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As Mastercard (MA) Stock Price Declined, Holder Davis Capital Partners Has Cut Stake by $2.22 Million; As Viacom New (VIAB) Share Value Rose, Causeway Capital Management Has Raised Its Stake

Mastercard Incorporated (NYSE:MA) Logo

Davis Capital Partners Llc decreased its stake in Mastercard Inc (MA) by 6.25% based on its latest 2018Q3 regulatory filing with the SEC. Davis Capital Partners Llc sold 10,000 shares as the company’s stock declined 6.43% with the market. The hedge fund held 150,000 shares of the business services company at the end of 2018Q3, valued at $33.39 million, down from 160,000 at the end of the previous reported quarter. Davis Capital Partners Llc who had been investing in Mastercard Inc for a number of months, seems to be less bullish one the $202.32B market cap company. The stock decreased 0.53% or $1.05 during the last trading session, reaching $195.9. About 2.50M shares traded. Mastercard Incorporated (NYSE:MA) has risen 32.53% since January 12, 2018 and is uptrending. It has outperformed by 32.53% the S&P500. Some Historical MA News: 27/04/2018 – Mastercard Nominates 14 Candidates for Election to Board of Directors; 16/04/2018 – AMBASSADOR MICHAEL FROMAN JOINS MASTERCARD AS VICE CHAIRMAN,; 07/03/2018 – MASTERCARD INC – ANNOUNCED INTEGRATION OF ITS PHYSICAL AND DIGITAL PAYMENTS TEAMS UNDER ONE ORGANIZATION, EFFECTIVE APRIL 2, 2018; 02/05/2018 – Mastercard Incorporated First-Quarter 2018 Financial Results Available on Company’s Website; 02/05/2018 – MASTERCARD 1Q EPS $1.41; 30/05/2018 – MASTERCARD CFO MARTINA HUND-MEJEAN COMMENTS AT CONFERENCE; 27/04/2018 – MASTERCARD SAYS RICHARD DAVIS PROPOSED TO BE ADDED TO BOARD; 02/05/2018 – Mastercard 1Q Gross Dollar Volume 14%; 18/04/2018 – Visa, Mastercard Talk About Cooperating in Online Shopping; 27/04/2018 – MASTERCARD INC – RICHARD DAVIS, FORMERLY OF U.S. BANCORP, HAS BEEN ADDED TO SLATE ALONG WITH COMPANY’S EXISTING DIRECTORS

Causeway Capital Management Llc increased its stake in Viacom Inc New (VIAB) by 2.99% based on its latest 2018Q3 regulatory filing with the SEC. Causeway Capital Management Llc bought 162,214 shares as the company’s stock rose 1.10% while stock markets declined. The institutional investor held 5.59M shares of the television services company at the end of 2018Q3, valued at $189.20M, up from 5.43M at the end of the previous reported quarter. Causeway Capital Management Llc who had been investing in Viacom Inc New for a number of months, seems to be bullish on the $12.03B market cap company. The stock increased 0.38% or $0.11 during the last trading session, reaching $29.44. About 2.14M shares traded. Viacom Inc. (NASDAQ:VIAB) has declined 0.84% since January 12, 2018 and is downtrending. It has underperformed by 0.84% the S&P500. Some Historical VIAB News: 25/04/2018 – Viacom: Paramount Pictures Returned to Profitability in the Qtr; 25/04/2018 – Viacom 2Q Adj EPS 92c; 25/04/2018 – Viacom Says Turnaround On Track in Bid to Shore Up Business; 25/04/2018 – VIACOM 2Q ADJ EPS CONT OPS 92C, EST. 79C; 06/03/2018 – Make Some Noise! Nickelodeon Renews Lip Sync Battle Shorties for Season Two; 17/05/2018 – CBS CORP SAYS ITS BOARD DECLARES SPECIAL DIVIDEND -STATEMENT; 25/04/2018 – VIACOM: PARAMOUNT TV TO HIT $400M IN SALES THIS YEAR; 11/04/2018 – New York Post: Shari Redstone weighs CBS-Viacom merger without Les Moonves; 09/04/2018 – Viacom Is Said to Want CBS to Raise Bid by More Than 20 Percent; 22/05/2018 – Academy and Grammy Award Winner, Jamie Foxx to Host “BET Awards” 2018

