Insider Trading Wed 12/11/24

Notable purchases -- CEO and Directors add to AVDL; notable sales -- Senior Vice President / CIO active in KR

Buyers

• AVDL Chief Executive Officer and two (2) Directors bought 33,279 Ordinary Shares combined at $9.80 - $10.19 worth approximately $330K.
• BAH Director bought 690 shares of Class A Common Stock at $145.66 worth approximately $101K.
• CTGO Director bought 10,000 shares at $11.99 - $12.20 worth approximately $121K.
• ESQ Director bought 640 shares worth approximately $50K.
• MYE Interim President / Chief Executive Officer bought 15,000 shares at $11.33 - $12.41 worth approximately $179K.
• NRDY Chief Executive Officer bought another 168,361 shares of Class A Common Stock at $1.52 - $1.60 worth approximately $266K.
• PBF 10% owner Control Empresarial de Capitales S.A. de C.V. bought another 137,000 shares at $29.875 - $30.01 worth approximately $4.1 mln.
• PETS 10% owner Nina Capital bought 40,000 shares at $5.48 - $5.62 worth approximately $222K.
• UAMY Director bought 70,000 shares at $1.458 worth approximately $102K.

Sellers

• BGNE 10% owner Baker Bros. sold 1,037,017 American Depositary Shares worth more than $194 mln.
• DYN Director sold 136,112 shares at $29.00 - $29.66 worth approximately $4.0 mln.
• GTI Directors (2) sold 630,000 Class A Ordinary Shares combined worth approximately $1.4 mln.
• HNVR Directors (2) sold 7,500 shares combined at $25.50 - $25.53 worth approximately $191K.
• KR Senior Vice President and CIO sold 20,000 shares at $58.214 - $58.61 worth approximately $1.2 mln.
• LAD Chief Administrative Officer sold 267 shares at $379.50 worth approximately $101K.
• RNGR Director (managing member of Bayou Well Holdings Company) sold 137,865 shares at $15.51 - $16.26 worth approximately $2.2 mln.
• TROW Vice President sold 4,047 shares at $122.66 - $123.99 worth approximately $499K.
• VTOL Director sold 2,973 shares at $35.49 worth approximately $106K.

-=PetMed Express (PETS) reported earnings on Mon 20 July 20 (b/o)

PetMed Express (PETS)'s reported first-quarter earnings missed expectations.
Net income totaled $7.8 million, or 39 cents per share, up from $5.3 million, or 26 cents per share, last year. Sales totaled $96.2 million, up from $80.0 million year-over-year. The FactSet consensus was for EPS of 40 cents and sales of $87.9 million. Reorder sales rose 19% to $80.4 million, and new orders were up 29% to $15.8 million. PetMed acquired 186,000 new customers for the quarter, up from 140,000 last year. The company is considered an essential business and was open during coronavirus lockdown periods. PetMed declared a quarterly dividend of 28 cents per share, payable on August 7 to shareholders of record as of the close of business on July 31. PetMed stock has soared 72.3% for the year to date.

Earnings this week : July 20 - 24, 20 (wk 30)

Monday (July 20)

• Morning: CALM HAL LII MAN ONB PETS PHG
• Afternoon: ACC BXS CDNS CCK ELS IBM LLNW LOGI STLD ZION

Tuesday (July 21)

• Morning: CIT KO CMA CBSH GATX GPK LMT MUSA NEOG NVS OGI PM PLD SBNY SFNC SYF SNV UBS
• Afternoon: AIR CNI COF CSL FMBI FULT HWC HOPE IBKR ISRG IRBT NBHC NAVI PNFP REXR SNAP SUM AMTD TER TXN UAL UCBI USNA WRB WTFC

Wednesday (July 22)

• Morning: ABB APH AVNT BKR BIIB BOKF CADE CP CHKP CSTM DOV EVR FCFS HCA IQV KEY KNX LAD MKTX NDAQ NRZ NTRS NVR RCI SLGN SBSI TDY TMO
• Afternoon: ALGN NTB BDN BCOV CMG CNS CLB CSX CVBF DFS ECHO EFX FR GL GGG HNI ICLR KALU KMI LSTR LVS MTH MSFT NTGR PLXS SLM SEIC SLG STL SUI SU TSLA TCBI TRN UMPQ UFPI VMI WAFD WSBC WHR

Thursday (July 23)

