Osterweis Capital Management Trimmed By $2.44 Million Its Q2 Hldgs (QTWO) Stake; Arden Realty (ARI)’s Sentiment Is 2.29

December 8, 2017 - By Adrian Erickson

Osterweis Capital Management Inc decreased Q2 Hldgs Inc (QTWO) stake by 44.71% reported in 2017Q2 SEC filing. Osterweis Capital Management Inc sold 67,770 shares as Q2 Hldgs Inc (QTWO)’s stock rose 8.75%. The Osterweis Capital Management Inc holds 83,800 shares with $3.10M value, down from 151,570 last quarter. Q2 Hldgs Inc now has $1.69B valuation. The stock decreased 0.98% or $0.4 during the last trading session, reaching $40.5. About 120,740 shares traded. Q2 Holdings, Inc. (NYSE:QTWO) has risen 76.19% since December 8, 2016 and is uptrending. It has outperformed by 59.49% the S&P500.

Apollo Commercial Real Estate Finance, Inc. operates as a real estate investment trust that primarily originates, acquires, invests in, and manages commercial first mortgage loans, subordinate financings, commercial mortgage-backed securities, and other commercial real estate-related debt investments in the United States. The company has market cap of $1.99 billion. The firm is qualified as a REIT under the Internal Revenue Code. It has a 10.32 P/E ratio. As a REIT, it would not be subject to federal income taxes, if it distributes at least 90% of its REIT taxable income to its stockholders.

Ratings analysis reveals 0 of Apollo Commercial Real Estate’s analysts are positive. Out of 3 Wall Street analysts rating Apollo Commercial Real Estate, 0 give it “Buy”, 0 “Sell” rating, while 3 recommend “Hold”. ARI was included in 3 notes of analysts from October 13, 2016. JMP Securities downgraded the shares of ARI in report on Wednesday, March 1 to “Mkt Perform” rating. The firm has “Market Perform” rating given on Thursday, October 13 by Wells Fargo. The company was downgraded on Thursday, December 15 by Bank of America.

The stock increased 0.16% or $0.03 during the last trading session, reaching $18.59. About 670,263 shares traded. Apollo Commercial Real Estate Finance, Inc. (ARI) has risen 17.10% since December 8, 2016 and is uptrending. It has outperformed by 0.40% the S&P500.

Analysts await Apollo Commercial Real Estate Finance, Inc. (NYSE:ARI) to report earnings on February, 26. They expect $0.38 EPS, down 19.15% or $0.09 from last year’s $0.47 per share. ARI’s profit will be $40.70 million for 12.23 P/E if the $0.38 EPS becomes a reality. After $0.54 actual EPS reported by Apollo Commercial Real Estate Finance, Inc. for the previous quarter, Wall Street now forecasts -29.63% negative EPS growth.

Yorktown Management & Research Co Inc holds 3.96% of its portfolio in Apollo Commercial Real Estate Finance, Inc. for 670,000 shares. Orinda Asset Management Llc owns 226,706 shares or 3.26% of their US portfolio. Moreover, Dean Capital Management has 2.01% invested in the company for 225,765 shares. The California-based Fuller & Thaler Asset Management Inc. has invested 1.1% in the stock. Beck Capital Management Llc, a Texas-based fund reported 109,673 shares.

Investors sentiment decreased to 1.61 in Q2 2017. Its down 0.18, from 1.79 in 2017Q1. It dropped, as 18 investors sold QTWO shares while 31 reduced holdings. 27 funds opened positions while 52 raised stakes. 34.05 million shares or 0.54% more from 33.86 million shares in 2017Q1 were reported. Columbus Circle Invsts reported 133,821 shares. Amer Century Companies has invested 0.01% in Q2 Holdings, Inc. (NYSE:QTWO). Natl Bank Of Ny Mellon Corporation reported 0% of its portfolio in Q2 Holdings, Inc. (NYSE:QTWO). Blair William Il invested in 8,830 shares or 0% of the stock. Schwab Charles Inv Mngmt has invested 0% of its portfolio in Q2 Holdings, Inc. (NYSE:QTWO). Interest Grp Inc, New York-based fund reported 19,442 shares. Axiom Int Ltd Liability Corp De holds 161,254 shares. Metropolitan Life Insurance Communications New York reported 0.01% in Q2 Holdings, Inc. (NYSE:QTWO). Paloma Partners Mgmt Co has invested 0.01% in Q2 Holdings, Inc. (NYSE:QTWO). Citadel Advsr Ltd has 124,934 shares for 0% of their portfolio. Axa has invested 0.01% in Q2 Holdings, Inc. (NYSE:QTWO). Massachusetts Fincl Services Com Ma holds 0.01% or 461,816 shares in its portfolio. Aqr Capital Mgmt Limited Liability owns 13,917 shares for 0% of their portfolio. Loomis Sayles & Limited Partnership has invested 0.06% in Q2 Holdings, Inc. (NYSE:QTWO). Morgan Stanley invested in 38,573 shares or 0% of the stock.

Since June 8, 2017, it had 0 insider purchases, and 1 insider sale for $37,630 activity. DOYLE CHARLES T sold $982 worth of Q2 Holdings, Inc. (NYSE:QTWO) on Thursday, June 8. Seale R. H. also sold $7,293 worth of Q2 Holdings, Inc. (NYSE:QTWO) on Thursday, June 8. Shares for $37,630 were sold by Offerdahl James. The insider Schaper Carl James sold $9,609.

Osterweis Capital Management Inc increased New Relic Inc stake by 36,615 shares to 75,605 valued at $3.25 million in 2017Q2. It also upped Public Storage (NYSE:PSA) stake by 33,265 shares and now owns 145,730 shares. Cf Inds Hldgs Inc (NYSE:CF) was raised too.

Analysts await Q2 Holdings, Inc. (NYSE:QTWO) to report earnings on February, 21. They expect $-0.10 earnings per share, up 16.67% or $0.02 from last year’s $-0.12 per share. After $-0.10 actual earnings per share reported by Q2 Holdings, Inc. for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

Among 14 analysts covering Q2 Holdings Inc (NYSE:QTWO), 9 have Buy rating, 0 Sell and 5 Hold. Therefore 64% are positive. Q2 Holdings Inc has $49 highest and $25 lowest target. $42.18’s average target is 4.15% above currents $40.5 stock price. Q2 Holdings Inc had 29 analyst reports since August 4, 2015 according to SRatingsIntel. On Sunday, July 30 the stock rating was maintained by Canaccord Genuity with “Buy”. On Wednesday, December 9 the stock rating was initiated by Northland Capital with “Outperform”. The rating was maintained by RBC Capital Markets on Friday, November 3 with “Buy”. The rating was maintained by RBC Capital Markets with “Outperform” on Friday, August 5. The stock has “Buy” rating by Loop Capital on Tuesday, January 10. The company was downgraded on Thursday, November 2 by Canaccord Genuity. The rating was maintained by Canaccord Genuity with “Buy” on Friday, August 7. The firm has “Buy” rating given on Sunday, October 29 by Canaccord Genuity. The stock of Q2 Holdings, Inc. (NYSE:QTWO) has “Sector Weight” rating given on Friday, November 18 by Pacific Crest. Canaccord Genuity maintained the stock with “Buy” rating in Monday, June 5 report.

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