Argyle Capital Management Continues to Hold Position in Southern Co (SO); Northcoast Asset Management Has Trimmed Position in Express Scripts Holding Compan (ESRX) as Stock Rose

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Argyle Capital Management Inc increased its stake in Southern Co (SO) by 32.62% based on its latest 2018Q3 regulatory filing with the SEC. Argyle Capital Management Inc bought 9,090 shares as the company’s stock rose 6.45% while stock markets declined. The institutional investor held 36,955 shares of the central company at the end of 2018Q3, valued at $1.61M, up from 27,865 at the end of the previous reported quarter. Argyle Capital Management Inc who had been investing in Southern Co for a number of months, seems to be bullish on the $47.96 billion market cap company. The stock increased 0.58% or $0.27 during the last trading session, reaching $46.61. About 6.14M shares traded or 0.90% up from the average. The Southern Company (NYSE:SO) has declined 8.01% since January 12, 2018 and is downtrending. It has underperformed by 8.01% the S&P500. Some Historical SO News: 16/04/2018 – Southern Co Raises Quarterly Dividend to 60c; 21/05/2018 – SOUTHERN CO – PROCEEDS FROM DEALS INTENDED TO BE USED TO REDUCE DEBT AND IMPROVE BALANCE SHEET; 21/05/2018 – SOUTHERN CEO TOM FANNING COMMENTS ON CALL; 23/05/2018 – Southern Power to Sell 33% Interest in Solar Portfolio to Global Atlantic Fincl Group for $1.175 Billion; 17/04/2018 – Southern Co. CFO Art P. Beattie to Retire; 09/04/2018 – SOUTHERN’S FARLEY 1 REACTOR IN GA. DROPS TO 0% FROM 48%: NRC; 21/05/2018 – Southern Co To Sell Gulf Power Co, Florida City Gas, Entities Holding Southern Power’s Interests in Plant Oleander and Plant Stanton to NextEra Energy for $6.475B; 02/04/2018 – Annual Thank a Lineman campaign recognizes importance of line workers to electric reliability in Georgia; 21/05/2018 – SOUTHERN CO – IN TRANSACTIONS VALUED AT APPROXIMATELY $6.475 BLN; 21/05/2018 – Southern Co Announces Sale of Certain Florida Assets to NextEra Energy

Northcoast Asset Management Llc decreased its stake in Express Scripts Holding Compan (ESRX) by 2.96% based on its latest 2018Q3 regulatory filing with the SEC. Northcoast Asset Management Llc sold 11,210 shares as the company’s stock rose 6.50% while stock markets declined. The institutional investor held 367,002 shares of the medical and nursing services company at the end of 2018Q3, valued at $34.87M, down from 378,212 at the end of the previous reported quarter. Northcoast Asset Management Llc who had been investing in Express Scripts Holding Compan for a number of months, seems to be less bullish one the $52.04B market cap company. The stock decreased 3.62% or $3.47 during the last trading session, reaching $92.33. About 31.61M shares traded or 537.83% up from the average. Express Scripts Holding Company (NASDAQ:ESRX) has risen 42.43% since January 12, 2018 and is uptrending. It has outperformed by 42.43% the S&P500. Some Historical ESRX News: 11/05/2018 – Trump assails high drug prices, avoids direct hit on industry; 08/03/2018 – ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Express Scripts Holding Company; 11/05/2018 – Express Scripts: Pleased Administration Wants Eliminating Gag Clauses and Clawbacks; 12/04/2018 – EXPRESS SCRIPTS LAUNCHES RETAIL PHARMACY PILOT PROGRAM; 08/03/2018 – The offer represents a premium of nearly 31 percent to Express Scripts’ Wednesday closing price of $73.42; 23/04/2018 – Cigna: Cigna and Express Scripts on Monday Each Received Request for Additional Information From DOJ on Merger; 18/04/2018 – MEDIA-Cigna-Express Scripts deal to face Justice Department review – Bloomberg; 08/03/2018 – EXPRESS SCRIPTS HOLDING CO – CENTERVIEW PARTNERS LLC AND LAZARD FRÈRES & CO. LLC ARE ACTING AS FINANCIAL ADVISORS TO EXPRESS SCRIPTS; 08/03/2018 – Cigna Agrees to Buy Express Scripts (Video); 08/03/2018 – EXPRESS SCRIPTS HOLDING CO – UPON CLOSING OF TRANSACTION, CO’S SHAREHOLDERS WILL OWN APPROXIMATELY 36% OF COMBINED COMPANY

