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As Armstrong World Inds New (AWI) Market Valuation Rose, Shareholder Valueact Holdings LP Lowered by $131.60 Million Its Position; Harley Davidson (HOG) Shareholder Matrix Asset Advisors Has Lowered Holding by $1.54 Million as Stock Value Declined

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Jeffrey Ubben decreased its stake in Armstrong World Inds Inc New (AWI) by 25.54% based on its latest 2018Q1 regulatory filing with the SEC. Valueact Holdings Lp sold 2.35M shares as the company’s stock rose 3.47% while stock markets declined. The hedge fund run by Jeffrey Ubben held 6.85 million shares of the plastic products company at the end of 2018Q1, valued at $385.80M, down from 9.20M at the end of the previous reported quarter. Valueact Holdings Lp who had been investing in Armstrong World Inds Inc New for a number of months, seems to be less bullish one the $3.28B market cap company. The stock increased 0.32% or $0.2 during the last trading session, reaching $63.35. About 385,419 shares traded or 12.92% up from the average. Armstrong World Industries, Inc. (NYSE:AWI) has risen 47.88% since June 22, 2017 and is uptrending. It has outperformed by 35.31% the S&P500.

Matrix Asset Advisors Inc decreased its stake in Harley Davidson Inc (HOG) by 19.48% based on its latest 2018Q1 regulatory filing with the SEC. Matrix Asset Advisors Inc sold 36,555 shares as the company’s stock declined 9.26% with the market. The institutional investor held 151,054 shares of the consumer non-durables company at the end of 2018Q1, valued at $6.48 million, down from 187,609 at the end of the previous reported quarter. Matrix Asset Advisors Inc who had been investing in Harley Davidson Inc for a number of months, seems to be less bullish one the $7.29B market cap company. The stock decreased 2.28% or $1.03 during the last trading session, reaching $44.21. About 3.82 million shares traded or 75.77% up from the average. Harley-Davidson, Inc. (NYSE:HOG) has declined 18.41% since June 22, 2017 and is downtrending. It has underperformed by 30.98% the S&P500. Some Historical HOG News: 10/05/2018 – HARLEY-DAVIDSON INC HOG.N SETS QUARTERLY CASH DIVIDEND OF $0.37/SHR; 09/03/2018 – RPT-Trump steel tariffs may leave these U.S. steelworkers jobless; 24/04/2018 – HARLEY-DAVIDSON INC – COMPANY NOW EXPECTS 2018 HARLEY-DAVIDSON FINANCIAL SERVICES OPERATING INCOME TO BE FLAT TO DOWN MODESTLY; 15/03/2018 – EagleRider Alliance With Harley-Davidson Reaches Major Milestone; 24/04/2018 – Harley-Davidson Confirms 2018 Outlook; 24/04/2018 – HARLEY-DAVIDSON-CONTINUES TO EXPECT TO INCUR RESTRUCTURING, CONSOLIDATION COSTS $170 MLN TO $200 MLN,CAPITAL INVESTMENT OF ABOUT $75 MLN THROUGH 2019; 19/04/2018 – WIDER IMAGE-Trade tensions with U.S. testing resolve of Chinese consumers; 09/03/2018 – Trump steel tariffs may leave these U.S. steelworkers jobless; 24/04/2018 – HARLEY-DAVIDSON REITERATES 2018 MOTORCYCLE SHIPMENTS GUIDANCE; 05/03/2018 – HARLEY-DAVIDSON: ANY PUNITIVE BIKE TARIFF TO IMPACT SALES: RTRS

