Guidewire Software (GWRE) Holder Cabot Wealth Management Raised Stake; As Fleetcor Technologies Com (FLT) Valuation Declined, Bainco International Investors Has Lowered Stake

Guidewire Software, Inc. (NYSE:GWRE) Logo

Bainco International Investors decreased its stake in Fleetcor Technologies Inc Com (FLT) by 60.32% based on its latest 2018Q3 regulatory filing with the SEC. Bainco International Investors sold 30,095 shares as the company’s stock declined 14.59% with the market. The institutional investor held 19,798 shares of the miscellaneous company at the end of 2018Q3, valued at $4.51M, down from 49,893 at the end of the previous reported quarter. Bainco International Investors who had been investing in Fleetcor Technologies Inc Com for a number of months, seems to be less bullish one the $16.85 billion market cap company. The stock increased 0.26% or $0.49 during the last trading session, reaching $190.06. About 565,569 shares traded. FleetCor Technologies, Inc. (NYSE:FLT) has risen 0.08% since January 11, 2018 and is uptrending. It has outperformed by 0.08% the S&P500. Some Historical FLT News: 03/05/2018 – FLEETCOR TECHNOLOGIES INC – SEES FULL YEAR 2018 REVENUES INCLUDING ADOPTION OF ASC 606, BETWEEN $2,390 MLN AND $2,450 MLN; 03/05/2018 – PETROBRAS DISTRIBUIDORA, FLEETCOR IN CARDLESS FUEL PAYMENT PACT; 03/05/2018 – FleetCor 1Q EPS $1.88; 09/04/2018 – FLEETCOR TECHNOLOGIES SAYS CEO RONALD CLARKE’S FY 2017 TOTAL COMPENSATION WAS $52.6 MLN WHICH INLCUDED $35.4 MLN IN OPTION AWARDS – SEC FILING; 03/05/2018 – FLEETCOR TECHNOLOGIES – ON APRIL 26, CO PERSONNEL IDENTIFIED SUSPICIOUS ACTIVITY ON SYSTEMS INVOLVING CO’S STORED VALUE SOLUTIONS GIFT CARD BUSINESS; 09/04/2018 – FleetCor Boosts CEO Clarke’s Pay 79% to $52.6 Million for 2017; 03/05/2018 – Fleetcor reports unauthorized access to some of its systems; 16/04/2018 – FleetCor Closes Above 50-Day Moving Average: Technicals; 06/03/2018 Noventis And Comdata Partner To Expand Use Of Virtual Credit Cards In B2B Payments; 03/05/2018 – Shell Completes Fuel Card System Conversion Onto FLEETCOR Platform Across Europe and Asia

Cabot Wealth Management Inc increased its stake in Guidewire Software Inc (GWRE) by 119.7% based on its latest 2018Q3 regulatory filing with the SEC. Cabot Wealth Management Inc bought 19,128 shares as the company’s stock declined 13.19% with the market. The institutional investor held 35,108 shares of the technology company at the end of 2018Q3, valued at $3.55M, up from 15,980 at the end of the previous reported quarter. Cabot Wealth Management Inc who had been investing in Guidewire Software Inc for a number of months, seems to be bullish on the $6.77B market cap company. The stock decreased 0.89% or $0.75 during the last trading session, reaching $83.56. About 367,412 shares traded. Guidewire Software, Inc. (NYSE:GWRE) has risen 17.23% since January 11, 2018 and is uptrending. It has outperformed by 17.23% the S&P500. Some Historical GWRE News: 10/05/2018 – Guidewire Presenting at JPMorgan Conference May 15; 09/03/2018 – GUIDEWIRE – OFFERING OF NOTES UPSIZED FROM PREVIOUS AGGREGATE PRINCIPAL AMOUNT OF $300 MLN; 15/03/2018 – Mitsui Sumitomo Marine Management (U.S.A.) Deploys Guidewire Cloud-Based System to Adapt its Commercial Lines for Success; 07/03/2018 – Guidewire Volume Jumps More Than Eight Times 20 Day Average; 06/03/2018 Guidewire Software 2Q Loss/Shr 59c; 21/03/2018 – Guidewire Dublin Recognised as Global Centre for Product Development and Professional Services; 27/04/2018 – Factors of Influence in 2018, Key Indicators and Opportunity within Guidewire Software, THL Credit, Oil States International, B; 07/03/2018 – GUIDEWIRE SOFTWARE INC – EXPECTS TO USE A PORTION OF NET PROCEEDS OF THE $300 MLN NOTES OFFERING TO PAY COST OF CERTAIN CAPPED CALL TRANSACTIONS; 06/03/2018 – GUIDEWIRE SEES 3Q ADJ LOSS/SHR 3.0C TO $0, EST. EPS 14.0C; 07/03/2018 – GUIDEWIRE SOFTWARE, FILES MIXED SECURITIES SHELF

Cabot Wealth Management Inc, which manages about $552.75 million and $466.22 million US Long portfolio, decreased its stake in Schwab Strategic Tr (SCHX) by 8,846 shares to 242,873 shares, valued at $16.89 million in 2018Q3, according to the filing. It also reduced its holding in Schwab Strategic Tr (SCHO) by 28,174 shares in the quarter, leaving it with 153,958 shares, and cut its stake in Sony Corp (NYSE:SNE).

