As D.R. Horton (DHI) Market Valuation Declined, Leuthold Group Cut Position; As Helen Of Troy LTD (HELE) Share Price Rose, Neumeier Poma Investment Counsel Has Boosted by $7.27 Million Its Stake

Helen of Troy Limited (NASDAQ:HELE) Logo

Neumeier Poma Investment Counsel Llc increased its stake in Helen Of Troy Ltd. (HELE) by 30.45% based on its latest 2018Q3 regulatory filing with the SEC. Neumeier Poma Investment Counsel Llc bought 55,950 shares as the company’s stock rose 9.65% while stock markets declined. The institutional investor held 239,690 shares of the home furnishings company at the end of 2018Q3, valued at $31.38M, up from 183,740 at the end of the previous reported quarter. Neumeier Poma Investment Counsel Llc who had been investing in Helen Of Troy Ltd. for a number of months, seems to be bullish on the $2.90B market cap company. The stock decreased 0.27% or $0.31 during the last trading session, reaching $113.39. About 87,350 shares traded. Helen of Troy Limited (NASDAQ:HELE) has risen 51.35% since February 13, 2018 and is uptrending. It has outperformed by 51.35% the S&P500. Some Historical HELE News: 26/04/2018 – Helen of Troy Expects GAAP Effective Tax Rate Range of 9%-11% for FY19; 26/04/2018 – Helen of Troy Sees FY19 Sales $1.485B-$1.51B; 20/03/2018 – Appeals Court Upholds Exergen Temporal Artery Thermometer Patent Infringement by Helen of Troy’s Braun and Vicks Forehead Thermometers; 26/04/2018 – HELEN OF TROY LTD HELE.O SEES FY 2019 ADJUSTED SHR $7.30 TO $7.55 FROM CONTINUING OPERATIONS; 26/04/2018 – HELEN OF TROY LTD HELE.O FY2019 SHR VIEW $7.18, REV VIEW $1.48 BLN — THOMSON REUTERS l/B/E/S; 05/04/2018 – Helen of Troy Limited Announces Earnings Release Date, Conference Call, and Webcast for Fourth Quarter and Fiscal Year 2018; 16/05/2018 – PUR Announces Expanded Line of Superior, Lead-Reducing Water Filtration Products; 15/03/2018 Factors of Influence in 2018, Key Indicators and Opportunity within NewLink Genetics, Chipmos Technologies, Helen of Troy, Inte; 20/03/2018 – Appeals Court Upholds Exergen Temporal Artery Thermometer Patent Infringement by Helen of Troy’s Braun and Vicks Forehead The; 26/04/2018 – Helen of Troy 4Q Net $60.1M

Leuthold Group Llc decreased its stake in D.R. Horton Inc. (DHI) by 3.55% based on its latest 2018Q3 regulatory filing with the SEC. Leuthold Group Llc sold 7,553 shares as the company’s stock declined 16.21% with the market. The hedge fund held 205,259 shares of the capital goods company at the end of 2018Q3, valued at $8.66M, down from 212,812 at the end of the previous reported quarter. Leuthold Group Llc who had been investing in D.R. Horton Inc. for a number of months, seems to be less bullish one the $14.75B market cap company. The stock decreased 2.73% or $1.11 during the last trading session, reaching $39.5. About 2.96M shares traded. D.R. Horton, Inc. (NYSE:DHI) has declined 28.39% since February 13, 2018 and is downtrending. It has underperformed by 28.39% the S&P500. Some Historical DHI News: 23/04/2018 – SOHN CONFERENCE: KHOURY SAYS DHI IS BECOMING A PURE-PLAY HOME MANUFACTURER LIKE NVR, WITH FEWER RISKS; 13/04/2018 – D.R. Horton Closes Above 50-Day Moving Average: Technicals; 26/04/2018 – DR Horton 2Q EPS 91c; 22/04/2018 – DJ DR Horton Inc, Inst Holders, 1Q 2018 (DHI); 26/04/2018 – D.R. Horton’s profit rises 53 pct; 26/04/2018 – D.R. HORTON – SEEING MORE BUYERS COME IN AND BETTER QUALIFIED BUYERS; 26/04/2018 – D.R. HORTON INC – INCREASING FISCAL 2018 GUIDANCE FOR CASH FLOW FROM OPERATIONS TO AT LEAST $800 MLN EXCLUDING FORESTAR; 26/04/2018 – D.R. HORTON – SLIGHT INCREASE IN RATES ARE REALLY FUELING DEMAND, PRICES CONTINUE TO MOVE SLOWLY, SEE LONG SUSTAINED HOUSING MARKET – CEO ON CONF CALL; 26/04/2018 – DR Horton Sees FY18 Rev $15.9B-$16.3B; 26/04/2018 – D.R. HORTON – IN FISCAL 2019 EXPECT FORESTAR TO GENERATE $300 MLN TO $350 MLN IN REVENUE AND ACCESS PUBLIC MARKETS FOR ADDITIONAL GROWTH CAPITAL

Since October 23, 2018, it had 0 insider purchases, and 2 selling transactions for $141,345 activity.