Among 20 analysts covering The Southern Company (NYSE:SO), 3 have Buy rating, 4 Sell and 13 Hold. Therefore 15% are positive. The Southern Company had 92 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of The Southern Company (NYSE:SO) has “Underweight” rating given on Thursday, August 10 by Morgan Stanley. RBC Capital Markets maintained the stock with “Hold” rating in Sunday, July 30 report. The company was maintained on Friday, March 31 by BMO Capital Markets. As per Thursday, February 22, the company rating was maintained by Deutsche Bank. The company was maintained on Monday, January 22 by SunTrust. The rating was upgraded by Jefferies to “Buy” on Friday, March 3. On Monday, April 23 the stock rating was maintained by SunTrust with “Hold”. Mizuho downgraded The Southern Company (NYSE:SO) rating on Tuesday, January 23. Mizuho has “Neutral” rating and $44.5 target. The stock of The Southern Company (NYSE:SO) earned “Sector Perform” rating by Scotia Capital on Friday, May 13. The company was maintained on Monday, April 2 by SunTrust.

More notable recent The Southern Company (NYSE:SO) news were published by: Investorplace.com which released: “10 Stocks You Can Set and Forget (Even In This Market) – Investorplace.com” on January 08, 2019, also Seekingalpha.com with their article: “Is This The Time To Buy Southern Company? – Seeking Alpha” published on December 31, 2018, Benzinga.com published: “Atlas Air Worldwide Holdings (NASDAQ:AAWW), Boeing Company (The) (NYSE:BA) – Global Airfreight Continues In So-So Form As Trade Tensions, Slow Demand Weigh – Benzinga” on January 10, 2019. More interesting news about The Southern Company (NYSE:SO) were released by: Seekingalpha.com and their article: “Cloud Peak Energy: Game Over? – Seeking Alpha” published on January 11, 2019 as well as Seekingalpha.com‘s news article titled: “How Safe Is Southern Company’s Dividend? – Seeking Alpha” with publication date: December 30, 2018.

Investors sentiment decreased to 0.96 in Q3 2018. Its down 0.05, from 1.01 in 2018Q2. It dived, as 59 investors sold SO shares while 336 reduced holdings. 101 funds opened positions while 279 raised stakes. 556.48 million shares or 1.25% less from 563.55 million shares in 2018Q2 were reported. Mckinley Carter Wealth Services holds 0.12% or 8,961 shares in its portfolio. The Ontario – Canada-based Intact Inv has invested 0.11% in The Southern Company (NYSE:SO). Argyle Mgmt invested 0.6% of its portfolio in The Southern Company (NYSE:SO). Lakeview Partners Limited Co, a Georgia-based fund reported 30,446 shares. Metropolitan Life owns 147,894 shares. Ubs Asset Management Americas holds 5.07M shares or 0% of its portfolio. Verus Finance Prns Inc has invested 0.09% in The Southern Company (NYSE:SO). Andra Ap owns 77,300 shares or 0.09% of their US portfolio. Busey Tru holds 8,765 shares. Evercore Wealth Management Limited Company invested 0.03% in The Southern Company (NYSE:SO). Clearbridge Invests reported 85,164 shares stake. Barrett Asset Ltd Liability Corp, a New York-based fund reported 2,605 shares. Whittier Trust Of Nevada owns 0% invested in The Southern Company (NYSE:SO) for 320 shares. 2.20 million are owned by Ameriprise. Macroview Inv Management Ltd reported 42 shares stake.

