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Hot Stocks
Jana Partners buys TreeHouse Foods, exits Callaway in Q4 » 16:46
02/16/21
02/16
16:46
02/16/21
16:46
LH

LabCorp

$236.18 /

-1.835 (-0.77%)

, THS

TreeHouse

$48.91 /

-0.48 (-0.97%)

, TGNA

Tegna

$17.59 /

-0.095 (-0.54%)

, GRA

W.R. Grace

$59.83 /

-0.28 (-0.47%)

, ELY

Callaway Golf

$28.36 /

-1.56 (-5.21%)

, BCO

Brink's

$73.39 /

+0.17 (+0.23%)

, PRSP

Perspecta

$29.19 /

+0.155 (+0.53%)

, EHC

Encompass Health

$80.46 /

-1.765 (-2.15%)

, SPY

SPDR S&P 500 ETF Trust

$392.34 /

-0.36 (-0.09%)

, BLMN

Bloomin' Brands

$22.66 /

-0.125 (-0.55%)

, NEWR

New Relic

$63.48 /

-1.955 (-2.99%)

, CAG

Conagra Brands

$33.90 /

-0.67 (-1.94%)

Jana Partners disclosed…

Jana Partners disclosed in an SEC filing its holdings as of December 31, 2020. Jana's four new buys during the fourth quarter included, by size of position, LabCorp (LH), TreeHouse Foods (THS), Tegna (TGNA), and W.R. Grace (GRA). The fund exited three positions during the quarter, including by size of previous position Callaway Golf (ELY) and Brink's Company (BCO). Jana increased its stake in two holdings, including by size of previous position Perspecta (PRSP) and Encompass Health (EHC). The fund decreased its stake in three holdings, including by size of previous position SPDR S&P 500 ETF Trust (SPY), Bloomin' Brands (BLMN), and New Relic (NEWR). Jana's top holdings as of December 31, in order of size, were Conagra (CAG), Perspecta, Encompass Health, LabCorp, and SPDR S&P 500 ETF Trust.

ShowHide Related Items >><<
THS TreeHouse
$48.91 /

-0.48 (-0.97%)

TGNA Tegna
$17.59 /

-0.095 (-0.54%)

SPY SPDR S&P 500 ETF Trust
$392.34 /

-0.36 (-0.09%)

PRSP Perspecta
$29.19 /

+0.155 (+0.53%)

NEWR New Relic
$63.48 /

-1.955 (-2.99%)

LH LabCorp
$236.18 /

-1.835 (-0.77%)

GRA W.R. Grace
$59.83 /

-0.28 (-0.47%)

ELY Callaway Golf
$28.36 /

-1.56 (-5.21%)

EHC Encompass Health
$80.46 /

-1.765 (-2.15%)

CAG Conagra Brands
$33.90 /

-0.67 (-1.94%)

BCO Brink's
$73.39 /

+0.17 (+0.23%)

LH LabCorp
$236.18 /

-1.835 (-0.77%)

02/12/21 JPMorgan
LabCorp price target raised to $279 from $261 at JPMorgan
02/12/21 Mizuho
LabCorp price target raised to $267 from $242 at Mizuho
02/12/21 Citi
LabCorp price target raised to $278 from $257 at Citi
01/29/21 Citi
LabCorp price target raised to $257 from $249 at Citi
THS TreeHouse
$48.91 /

-0.48 (-0.97%)

02/12/21 Truist
TreeHouse downgraded to Hold from Buy at Truist
02/12/21 Truist
TreeHouse downgraded to Hold from Buy at Truist
02/12/21 BofA
TreeHouse downgraded to Neutral from Buy at BofA
02/12/21 BofA
TreeHouse downgraded to Neutral from Buy at BofA
TGNA Tegna
$17.59 /

-0.095 (-0.54%)