• Morning: APD ALK ALLE ADS AB AAL T AN BANC BX CVE GTLS CTAS CTXS CMS COLB DHR DOW EWBC ENTF FITB FAF FSV FCX GWW HRI HSY HBAN KMB MTB HZO MTRN NUE ORI PTEN PNR POOL BPOP PHM DGX RS LUV STM TECK TSCO TRV TWTR UNP VLY WSO WBS WST
• Afternoon: ASB OZK BJRI SAM BOOM ETFC EW EHTH FFBC FE IEX INTC LMAT MANH MAT MXL PBCT RGP RHI SCHL SGMS SKX SWKS SIVB VRSN VICR AUY

Friday (July 24) 

• Morning: AIMC AXP BLMN CRI FHB GNTX HON MOG.A NEE NEP SLB TPH TRTN VZ

This week's biggest % winners & losers : Oct 21 - 25, 19 (wk 43)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: BIIB (288.04 +30.89%), RIGL (2.1 +28.44%), ANIK (73.36 +26.77%), DVAX (5.01 +22.79%), LXRX (3.87 +20.94%)
• Industrials: UFPI (50.26 +21.55%)
• Consumer Discretionary: PETS (25.81 +32.77%), TSLA (328.13 +27.7%), BJRI (43.35 +23.93%), PDD (40.84 +22.35%), STMP (92.01 +21.75%)
• Information Technology: TWTR(30.30  -22.29%) CISN (10.09 +20.26%), FSCT (30.59 +20.2%)
• Financials: ONDK (4.46 +25.99%)
• Energy: QEP (3.65 +34.69%), TK (5.53 +29.21%), CHK (1.56 +20.93%)

This week's top % losers

• Healthcare: OPK (1.44 -31.26%), TXMD (2.84 -22.51%), VCRA (19.12 -20.96%), MGNX (8.71 -20.82%)
• Industrials: REZI (9.36 -36.37%), GVA (26.25 -25.64%), TNET (50.31 -16.5%)
• Consumer Discretionary: SERV (42.2 -23.94%), HAS (96.01 -21.28%), SIX (43.16 -16%)
• Information Technology: NOK (3.78 -27.31%), CTS (27.89 -16.99%), NTGR (26.55 -16.59%), MXL (18.73 -16.31%)
• Utilities: PCG (5.00 -35.57%)

PetMed Express (PETS) reported earnings on Mon 21 Oct 2019 (b/o)

** charts before earnings **

** charts after earnings ** 

PetMed Express beats by $0.07, reports revs in-line
Reports Q2 (Sep) earnings of $0.33 per share, excluding non-recurring items, $0.07 better than the S&P Capital IQ Consensus of $0.26; revenues fell 2.0% year/year to $69.94 mln vs the $69.65 mln S&P Capital IQ Consensus.

Earnings this week : Oct 21 - 25, 19 (wk 43)

Monday (Oct 21)

• Morning: HAL LII PETS SAP
• Afternoon: ACC ELS HXL HMST LOGI AMTD  TACO

Tuesday (Oct 22)

• Morning: ABG BIIB CNC GATX HOG HAS JBLU KMB LMT MCD PCAR  PII PG DGX SERV  SHW TRV  TTS  UTX UPS
• Afternoon: BYD CMG CNI CSGP CSL DFS EEFT EQR FMBI FULT HA HCSG HIW IRBT LRN MANH MPWR MTH NAVI NBHC NBTB NTB SIX SKX SNAP TER TRMK TXN UCBI USNA WHR WRB

Wednesday (Oct 23)

• Morning: ABB ALKS ALXN ANTM APH AVY BA BANC BCO BKU BOKF BPOP BSX BX CADE CAT CLF CMC CSTM EVR FCFS FCX FSV GD GWW HLT HRI HTLD IVZ KNX LAD LLY MHO MKTX NDAQ NSC NTRS OC PB PNR RCI RES ROL SALT SCL SLAB SLGN TDY TMO TZOO UNF WGO WM
• Afternoon: AEM AKR ALGN AMP APY ARI ASGN BCOV BMRN BXMT CLB CLGX CMRE CP CUBI CUZ CVBF DHT EBAY ECHO EFX EGP EIG ESRT ESS EW F FBHS FFIV FR FTI GGG GL HNI ICLR ISBC KALU KNL KRA KRC LMAT LRCX LSTR LVS MKSI MSA MSFT MX NGVT NOW NTGR NXGN ORLY PKG PLXS PTC PYPL QEP RHI RJF RRC SAVE SEIC SLM SRPT STL SUI TRN TSLA UFPI VAR VMI WPG WSBC XLNX

