Darsana Capital Partners LP Holds Holding in T Mobile Us (TMUS); Cisco Sys (CSCO) Stock Value Declined While First National Trust Co Has Cut by $482,016 Its Stake

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Darsana Capital Partners Lp increased its stake in T Mobile Us Inc (TMUS) by 18.91% based on its latest 2018Q3 regulatory filing with the SEC. Darsana Capital Partners Lp bought 349,900 shares as the company’s stock rose 0.26% while stock markets declined. The institutional investor held 2.20 million shares of the public utilities company at the end of 2018Q3, valued at $154.40 million, up from 1.85 million at the end of the previous reported quarter. Darsana Capital Partners Lp who had been investing in T Mobile Us Inc for a number of months, seems to be bullish on the $58.54B market cap company. The stock increased 1.53% or $1.04 during the last trading session, reaching $69. About 4.18 million shares traded or 5.31% up from the average. T-Mobile US, Inc. (NYSE:TMUS) has risen 6.15% since January 12, 2018 and is uptrending. It has outperformed by 6.15% the S&P500. Some Historical TMUS News: 01/05/2018 – T-MOBILE 1Q ADJ EBITDA $2.96B, EST. $2.81B; 10/04/2018 – $S $TMUS restart merger talks. $VZ $T $S $TMUS soaring; 30/04/2018 – T-Mobile CEO on Sprint deal: China is beating US on 5G next generation wireless but we can change that; 06/03/2018 T-Mobile is Cleaning Up Wireless, Gets Recognized as an EPA Green Power Partner; 17/05/2018 – SoftBank Chairman Risks U.S. Security Shackles in T-Mobile Deal; 01/05/2018 – T-MOBILE 1Q EPS 78C; 30/04/2018 – ‘A competitor will be removed’ from the market if @sprint and @TMobile merge, says analyst; 25/04/2018 – T-Mobile USA CDS Widens 35 Bps, Most in 2 Years; 25/05/2018 – Dealbook: T-Mobile Turns to Corey Lewandowski for Sprint Merger: DealBook Briefing; 30/04/2018 – An obscure 2017 telecom deal explains why T-Mobile and Sprint agreed to merge

First National Trust Co decreased its stake in Cisco Sys Inc (CSCO) by 5.56% based on its latest 2018Q3 regulatory filing with the SEC. First National Trust Co sold 10,042 shares as the company’s stock declined 0.45% with the market. The institutional investor held 170,507 shares of the technology company at the end of 2018Q3, valued at $8.30M, down from 180,549 at the end of the previous reported quarter. First National Trust Co who had been investing in Cisco Sys Inc for a number of months, seems to be less bullish one the $195.53B market cap company. The stock increased 0.58% or $0.25 during the last trading session, reaching $43.49. About 17.38 million shares traded. Cisco Systems, Inc. (NASDAQ:CSCO) has risen 25.29% since January 12, 2018 and is uptrending. It has outperformed by 25.29% the S&P500. Some Historical CSCO News: 27/03/2018 – DigitalBits Appoints former Cisco and Walmart Executives to Advisory Board; 16/05/2018 – Cisco Earnings: A Slight Beat, a 4% Slide — Barron’s Blog; 16/05/2018 – Cisco Systems 3Q GAAP Operating Income Was $3.1 Billion; 03/04/2018 – Vology Achieves Cisco Gold Partner Status; 01/05/2018 – CISCO: ROWAN TROLLOPE TO BECOME CEO AT ANOTHER FIRM AS OF MAY 3; 11/05/2018 – Cisco Systems is pulling all online ads from YouTube due to fears of the ads appearing on sensitive content on the platform; 09/04/2018 – Cisco Continues To Evolve Its Routing Portfolio for Mass-Scale Networking to Meet Carriers’ Needs; 10/05/2018 – CISCO COMPLETES PURCHASE OF ACCOMPANY; 08/05/2018 – NetBrain Announces Integration with Cisco ACI to Further Enhance End-to-End Visibility and Automation for Application-Centric; 16/05/2018 – Cisco Systems 3Q GAAP Total Gross Margin and Pdt Gross Margin Were 62.3% and 61.0%, Respectively