Since July 16, 2018, it had 0 insider purchases, and 27 insider sales for $16.83 million activity. 3,628 shares were sold by Hung Priscilla, worth $295,804. Ryu Marcus sold 15,935 shares worth $1.68M. The insider Polelle Michael sold $322,017. DUBOIS GUY sold $67,830 worth of Guidewire Software, Inc. (NYSE:GWRE) on Friday, December 7. Another trade for 170 shares valued at $13,799 was made by Smith Curtis on Tuesday, December 18. King James Winston sold 2,976 shares worth $242,710.

Investors sentiment increased to 1.42 in 2018 Q3. Its up 0.23, from 1.19 in 2018Q2. It improved, as 19 investors sold GWRE shares while 76 reduced holdings. 57 funds opened positions while 78 raised stakes. 80.52 million shares or 3.40% less from 83.35 million shares in 2018Q2 were reported. California Public Employees Retirement Systems has 113,884 shares. Mirae Asset Global Invests Ltd holds 607,796 shares or 0.45% of its portfolio. Walleye Trading Llc invested in 10,247 shares or 0.01% of the stock. Wellington Management Group Inc Llp invested in 10.10 million shares. 241 are held by Cwm Limited Co. American Natl Registered Invest Advisor Incorporated accumulated 5,110 shares or 0.27% of the stock. Amalgamated National Bank holds 10,960 shares or 0.03% of its portfolio. Harding Loevner Lp holds 152 shares. Brown Advisory accumulated 587,417 shares. Federated Investors Pa reported 143,900 shares or 0.03% of all its holdings. Balyasny Asset Ltd Liability Company accumulated 7,185 shares. Sterling Capital Management Ltd Liability Corp reported 69,737 shares or 0.06% of all its holdings. San Francisco Sentry (Ca) reported 0% stake. Df Dent & Company has invested 0.03% of its portfolio in Guidewire Software, Inc. (NYSE:GWRE). Blackrock Incorporated holds 0.02% in Guidewire Software, Inc. (NYSE:GWRE) or 3.75M shares.

Among 15 analysts covering Guidewire Software (NYSE:GWRE), 10 have Buy rating, 0 Sell and 5 Hold. Therefore 67% are positive. Guidewire Software had 47 analyst reports since September 1, 2015 according to SRatingsIntel. UBS maintained it with “Buy” rating and $70 target in Thursday, June 2 report. The firm has “Buy” rating given on Tuesday, April 4 by Goldman Sachs. Bank of America upgraded the shares of GWRE in report on Monday, May 15 to “Neutral” rating. The company was maintained on Thursday, June 7 by DA Davidson. The stock of Guidewire Software, Inc. (NYSE:GWRE) has “Buy” rating given on Thursday, June 2 by Deutsche Bank. On Tuesday, June 13 the stock rating was upgraded by Piper Jaffray to “Buy”. Citigroup upgraded the stock to “Buy” rating in Friday, October 30 report. The firm has “Underperform” rating given on Friday, September 16 by Bank of America. KeyBanc Capital Markets maintained Guidewire Software, Inc. (NYSE:GWRE) rating on Tuesday, October 31. KeyBanc Capital Markets has “Buy” rating and $86.0 target. The stock has “Overweight” rating by KeyBanc Capital Markets on Wednesday, June 6.

More recent Guidewire Software, Inc. (NYSE:GWRE) news were published by: Seekingalpha.com which released: “Fintech ETFs outperform the S&P in 2018 – Seeking Alpha” on December 31, 2018. Also Seekingalpha.com published the news titled: “Guidewire: Growing Too Slowly To Justify Valuation – Seeking Alpha” on September 19, 2018. Seekingalpha.com‘s news article titled: “Guidewire Software -7% on downside FY guidance – Seeking Alpha” with publication date: September 05, 2018 was also an interesting one.

Analysts await FleetCor Technologies, Inc. (NYSE:FLT) to report earnings on February, 14. They expect $2.55 earnings per share, up 14.86% or $0.33 from last year’s $2.22 per share. FLT’s profit will be $226.06 million for 18.63 P/E if the $2.55 EPS becomes a reality. After $2.50 actual earnings per share reported by FleetCor Technologies, Inc. for the previous quarter, Wall Street now forecasts 2.00% EPS growth.

