Latest news with #BillNygren
Yahoo
29-05-2025
- Business
- Yahoo
Bill Nygren's Strategic Moves: Constellation Brands Inc. Takes Center Stage with 1. ...
Bill Nygren (Trades, Portfolio) recently submitted the N-PORT filing for the first quarter of 2025, providing insights into his investment moves during this period. Bill Nygren (Trades, Portfolio) is the Portfolio Manager of The Oakmark Fund, The Oakmark Select Fund, and the Oakmark Global Select Fund. With an M.S. in Finance from the University of Wisconsin-Madison and a B.S. in Accounting from the University of Minnesota, Nygren is a seasoned value investor. He and his partners focus on companies trading at a substantial discount to their perceived true business value, believing that stock prices will eventually reflect the underlying company's worth. Their investment strategy emphasizes stock price discounts, free cash flows, intelligent cash investment, and high manager ownership, viewing each purchase as acquiring a business piece rather than just a stock certificate. Warning! GuruFocus has detected 5 Warning Sign with AIG. Bill Nygren (Trades, Portfolio) added a total of two stocks to his portfolio, with the most significant addition being Constellation Brands Inc (NYSE:STZ). This purchase involved 1,370,000 shares, accounting for 1.12% of the portfolio and a total value of $251,422,400. The second largest addition was Marathon Petroleum Corp (NYSE:MPC), consisting of 1,704,000 shares, representing approximately 1.11% of the portfolio, with a total value of $248,255,760. Bill Nygren (Trades, Portfolio) also increased stakes in a total of 24 stocks. The most notable increase was in The Carlyle Group Inc (NASDAQ:CG), with an additional 3,985,100 shares, bringing the total to 4,822,200 shares. This adjustment represents a significant 476.06% increase in share count, a 0.78% impact on the current portfolio, and a total value of $210,199,700. The second largest increase was in Airbnb Inc (NASDAQ:ABNB), with an additional 1,048,100 shares, bringing the total to 2,340,000. This adjustment represents a significant 81.13% increase in share count, with a total value of $279,536,400. Bill Nygren (Trades, Portfolio) also reduced positions in 14 stocks. The most significant changes include a reduction in Fiserv Inc (NYSE:FI) by 907,100 shares, resulting in a -30.48% decrease in shares and a -0.85% impact on the portfolio. The stock traded at an average price of $218.93 during the quarter and has returned -32.28% over the past 3 months and -22.30% year-to-date. Additionally, The Kroger Co (NYSE:KR) was reduced by 2,825,000 shares, resulting in a -29.35% reduction in shares and a -0.79% impact on the portfolio. The stock traded at an average price of $63.37 during the quarter and has returned 3.79% over the past 3 months and 10.55% year-to-date. At the first quarter of 2025, Bill Nygren (Trades, Portfolio)'s portfolio included 54 stocks. The top holdings included 3.45% in American International Group Inc (NYSE:AIG), 3.4% in Alphabet Inc (NASDAQ:GOOGL), 3.32% in Charles Schwab Corp (NYSE:SCHW), 3.17% in Citigroup Inc (NYSE:C), and 2.99% in ConocoPhillips (NYSE:COP). The holdings are mainly concentrated in 10 of the 11 industries: Financial Services, Healthcare, Energy, Industrials, Communication Services, Consumer Defensive, Consumer Cyclical, Technology, Basic Materials, and Real Estate. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
29-05-2025
- Business
- Yahoo
Bill Nygren's Strategic Moves: Constellation Brands Inc. Takes Center Stage with 1. ...