Investors sentiment decreased to 1.11 in 2018 Q3. Its down 0.07, from 1.18 in 2018Q2. It worsened, as 51 investors sold TMUS shares while 161 reduced holdings. 87 funds opened positions while 148 raised stakes. 261.32 million shares or 0.29% less from 262.07 million shares in 2018Q2 were reported. South Texas Money Mngmt holds 1.52% or 513,406 shares. Zurcher Kantonalbank (Zurich Cantonalbank) accumulated 470,960 shares. Summit Grp Limited Co owns 49,100 shares for 1.28% of their portfolio. Thornburg Investment Management holds 2.04M shares or 1.2% of its portfolio. American Century reported 0.05% in T-Mobile US, Inc. (NASDAQ:TMUS). Iridian Asset Limited Co Ct stated it has 24,300 shares or 0.02% of all its holdings. Sigma Planning Corp reported 0.03% stake. Nippon Life Global Invsts Americas, New York-based fund reported 199,180 shares. Amer Intl holds 0.01% or 51,505 shares. Bridgecreek Invest Ltd Co reported 30,900 shares. The New York-based Ulysses Ltd Liability Com has invested 0.91% in T-Mobile US, Inc. (NASDAQ:TMUS). Hudock Cap Group Incorporated Limited Com has invested 0.02% in T-Mobile US, Inc. (NASDAQ:TMUS). Amg Natl Comml Bank invested in 9,283 shares. Commerzbank Aktiengesellschaft Fi has 13,589 shares. Moreover, Architects has 0% invested in T-Mobile US, Inc. (NASDAQ:TMUS) for 206 shares.

Among 33 analysts covering T-Mobile US (NYSE:TMUS), 27 have Buy rating, 1 Sell and 5 Hold. Therefore 82% are positive. T-Mobile US had 88 analyst reports since August 3, 2015 according to SRatingsIntel. On Monday, November 6 the stock rating was maintained by UBS with “Buy”. The rating was maintained by Wells Fargo on Monday, October 29 with “Outperform”. The firm earned “Hold” rating on Thursday, September 24 by S&P Research. The firm has “Buy” rating by William Blair given on Friday, July 21. The stock has “Buy” rating by Nomura on Friday, October 16. Deutsche Bank downgraded T-Mobile US, Inc. (NASDAQ:TMUS) rating on Thursday, April 6. Deutsche Bank has “Hold” rating and $68 target. Robert W. Baird maintained the shares of TMUS in report on Monday, November 6 with “Hold” rating. Raymond James maintained the shares of TMUS in report on Wednesday, December 19 with “Strong Buy” rating. On Thursday, June 28 the stock rating was upgraded by Wells Fargo to “Outperform”. On Monday, March 28 the stock rating was maintained by Bernstein with “Market Perform”.

Darsana Capital Partners Lp, which manages about $989.03 million and $3.19 billion US Long portfolio, decreased its stake in Netflix Inc (NASDAQ:NFLX) by 25,000 shares to 175,000 shares, valued at $65.47 million in 2018Q3, according to the filing.

Another recent and important T-Mobile US, Inc. (NASDAQ:TMUS) news was published by Bizjournals.com which published an article titled: “T-Mobile CFO: Merger with Sprint could close earlier than expected – Kansas City Business Journal” on November 16, 2018.