Among 42 analysts covering Mastercard Incorporated (NYSE:MA), 37 have Buy rating, 0 Sell and 5 Hold. Therefore 88% are positive. Mastercard Incorporated had 147 analyst reports since July 21, 2015 according to SRatingsIntel. Cowen & Co maintained the shares of MA in report on Friday, July 14 with “Buy” rating. The stock has “Buy” rating by Bernstein on Monday, October 30. On Friday, October 30 the stock rating was maintained by Wedbush with “Neutral”. Nomura maintained the stock with “Buy” rating in Friday, September 8 report. The firm has “Buy” rating by KeyBanc Capital Markets given on Wednesday, October 18. The stock of Mastercard Incorporated (NYSE:MA) has “Overweight” rating given on Tuesday, January 30 by Barclays Capital. As per Tuesday, November 1, the company rating was downgraded by Guggenheim. The stock of Mastercard Incorporated (NYSE:MA) earned “Hold” rating by UBS on Thursday, May 17. The company was maintained on Friday, May 4 by Bank of America. Piper Jaffray maintained the shares of MA in report on Thursday, February 1 with “Buy” rating.

More notable recent Mastercard Incorporated (NYSE:MA) news were published by: Benzinga.com which released: “The Credit Card Logo Formerly Known As Mastercard (NYSE:MA) – Benzinga” on January 07, 2019, also Seekingalpha.com with their article: “Mastercard: Great Company But Still Expensive – Seeking Alpha” published on December 31, 2018, Streetinsider.com published: “UPDATE: UBS Upgrades MasterCard (MA) to Buy, New Top Pick – StreetInsider.com” on January 09, 2019. More interesting news about Mastercard Incorporated (NYSE:MA) were released by: Benzinga.com and their article: “Mastercard Incorporated (NYSE:MA) – Wash, Rinse, Repeat? Market Still In Defense Mode After Trade-Related Plunge – Benzinga” published on December 28, 2018 as well as Benzinga.com‘s news article titled: “Despite Expectations For A ‘Solid’ Q4 Print, BofA Says Mastercard (NYSE:MA) No Longer A Buy – Benzinga” with publication date: January 08, 2019.

Since November 2, 2018, it had 1 buying transaction, and 1 insider sale for $473,978 activity. $486,015 worth of Mastercard Incorporated (NYSE:MA) was bought by DAVIS RICHARD K.

Davis Capital Partners Llc, which manages about $314.70M and $1.09 billion US Long portfolio, upped its stake in Signature Bank New York (NASDAQ:SBNY) by 100,000 shares to 750,000 shares, valued at $86.13M in 2018Q3, according to the filing. It also increased its holding in Bank Of The Ozarks (NASDAQ:OZRK) by 289,300 shares in the quarter, for a total of 750,000 shares, and has risen its stake in Raymond James Financial Inc (NYSE:RJF).

