner Inc (NYSE:TWX) for 55,426 shares. Citigroup invested 0.33% of its portfolio in Time Warner Inc (NYSE:TWX). Nicholas Wi holds 2% or 928,640 shares in its portfolio.

Among 33 analysts covering Time Warner Inc. (NYSE:TWX), 16 have Buy rating, 0 Sell and 17 Hold. Therefore 48% are positive. Time Warner Inc. had 80 analyst reports since August 6, 2015 according to SRatingsIntel. UBS maintained Time Warner Inc (NYSE:TWX) on Thursday, August 4 with “Buy” rating. FBR Capital upgraded Time Warner Inc (NYSE:TWX) on Monday, October 31 to “Outperform” rating. The rating was downgraded by Moffett Nathanson on Wednesday, February 1 to “Neutral”. The firm has “Buy” rating by Topeka Capital Markets given on Thursday, October 8. The rating was downgraded by Goldman Sachs to “Neutral” on Monday, October 24. On Wednesday, November 4 the stock rating was maintained by Pivotal Research with “Buy”. FBR Capital maintained the stock with “Outperform” rating in Thursday, November 5 report. As per Thursday, April 20, the company rating was downgraded by Pivotal Research. Loop Capital downgraded the shares of TWX in report on Thursday, March 2 to “Hold” rating. The firm has “Buy” rating given on Tuesday, May 23 by Jefferies.

Since February 21, 2017, it had 1 insider buy, and 1 insider sale for $16.64 million activity. 172,932 Time Warner Inc (NYSE:TWX) shares with value of $16.67 million were sold by BEWKES JEFFREY L. Shares for $25,416 were bought by Averill Howard M on Thursday, June 15.

Mediatel Partners holds 83.48% of its portfolio in Comcast Corporation for 2.91 million shares. Gvo Asset Management Ltd owns 1.61 million shares or 21.07% of their US portfolio. Moreover, Consulta Ltd has 17.6% invested in the company for 2.00 million shares. The United Kingdom-based Lansdowne Partners (Uk) Llp has invested 13.14% in the stock. Veritas Investment Management Llp, a United Kingdom-based fund reported 850,513 shares.

Since January 1, 0001, it had 0 insider purchases, and 11 selling transactions for $29.18 million activity.

The stock decreased 1.44% or $0.56 during the last trading session, reaching $38.36. About 11.17M shares traded. Comcast Corporation (CMCSA) has risen 28.96% since July 3, 2016 and is uptrending. It has outperformed by 12.26% the S&P500.

Analysts await Comcast Corporation (NASDAQ:CMCSA) to report earnings on July, 26. They expect $0.47 EPS, up 14.63% or $0.06 from last year’s $0.41 per share. CMCSA’s profit will be $2.23 billion for 20.40 P/E if the $0.47 EPS becomes a reality. After $0.53 actual EPS reported by Comcast Corporation for the previous quarter, Wall Street now forecasts -11.32% negative EPS growth.