01/08/21 Barrington
Tegna price target raised to $20 from $18 at Barrington
12/16/20 Huber Research
Tegna downgraded to Underweight from Overweight at Huber Research
08/11/20 Wells Fargo
Tegna upgraded to Overweight from Equal Weight at Wells Fargo
04/16/20 Wells Fargo
Tegna price target lowered to $11 from $18 at Wells Fargo
GRA W.R. Grace
$59.83 /

-0.28 (-0.47%)

02/10/21 Credit Suisse
W.R. Grace price target raised to $69 from $57 at Credit Suisse
01/19/21 CL King
W.R. Grace price target raised to $70 from $67 at CL King
01/19/21 Monness Crespi
W.R. Grace expresses 'openness' to work with 40 North, says Monness Crespi
01/15/21 Wells Fargo
W.R. Grace response to 40 North suggests higher odds of deal, says Wells Fargo
ELY Callaway Golf
$28.36 /

-1.56 (-5.21%)

02/16/21 Cowen
Callaway Golf valuation looks rich, Cowen downgrades to Market Perform
02/16/21 Cowen
Callaway Golf downgraded to Market Perform from Outperform at Cowen
02/11/21 B. Riley Securities
Callaway Golf price target raised to $35 from $33 at B. Riley Securities
02/08/21 Jefferies
Jefferies says buy Callaway Golf into Q4 EPS report
BCO Brink's
$73.39 /

+0.17 (+0.23%)

01/15/21 Truist
Brink's price target raised to $96 from $90 at Truist
12/15/20 Truist
Brink's price target raised to $90 from $80 at Truist
05/18/20 Standpoint Research
Brink's upgraded to Buy from Hold at Standpoint Research
05/07/20 Imperial Capital
Brink's price target lowered to $80 from $98 at Imperial Capital
PRSP Perspecta
$29.19 /

+0.155 (+0.53%)

02/08/21 Stifel
Stifel cuts Perspecta rating to Hold as results unlikely to attract new bidders
02/08/21 Stifel
Perspecta downgraded to Hold from Buy at Stifel
01/27/21 Stifel
CACI 'very likely' to bid on Perspecta as well, says Stifel
06/12/20 William Blair
William Blair sees near-term takeover of Perspecta as unlikely despite Jana news
EHC Encompass Health
$80.46 /

-1.765 (-2.15%)

01/28/21 Credit Suisse
Encompass Health price target lowered to $92 from $97 at Credit Suisse
01/28/21 Deutsche Bank
Encompass Health price target raised to $87 from $70 at Deutsche Bank
01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
SPY SPDR S&P 500 ETF Trust
$392.34 /

-0.36 (-0.09%)

01/07/21 Credit Suisse
Credit Suisse raises 2021 S&P 500 target to 4,200, sees 12% upside
11/09/20 JPMorgan
JPMorgan sees S&P 500 hitting 4,000 by early next year
09/01/20
Fed's Brainard says monetary policy to pivot from stabilization to accommodation
08/17/20 Goldman Sachs
Goldman boosts end of 2020 S&P 500 target to 3,600 from 3,000
BLMN Bloomin' Brands
$22.66 /

-0.125 (-0.55%)

01/25/21 JPMorgan
Bloomin' Brands price target raised to $25 from $22 at JPMorgan
01/22/21 Deutsche Bank
Bloomin' Brands price target raised to $26 from $22 at Deutsche Bank
01/19/21 Goldman Sachs
Bloomin' Brands initiated with a Sell at Goldman Sachs
12/14/20 JPMorgan
Bloomin' Brands price target raised to $22 from $20 at JPMorgan
NEWR New Relic
$63.48 /

-1.955 (-2.99%)

02/05/21
Fly Intel: Top five analyst downgrades
02/05/21 Raymond James
New Relic downgraded to Market Perform from Strong Buy at Raymond James
02/05/21 Loop Capital
New Relic price target raised to $70 from $60 at Loop Capital
02/05/21 BMO Capital
New Relic price target raised to $71 from $64 at BMO Capital
CAG Conagra Brands
$33.90 /

-0.67 (-1.94%)

