Douglass Winthrop Advisors Increased By $11.02 Million Its Discovery (DISCK) Holding; Allison Transmission Holdings (ALSN) Has 1.01 Sentiment

June 14, 2018 - By Orlando Nugent

Allison Transmission Holdings, Inc. (NYSE:ALSN) Logo

Allison Transmission Holdings Inc (ALSN) investors sentiment decreased to 1.01 in 2018 Q1. It’s down -0.09, from 1.1 in 2017Q4. The ratio has dropped, as 128 active investment managers increased and opened new equity positions, while 127 reduced and sold stakes in Allison Transmission Holdings Inc. The active investment managers in our database now possess: 133.54 million shares, down from 149.21 million shares in 2017Q4. Also, the number of active investment managers holding Allison Transmission Holdings Inc in top ten equity positions decreased from 2 to 1 for a decrease of 1. Sold All: 37 Reduced: 90 Increased: 90 New Position: 38.

Douglass Winthrop Advisors Llc increased Discovery Inc (DISCK) stake by 54.86% reported in 2018Q1 SEC filing. Douglass Winthrop Advisors Llc acquired 580,005 shares as Discovery Inc (DISCK)’s stock declined 12.09%. The Douglass Winthrop Advisors Llc holds 1.64 million shares with $31.96M value, up from 1.06M last quarter. Discovery Inc now has $18.17 billion valuation. The stock increased 4.06% or $0.94 during the last trading session, reaching $24.08. About 1.98 million shares traded. Discovery, Inc. (NASDAQ:DISCK) has declined 16.20% since June 14, 2017 and is downtrending. It has underperformed by 28.77% the S&P500. Some Historical DISCK News: ; 06/03/2018 – Discovery Communications Completes Acquisition Of Scripps Networks Interactive; Changes Company Name To Discovery, Inc; 19/03/2018 – Discovery Announces Preliminary Results of the Exchange Offers and Consent Solicitations for Scripps Notes; 20/03/2018 – PROSIEBENSAT 1 MEDIA SE PSMGn.DE SAYS PROSIEBENSAT.1 AND DISCOVERY COMMUNICATIONS STREAMING SERVICE COLLABORATES WITH EXTERNAL CHANNEL PARTNERS FOR FIRST TIME; 16/03/2018 – E.W. Scripps activist campaign could add independent pressure on family –; 06/03/2018 – DISCOVERY COMMUNICATIONS – COMPLETES ACQUISITION OF SCRIPPS NETWORKS INTERACTIVE; CHANGES COMPANY NAME TO DISCOVERY INC; 06/03/2018 – Discovery Communications, Scripps: Combined Co Will Be Officially Known as Discovery, Inc; 06/03/2018 – Correction to Discovery Skinny TV Bundle Story; 06/03/2018 – Discovery: Kenneth Lowe Will Join Board, Effective Immediately; 06/03/2018 – Discovery, HGTV and Food Network Prep for a Skinny TV Bundle as Merger Closes; 04/05/2018 – DJ Discovery Communications Inc Clas, Inst Holders, 1Q 2018 (DISCB)

Douglass Winthrop Advisors Llc decreased American Express Co (NYSE:AXP) stake by 175,045 shares to 259,088 valued at $24.17 million in 2018Q1. It also reduced Tractor Supply Co Com (NASDAQ:TSCO) stake by 8,201 shares and now owns 150,065 shares. Transdigm Group Inc (NYSE:TDG) was reduced too.

Allison Transmission Holdings, Inc., together with its subsidiaries, designs, makes, and sells commercial and defense fully-automatic transmissions for medium- and heavy-duty commercial vehicles, and medium- and heavy-tactical U.S. defense vehicles. The company has market cap of $5.70 billion. It offers 13 transmission product lines with approximately 100 product models for various applications, including distribution, refuse, construction, fire, and emergency on-highway trucks; school, transit, and hybrid-transit buses; motor homes; energy, mining, and construction off-highway vehicles and equipment; and wheeled and tracked defense vehicles. It has a 12.35 P/E ratio. The firm markets its transmissions under Allison Transmission brand name; and remanufactured transmissions under ReTran brand name.

Sq Advisors Llc holds 11.85% of its portfolio in Allison Transmission Holdings, Inc. for 8.90 million shares. Ami Investment Management Inc owns 118,725 shares or 2.94% of their US portfolio. Moreover, Murphy Pohlad Asset Management Llc has 2.06% invested in the company for 76,760 shares. The Ontario – Canada-based Burgundy Asset Management Ltd. has invested 1.94% in the stock. Weitz Investment Management Inc., a Nebraska-based fund reported 709,600 shares.

Ratings analysis reveals 38% of Allison Transmission’s analysts are positive. Out of 8 Wall Street analysts rating Allison Transmission, 3 give it “Buy”, 1 “Sell” rating, while 4 recommend “Hold”. ALSN was included in 8 notes of analysts from September 7, 2016. JP Morgan upgraded the stock to “Overweight” rating in Friday, December 9 report. The stock of Allison Transmission Holdings, Inc. (NYSE:ALSN) has “Neutral” rating given on Thursday, April 6 by Seaport Global Securities. The firm earned “Neutral” rating on Tuesday, December 13 by Macquarie Research. CLSA initiated the shares of ALSN in report on Friday, September 30 with “Outperform” rating. The stock of Allison Transmission Holdings, Inc. (NYSE:ALSN) earned “Underweight” rating by Piper Jaffray on Friday, December 9. The stock of Allison Transmission Holdings, Inc. (NYSE:ALSN) has “Buy” rating given on Tuesday, January 24 by Citigroup. Deutsche Bank initiated the stock with “Hold” rating in Wednesday, September 7 report. The firm has “Neutral” rating by Goldman Sachs given on Monday, February 27.

Analysts await Allison Transmission Holdings, Inc. (NYSE:ALSN) to report earnings on July, 30. They expect $1.00 EPS, up 58.73% or $0.37 from last year’s $0.63 per share. ALSN’s profit will be $137.41M for 10.38 P/E if the $1.00 EPS becomes a reality. After $1.08 actual EPS reported by Allison Transmission Holdings, Inc. for the previous quarter, Wall Street now forecasts -7.41% negative EPS growth.

Since January 1, 0001, it had 0 buys, and 11 selling transactions for $90.79 million activity.

Allison Transmission Holdings, Inc. (NYSE:ALSN) Ratings Chart

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