Among 8 analysts covering Helen of Troy (NASDAQ:HELE), 4 have Buy rating, 1 Sell and 3 Hold. Therefore 50% are positive. Helen of Troy had 11 analyst reports since August 25, 2015 according to SRatingsIntel. The rating was downgraded by Piper Jaffray to “Neutral” on Wednesday, December 7. DA Davidson initiated Helen of Troy Limited (NASDAQ:HELE) on Wednesday, March 28 with “Buy” rating. The stock of Helen of Troy Limited (NASDAQ:HELE) has “Neutral” rating given on Tuesday, August 25 by Sidoti. The firm has “Buy” rating by Sidoti given on Friday, August 19. The stock has “Hold” rating by KeyBanc Capital Markets on Friday, October 6. Jefferies initiated the stock with “Buy” rating in Monday, March 7 report. The stock of Helen of Troy Limited (NASDAQ:HELE) earned “Hold” rating by KeyBanc Capital Markets on Monday, September 4. The company was downgraded on Wednesday, December 7 by PiperJaffray. DA Davidson maintained it with “Buy” rating and $102 target in Friday, April 27 report.

Neumeier Poma Investment Counsel Llc, which manages about $475.08M and $1.21B US Long portfolio, decreased its stake in Orbotech Ltd. (NASDAQ:ORBK) by 221,120 shares to 630,570 shares, valued at $37.48 million in 2018Q3, according to the filing. It also reduced its holding in Amn Healthcare Services Inc. (NYSE:AHS) by 261,115 shares in the quarter, leaving it with 498,345 shares, and cut its stake in Jack Henry & Associates Inc. (NASDAQ:JKHY).

More notable recent Helen of Troy Limited (NASDAQ:HELE) news were published by: Nasdaq.com which released: “Estee Lauder (EL) Jumps: Stock Rises 7% – Nasdaq” on December 04, 2018, also Fool.com with their article: “What Happened in the Stock Market Today – The Motley Fool” published on July 09, 2018, Seekingalpha.com published: “Stocks To Watch: CES Headlines Action-Packed Week – Seeking Alpha” on January 05, 2019. More interesting news about Helen of Troy Limited (NASDAQ:HELE) were released by: Nasdaq.com and their article: “Notable Tuesday Option Activity: HELE, WDC, NVRO – Nasdaq” published on January 08, 2019 as well as Nasdaq.com‘s news article titled: “Tyson Foods (TSN) Q3 Earnings Beat Estimates, Sales Up Y/Y – Nasdaq” with publication date: August 06, 2018.

Investors sentiment decreased to 0.83 in Q3 2018. Its down 0.52, from 1.35 in 2018Q2. It turned negative, as 24 investors sold HELE shares while 86 reduced holdings. 45 funds opened positions while 46 raised stakes. 24.65 million shares or 5.67% less from 26.13 million shares in 2018Q2 were reported. Eam Investors Ltd Liability accumulated 26,615 shares. Victory Capital Management Incorporated owns 0.11% invested in Helen of Troy Limited (NASDAQ:HELE) for 393,003 shares. Teacher Retirement Systems Of Texas has 0% invested in Helen of Troy Limited (NASDAQ:HELE). Riverhead Capital Limited owns 0.01% invested in Helen of Troy Limited (NASDAQ:HELE) for 2,737 shares. Olstein Capital Mgmt LP reported 8,940 shares or 0.16% of all its holdings. Swiss Bank & Trust invested in 47,500 shares or 0.01% of the stock. Numerixs Invest has invested 0.01% in Helen of Troy Limited (NASDAQ:HELE). First Hawaiian Natl Bank stated it has 0.03% of its portfolio in Helen of Troy Limited (NASDAQ:HELE). Eagle Asset Mgmt stated it has 0.13% of its portfolio in Helen of Troy Limited (NASDAQ:HELE). 5,352 were accumulated by Commonwealth Of Pennsylvania Pub School Empls Retrmt Sys. Wilbanks Smith & Thomas Asset Lc holds 0% or 11 shares. Brandywine Global Inv Management Lc reported 0.07% of its portfolio in Helen of Troy Limited (NASDAQ:HELE). Ima Wealth reported 0.06% stake. Barclays Plc reported 0% in Helen of Troy Limited (NASDAQ:HELE). 11,770 are owned by Zpr Mngmt.

