Bearish Options Activity in Aetna (AET) into 5/19 Annual Meeting Amid Senate GOP Healthcare Commentary -Susquehanna

Aetna (AET) PT Raised to $158 at Stifel Following 1st Investor Day Since 2014

Stifel raised its price target on Aetna (NYSE: AET) to $158.00 (from $150.00) while maintaining a Buy rating, following the company's first investor day since 2014.

Analyst Thomas Carroll notes that CEO Mark Bertolini and CFO Shawn Guertin provided a detailed, extensive preview of the... More

Glenview Capital's 13F Shows New Stakes in Hain Celestial (HAIN), Shire (SHPG), T-Mobile (TMUS) (More...)

Glenview Capital Management filed its 13F for the quarter ending March 31, 2017. Below is a summary.

New Stakes
Du Pont (E.I.) (NYSE: DD) new 206,709 share position
Hain Celestial Group, Inc. (NASDAQ: HAIN) new 2,749,075 share position
Intel (NASDAQ: INTC) new 4,931,557 share position
Mohawk Industries (NYSE: MHK) new 358,887 share position
Shire plc (Nasdaq: SHPG) new 1,015,477 share position
T-MOBILE US, Inc. (NASDAQ: TMUS) new 789,690 share position
Total System Services (NYSE: TSS) new 732,644 share... More

Jana Partners Enters Blackhawk (HAWK), Sherwin-Williams (SHW), Shire plc (SHPGY) - 13F

Jana Partners released its 13F for the quarter ended March 31, 2017. Below is a summary:

New Stakes
AbbVie (NYSE: ABBV) (CALL) new 100,000 share position
Ardagh Group (NYSE: ARD) new 50,000 share position
BLACKHAWK NTWK-A (NASDAQ: HAWK) new 2,695,019 share position
Dow Chemical (NYSE: DOW) new 3,551,908 share position
HD SUPPLY HLDGS (NASDAQ: HDS) (CALL) new 2,000,000 share position
Hewlett Packard Enterprise (NYSE: HPE) new 4,442,033 share position
ISHARES RUSSELL 2000 ETF (NYSE: IWM) new 22,000 share position
ISHARES... More

Maverick's 13F Shows New Stakes in Envision (EVHC), Walgreens (WBA), Increase in Inbev (BUD), Tesoro (TSO) (More...)

Maverick filed its 13F for the quarter ending March 31, 2017. Below is a summary.

New Stakes
ALLISON TRANSMISSION HOLDINGS, Inc. (NYSE: ALSN) new 78,160 share position
AMERICAN AXLE & MANUFACTURING HOLDINGS, Inc. (NYSE: AXL) new 142,550 share position
Analog Devices, Inc. (NASDAQ: ADI) new 44,089 share position
ASSURED GUARANTY, LTD (NYSE: AGO) new 32,870 share position
Bank of the Ozarks, Inc. (NASDAQ: OZRK) new 51,280 share position
BHP Billiton plc (: BHPBF) new 41,590 share position
Centerstate Banks, Inc. (NASDAQ: CSFL) new 111,250 share... More

Aetna (AET) PT Raised to $160 at UBS Following Investor Event

UBS raised its price target on Aetna (NYSE: AET) to $160.00 (from $147.00) while maintaining a Buy rating following the company's first investor update event in NYC post the cancelling of the Humana transaction.... More

Aetna (AET): Investor Day Takeaways, Raising PT - BofA

BofA/Merrill Lynch analyst, Kevin Fischbeck, reiterated his Buy rating on shares of Aetna (NYSE: AET) after the company's investor day focused on underappreciated exposure to favorable growth prospects in the government business (particularly MA), balanced out by a stable, high FCF commercial... More