Investors sentiment increased to 0.97 in Q3 2018. Its up 0.01, from 0.96 in 2018Q2. It improved, as 27 investors sold MA shares while 531 reduced holdings. 146 funds opened positions while 393 raised stakes. 734.72 million shares or 0.86% less from 741.07 million shares in 2018Q2 were reported. Dimensional Fund Advsrs LP reported 2.92 million shares. 1,033 are held by Cutter & Company Brokerage Incorporated. Park Avenue Securities Ltd Liability Company holds 18,151 shares or 0.65% of its portfolio. Murphy Inc holds 0.36% of its portfolio in Mastercard Incorporated (NYSE:MA) for 11,715 shares. Credit Suisse Ag invested in 1.50 million shares. 345,098 are owned by Veritas Invest Management Limited Liability Partnership. Lpl Financial Limited Liability Company holds 0.13% or 244,075 shares. Saturna Cap Corporation reported 9,875 shares or 0.06% of all its holdings. Contravisory Mngmt invested 0.01% in Mastercard Incorporated (NYSE:MA). Renaissance Technology Lc holds 0.15% or 664,000 shares. The New York-based Gilder Gagnon Howe & Ltd Liability Corporation has invested 0.22% in Mastercard Incorporated (NYSE:MA). Rbf Ltd Llc has 1.63% invested in Mastercard Incorporated (NYSE:MA) for 67,500 shares. Menora Mivtachim Hldg Ltd has invested 2% of its portfolio in Mastercard Incorporated (NYSE:MA). 3,900 were accumulated by Hedeker Wealth Llc. Holderness Investments Com holds 0.77% or 7,666 shares.

Analysts await Mastercard Incorporated (NYSE:MA) to report earnings on January, 31 before the open. They expect $1.53 earnings per share, up 34.21% or $0.39 from last year’s $1.14 per share. MA’s profit will be $1.58B for 32.01 P/E if the $1.53 EPS becomes a reality. After $1.78 actual earnings per share reported by Mastercard Incorporated for the previous quarter, Wall Street now forecasts -14.04% negative EPS growth.

More notable recent Viacom Inc. (NASDAQ:VIAB) news were published by: Streetinsider.com which released: “After-Hours Movers 01/08: (VIRT) (CGC) (VIAB) Higher; (SGH) (NYMT) (more…) – StreetInsider.com” on January 08, 2019, also Nasdaq.com with their article: “IMAX China Rides on Bumblebee’s Solid Run at the Box Office – Nasdaq” published on January 08, 2019, Investorplace.com published: “Is There an Upside Surprise Coming for Facebook Stock? – Investorplace.com” on January 11, 2019. More interesting news about Viacom Inc. (NASDAQ:VIAB) were released by: Nasdaq.com and their article: “Look Under The Hood: SHE Has 23% Upside – Nasdaq” published on January 03, 2019 as well as Benzinga.com‘s news article titled: “10 Biggest Price Target Changes For Friday – Benzinga” with publication date: January 11, 2019.

Causeway Capital Management Llc, which manages about $27.14B and $9.95 billion US Long portfolio, decreased its stake in Daqo New Energy Corp (NYSE:DQ) by 22,500 shares to 30,200 shares, valued at $789,000 in 2018Q3, according to the filing. It also reduced its holding in Novartis A G (NYSE:NVS) by 11,830 shares in the quarter, leaving it with 450,132 shares, and cut its stake in Cdn Imperial Bk Comm Toronto (NYSE:CM).

Among 41 analysts covering Viacom Inc. (NASDAQ:VIAB), 13 have Buy rating, 0 Sell and 28 Hold. Therefore 32% are positive. Viacom Inc. had 147 analyst reports since August 7, 2015 according to SRatingsIntel. The stock has “Hold” rating by KeyBanc Capital Markets on Monday, October 16. The firm has “Neutral” rating given on Wednesday, May 18 by Citigroup. The stock has “Neutral” rating by Atlantic Securities on Wednesday, February 14. The firm earned “Mkt Perform” rating on Monday, April 10 by FBR Capital. The stock has “Buy” rating by Wunderlich on Friday, October 21. The stock of Viacom Inc. (NASDAQ:VIAB) has “Hold” rating given on Monday, November 14 by Brean Capital. The rating was downgraded by Barrington on Tuesday, January 2 to “Hold”. The company was maintained on Friday, April 29 by Wedbush. Cowen & Co maintained it with “Hold” rating and $36.0 target in Monday, February 5 report. Topeka Capital Markets maintained the stock with “Hold” rating in Friday, August 7 report.

Mastercard Incorporated (NYSE:MA) Institutional Positions Chart

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