Investors sentiment increased to 1.08 in Q3 2018. Its up 0.02, from 1.06 in 2018Q2. It is positive, as 43 investors sold DHI shares while 186 reduced holdings. 75 funds opened positions while 172 raised stakes. 297.80 million shares or 3.05% less from 307.16 million shares in 2018Q2 were reported. Panagora Asset Management owns 45,645 shares. Sirios Capital Mgmt Lp holds 2.44% of its portfolio in D.R. Horton, Inc. (NYSE:DHI) for 1.12M shares. Asset Management Incorporated has invested 0.05% in D.R. Horton, Inc. (NYSE:DHI). Capital Growth Mgmt Lp reported 960,000 shares. 184,066 were reported by Cibc Ww Mkts. Us State Bank De stated it has 88,026 shares or 0.01% of all its holdings. Stelliam Investment Mngmt LP owns 657,500 shares. Advisor Prtnrs Ltd, a California-based fund reported 7,454 shares. Nordea Inv Mngmt reported 833,865 shares. Utah Retirement Sys has invested 0.05% in D.R. Horton, Inc. (NYSE:DHI). Jpmorgan Chase Company accumulated 0.02% or 2.80M shares. Texas Permanent School Fund has 0.04% invested in D.R. Horton, Inc. (NYSE:DHI). Stevens First Principles Invest Advsrs holds 2.75% or 113,621 shares. Schroder Investment Mngmt Grp Inc has invested 0% of its portfolio in D.R. Horton, Inc. (NYSE:DHI). Amer Grp Inc owns 126,227 shares or 0.02% of their US portfolio.

Leuthold Group Llc, which manages about $1.60B and $917.82M US Long portfolio, upped its stake in Marriott Vacations Worldwide C (NYSE:VAC) by 22,080 shares to 50,053 shares, valued at $5.59M in 2018Q3, according to the filing. It also increased its holding in Ishares Floating Rate Bond Etf (FLOT) by 29,614 shares in the quarter, for a total of 302,825 shares, and has risen its stake in Amn Healthcare Services Inc. (NYSE:AHS).

More notable recent D.R. Horton, Inc. (NYSE:DHI) news were published by: Investorplace.com which released: “7 Beaten-Up Housing Stocks Due for a Bounce Back – Investorplace.com” on January 17, 2019, also Seekingalpha.com with their article: “Homebuilders gain after new home sales push ahead – Seeking Alpha” published on January 31, 2019, Seekingalpha.com published: “New home sales data due out (maybe) – Seeking Alpha” on January 25, 2019. More interesting news about D.R. Horton, Inc. (NYSE:DHI) were released by: Seekingalpha.com and their article: “Global markets head higher – Seeking Alpha” published on January 25, 2019 as well as Investorplace.com‘s news article titled: “3 Homebuilder Stocks on the Mend – Investorplace.com” with publication date: January 14, 2019.

Among 25 analysts covering DR Horton Inc (NYSE:DHI), 19 have Buy rating, 0 Sell and 6 Hold. Therefore 76% are positive. DR Horton Inc had 88 analyst reports since July 30, 2015 according to SRatingsIntel. Keefe Bruyette & Woods maintained D.R. Horton, Inc. (NYSE:DHI) rating on Monday, June 5. Keefe Bruyette & Woods has “Buy” rating and $3800 target. Keefe Bruyette & Woods maintained the stock with “Buy” rating in Thursday, November 9 report. The firm earned “Buy” rating on Friday, November 16 by Argus Research. The firm has “Hold” rating by Keefe Bruyette & Woods given on Thursday, December 7. The firm earned “Outperform” rating on Tuesday, December 13 by Keefe Bruyette & Woods. The firm has “Buy” rating by Bank of America given on Tuesday, September 13. Barclays Capital maintained D.R. Horton, Inc. (NYSE:DHI) on Friday, September 14 with “Overweight” rating. RBC Capital Markets maintained D.R. Horton, Inc. (NYSE:DHI) on Wednesday, November 11 with “Outperform” rating. The stock of D.R. Horton, Inc. (NYSE:DHI) has “Market Outperform” rating given on Friday, July 27 by JMP Securities. On Tuesday, September 26 the stock rating was maintained by KeyBanc Capital Markets with “Buy”.

Since August 24, 2018, it had 0 insider buys, and 7 selling transactions for $8.20 million activity. $135,037 worth of D.R. Horton, Inc. (NYSE:DHI) was sold by Hewatt Michael W. 31,000 D.R. Horton, Inc. (NYSE:DHI) shares with value of $1.15 million were sold by Murray Michael J. $5.88M worth of D.R. Horton, Inc. (NYSE:DHI) was sold by HORTON DONALD R. ANDERSON BRADLEY S also sold $344,006 worth of D.R. Horton, Inc. (NYSE:DHI) shares. Allen Barbara K sold $147,164 worth of stock.

D.R. Horton, Inc. (NYSE:DHI) Institutional Positions Chart