Yum Brands (YUM) Market Value Rose While Bislett Management Has Lowered Stake; Palestra Capital Management Raised Vantiv (VNTV) Holding by $4.61 Million

January 16, 2018 - By Adrian Mccoy

Bislett Management Llc decreased its stake in Yum Brands Inc (YUM) by 5% based on its latest 2017Q3 regulatory filing with the SEC. Bislett Management Llc sold 5,000 shares as the company’s stock rose 2.44% with the market. The institutional investor held 95,000 shares of the consumer services company at the end of 2017Q3, valued at $6.99M, down from 100,000 at the end of the previous reported quarter. Bislett Management Llc who had been investing in Yum Brands Inc for a number of months, seems to be less bullish one the $28.18 billion market cap company. The stock increased 1.37% or $1.13 during the last trading session, reaching $83.62. About 1.38 million shares traded. Yum! Brands, Inc. (NYSE:YUM) has risen 21.70% since January 16, 2017 and is uptrending. It has outperformed by 5.00% the S&P500.

Andrew Immerman increased its stake in Vantiv Inc (VNTV) by 6.62% based on its latest 2017Q3 regulatory filing with the SEC. Palestra Capital Management Llc bought 65,900 shares as the company’s stock declined 5.33% while stock markets rallied. The hedge fund run by Andrew Immerman held 1.06M shares of the miscellaneous company at the end of 2017Q3, valued at $74.76M, up from 995,000 at the end of the previous reported quarter. Palestra Capital Management Llc who had been investing in Vantiv Inc for a number of months, seems to be bullish on the $13.80 billion market cap company. The stock increased 2.56% or $1.94 during the last trading session, reaching $77.6. About 12.16 million shares traded or 301.13% up from the average. Vantiv, Inc. (NYSE:VNTV) has risen 14.83% since January 16, 2017 and is uptrending. It has underperformed by 1.87% the S&P500.

Among 26 analysts covering YUM! Brands (NYSE:YUM), 11 have Buy rating, 1 Sell and 14 Hold. Therefore 42% are positive. YUM! Brands had 90 analyst reports since July 1, 2015 according to SRatingsIntel. The stock of Yum! Brands, Inc. (NYSE:YUM) has “Equal-Weight” rating given on Wednesday, October 18 by Barclays Capital. As per Thursday, October 8, the company rating was upgraded by Credit Suisse. The firm has “Hold” rating by BMO Capital Markets given on Tuesday, May 23. The firm earned “Market Perform” rating on Friday, November 3 by BMO Capital Markets. The stock has “Buy” rating by UBS on Wednesday, July 1. On Wednesday, August 19 the stock rating was maintained by Oppenheimer with “Outperform”. Bernstein reinitiated Yum! Brands, Inc. (NYSE:YUM) on Thursday, May 26 with “Outperform” rating. As per Thursday, August 3, the company rating was maintained by Oppenheimer. JP Morgan maintained the shares of YUM in report on Thursday, April 21 with “Overweight” rating. Evercore upgraded Yum! Brands, Inc. (NYSE:YUM) on Friday, March 10 to “Outperform” rating.

Analysts await Yum! Brands, Inc. (NYSE:YUM) to report earnings on February, 8. They expect $0.80 earnings per share, up 1.27% or $0.01 from last year’s $0.79 per share. YUM’s profit will be $269.59M for 26.13 P/E if the $0.80 EPS becomes a reality. After $0.68 actual earnings per share reported by Yum! Brands, Inc. for the previous quarter, Wall Street now forecasts 17.65% EPS growth.

