Exclusive: Kansas City Southern (NYSE:KSU) First Quarter Institutional Investor Sentiment Steady

November 28, 2016 - By Adrian Mccoy   ·   0 Comments

Exclusive: Kansas City Southern (NYSE:KSU) First Quarter Institutional Investor Sentiment Steady

Sentiment for Kansas City Southern (NYSE:KSU)

Kansas City Southern (NYSE:KSU) institutional sentiment increased to 1.04 in Q2 2016. Its up 0.04, from 1 in 2016Q1. The ratio has improved, as 210 active investment managers opened new and increased holdings, while 211 sold and reduced their equity positions in Kansas City Southern. The active investment managers in our partner’s database now hold: 95.86 million shares, down from 103.64 million shares in 2016Q1. Also, the number of active investment managers holding Kansas City Southern in their top 10 holdings decreased from 5 to 4 for a decrease of 1. Sold All: 44 Reduced: 167 Increased: 139 New Position: 71.

Kansas City Southern is a transportation holding firm with domestic and international rail activities in North America that are focused on the north/south freight corridor connecting commercial and industrial markets in the central United States with industrial cities in Mexico. The company has a market cap of $9.41 billion. The Firm controls and owns The Kansas City Southern Railway Company (KCSR), a United States Class I railroad that serves a 10-state region in the midwest and southeast regions of the United States and has the shortest north/south rail route between Kansas City, Missouri and several key ports along the Gulf of Mexico in Alabama, Louisiana, Mississippi and Texas. It has a 19.47 P/E ratio. The Firm controls and owns Kansas City Southern de Mexico, S.A. de C.V. (KCSM), which serves Mexico’s principal industrial cities and three of its seaports.

It is down 9.42% since April 25, 2016 and is downtrending. It has underperformed by 15.43% the S&P500.

Analysts await Kansas City Southern (NYSE:KSU) to report earnings on January, 27. They expect $1.24 earnings per share, up 0.81% or $0.01 from last year’s $1.23 per share. KSU’s profit will be $132.91M for 17.70 P/E if the $1.24 EPS becomes a reality. After $1.12 actual earnings per share reported by Kansas City Southern for the previous quarter, Wall Street now forecasts 10.71% EPS growth.

According to Zacks Investment Research, “Kansas City Southern is a transportation holding company with two primary subsidiaries. The Kansas City Southern Railway Company, is one of seven Class I railroads operating in the United States. Kansas City Southern de México, SA. de C.V. is one of three large regional railroads in Mexico. KCS also owns 50% of the Panama Canal Railway Company in Panama. The combined North American rail network comprises approximately 6,000 miles of rail lines that link commercial and industrial markets in the United States and Mexico.”

Stockbridge Partners Llc holds 6.19% of its portfolio in Kansas City Southern for 1.31 million shares. Oakmont Corp owns 310,420 shares or 5.59% of their US portfolio. Moreover, Arrowgrass Capital Partners Llp has 4.58% invested in the company for 138,092 shares. The Connecticut-based Impala Asset Management Llc has invested 3.8% in the stock. Matthew 25 Management Corp, a Pennsylvania-based fund reported 117,500 shares.#img1#

Insider Transactions: Since January 1, 0001, the stock had 0 insider buys, and 5 insider sales for $4.39 million net activity.

Kansas City Southern (NYSE:KSU) Ratings Coverage

Ratings analysis reveals 42% of Kansas City Southern’s analysts are positive. Out of 19 Wall Street analysts rating Kansas City Southern, 8 give it “Buy”, 2 “Sell” rating, while 9 recommend “Hold”. The lowest target is $3 while the high is $114. The stock’s average target of $90.67 is 3.28% above today’s ($87.79) share price. KSU was included in 41 notes of analysts from August 20, 2015. On Monday, October 19 the stock rating was maintained by BMO Capital Markets with “Market Perform”. Citigroup maintained Kansas City Southern (NYSE:KSU) rating on Tuesday, April 19. Citigroup has “Buy” rating and $108 price target. As per Tuesday, November 3, the company rating was initiated by Topeka Capital Markets. As per Thursday, August 4, the company rating was initiated by Loop Capital. The firm earned “Neutral” rating on Wednesday, November 9 by Bank of America. The firm earned “Buy” rating on Tuesday, September 13 by Citigroup. The stock of Kansas City Southern (NYSE:KSU) earned “Market Perform” rating by Cowen & Co on Monday, October 19. The stock has “Underweight” rating given by Barclays Capital on Monday, October 5. The rating was maintained by UBS with “Buy” on Wednesday, October 19. RBC Capital Markets maintained Kansas City Southern (NYSE:KSU) rating on Wednesday, July 20. RBC Capital Markets has “Outperform” rating and $114 price target.

KSU Company Profile

Kansas City Southern (KCS), incorporated on January 29, 1962, is a transportation holding firm with domestic and international rail activities in North America that are focused on the north/south freight corridor connecting commercial and industrial markets in the central United States with industrial cities in Mexico. The Firm controls and owns The Kansas City Southern Railway Company (KCSR), a United States Class I railroad that serves a 10-state region in the midwest and southeast regions of the United States and has the shortest north/south rail route between Kansas City, Missouri and several key ports along the Gulf of Mexico in Alabama, Louisiana, Mississippi and Texas. The Firm controls and owns Kansas City Southern de Mexico, S.A. de C.V. (KCSM), which serves Mexico’s principal industrial cities and three of its seaports. KCSM has the right to control and operate the southern half of the rail bridge at Laredo, Texas, which spans the Rio Grande River between the United States and Mexico. The Firm also controls the northern half of this bridge through its ownership of Mexrail, Inc. (Mexrail). The Company, through Mexrail, owns The Texas Mexican Railway Company (Tex-Mex), which connects the activities of KCSR with KCSM.

More notable recent Kansas City Southern (NYSE:KSU) news were published by: Bizjournals.com which released: “Trump’s railing against NAFTA gives Kansas City Southern stock a jolt” on November 09, 2016, also Thestreet.com with their article: “Buy Canadian National (CNI) Stock, Not Kansas City Southern, CFRA Research’s …” published on November 11, 2016, Seekingalpha.com published: “Kansas City Southern – Should Investors Expose Themselves To Mexico Risk?” on November 13, 2016. More interesting news about Kansas City Southern (NYSE:KSU) were released by: Seekingalpha.com and their article: “Sell Kansas City Southern” published on November 07, 2016 as well as Benzinga.com‘s news article titled: “Kansas City Southern Isn’t Worried About A Donald Trump Presidency” with publication date: November 16, 2016.

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By Adrian Mccoy


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