Bill Nygren (Trades, Portfolio) recently submitted the N-PORT filing for the first quarter of 2025, providing insights into his investment moves during this period. Bill Nygren (Trades, Portfolio) is the Portfolio Manager of The Oakmark Fund, The Oakmark Select Fund, and the Oakmark Global Select Fund. With an M.S. in Finance from the University of Wisconsin-Madison and a B.S. in Accounting from the University of Minnesota, Nygren is a seasoned value investor. He and his partners focus on companies trading at a substantial discount to their perceived true business value, believing that stock prices will eventually reflect the underlying company's worth. Their investment strategy emphasizes stock price discounts, free cash flows, intelligent cash investment, and high manager ownership, viewing each purchase as acquiring a business piece rather than just a stock certificate. Warning! GuruFocus has detected 5 Warning Sign with AIG. Bill Nygren (Trades, Portfolio) added a total of two stocks to his portfolio, with the most significant addition being Constellation Brands Inc (NYSE:STZ). This purchase involved 1,370,000 shares, accounting for 1.12% of the portfolio and a total value of $251,422,400. The second largest addition was Marathon Petroleum Corp (NYSE:MPC), consisting of 1,704,000 shares, representing approximately 1.11% of the portfolio, with a total value of $248,255,760. Bill Nygren (Trades, Portfolio) also increased stakes in a total of 24 stocks. The most notable increase was in The Carlyle Group Inc (NASDAQ:CG), with an additional 3,985,100 shares, bringing the total to 4,822,200 shares. This adjustment represents a significant 476.06% increase in share count, a 0.78% impact on the current portfolio, and a total value of $210,199,700. The second largest increase was in Airbnb Inc (NASDAQ:ABNB), with an additional 1,048,100 shares, bringing the total to 2,340,000. This adjustment represents a significant 81.13% increase in share count, with a total value of $279,536,400. Bill Nygren (Trades, Portfolio) also reduced positions in 14 stocks. The most significant changes include a reduction in Fiserv Inc (NYSE:FI) by 907,100 shares, resulting in a -30.48% decrease in shares and a -0.85% impact on the portfolio. The stock traded at an average price of $218.93 during the quarter and has returned -32.28% over the past 3 months and -22.30% year-to-date. Additionally, The Kroger Co (NYSE:KR) was reduced by 2,825,000 shares, resulting in a -29.35% reduction in shares and a -0.79% impact on the portfolio. The stock traded at an average price of $63.37 during the quarter and has returned 3.79% over the past 3 months and 10.55% year-to-date. At the first quarter of 2025, Bill Nygren (Trades, Portfolio)'s portfolio included 54 stocks. The top holdings included 3.45% in American International Group Inc (NYSE:AIG), 3.4% in Alphabet Inc (NASDAQ:GOOGL), 3.32% in Charles Schwab Corp (NYSE:SCHW), 3.17% in Citigroup Inc (NYSE:C), and 2.99% in ConocoPhillips (NYSE:COP). The holdings are mainly concentrated in 10 of the 11 industries: Financial Services, Healthcare, Energy, Industrials, Communication Services, Consumer Defensive, Consumer Cyclical, Technology, Basic Materials, and Real Estate. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
PulteGroup, Inc. (PHM): Among The Lowest PE Ratio Stocks in S&P 500
We recently published a list of . In this article, we are going to take a look at where PulteGroup, Inc. (NYSE:PHM) stands against other most undervalued stocks. Big tech stocks just suffered a massive hit, with the Magnificent Seven shedding a combined $1.8 trillion in market value over two brutal trading days at the beginning of April 2025. The iPhone-maker was hit the hardest, dropping more than $533 billion, partly due to new tariffs targeting its overseas production. Elon Musk's EV giant fell over 10% on April 4, and Wall Street's semiconductor darling lost nearly $400 billion. Jeff Bezos' e-commerce powerhouse also saw its worst losing streak since 2008. The selloff came after Donald Trump's newly announced tariffs sparked fears of a global trade war and potential recession. It did not just impact the mega-caps; the pain spread across the tech sector, which saw steep declines in stock prices. Even semiconductor stocks, although not yet directly impacted by tariffs, are being dragged down by growing uncertainty. Amidst this volatile market landscape, Veteran investor Bill Nygren noted that the chaos caused by Trump's steep tariffs has opened up a rare window