01/12/21 Jefferies
Conagra Brands price target lowered to $40 from $41 at Jefferies
01/08/21 Credit Suisse
Conagra Brands price target lowered to $33 from $34 at Credit Suisse
01/05/21 Credit Suisse
Conagra Brands downgraded to Underperform from Neutral at Credit Suisse
09/29/20 RBC Capital
Conagra Brands product line benefits from current environment, says RBC Capital
THS TreeHouse
$48.91 /

-0.48 (-0.97%)

TGNA Tegna
$17.59 /

-0.095 (-0.54%)

PRSP Perspecta
$29.19 /

+0.155 (+0.53%)

NEWR New Relic
$63.48 /

-1.955 (-2.99%)

LH LabCorp
$236.18 /

-1.835 (-0.77%)

GRA W.R. Grace
$59.83 /

-0.28 (-0.47%)

ELY Callaway Golf
$28.36 /

-1.56 (-5.21%)

EHC Encompass Health
$80.46 /

-1.765 (-2.15%)

CAG Conagra Brands
$33.90 /

-0.67 (-1.94%)

BLMN Bloomin' Brands
$22.66 /

-0.125 (-0.55%)

BCO Brink's
$73.39 /

+0.17 (+0.23%)

THS TreeHouse
$48.91 /

-0.48 (-0.97%)

TGNA Tegna
$17.59 /

-0.095 (-0.54%)

SPY SPDR S&P 500 ETF Trust
$392.34 /

-0.36 (-0.09%)

PRSP Perspecta
$29.19 /

+0.155 (+0.53%)

NEWR New Relic
$63.48 /

-1.955 (-2.99%)

LH LabCorp
$236.18 /

-1.835 (-0.77%)

ELY Callaway Golf
$28.36 /

-1.56 (-5.21%)

EHC Encompass Health
$80.46 /

-1.765 (-2.15%)

CAG Conagra Brands
$33.90 /

-0.67 (-1.94%)

THS TreeHouse
$48.91 /

-0.48 (-0.97%)

TGNA Tegna
$17.59 /

-0.095 (-0.54%)

PRSP Perspecta
$29.19 /

+0.155 (+0.53%)

NEWR New Relic
$63.48 /

-1.955 (-2.99%)

LH LabCorp
$236.18 /

-1.835 (-0.77%)

GRA W.R. Grace
$59.83 /

-0.28 (-0.47%)

ELY Callaway Golf
$28.36 /

-1.56 (-5.21%)

CAG Conagra Brands
$33.90 /

-0.67 (-1.94%)

BLMN Bloomin' Brands
$22.66 /

-0.125 (-0.55%)

TGNA Tegna
$17.59 /

-0.095 (-0.54%)

SPY SPDR S&P 500 ETF Trust
$392.34 /

-0.36 (-0.09%)

LH LabCorp
$236.18 /

-1.835 (-0.77%)

ELY Callaway Golf
$28.36 /

-1.56 (-5.21%)

BLMN Bloomin' Brands
$22.66 /

-0.125 (-0.55%)

SPY SPDR S&P 500 ETF Trust
$392.34 /

-0.36 (-0.09%)

Hot Stocks
Encompass Health to build 40-bed inpatient rehabilitation hospital in Oklahoma » 07:30
02/08/21
02/08
07:30
02/08/21
07:30
EHC

Encompass Health

$82.21 /

-1.07 (-1.28%)

Encompass Health and…

Encompass Health and Ascension St. John announced their plans to construct a 40-bed inpatient rehabilitation hospital on East 86th Street North in Owasso, Oklahoma, a northern suburb of Tulsa, Oklahoma. The future hospital is the joint venture's second location. Complementing local acute care services like those provided by Ascension St. John Owasso, the future hospital will offer physical, occupational and speech therapies, and 24-hour nursing care, to restore functional ability and quality of life. The hospital will feature all private patient rooms, a spacious therapy gym with advanced rehabilitation technologies and activities of daily living suite, cafeteria, dining room, pharmacy and therapy courtyard.