Thursday (Oct 24)

• Morning: AAL AB ADS AEP AIMC ALLE ASPS AXTA AZN BAX BC BGCP CMCS.A CMS COLB COWN CRI CRS CTS CTXS DHR DOW ENTG FAF FCN GNC GPI GRA HBAN HEES HSY IART KIM LH LUV MMM MNRO MSM MTRN NOC NOK ODFL ONDK ORI PATK PDS PRLB PTEN ROP RS RTN SAH SCHN STM SWK TAL TECK TROW TRTN TSCO TWTR UBSI VC VLO VLY WST XEL
• Afternoon: AFL AJG ALGT ALK AMZN ANIK ASB AUY AVT BHE BJRI BOOM CERN CINF CLS COF COG CSLT CUBE CVA CXP CY DECK DLX EHTH EMN ENVA FET FHB FII FIX FLEX FSLR FTV FWRD GCAP GILD HLI ILMN INTC JNPR KN LOGM LPLA MHK MXL NTUS OIS OMCL OSIS PEB PFG PFPT POWI PRO RMD SBCF SIVB SPSC SWN TNET UHS V VCRA VRSN VVI WERN WRE 

Friday (Oct 125)

• Morning: ALV AON B BEN BUD CHTR GBX GRC GT GVA HUN ITW KEX LEA NRZ PFS PSX PSXP ROCK SBSI SJR TILE UFS VFC VRTS VTR VZ WETF WY YNDX

Reports this week:

• Monday: No economic data scheduled
• Tuesday: September Existing Home Sales (prior 5.49 mln) at 10:00 ET and $40 bln 2-yr Treasury note auction results at 13:00 ET
• Wednesday: Weekly MBA Mortgage Index (prior 0.5%) at 7:00 ET; August FHFA Housing Price Index (prior 0.4%) at 9:00 ET; weekly crude oil inventories (prior +8.0 mln) at 10:30 ET; and $41 bln 5-yr Treasury note auction results at 13:00 ET
• Thursday: Weekly Initial Claims (prior 214,000), Continuing Claims (prior 1.679 mln), September Durable Orders (prior 0.2%), and Durable Orders ex-transportation (prior 0.5%) at 8:30 ET; September New Home Sales (prior 713,000) at 10:00 ET; weekly natural gas inventories (prior +104 bcf) at 10:30 ET; and $32 bln 7-yr Treasury note auction results at 13:00 ET
• Friday: Final October Michigan Consumer Sentiment Survey (prior 96.0) at 10:00 ET

Notable earnings reports: 

• Halliburton (NYSE:HAL), SAP SE (NYSE:SAP) and TD Ameritrade (NASDAQ:AMTD) on October 21; 
• UPS (UPS), McDonald's (MCD), Procter & Gamble (PG), Travelers (NYSE:TRV), United Technologies (NYSE:UTX), Centene (NYSE:CNC), Chipotle (NYSE:CMG), Lockheed Martin (NYSE:LMT), Discover Financial Services (NYSE:DFS), Hasbro (NASDAQ:HAS) and Kimberly-Clark (NYSE:KMB) on October 22; 
• Boeing (BA), Caterpillar (CAT), Microsoft (NASDAQ:MSFT), Anthem (NYSE:ANTM), Blackstone (NYSE:BX), Boston Scientific (NYSE:BSX), Canadian Pacific (NYSE:CP), Cleveland-Cliffs (NYSE:CLF), eBay (NASDAQ:EBAY), Edwards Lifesciences (NYSE:EW), Eli Lilly (NYSE:ELY), Equifax (NYSE:EFX), F5 Networks (NASDAQ:FFIV), Ford (NYSE:F), PayPal (NASDAQ:PYPL), Tesla (TSLA) and General Dynamics (NYSE:GD) on October 23; 
• Intel (INTC), Visa (NYSE:V), Amazon (AMZN), Comcast (NASDAQ:CMCSA), Raytheon (NYSE:RTN), Southwest Airlines (NYSE:LUV), T-Mobile (NASDAQ:TMUS), Twitter (TWTR) and Northrop Grumman (NGC) on October 24; 
• Verizon (NYSE:VZ) and Anheuser-Busch InBev (NYSE:BUD) on October 25. 