for long-term investors to scoop up undervalued stocks. While he admits the uncertainty is not great for investors and could lead to inflation and slower growth, he sees opportunity in the selloff. Nygren pointed out that many quality companies, including major airlines, banks, and media firms, are now trading at dirt-cheap valuations. Some of them are trading under 7 or 8 times earnings because of overly negative investor sentiment. Nygren believes that if you hold these types of stocks long enough, there is a good chance they will deliver solid returns. Hedge fund billionaire Warren Buffett also endorses Bill Nygren's approach. Buffett made his $165 billion fortune by practicing value investing. He is known for buying stocks that are undervalued compared to their true worth and holding onto them for the long run. His approach focuses on companies with robust fundamentals, solid management, and potential for future growth, rather than chasing after risky or short-term trends. Value investing involves looking for stocks with low price-to-earnings ratios, and it often requires investors to go against the market's emotions and short-term movements. With this outlook in mind, let's take a look at stocks in the S&P 500 with the lowest PE ratios. Construction workers laying bricks during the residential development of multiple lots. For this article, we used the Finviz screener and filtered out S&P stocks. Then, we applied a filter to arrange these stocks in ascending order of P/E ratios. We picked the 10 stocks with the lowest P/E ratios to compile this list. We have also mentioned the hedge fund sentiment around the holdings as per Insider Monkey's Q4 2024 database, ranking the list from least to most hedge fund holders. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). P/E Ratio as of April 29: 7.23 Number of Hedge Fund Holders: 40 PulteGroup, Inc. (NYSE:PHM) is an American homebuilding company that focuses on acquiring and developing land for residential projects, where it builds homes under popular brands like Pulte Homes, Centex, and Del Webb. The company offers a range of home types, including single-family homes, townhomes, and condos. When we mention stocks with a low PE ratio, we cannot leave out PHM. On April 28, Raymond James analyst Buck Horne maintained an Outperform rating on PulteGroup, Inc. (NYSE:PHM) but trimmed the price target to $115 from $135. Horne's reassessment of PulteGroup highlights its strong performance, with a 6% lead over peers this year, driven by a diverse customer base and strategic approach. The company is expected to deliver strong returns, though mortgage rate fluctuations could affect 2025 results. PulteGroup, Inc. (NYSE:PHM) reported a net income of $523 million for Q1 2025, down from $663 million last year, due to a gain from the sale of a joint venture and an insurance benefit in the prior-year quarter. PHM also disclosed a 7% drop in home closings, with net new orders for the quarter at 7,765 homes, down from 8,379 last year due to affordability challenges and macroeconomic uncertainty. PulteGroup's backlog stood at 11,335 homes valued at $7.2 billion. The company repurchased 2.8 million shares for $300 million and ended the quarter with a cash balance of $1.3 billion. According to Insider Monkey's fourth quarter database, 40 hedge funds were bullish on PulteGroup, Inc. (NYSE:PHM), compared to 33 funds in the prior quarter. Greenhaven Associates was the largest stakeholder of the company, with 5.58 million shares worth $608 million. Overall, PHM ranks 9th among the lowest PE Ratio stocks in the S&P. While we acknowledge the potential of PHM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PHM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
The AES Corporation (AES): Among The Lowest PE Ratio Stocks in S&P 500
We recently published a list of . In this article, we are going to take a look at where The AES Corporation (NYSE:AES) stands against other most undervalued stocks. Big tech stocks just suffered a massive hit, with the Magnificent Seven shedding a combined $1.8 trillion in market value over two brutal trading days at the beginning of April 2025. The iPhone-maker was hit the hardest, dropping more than $533 billion, partly due to new tariffs targeting its overseas production. Elon Musk's EV giant fell over 10% on April 4, and Wall Street's semiconductor darling lost nearly $400 billion. Jeff Bezos' e-commerce powerhouse also saw its worst losing streak since 2008. The selloff came after Donald Trump's newly