Investors sentiment increased to 0.85 in Q3 2018. Its up 0.01, from 0.84 in 2018Q2. It increased, as 53 investors sold CSCO shares while 728 reduced holdings. 139 funds opened positions while 525 raised stakes. 3.15 billion shares or 3.12% less from 3.26 billion shares in 2018Q2 were reported. Fil Limited holds 10.77M shares or 0.77% of its portfolio. Arizona State Retirement has 0.58% invested in Cisco Systems, Inc. (NASDAQ:CSCO). 60,086 were reported by Advent Mgmt De. Parallax Volatility Advisers Ltd Partnership reported 3,387 shares or 0% of all its holdings. The Virginia-based Lowe Brockenbrough & Inc has invested 2.28% in Cisco Systems, Inc. (NASDAQ:CSCO). Quantum Cap Mngmt owns 31,615 shares for 0.55% of their portfolio. Laffer Investments reported 19,435 shares. Amg National Tru Commercial Bank has invested 0.29% in Cisco Systems, Inc. (NASDAQ:CSCO). Private Ocean Ltd Llc owns 5,183 shares or 0.11% of their US portfolio. 1.56M are owned by Federated Investors Inc Pa. Private Asset Management Inc holds 0.84% or 109,817 shares in its portfolio. Norris Perne French Llp Mi stated it has 1.63% in Cisco Systems, Inc. (NASDAQ:CSCO). Boltwood Mgmt reported 12,874 shares. Tradewinds Capital Ltd Liability Corp invested 0.6% of its portfolio in Cisco Systems, Inc. (NASDAQ:CSCO). Private Wealth Advisors has invested 2.89% of its portfolio in Cisco Systems, Inc. (NASDAQ:CSCO).

Since September 11, 2018, it had 0 insider buys, and 10 insider sales for $27.62 million activity. WEST STEVEN M also sold $1.20 million worth of Cisco Systems, Inc. (NASDAQ:CSCO) shares. 217,420 shares were sold by Robbins Charles, worth $10.28M on Monday, September 17. $3.30M worth of Cisco Systems, Inc. (NASDAQ:CSCO) was sold by Kramer Kelly A. on Tuesday, September 11. On Wednesday, December 19 BURNS M MICHELE sold $209,025 worth of Cisco Systems, Inc. (NASDAQ:CSCO) or 4,744 shares. Goeckeler David had sold 63,050 shares worth $3.00 million. The insider BHATT PRAT sold 33,950 shares worth $1.52M.

First National Trust Co, which manages about $982.01 million US Long portfolio, upped its stake in Lockheed Martin Corp (NYSE:LMT) by 2,046 shares to 25,955 shares, valued at $8.98M in 2018Q3, according to the filing. It also increased its holding in Edwards Lifesciences Corp (NYSE:EW) by 2,283 shares in the quarter, for a total of 22,946 shares, and has risen its stake in Dbx Etf Tr (DBEF).

Among 39 analysts covering Cisco Systems Inc. (NASDAQ:CSCO), 28 have Buy rating, 0 Sell and 11 Hold. Therefore 72% are positive. Cisco Systems Inc. had 183 analyst reports since August 4, 2015 according to SRatingsIntel. On Thursday, August 18 the stock rating was maintained by Citigroup with “Buy”. The stock of Cisco Systems, Inc. (NASDAQ:CSCO) earned “Buy” rating by Deutsche Bank on Wednesday, September 14. Pacific Crest maintained Cisco Systems, Inc. (NASDAQ:CSCO) on Wednesday, January 13 with “Overweight” rating. The firm earned “Overweight” rating on Thursday, August 18 by Pacific Crest. Deutsche Bank maintained Cisco Systems, Inc. (NASDAQ:CSCO) on Thursday, February 15 with “Buy” rating. Raymond James maintained it with “Buy” rating and $37.0 target in Thursday, November 16 report. The stock of Cisco Systems, Inc. (NASDAQ:CSCO) has “Buy” rating given on Monday, June 4 by Cowen & Co. The stock of Cisco Systems, Inc. (NASDAQ:CSCO) has “Buy” rating given on Friday, June 23 by Drexel Hamilton. UBS maintained Cisco Systems, Inc. (NASDAQ:CSCO) rating on Thursday, August 18. UBS has “Buy” rating and $32 target. Oppenheimer maintained Cisco Systems, Inc. (NASDAQ:CSCO) rating on Friday, June 8. Oppenheimer has “Buy” rating and $5000 target.

Analysts await Cisco Systems, Inc. (NASDAQ:CSCO) to report earnings on February, 13. They expect $0.65 earnings per share, up 12.07% or $0.07 from last year’s $0.58 per share. CSCO’s profit will be $2.92 billion for 16.73 P/E if the $0.65 EPS becomes a reality. After $0.68 actual earnings per share reported by Cisco Systems, Inc. for the previous quarter, Wall Street now forecasts -4.41% negative EPS growth.

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