Merriman Wealth Management Increases Stake in Boeing Co (BA); As Pfizer (PFE) Stock Rose, Holder Oakworth Capital Has Cut Its Stake

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Oakworth Capital Inc decreased its stake in Pfizer Inc (PFE) by 30.92% based on its latest 2018Q3 regulatory filing with the SEC. Oakworth Capital Inc sold 59,499 shares as the company’s stock rose 5.56% while stock markets declined. The institutional investor held 132,901 shares of the health care company at the end of 2018Q3, valued at $5.86 million, down from 192,400 at the end of the previous reported quarter. Oakworth Capital Inc who had been investing in Pfizer Inc for a number of months, seems to be less bullish one the $247.87B market cap company. The stock increased 1.35% or $0.57 during the last trading session, reaching $42.88. About 19.99 million shares traded. Pfizer Inc. (NYSE:PFE) has risen 25.07% since January 12, 2018 and is uptrending. It has outperformed by 25.07% the S&P500. Some Historical PFE News: 17/04/2018 – MERCK – FIRST STUDY TO EVALUATE PCV-15 FOLLOWED BY PNEUMOCOCCAL VACCINE POLYVALENT ONE YEAR LATER IN HEALTHY ADULTS 50 YEARS OF AGE OR OLDER; 06/03/2018 – Pfizer: Stephen Sanger to Retire From Board at Holder Meeting in April; 17/05/2018 – Invacare Corporation Appoints Petra Danielsohn-Weil, PhD, to Board of Directors; 09/04/2018 – HOFFMANN-LA ROCHE SAYS TECENTRIQ APPROVED BY HEALTH CANADA; 17/05/2018 – INNATE PHARMA : Preliminary activity observed of the combination of monalizumab and durvalumab in patients with colorectal cancer; 08/03/2018 – Pfizer is the latest big drug company to give up on neuroscience research; 15/05/2018 – REXAHN PHARMACEUTICALS INC – SMC HAS CONFIRMED THAT COMBINATION OF RX-3117 AND ABRAXANE IS SAFE AND WELL TOLERATED; 24/05/2018 – JUSTICE DEPARTMENT SAYS ACCORD RESOLVES ALLEGATIONS THAT PFIZER VIOLATED FALSE CLAIMS ACT; 23/03/2018 – GSK pulls out of $20 bln race for Pfizer consumer assets; 01/05/2018 – Pfizer Sees FY Rev $53.5B-$55.5B

Merriman Wealth Management Llc increased its stake in Boeing Co (BA) by 29.06% based on its latest 2018Q3 regulatory filing with the SEC. Merriman Wealth Management Llc bought 905 shares as the company’s stock declined 4.54% with the market. The institutional investor held 4,019 shares of the aerospace company at the end of 2018Q3, valued at $1.50M, up from 3,114 at the end of the previous reported quarter. Merriman Wealth Management Llc who had been investing in Boeing Co for a number of months, seems to be bullish on the $200.41B market cap company. The stock increased 0.08% or $0.29 during the last trading session, reaching $352.9. About 3.16 million shares traded. The Boeing Company (NYSE:BA) has risen 15.74% since January 12, 2018 and is uptrending. It has outperformed by 15.74% the S&P500. Some Historical BA News: 23/03/2018 – BOEING EXPECTED TO WIN ORDER FOR 787 FROM AMERICAN AIRLINES, BEATING AIRBUS A330NEO; 04/04/2018 – APPLE, BOEING MAY GET HURT BY ACCIDENT IN TRADE WAR: XINHUA; 13/03/2018 – Boeing Vice President of Commercial Marketing to Speak at Bank of America Merrill Lynch Global Industrials Conference on March 20; 04/04/2018 – MEDIA-Boeing considers turning used 777 passenger jets into cargo planes- Bloomberg; 13/04/2018 – Boeing Says Aware of Rolls-Royce Latest Trent 1000 Inspection Disclosure; 02/05/2018 – SPR IS RUNNING ABOUT 5 BOEING 737 FRAMES BEHIND SCHEDULE; 13/03/2018 – FOCUS-New Boeing jet to accelerate services shake-up; 06/04/2018 – BOEING – ORDER INCLUDES 787-8 AND 787-9 MODELS; 01/05/2018 – Boeing: All-Cash Transaction Is for $63 a Share; 30/04/2018 – Fidelity Select Industrials Adds Textron, Cuts Boeing

Since July 20, 2018, it had 0 insider buys, and 2 sales for $1.92 million activity. 40,381 shares were sold by SUSMAN SALLY, worth $1.50 million.