announced tariffs sparked fears of a global trade war and potential recession. It did not just impact the mega-caps; the pain spread across the tech sector, which saw steep declines in stock prices. Even semiconductor stocks, although not yet directly impacted by tariffs, are being dragged down by growing uncertainty. Amidst this volatile market landscape, Veteran investor Bill Nygren noted that the chaos caused by Trump's steep tariffs has opened up a rare window for long-term investors to scoop up undervalued stocks. While he admits the uncertainty is not great for investors and could lead to inflation and slower growth, he sees opportunity in the selloff. Nygren pointed out that many quality companies, including major airlines, banks, and media firms, are now trading at dirt-cheap valuations. Some of them are trading under 7 or 8 times earnings because of overly negative investor sentiment. Nygren believes that if you hold these types of stocks long enough, there is a good chance they will deliver solid returns. Hedge fund billionaire Warren Buffett also endorses Bill Nygren's approach. Buffett made his $165 billion fortune by practicing value investing. He is known for buying stocks that are undervalued compared to their true worth and holding onto them for the long run. His approach focuses on companies with robust fundamentals, solid management, and potential for future growth, rather than chasing after risky or short-term trends. Value investing involves looking for stocks with low price-to-earnings ratios, and it often requires investors to go against the market's emotions and short-term movements. An executive in a power plant control booth overseeing the efficient energy production. For this article, we used the Finviz screener and filtered out S&P stocks. Then, we applied a filter to arrange these stocks in ascending order of P/E ratios. We picked the 10 stocks with the lowest P/E ratios to compile this list. We have also mentioned the hedge fund sentiment around the holdings as per Insider Monkey's Q4 2024 database, ranking the list from least to most hedge fund holders. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). P/E Ratio as of April 29: 4.30 Number of Hedge Fund Holders: 53 The AES Corporation (NYSE:AES) is a global energy company that generates and distributes electricity using sources like coal, gas, hydro, wind, solar, and biomass. It serves residential, commercial, and government sectors. On April 10, Jefferies downgraded AES from Buy to Hold, bringing down the price target from $15 to $10. Jefferies cited a weak balance sheet, complex global operations, and limited long-term visibility on US tax credit benefits for the downgrade. The firm believes these factors could hinder investor interest and reduce the company's growth potential beyond 2027. The AES Corporation (NYSE:AES) ranks 7th on our list of stocks with a low PE ratio. On February 21, The AES Corporation (NYSE:AES) announced a quarterly dividend of $0.17595 per share, which will be distributed on May 15, to shareholders on record as of May 1. In 2024, AES reported $698 million in net income, which is an $880 million increase from the year before. This was supported by strong performance from new renewable energy projects, fewer asset impairments, capital gains from selling AES Brasil, and currency exchange benefits. However, the company's adjusted EBITDA dropped by $189 million to $2.64 billion, due to severe droughts and outages in Colombia, and lower profits in energy infrastructure. AES Corporation expects steady growth in 2025, with projected adjusted EBITDA between $2.65 and $2.85 billion. The company also forecasts adjusted earnings per share between $2.10 and $2.26 for 2025 and is maintaining its goal of 7-9% annual EPS growth through 2027. According to Insider Monkey's fourth quarter database, 53 hedge funds were bullish on The AES Corporation (NYSE:AES), compared to 47 funds in the last quarter. William B. Gray's Orbis Investment Management was the biggest stakeholder of the company, with 22.5 million shares valued at nearly $291 million. Overall, AES ranks 7th among the lowest PE ratio stocks in the S&P. While we acknowledge the potential of AES as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AES but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
Lennar Corporation (LEN): Among The Lowest PE Ratio Stocks in S&P 500