Since August 16, 2018, it had 0 insider buys, and 4 sales for $3.57 million activity. Shares for $1.66M were sold by Wilson Anthony L on Tuesday, December 4. Another trade for 9,000 shares valued at $428,207 was sold by Lantrip Mark. WOMACK CHRISTOPHER C also sold $776,025 worth of The Southern Company (NYSE:SO) shares.

More notable recent Express Scripts Holding Company (NASDAQ:ESRX) news were published by: Nasdaq.com which released: “Here’s Why You Should Buy Express Scripts (ESRX) Stock Now – Nasdaq” on December 17, 2018, also Nasdaq.com with their article: “Express Scripts (ESRX) Soars to 52-Week High, Time to Cash Out? – Nasdaq” published on November 02, 2018, Nasdaq.com published: “Should Value Investors Buy Express Scripts (ESRX) Stock? – Nasdaq” on December 04, 2018. More interesting news about Express Scripts Holding Company (NASDAQ:ESRX) were released by: Nasdaq.com and their article: “ESRX vs. HQY: Which Stock Is the Better Value Option? – Nasdaq” published on December 06, 2018 as well as Nasdaq.com‘s news article titled: “Monday Sector Leaders: Services, Healthcare – Nasdaq” with publication date: December 24, 2018.

Investors sentiment decreased to 0.69 in Q3 2018. Its down 0.09, from 0.78 in 2018Q2. It dropped, as 62 investors sold ESRX shares while 398 reduced holdings. 117 funds opened positions while 199 raised stakes. 458.93 million shares or 0.78% less from 462.54 million shares in 2018Q2 were reported. At Retail Bank accumulated 0.04% or 4,083 shares. Clifford Swan Counsel Limited Liability Corp invested in 0.03% or 6,264 shares. Natl Pension Ser, Korea-based fund reported 561,519 shares. First Citizens Bancshares Company invested in 0.29% or 27,860 shares. Valley National Advisers has invested 0.02% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Invsts Asset Mngmt Of Georgia Inc Ga Adv, a Georgia-based fund reported 2,116 shares. Mkp Cap Management Limited Liability Company holds 0.14% or 21,055 shares in its portfolio. Lowe Brockenbrough holds 0.11% or 8,243 shares. 4,073 were reported by Boston Ptnrs. Wealthtrust holds 114 shares or 0.01% of its portfolio. Bremer Natl Association holds 28,176 shares or 0.67% of its portfolio. Blair William And Company Il accumulated 482,490 shares or 0.28% of the stock. Capital Global Investors holds 0.32% or 11.58 million shares. Bridgeway Cap Mgmt has invested 0.84% in Express Scripts Holding Company (NASDAQ:ESRX). Services invested 0.26% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX).

Among 25 analysts covering Express Scripts (NASDAQ:ESRX), 6 have Buy rating, 3 Sell and 16 Hold. Therefore 24% are positive. Express Scripts had 73 analyst reports since July 30, 2015 according to SRatingsIntel. RBC Capital Markets maintained Express Scripts Holding Company (NASDAQ:ESRX) rating on Thursday, December 14. RBC Capital Markets has “Hold” rating and $68.0 target. SunTrust maintained Express Scripts Holding Company (NASDAQ:ESRX) rating on Thursday, December 14. SunTrust has “Buy” rating and $82.0 target. Deutsche Bank upgraded Express Scripts Holding Company (NASDAQ:ESRX) rating on Friday, November 4. Deutsche Bank has “Hold” rating and $70 target. The company was maintained on Thursday, August 10 by Morgan Stanley. Bernstein upgraded the stock to “Market Perform” rating in Monday, March 12 report. The company was downgraded on Friday, July 20 by Robert W. Baird. The stock of Express Scripts Holding Company (NASDAQ:ESRX) earned “Hold” rating by Mizuho on Wednesday, January 24. The company was maintained on Tuesday, January 9 by Robert W. Baird. The firm has “Outperform” rating given on Wednesday, January 31 by RBC Capital Markets. As per Monday, October 9, the company rating was downgraded by Raymond James.

Express Scripts Holding Company (NASDAQ:ESRX) Institutional Positions Chart