ShowHide Related Items >><<
EHC Encompass Health
$82.21 /

-1.07 (-1.28%)

EHC Encompass Health
$82.21 /

-1.07 (-1.28%)

01/28/21 Credit Suisse
Encompass Health price target lowered to $92 from $97 at Credit Suisse
01/28/21 Deutsche Bank
Encompass Health price target raised to $87 from $70 at Deutsche Bank
01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
EHC Encompass Health
$82.21 /

-1.07 (-1.28%)

EHC Encompass Health
$82.21 /

-1.07 (-1.28%)

Over a month ago
Periodicals
Encompass Health activist Jana not 'appeased' by Q4 earnings, The Deal says » 14:48
01/29/21
01/29
14:48
01/29/21
14:48
EHC

Encompass Health

$79.70 /

-0.86 (-1.07%)

While Encompass Health…

While Encompass Health reported Q4 earnings that beat analyst consensus estimates, the "results and newly issued guidance haven't appeased activist Jana Partners," which previously revealed in November that it held a 1.8% stake in the company, reported The Deal, contacts tell The Fly. "Jana is engaging with the Birmingham, Ala.-based company behind the scenes," The Deal added, according to contacts.

ShowHide Related Items >><<
EHC Encompass Health
$79.70 /

-0.86 (-1.07%)

EHC Encompass Health
$79.70 /

-0.86 (-1.07%)

01/28/21 Credit Suisse
Encompass Health price target lowered to $92 from $97 at Credit Suisse
01/28/21 Deutsche Bank
Encompass Health price target raised to $87 from $70 at Deutsche Bank
01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
EHC Encompass Health
$79.70 /

-0.86 (-1.07%)

Recommendations
Encompass Health price target lowered to $92 from $97 at Credit Suisse » 08:43
01/28/21
01/28
08:43
01/28/21
08:43
EHC

Encompass Health

$82.38 /

-3.48 (-4.05%)

Credit Suisse analyst…

Credit Suisse analyst A.J. Rice lowered the firm's price target on Encompass Health to $92 from $97 and keeps an Outperform rating on the shares. The analyst believes the long-term outlook remains intact, with pandemic headwinds viewed as transitory.

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EHC Encompass Health
$82.38 /

-3.48 (-4.05%)

EHC Encompass Health
$82.38 /

-3.48 (-4.05%)

01/28/21 Deutsche Bank
Encompass Health price target raised to $87 from $70 at Deutsche Bank
01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
11/30/20 Raymond James
Encompass Health price target raised to $90 from $78 at Raymond James
EHC Encompass Health
$82.38 /

-3.48 (-4.05%)

Recommendations
Encompass Health price target raised to $87 from $70 at Deutsche Bank » 07:32
01/28/21
01/28
07:32
01/28/21
07:32
EHC

Encompass Health

$82.38 /

-3.48 (-4.05%)

Deutsche Bank analyst…

Deutsche Bank analyst Pito Chickering raised the firm's price target on Encompass Health to $87 from $70 and keeps a Hold rating on the shares. The shares traded down yesterday as investors remained wary of a softer 2021 EBITDA outlook and a lower base on reinstated long-term guidance, Chickering tells investors in a research note. The analyst, however, believes the long-term growth thesis is intact.

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EHC Encompass Health
$82.38 /

-3.48 (-4.05%)

EHC Encompass Health
$82.38 /

-3.48 (-4.05%)

01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
11/30/20 Raymond James
Encompass Health price target raised to $90 from $78 at Raymond James
11/23/20 Barclays
Encompass Health upgraded to Overweight from Equal Weight at Barclays
EHC Encompass Health
$82.38 /

-3.48 (-4.05%)

Hot Stocks
Encompass Health: 'No decision has been made' on home health and hospice unit » 16:28
01/26/21
01/26
16:28
01/26/21
16:28
EHC

Encompass Health

$85.86 /

+0.18 (+0.21%)

On December 9, 2020, the…

On December 9, 2020, the company announced it is exploring strategic alternatives for its home health and hospice business. The review is ongoing, and no decision has been made. Accordingly, the company's 2021 guidance and longer term growth targets assume the continuation of the current structure of the business. The guidance and growth targets may change depending on the ultimate outcome of the review. Base year 2020 adjusted free cash flow benefited from a temporary payroll tax holiday. Exclusive of this item, the adjusted free cash flow CAGR target would be 8%-10%.