Oakworth Capital Inc, which manages about $500.15M US Long portfolio, upped its stake in Ishares Core Msci Eafe Etf (IEFA) by 57,199 shares to 984,892 shares, valued at $63.11 million in 2018Q3, according to the filing. It also increased its holding in Spdr Gold Trust Etf (GLD) by 2,745 shares in the quarter, for a total of 33,957 shares, and has risen its stake in Ishares R1000 Value Etf (IWD).

Analysts await Pfizer Inc. (NYSE:PFE) to report earnings on January, 29 before the open. They expect $0.64 EPS, up 3.23% or $0.02 from last year’s $0.62 per share. PFE’s profit will be $3.70B for 16.75 P/E if the $0.64 EPS becomes a reality. After $0.78 actual EPS reported by Pfizer Inc. for the previous quarter, Wall Street now forecasts -17.95% negative EPS growth.

Investors sentiment increased to 0.85 in 2018 Q3. Its up 0.07, from 0.78 in 2018Q2. It increased, as 41 investors sold PFE shares while 741 reduced holdings. 142 funds opened positions while 520 raised stakes. 3.96 billion shares or 0.44% less from 3.98 billion shares in 2018Q2 were reported. Burt Wealth Advsrs invested in 0.28% or 13,810 shares. Forte Capital Limited Co Adv has 0.38% invested in Pfizer Inc. (NYSE:PFE) for 23,910 shares. Plante Moran Fincl Advsrs Ltd Llc holds 26,616 shares or 0.38% of its portfolio. Motco holds 109,761 shares or 0.48% of its portfolio. Arrow Financial accumulated 1.2% or 130,041 shares. Btr Capital Management, California-based fund reported 216,593 shares. Family Firm invested 0.1% of its portfolio in Pfizer Inc. (NYSE:PFE). Interocean Capital Ltd Limited Liability Company has invested 0.07% in Pfizer Inc. (NYSE:PFE). Confluence Mngmt Limited Liability holds 1.79% of its portfolio in Pfizer Inc. (NYSE:PFE) for 2.38M shares. Smithfield Tru Company stated it has 102,355 shares. 46,273 were reported by Blue Fincl Capital Inc. Caprock Grp Inc Inc holds 0.64% or 71,338 shares in its portfolio. Tiverton Asset Mgmt Ltd Liability owns 13,500 shares. Bowen Hanes And invested in 0.14% or 71,845 shares. Moody Bank & Trust Trust Division owns 512,165 shares or 0.57% of their US portfolio.

More notable recent Pfizer Inc. (NYSE:PFE) news were published by: Seekingalpha.com which released: “European advisory group backs Pfizer’s Avastin biosimilar – Seeking Alpha” on December 14, 2018, also Seekingalpha.com with their article: “Pfizer declares $0.36 dividend – Seeking Alpha” published on December 14, 2018, Seekingalpha.com published: “Pfizer: Consumer Health Deal Looks Good – Seeking Alpha” on December 20, 2018. More interesting news about Pfizer Inc. (NYSE:PFE) were released by: Benzinga.com and their article: “Dan Nathan Sees Unusual Options Activity In Pfizer (NYSE:PFE) – Benzinga” published on December 19, 2018 as well as Fool.com‘s news article titled: “3 Reasons Why Pfizer’s Latest Dividend Hike Is Better Than You Might Think – The Motley Fool” with publication date: December 18, 2018.

Among 23 analysts covering Pfizer (NYSE:PFE), 8 have Buy rating, 1 Sell and 14 Hold. Therefore 35% are positive. Pfizer has $54.0 highest and $33.0 lowest target. $40.77’s average target is -4.92% below currents $42.88 stock price. Pfizer had 89 analyst reports since July 29, 2015 according to SRatingsIntel. On Wednesday, November 2 the stock rating was downgraded by BMO Capital Markets to “Market Perform”. BMO Capital Markets maintained Pfizer Inc. (NYSE:PFE) rating on Wednesday, May 2. BMO Capital Markets has “Outperform” rating and $42 target. On Wednesday, November 25 the stock rating was upgraded by SunTrust to “Neutral”. BMO Capital Markets maintained it with “Outperform” rating and $44 target in Wednesday, August 1 report. The firm earned “Overweight” rating on Friday, October 2 by Morgan Stanley. UBS maintained the stock with “Buy” rating in Wednesday, November 1 report. On Tuesday, November 6 the stock rating was maintained by Citigroup with “Sell”. On Tuesday, September 13 the stock rating was maintained by Jefferies with “Buy”. The rating was upgraded by Morgan Stanley on Wednesday, September 20 to “Overweight”. On Tuesday, August 1 the stock rating was maintained by BMO Capital Markets with “Hold”.