Among 17 analysts covering Armstrong World Industries (NYSE:AWI), 5 have Buy rating, 4 Sell and 8 Hold. Therefore 29% are positive. Armstrong World Industries had 38 analyst reports since July 31, 2015 according to SRatingsIntel. On Thursday, June 15 the stock rating was maintained by RBC Capital Markets with “Hold”. The rating was initiated by Goldman Sachs with “Neutral” on Tuesday, October 6. The rating was downgraded by Zelman to “Hold” on Tuesday, November 1. The rating was maintained by Macquarie Research on Friday, October 23 with “Outperform”. Citigroup maintained the stock with “Neutral” rating in Friday, October 20 report. Bank of America initiated Armstrong World Industries, Inc. (NYSE:AWI) on Friday, September 23 with “Underperform” rating. JP Morgan downgraded the shares of AWI in report on Wednesday, March 7 to “Underweight” rating. BB&T Capital upgraded Armstrong World Industries, Inc. (NYSE:AWI) on Wednesday, January 27 to “Buy” rating. The stock of Armstrong World Industries, Inc. (NYSE:AWI) earned “Hold” rating by Jefferies on Tuesday, December 12. KeyBanc Capital Markets maintained Armstrong World Industries, Inc. (NYSE:AWI) on Tuesday, October 24 with “Hold” rating.

More important recent Armstrong World Industries, Inc. (NYSE:AWI) news were published by: Seekingalpha.com which released: “Armstrong World Industries acquires Plasterform, Inc.” on June 01, 2018, also Investorplace.com published article titled: “6 Winning Stocks to Buy as Housing Starts Hit 11-Yr High”, Globenewswire.com published: “Market Trends Toward New Normal in Invesco Mortgage Capital, ZTO Express, Weight Watchers International …” on June 13, 2018. More interesting news about Armstrong World Industries, Inc. (NYSE:AWI) was released by: Streetinsider.com and their article: “Armstrong World (AWI) Announces Acquisition of Plasterform Inc.” with publication date: June 01, 2018.

Investors sentiment decreased to 0.9 in Q1 2018. Its down 0.41, from 1.31 in 2017Q4. It is negative, as 27 investors sold AWI shares while 64 reduced holdings. 25 funds opened positions while 57 raised stakes. 52.88 million shares or 0.68% less from 53.24 million shares in 2017Q4 were reported. Swiss Commercial Bank accumulated 0% or 69,100 shares. Utah Retirement reported 8,139 shares. Brinker Capital accumulated 39,161 shares. Bokf Na reported 3,755 shares. Tiaa Cref Limited Liability Company owns 144,000 shares or 0.01% of their US portfolio. Golden Gate Private Equity holds 83,750 shares or 3.9% of its portfolio. Captrust Fincl Advsrs has invested 0% of its portfolio in Armstrong World Industries, Inc. (NYSE:AWI). Hightower Advsrs Lc holds 0.01% or 17,042 shares. Marble Arch Invests LP stated it has 4.35% in Armstrong World Industries, Inc. (NYSE:AWI). State Street has invested 0% in Armstrong World Industries, Inc. (NYSE:AWI). Canada Pension Plan Board reported 277,500 shares or 0.03% of all its holdings. Amalgamated Retail Bank invested in 9,410 shares or 0.01% of the stock. 77,400 are held by Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta Mgmt Corporation. Marshall Wace Llp owns 5,134 shares for 0.01% of their portfolio. Rhumbline Advisers reported 0.01% stake.

Since March 12, 2018, it had 0 insider buys, and 2 insider sales for $141.78 million activity. 2.35M Armstrong World Industries, Inc. (NYSE:AWI) shares with value of $140.06M were sold by ValueAct Holdings – L.P..

Analysts await Armstrong World Industries, Inc. (NYSE:AWI) to report earnings on July, 30. They expect $1.04 EPS, up 42.47% or $0.31 from last year’s $0.73 per share. AWI’s profit will be $53.91M for 15.23 P/E if the $1.04 EPS becomes a reality. After $0.79 actual EPS reported by Armstrong World Industries, Inc. for the previous quarter, Wall Street now forecasts 31.65% EPS growth.

Matrix Asset Advisors Inc, which manages about $977.80 million and $606.28M US Long portfolio, upped its stake in Cbs Corp New (NYSE:CBS) by 64,724 shares to 113,121 shares, valued at $5.81 million in 2018Q1, according to the filing. It also increased its holding in At&T Inc (NYSE:T) by 41,927 shares in the quarter, for a total of 216,509 shares, and has risen its stake in Gilead Sciences Inc (NASDAQ:GILD).

