Kayne Anderson Rudnick Investment Management Has Raised Its Aaon (AAON) Holding by $7.88 Million; Decatur Capital Management Decreased Its Becton Dickinson & Co. (BDX) Stake as Market Value Rose

March 8, 2018 - By Clifton Ray

Kayne Anderson Rudnick Investment Management Llc increased its stake in Aaon Inc (AAON) by 27.04% based on its latest 2017Q3 regulatory filing with the SEC. Kayne Anderson Rudnick Investment Management Llc bought 231,786 shares as the company’s stock rose 6.70% with the market. The institutional investor held 1.09M shares of the capital goods company at the end of 2017Q3, valued at $37.55 million, up from 857,340 at the end of the previous reported quarter. Kayne Anderson Rudnick Investment Management Llc who had been investing in Aaon Inc for a number of months, seems to be bullish on the $1.90 billion market cap company. The stock decreased 0.28% or $0.1 during the last trading session, reaching $36.25. About 24,549 shares traded. AAON, Inc. (NASDAQ:AAON) has risen 36.04% since March 8, 2017 and is uptrending. It has outperformed by 19.34% the S&P500.

Decatur Capital Management Inc decreased its stake in Becton Dickinson & Co. (BDX) by 46.21% based on its latest 2017Q3 regulatory filing with the SEC. Decatur Capital Management Inc sold 22,400 shares as the company’s stock rose 1.79% with the market. The institutional investor held 26,072 shares of the health care company at the end of 2017Q3, valued at $5.11M, down from 48,472 at the end of the previous reported quarter. Decatur Capital Management Inc who had been investing in Becton Dickinson & Co. for a number of months, seems to be less bullish one the $59.05 billion market cap company. The stock increased 1.57% or $3.43 during the last trading session, reaching $221.78. About 472,874 shares traded. Becton, Dickinson and Company (NYSE:BDX) has risen 12.32% since March 8, 2017 and is uptrending. It has underperformed by 4.38% the S&P500.

Investors sentiment increased to 2.26 in Q3 2017. Its up 0.55, from 1.71 in 2017Q2. It increased, as 10 investors sold AAON shares while 24 reduced holdings. 17 funds opened positions while 60 raised stakes. 35.52 million shares or 4.17% more from 34.10 million shares in 2017Q2 were reported. Conestoga Cap Advsrs Limited Com reported 1.70 million shares. Bb&T owns 0.01% invested in AAON, Inc. (NASDAQ:AAON) for 9,765 shares. Rk Capital Lc has invested 2.82% in AAON, Inc. (NASDAQ:AAON). Barclays Public Ltd reported 2,435 shares stake. Price T Rowe Assoc Md has invested 0.01% of its portfolio in AAON, Inc. (NASDAQ:AAON). State Street has invested 0% in AAON, Inc. (NASDAQ:AAON). Neuberger Berman Group Lc invested in 0.16% or 3.63M shares. Aperio holds 0% or 17,849 shares in its portfolio. Great West Life Assurance Can reported 0% in AAON, Inc. (NASDAQ:AAON). The France-based Natixis has invested 0% in AAON, Inc. (NASDAQ:AAON). Moreover, California State Teachers Retirement has 0.01% invested in AAON, Inc. (NASDAQ:AAON). Guggenheim Ltd Com stated it has 0% in AAON, Inc. (NASDAQ:AAON). Raymond James & holds 10,057 shares or 0% of its portfolio. First Tru Advsr LP owns 31,105 shares. 1.09 million are held by Kayne Anderson Rudnick Invest Mngmt Ltd Liability Corp.

Since March 5, 2018, it had 0 insider buys, and 1 sale for $279,104 activity.

Kayne Anderson Rudnick Investment Management Llc, which manages about $9.04B and $11.09 billion US Long portfolio, decreased its stake in Workday Inc (NYSE:WDAY) by 7,106 shares to 283,874 shares, valued at $29.92 million in 2017Q3, according to the filing. It also reduced its holding in Cme Group Inc (NASDAQ:CME) by 41,140 shares in the quarter, leaving it with 92,022 shares, and cut its stake in Lowes Co (NYSE:LOW).

Among 2 analysts covering AAON Inc (NASDAQ:AAON), 1 have Buy rating, 0 Sell and 1 Hold. Therefore 50% are positive. AAON Inc had 2 analyst reports since January 12, 2016 according to SRatingsIntel.

Analysts await Becton, Dickinson and Company (NYSE:BDX) to report earnings on May, 1. They expect $2.60 EPS, up 13.04% or $0.30 from last year’s $2.3 per share. BDX’s profit will be $692.23 million for 21.33 P/E if the $2.60 EPS becomes a reality. After $2.48 actual EPS reported by Becton, Dickinson and Company for the previous quarter, Wall Street now forecasts 4.84% EPS growth.

Since September 11, 2017, it had 0 insider purchases, and 4 sales for $5.32 million activity. RING TIMOTHY M had sold 176 shares worth $38,416 on Friday, February 23. $3.16 million worth of Becton, Dickinson and Company (NYSE:BDX) was sold by COHEN GARY M on Monday, September 11. Gallagher John E had sold 5,355 shares worth $1.21 million on Tuesday, February 27.

Among 20 analysts covering Becton Dickinson (NYSE:BDX), 12 have Buy rating, 0 Sell and 8 Hold. Therefore 60% are positive. Becton Dickinson had 52 analyst reports since August 7, 2015 according to SRatingsIntel. JP Morgan downgraded the stock to “Neutral” rating in Tuesday, January 3 report. Cowen & Co maintained Becton, Dickinson and Company (NYSE:BDX) rating on Monday, July 10. Cowen & Co has “Buy” rating and $23000 target. The rating was maintained by RBC Capital Markets on Friday, September 22 with “Hold”. Citigroup initiated the shares of BDX in report on Thursday, November 12 with “Neutral” rating. As per Friday, November 3, the company rating was maintained by RBC Capital Markets. Deutsche Bank upgraded the shares of BDX in report on Thursday, February 11 to “Buy” rating. Piper Jaffray maintained the stock with “Buy” rating in Tuesday, February 6 report. Citigroup upgraded the shares of BDX in report on Friday, January 5 to “Hold” rating. RBC Capital Markets maintained the shares of BDX in report on Thursday, August 3 with “Hold” rating. Jefferies maintained Becton, Dickinson and Company (NYSE:BDX) on Friday, June 9 with “Buy” rating.