November 28, 2016 - By Darrin Black · 0 Comments
Alliance Data Systems Corp (NYSE:ADS) institutional sentiment increased to 0.91 in 2016 Q2. Its up 0.04, from 0.87 in 2016Q1. The ratio improved, as 209 funds increased or opened new holdings, while 240 reduced and sold their equity positions in Alliance Data Systems Corp. The funds in our partner’s database now hold: 52.14 million shares, down from 55.04 million shares in 2016Q1. Also, the number of funds holding Alliance Data Systems Corp in their top 10 holdings decreased from 14 to 13 for a decrease of 1. Sold All: 68 Reduced: 172 Increased: 149 New Position: 60.
Alliance Data Systems Corporation is a well-known provider of data-driven marketing and loyalty solutions serving consumer businesses in a range of industries. The company has a market cap of $13.53 billion. The Firm offers a portfolio of integrated outsourced marketing solutions, including customer loyalty programs, database marketing services, end-to-end marketing services, analytics and creative services, direct marketing services, and private label and co-brand retail credit card programs. It has a 24.74 P/E ratio.
The stock decreased 0.15% or $0.36 on November 25, hitting $234.69. Alliance Data Systems Corporation (NYSE:ADS) has risen 15.10% since April 25, 2016 and is uptrending. It has outperformed by 9.09% the S&P500.
Analysts await Alliance Data Systems Corporation (NYSE:ADS) to report earnings on January, 26. They expect $4.41 earnings per share, up 13.95% or $0.54 from last year’s $3.87 per share. ADS’s profit will be $254.24 million for 13.30 P/E if the $4.41 EPS becomes a reality. After $4.54 actual earnings per share reported by Alliance Data Systems Corporation for the previous quarter, Wall Street now forecasts -2.86% negative EPS growth.
According to Zacks Investment Research, “Alliance Data Systems Corporation is a leading provider of transaction services, credit services and marketing services to retail companies in North America. They focus on facilitating and managing electronic transactions between clients and their customers through multiple distribution channels including in-store, catalog and the Internet. Their credit and marketing services assist clients in identifying and acquiring new customers, as well as helping to increase the loyalty and profitability of their existing customers.”
Cryder Capital Partners Llp holds 13.71% of its portfolio in Alliance Data Systems Corporation for 87,222 shares. Stonerise Capital Management Llc owns 100,000 shares or 11.19% of their US portfolio. Moreover, Muhlenkamp & Co Inc has 9.25% invested in the company for 120,854 shares. The Manitoba – Canada-based Sarbit Advisory Services Inc. has invested 6.89% in the stock. Valueact Holdings L.P., a California-based fund reported 3.29 million shares.#img1#
Insider Transactions: Since January 1, 0001, the stock had 0 insider purchases, and 3 sales for $6.84 million net activity.
Ratings analysis reveals 65% of Alliance Data Systems’s analysts are positive. Out of 23 Wall Street analysts rating Alliance Data Systems, 15 give it “Buy”, 2 “Sell” rating, while 6 recommend “Hold”. The lowest target is $20 while the high is $360. The stock’s average target of $267.06 is 13.79% above today’s ($234.69) share price. ADS was included in 31 notes of analysts from August 9, 2015. Guggenheim initiated Alliance Data Systems Corporation (NYSE:ADS) on Thursday, November 17 with “Buy” rating. The stock of Alliance Data Systems Corporation (NYSE:ADS) has “Neutral” rating given on Friday, December 11 by Credit Suisse. The firm has “Overweight” rating given on Wednesday, October 5 by Atlantic Securities. The stock has “Market Perform” rating given by BMO Capital Markets on Friday, July 22. As per Wednesday, September 30, the company rating was initiated by Cowen & Co. As per Wednesday, November 25, the company rating was upgraded by Piper Jaffray. The firm has “Hold” rating given on Monday, July 18 by Stifel Nicolaus. Stifel Nicolaus upgraded it to “Buy” rating and $330 target price in Thursday, August 20 report. The firm has “Buy” rating by Zacks given on Thursday, September 17. Jefferies initiated it with “Buy” rating and $20 target price in Friday, February 12 report.
Alliance Data Systems Corporation, incorporated on February 23, 1995, is a well-known provider of data-driven marketing and loyalty solutions serving consumer businesses in a range of industries. The Firm offers a portfolio of integrated outsourced marketing solutions, including customer loyalty programs, database marketing services, end-to-end marketing services, analytics and creative services, direct marketing services, and private label and co-brand retail credit card programs. The Firm operates through three divisions: LoyaltyOne, which provides coalition and short-term loyalty programs through the Company’s Canadian AIR MILES Reward Program and BrandLoyalty; Epsilon, which provides end-to-end, integrated marketing solutions, and Card Services, which provides risk management solutions, account origination, funding, transaction processing, customer care, collections and marketing services for the Company’s private label and co-brand retail credit card programs. The Company’s client base is diversified across a range of end-markets, including financial services, specialty retail, grocery and drugstore chains, petroleum retail, automotive, hospitality and travel, telecommunications, insurance and healthcare.
More notable recent Alliance Data Systems Corporation (NYSE:ADS) news were published by: Prnewswire.com which released: “Alliance Data Systems Corporation Announces Proposed Offering of $400 Million …” on October 24, 2016, also Reuters.com with their article: “BRIEF-Alliance Data Systems corporation announces proposed offering of $40…” published on October 24, 2016, Valuewalk.com published: “Alliance Data Systems Corporation (ADS) – Citron Short Thesis” on August 19, 2016. More interesting news about Alliance Data Systems Corporation (NYSE:ADS) were released by: Prnewswire.com and their article: “Alliance Data’s Card Services Business Extends Instant Issuance Capability To …” published on September 14, 2016 as well as Prnewswire.com‘s news article titled: “Alliance Data’s Card Services Business Signs New Agreement With Williams …” with publication date: September 08, 2016.
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By Darrin Black