PetMed Express (PETS) reported earnings on Mon 23 Oct 2017 (b/o)

** charts before earnings ** 

 

** charts after earnings **

 

PetMed Express beats by $0.19, beats on revs

• Reports Q2 (Sep) earnings of $0.49 per share, $0.19 better thanthe Capital IQ Consensus of $0.30; revenues rose 9.7% year/year to $66.7 mln vs the $63.41 mln Capital IQ Consensus.
• New order sales increased 9%, to $11.6 million for the quarter ended September 30, 2017, compared to $10.7 million for the same quarter in the prior year.
• "The trend we have seen in the last two quarters continued with increases in both new order and reorder sales during the quarter, along with an accelerated increase to net income for the third consecutive quarter. This increase to net income can be attributed to increased revenue with a shift in sales to higher margin items in the flea, tick and heartworm categories. Also, an income tax benefit of approximately $807,000 related to stock-based compensation was recognized in the quarter ended September 30, 2017. Average order value increased to $85 for the quarter compared to $82 for the same quarter the prior year. For the remainder of fiscal 2018 we will continue to focus on increasing sales and improving our service levels."

PetMed Express (PETS) reported earnings on Mon 8 May 2017 (b/o)

** charts before earnings **

 

** charts after earnings **

DELRAY BEACH, Fla. (AP) _ PetMed Express Inc. (PETS) on Monday reported fiscal fourth-quarter net income of $7.5 million.

On a per-share basis, the Delray Beach, Florida-based company said it had profit of 37 cents.

The results beat Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 26 cents per share.

The pet pharmacy company posted revenue of $63 million in the period, which also beat Street forecasts. Three analysts surveyed by Zacks expected $56.3 million.

For the year, the company reported profit of $23.8 million, or $1.17 per share. Revenue was reported as $249.2 million.

PetMed shares have increased 5 percent since the beginning of the year. The stock has increased 29 percent in the last 12 months.

PetMed Express (PETS) reported earnings on Mon 24 Oct 2016 (b/o)

** charts after earnings **

 

PetMed Express misses by $0.03, beats on revs :

• Reports Q2 (Sep) earnings of $0.24 per share, excluding non-recurring items,$0.03 worse than the Capital IQ Consensus of $0.27; revenues rose 7.2% year/year to $60.8 mln vs the $58.47 mln Capital IQ Consensus.
  • The Company's online sales for the quarter ended September 30, 2016 were approximately 82% of all sales, compared to 81% for the same quarter the prior year.
• The Board of Directors declared a quarterly dividend of $0.19 per share on the Company's common stock.

PetMed Express (PETS) reported earnings on Mon 9 May 2016 (b/o)

** charts after earnings **

 

PetMed Express beats by $0.02, beats on revs, raises quarterly dividend by 6% to $0.19/sh :

• Reports Q4 (Mar) earnings of $0.27 per share, $0.02 better than the Capital IQ Consensus of $0.25; revenues rose 10.8% year/year to $55.39 mln vs the $50.22 mln Capital IQ Consensus.
• "We saw sharp increases in both new order and reorder sales, helped in part by the unseasonably warmer weather in the March quarter. We were encouraged with our advertising efficiency in the quarter, as our new customer acquisition costs were reduced to $32 for the quarter ended March 31, 2016 compared to $42 for the same quarter the prior year."
• During MarQ, the co acquired approximately 116,000 new customers, compared to 97,000 new customers acquired in the same quarter the prior year. Average order value was $83 vs $81 for the same quarter the prior year.
• Co raises quarterly dividend to $0.19 per share from $0.18, payable on May 27 to shareholders of record at the close of business on May 20.

PetMed (PETS) reported 4Q earnings on Mon 25 Jan 2016 (b/o)

** charts before earnings **

 

** charts after earnings **

 

PetMed Express reports EPS in-line, beats on revs :

• Reports Q3 (Dec) earnings of $0.24 per share, in-line with the Capital IQ Consensus of $0.24; revenues rose 3.2% year/year to $50.9 mln vs the $49.28 mln Capital IQ Consensus.
• Online sales for the quarter ended December 31, 2015 increased 5.4% to $41.5 million from $39.3 million for the same period the prior year. The company's online sales for Q3 were approximately 81% of all sales, compared to 80% for the same quarter the prior year.