More notable recent FleetCor Technologies, Inc. (NYSE:FLT) news were published by: Globenewswire.com which released: “Update: Lawsuit for Investors in shares of FleetCor Technologies, Inc. (NYSE: FLT) announced by Shareholders Foundation – GlobeNewswire” on May 22, 2018, also Seekingalpha.com with their article: “FleetCor Technologies (FLT) Presents At Raymond James & Associates’s 39th Annual Institutional Investors Conference – Slideshow – Seeking Alpha” published on March 05, 2018, Seekingalpha.com published: “FleetCor Technologies: A Solid Growth Story – Seeking Alpha” on August 13, 2018. More interesting news about FleetCor Technologies, Inc. (NYSE:FLT) were released by: Seekingalpha.com and their article: “Daily Graph: Exceptional Compounder FleetCor Technologies – Seeking Alpha” published on November 29, 2018 as well as Streetinsider.com‘s news article titled: “Fleetcor Technologies (FLT) Announces $220 Million ASR Program – StreetInsider.com” with publication date: December 17, 2018.

Among 17 analysts covering Fleetcor Technologies (NYSE:FLT), 14 have Buy rating, 0 Sell and 3 Hold. Therefore 82% are positive. Fleetcor Technologies had 60 analyst reports since August 6, 2015 according to SRatingsIntel. Keefe Bruyette & Woods maintained it with “Buy” rating and $236.0 target in Thursday, February 8 report. The company was maintained on Wednesday, February 3 by Keefe Bruyette & Woods. The firm has “Hold” rating by Oppenheimer given on Wednesday, August 19. Keefe Bruyette & Woods maintained FleetCor Technologies, Inc. (NYSE:FLT) on Thursday, December 21 with “Buy” rating. On Wednesday, September 20 the stock rating was maintained by Oppenheimer with “Buy”. The company was upgraded on Tuesday, May 2 by Raymond James. Jefferies maintained the shares of FLT in report on Wednesday, April 5 with “Buy” rating. Oppenheimer maintained the stock with “Buy” rating in Thursday, August 3 report. Barclays Capital maintained FleetCor Technologies, Inc. (NYSE:FLT) on Thursday, November 2 with “Overweight” rating. As per Thursday, May 25, the company rating was maintained by Jefferies.

Bainco International Investors, which manages about $604.40M and $730.09 million US Long portfolio, upped its stake in Blackrock Inc Com (NYSE:BLK) by 870 shares to 12,828 shares, valued at $6.05 million in 2018Q3, according to the filing. It also increased its holding in Berkshire Hathaway Inc Del Cl B New (BRKB) by 4,008 shares in the quarter, for a total of 64,672 shares, and has risen its stake in Comcast Corp New Cl A (NASDAQ:CMCSA).

Investors sentiment decreased to 1.01 in Q3 2018. Its down 0.60, from 1.61 in 2018Q2. It worsened, as 36 investors sold FLT shares while 141 reduced holdings. 61 funds opened positions while 117 raised stakes. 82.12 million shares or 3.27% less from 84.90 million shares in 2018Q2 were reported. Adage Capital Prtn Group Inc Ltd Llc reported 162,000 shares. Thompson Siegel Walmsley Limited Liability holds 0% of its portfolio in FleetCor Technologies, Inc. (NYSE:FLT) for 182 shares. Zacks Invest Mngmt owns 3,449 shares. Waddell & Reed Inc has 494,604 shares. 182 are held by Advisory Ntwk Limited Company. Prudential Financial Inc accumulated 94,349 shares. Jaffetilchin Investment Ptnrs Limited Liability Corp has invested 0.1% of its portfolio in FleetCor Technologies, Inc. (NYSE:FLT). Utah Retirement Systems holds 0.07% of its portfolio in FleetCor Technologies, Inc. (NYSE:FLT) for 16,328 shares. Suntrust Banks owns 0.01% invested in FleetCor Technologies, Inc. (NYSE:FLT) for 8,844 shares. Commonwealth National Bank & Trust Of Aus holds 0% or 169 shares in its portfolio. 25,223 are owned by Fjarde Ap. Us National Bank & Trust De invested 0.01% in FleetCor Technologies, Inc. (NYSE:FLT). Meridian holds 7,791 shares or 0.77% of its portfolio. Advisors Asset Mgmt Inc holds 470 shares. Logan Cap Mngmt accumulated 0.81% or 54,541 shares.

FleetCor Technologies, Inc. (NYSE:FLT) Institutional Positions Chart