Investors sentiment increased to 0.99 in Q3 2017. Its up 0.22, from 0.77 in 2017Q2. It increased, as 50 investors sold YUM shares while 238 reduced holdings. 67 funds opened positions while 219 raised stakes. 239.50 million shares or 0.41% less from 240.48 million shares in 2017Q2 were reported. Evercore Wealth Mgmt Ltd Limited Liability Company has invested 0.01% in Yum! Brands, Inc. (NYSE:YUM). Plante Moran Fincl Advsrs Limited Liability Company accumulated 2,381 shares or 0.1% of the stock. Kornitzer Cap Mngmt Inc Ks has invested 0.01% in Yum! Brands, Inc. (NYSE:YUM). Zacks Investment Management owns 0.03% invested in Yum! Brands, Inc. (NYSE:YUM) for 16,263 shares. Amalgamated Commercial Bank, New York-based fund reported 41,976 shares. Northcoast Asset Management Ltd Llc has 7,910 shares for 0.07% of their portfolio. Vigilant Capital Mngmt Ltd Liability Corporation holds 1,700 shares or 0.02% of its portfolio. Moreover, Gsa Partners Ltd Liability Partnership has 0.17% invested in Yum! Brands, Inc. (NYSE:YUM). Vident Advisory Lc has invested 0.02% of its portfolio in Yum! Brands, Inc. (NYSE:YUM). Td Asset Mngmt Inc holds 0.07% of its portfolio in Yum! Brands, Inc. (NYSE:YUM) for 672,796 shares. Ellington Management Limited Liability Corp has invested 0.06% in Yum! Brands, Inc. (NYSE:YUM). Bancorporation Of America Corporation De stated it has 6.69 million shares or 0.08% of all its holdings. Legal & General Gp Public Limited holds 0.1% in Yum! Brands, Inc. (NYSE:YUM) or 1.78 million shares. Parametrica Management accumulated 9,450 shares or 0.29% of the stock. Dynamic Advisors Solutions Ltd Liability stated it has 20,145 shares.

Since August 9, 2017, it had 0 insider purchases, and 1 insider sale for $616,871 activity.

Investors sentiment decreased to 1.19 in 2017 Q3. Its down 0.03, from 1.22 in 2017Q2. It dropped, as 29 investors sold VNTV shares while 132 reduced holdings. 70 funds opened positions while 121 raised stakes. 182.48 million shares or 21.03% more from 150.77 million shares in 2017Q2 were reported. Commerce Of Vermont has 0% invested in Vantiv, Inc. (NYSE:VNTV). Temasek Holding (Private) Limited holds 0.4% of its portfolio in Vantiv, Inc. (NYSE:VNTV) for 982,057 shares. Balyasny Asset Management Limited Company holds 0.2% or 731,501 shares. Manufacturers Life The has invested 0.02% in Vantiv, Inc. (NYSE:VNTV). Sumitomo Mitsui owns 468,593 shares. Conatus Capital Mgmt Limited Partnership has invested 6.59% of its portfolio in Vantiv, Inc. (NYSE:VNTV). Kayne Anderson Rudnick Invest Management Lc holds 27,555 shares or 0.02% of its portfolio. Lone Pine Cap Limited Liability reported 2.29 million shares stake. Alps Advsr, a Colorado-based fund reported 6,489 shares. Hsbc Public Limited Liability Corp holds 0% of its portfolio in Vantiv, Inc. (NYSE:VNTV) for 30,727 shares. Tci Wealth holds 36 shares or 0% of its portfolio. Veritable LP owns 0.02% invested in Vantiv, Inc. (NYSE:VNTV) for 10,766 shares. 3,704 were reported by Raymond James Service Advsr. High Pointe Capital Mgmt accumulated 9,590 shares. Westpac Banking Corporation holds 0.14% or 89,110 shares.

Among 38 analysts covering Vantiv Inc (NYSE:VNTV), 26 have Buy rating, 0 Sell and 12 Hold. Therefore 68% are positive. Vantiv Inc had 98 analyst reports since July 31, 2015 according to SRatingsIntel. The rating was maintained by Robert W. Baird on Tuesday, October 10 with “Buy”. The rating was maintained by RBC Capital Markets with “Outperform” on Thursday, October 29. The rating was maintained by Piper Jaffray on Tuesday, August 22 with “Hold”. The stock of Vantiv, Inc. (NYSE:VNTV) earned “Buy” rating by KeyBanc Capital Markets on Monday, December 4. The firm has “Buy” rating by Oppenheimer given on Wednesday, July 5. The stock has “Buy” rating by RBC Capital Markets on Wednesday, October 11. KeyBanc Capital Markets maintained the shares of VNTV in report on Wednesday, December 13 with “Buy” rating. The rating was downgraded by KeyBanc Capital Markets to “Hold” on Monday, June 12. Cowen & Co maintained Vantiv, Inc. (NYSE:VNTV) rating on Tuesday, December 5. Cowen & Co has “Buy” rating and $84.0 target. The stock has “Buy” rating by Buckingham Research on Friday, December 8.

Palestra Capital Management Llc, which manages about $755.46M and $1.61B US Long portfolio, decreased its stake in T Mobile Us Inc (NYSE:TMUS) by 242,416 shares to 968,884 shares, valued at $59.74 million in 2017Q3, according to the filing. It also reduced its holding in Praxair Inc (NYSE:PX) by 5,100 shares in the quarter, leaving it with 554,900 shares, and cut its stake in Charter Communications Inc N.

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our daily email newsletter.