Investors sentiment increased to 1 in Q3 2018. Its up 0.12, from 0.88 in 2018Q2. It improved, as 65 investors sold BA shares while 540 reduced holdings. 130 funds opened positions while 476 raised stakes. 347.06 million shares or 1.84% less from 353.55 million shares in 2018Q2 were reported. Moreover, Wealthtrust Fairport Ltd Llc has 0.27% invested in The Boeing Company (NYSE:BA) for 7,688 shares. Beech Hill Advisors owns 14,792 shares. Franklin reported 1.73 million shares. Webster Fincl Bank N A, Connecticut-based fund reported 18,353 shares. Buffington Mohr Mcneal accumulated 582 shares. Truepoint Inc accumulated 1,542 shares or 0.05% of the stock. Tompkins, New York-based fund reported 1,633 shares. 4,718 are held by Brinker. Hills Fincl Bank And Trust accumulated 1,986 shares or 0.2% of the stock. Glenmede Tru Na invested 1.17% in The Boeing Company (NYSE:BA). Moreover, Employees Retirement Association Of Colorado has 0.57% invested in The Boeing Company (NYSE:BA). Moreover, Sequoia Fincl Limited Liability Com has 0.17% invested in The Boeing Company (NYSE:BA) for 4,609 shares. 5,598 are held by Boys Arnold. Clearbridge Invs Lc accumulated 223,093 shares. Bridgeway invested 0.33% of its portfolio in The Boeing Company (NYSE:BA).

More notable recent The Boeing Company (NYSE:BA) news were published by: Seekingalpha.com which released: “Embraer-Boeing transaction hits more turbulence – Seeking Alpha” on December 20, 2018, also Benzinga.com with their article: “Boeing CFO Talks Buybacks, Future Of Aerospace With Cramer (NYSE:BA) – Benzinga” published on December 23, 2018, Seekingalpha.com published: “Boeing delivers first 737s from new China plant – Seeking Alpha” on December 15, 2018. More interesting news about The Boeing Company (NYSE:BA) were released by: Seekingalpha.com and their article: “Boeing deal with China-backed satellite startup under investigation – WSJ – Seeking Alpha” published on January 11, 2019 as well as Seekingalpha.com‘s news article titled: “Buying Boeing After Its Recent Death Cross – Seeking Alpha” with publication date: December 31, 2018.

Merriman Wealth Management Llc, which manages about $1.58 billion and $468.86M US Long portfolio, decreased its stake in Ishares Tr (HDV) by 3,628 shares to 3,687 shares, valued at $334,000 in 2018Q3, according to the filing. It also reduced its holding in Ishares Tr (SHY) by 179,287 shares in the quarter, leaving it with 433,871 shares, and cut its stake in Spdr Series Trust (XOP).

Among 28 analysts covering Boeing (NYSE:BA), 22 have Buy rating, 1 Sell and 5 Hold. Therefore 79% are positive. Boeing has $515 highest and $125 lowest target. $363’s average target is 2.86% above currents $352.9 stock price. Boeing had 128 analyst reports since August 26, 2015 according to SRatingsIntel. The company was upgraded on Thursday, January 10 by Morgan Stanley. Societe Generale upgraded The Boeing Company (NYSE:BA) on Thursday, April 26 to “Buy” rating. The firm earned “Equal-Weight” rating on Friday, February 23 by Morgan Stanley. RBC Capital Markets maintained the shares of BA in report on Friday, September 1 with “Hold” rating. The company was upgraded on Thursday, July 27 by Goldman Sachs. The stock of The Boeing Company (NYSE:BA) earned “Buy” rating by Jefferies on Tuesday, May 30. The rating was upgraded by RBC Capital Markets on Thursday, July 27 to “Sector Perform”. Cowen & Co maintained the stock with “Buy” rating in Friday, December 1 report. The firm has “Neutral” rating by JP Morgan given on Friday, February 12. The stock of The Boeing Company (NYSE:BA) has “Outperform” rating given on Thursday, April 26 by Credit Suisse.

The Boeing Company (NYSE:BA) Institutional Positions Chart