We recently published a list of . In this article, we are going to take a look at where Lennar Corporation (NYSE:LEN) stands against other most undervalued stocks. Big tech stocks just suffered a massive hit, with the Magnificent Seven shedding a combined $1.8 trillion in market value over two brutal trading days at the beginning of April 2025. The iPhone-maker was hit the hardest, dropping more than $533 billion, partly due to new tariffs targeting its overseas production. Elon Musk's EV giant fell over 10% on April 4, and Wall Street's semiconductor darling lost nearly $400 billion. Jeff Bezos' e-commerce powerhouse also saw its worst losing streak since 2008. The selloff came after Donald Trump's newly announced tariffs sparked fears of a global trade war and potential recession. It did not just impact the mega-caps; the pain spread across the tech sector, which saw steep declines in stock prices. Even semiconductor stocks, although not yet directly impacted by tariffs, are being dragged down by growing uncertainty. Amidst this volatile market landscape, Veteran investor Bill Nygren noted that the chaos caused by Trump's steep tariffs has opened up a rare window for long-term investors to scoop up undervalued stocks. While he admits the uncertainty is not great for investors and could lead to inflation and slower growth, he sees opportunity in the selloff. Nygren pointed out that many quality companies, including major airlines, banks, and media firms, are now trading at dirt-cheap valuations. Some of them are trading under 7 or 8 times earnings because of overly negative investor sentiment. Nygren believes that if you hold these types of stocks long enough, there is a good chance they will deliver solid returns. Hedge fund billionaire Warren Buffett also endorses Bill Nygren's approach. Buffett made his $165 billion fortune by practicing value investing. He is known for buying stocks that are undervalued compared to their true worth and holding onto them for the long run. His approach focuses on companies with robust fundamentals, solid management, and potential for future growth, rather than chasing after risky or short-term trends. Value investing involves looking for stocks with low price-to-earnings ratios, and it often requires investors to go against the market's emotions and short-term movements. A construction crew installing roof tiles on a newly built row home. For this article, we used the Finviz screener and filtered out S&P stocks. Then, we applied a filter to arrange these stocks in ascending order of P/E ratios. We picked the 10 stocks with the lowest P/E ratios to compile this list. We have also mentioned the hedge fund sentiment around the holdings as per Insider Monkey's Q4 2024 database, ranking the list from least to most hedge fund holders. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). P/E Ratio as of April 29: 7.89 Number of Hedge Fund Holders: 70 Lennar Corporation (NYSE:LEN) is a major US homebuilder, offering a range of homes from single-family to luxury properties. The company operates in different areas, including home construction, land development, and multifamily rentals. On April 4, UBS analysts reiterated a Buy rating and a $164 price target on Lennar. The analysts are positive about Lennar's ability to align sales with production and stay agile in a changing market. LEN ranks 3rd on our list of stocks with a low PE ratio. On April 9, Lennar Corporation (NYSE:LEN) declared a quarterly dividend of $0.50 per share for both Class A and Class B common stock. The dividend will be paid on May 7, to shareholders on record as of April 23. Lennar Corporation (NYSE:LEN) reported Q1 2025 earnings of $520 million, down from $719 million a year ago. When excluding tech investment losses, earnings came in at $567 million, or $2.14 per share. The company exceeded its guidance by delivering over 17,800 homes and securing more than 18,300 new orders during the quarter. Despite tighter margins, Lennar maintained a strong balance sheet, buying back $703 million in stock, issuing dividends, and ending the quarter with $2.3 billion in cash and no debt on its $3 billion credit line. According to Insider Monkey's Q4 data, 70 hedge funds were bullish on Lennar Corporation (NYSE:LEN), compared to 68 funds in the preceding quarter. Greenhaven Associates was the largest stakeholder of the company, with 9.4 million shares worth over $1 billion. Overall, LEN ranks 3rd among the lowest PE ratio stocks in the S&P. While we acknowledge the potential of LEN as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than LEN but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