ShowHide Related Items >><<
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
11/30/20 Raymond James
Encompass Health price target raised to $90 from $78 at Raymond James
11/23/20 Barclays
Encompass Health upgraded to Overweight from Equal Weight at Barclays
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

Earnings
Encompass Health provides 2020-2025 growth targets » 16:25
01/26/21
01/26
16:25
01/26/21
16:25
EHC

Encompass Health

$85.86 /

+0.18 (+0.21%)

2020-2025 growth targets:…

2020-2025 growth targets: Net operating revenues 8%-10% CAGR; Adjusted EBITDA 8%-10% CAGR; Adjusted free cash flow 5%-7% CAGR.

ShowHide Related Items >><<
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
11/30/20 Raymond James
Encompass Health price target raised to $90 from $78 at Raymond James
11/23/20 Barclays
Encompass Health upgraded to Overweight from Equal Weight at Barclays
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

Earnings
Encompass Health sees FY21 adjusted EPS $3.31-$3.53, consensus $3.83 » 16:23
01/26/21
01/26
16:23
01/26/21
16:23
EHC

Encompass Health

$85.86 /

+0.18 (+0.21%)

Sees FY21 revenue…

Sees FY21 revenue $5B-$5.17B, consensus $5.06B. Sees FY21 adjusted EBITDA $925M-$955M.

ShowHide Related Items >><<
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
11/30/20 Raymond James
Encompass Health price target raised to $90 from $78 at Raymond James
11/23/20 Barclays
Encompass Health upgraded to Overweight from Equal Weight at Barclays
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

Earnings
Encompass Health reports Q4 adjusted EPS 93c, consensus 85c » 16:21
01/26/21
01/26
16:21
01/26/21
16:21
EHC

Encompass Health

$85.86 /

+0.18 (+0.21%)

Reports Q4 revenue…

Reports Q4 revenue $1.21B, consensus $1.21B.

ShowHide Related Items >><<
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

01/15/21 UBS
Encompass Health price target raised to $106 from $85 at UBS
12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
11/30/20 Raymond James
Encompass Health price target raised to $90 from $78 at Raymond James
11/23/20 Barclays
Encompass Health upgraded to Overweight from Equal Weight at Barclays
EHC Encompass Health
$85.86 /

+0.18 (+0.21%)

Recommendations
Encompass Health price target raised to $106 from $85 at UBS » 08:28
01/15/21
01/15
08:28
01/15/21
08:28
EHC

Encompass Health

$82.47 /

-0.87 (-1.04%)

UBS analyst Whit Mayo…

UBS analyst Whit Mayo raised the firm's price target on Encompass Health to $106 from $85 and keeps a Buy rating on the shares. Late last year, the company announced it would evaluate a range of potential strategic alternatives for its Home Health segment, the analyst tells investors in a research note. Mayo adds that he is "struck" by the "spread" implied at the stock's current levels relative to a potential transaction, noting that Encompass Health shares currently price in only a 78% probability of a deal.

ShowHide Related Items >><<
EHC Encompass Health
$82.47 /

-0.87 (-1.04%)

EHC Encompass Health
$82.47 /

-0.87 (-1.04%)

12/18/20 Mizuho
Encompass Health price target raised to $90 from $87 at Mizuho
11/30/20 Raymond James
Encompass Health price target raised to $90 from $78 at Raymond James
11/23/20 Barclays
Encompass Health upgraded to Overweight from Equal Weight at Barclays
11/02/20 Raymond James
Encompass Health price target lowered to $78 from $86 at Raymond James
EHC Encompass Health
$82.47 /

-0.87 (-1.04%)

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