Investors sentiment increased to 0.78 in Q1 2018. Its up 0.07, from 0.71 in 2017Q4. It improved, as 50 investors sold HOG shares while 130 reduced holdings. 41 funds opened positions while 99 raised stakes. 153.65 million shares or 6.87% less from 164.99 million shares in 2017Q4 were reported. Metropolitan Life Co Ny holds 0% or 31,859 shares. State Of Wisconsin Board owns 154,719 shares or 0.02% of their US portfolio. Matrix Asset Advsr Incorporated holds 1.07% of its portfolio in Harley-Davidson, Inc. (NYSE:HOG) for 151,054 shares. Basswood Management Ltd reported 454,214 shares. Impala Asset Mgmt Limited Liability Company reported 355,518 shares stake. West Oak Lc has 0% invested in Harley-Davidson, Inc. (NYSE:HOG). Allsquare Wealth Mngmt Limited Liability accumulated 0.01% or 205 shares. Nomura Asset Mngmt Limited has 26,115 shares. Credit Suisse Ag has invested 0.01% in Harley-Davidson, Inc. (NYSE:HOG). Tci Wealth reported 0.01% stake. Principal Gru invested in 260,154 shares or 0.01% of the stock. 100 were accumulated by Pinebridge Investments L P. 7,777 are held by Nordea Ab. Geode Mgmt Limited Liability has invested 0.03% of its portfolio in Harley-Davidson, Inc. (NYSE:HOG). Paloma Partners Mngmt holds 8,066 shares or 0.01% of its portfolio.

More notable recent Harley-Davidson, Inc. (NYSE:HOG) news were published by: Fool.com which released: “Are Harley-Davidson Profits About to Take a Hit?” on June 12, 2018, also Gurufocus.com with their article: “US Stocks High on Friday” published on June 22, 2018, Bizjournals.com published: “Harley’s supplier of contract labor will lay off 207 KC employees” on June 22, 2018. More interesting news about Harley-Davidson, Inc. (NYSE:HOG) were released by: Seekingalpha.com and their article: “Are Harley-Davidson’s Glory Days Behind It?” published on June 15, 2018 as well as Benzinga.com‘s news article titled: “Trump Threatens 20% Tariffs On EU Cars” with publication date: June 22, 2018.

Analysts await Harley-Davidson, Inc. (NYSE:HOG) to report earnings on July, 17. They expect $1.40 EPS, down 5.41% or $0.08 from last year’s $1.48 per share. HOG’s profit will be $230.79M for 7.89 P/E if the $1.40 EPS becomes a reality. After $1.24 actual EPS reported by Harley-Davidson, Inc. for the previous quarter, Wall Street now forecasts 12.90% EPS growth.

Among 25 analysts covering Harley-Davidson (NYSE:HOG), 6 have Buy rating, 1 Sell and 18 Hold. Therefore 24% are positive. Harley-Davidson had 96 analyst reports since July 22, 2015 according to SRatingsIntel. The company was maintained on Thursday, January 28 by Wunderlich. The stock of Harley-Davidson, Inc. (NYSE:HOG) earned “Buy” rating by BMO Capital Markets on Friday, October 13. The rating was downgraded by Stifel Nicolaus to “Hold” on Friday, July 15. The firm earned “Hold” rating on Thursday, December 7 by Wedbush. The stock of Harley-Davidson, Inc. (NYSE:HOG) has “Sector Perform” rating given on Wednesday, April 5 by RBC Capital Markets. RBC Capital Markets maintained the stock with “Hold” rating in Sunday, September 24 report. Wells Fargo downgraded the stock to “Market Perform” rating in Friday, July 29 report. On Tuesday, October 20 the stock rating was maintained by Wunderlich with “Hold”. The stock of Harley-Davidson, Inc. (NYSE:HOG) earned “Hold” rating by Jefferies on Friday, September 30. The company was downgraded on Monday, June 6 by Goldman Sachs.

Harley-Davidson, Inc. (NYSE:HOG) Institutional Positions Chart

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