Campbell & CO Investment Adviser LLC Raises Stock Holdings in Alliance Data Systems Co. (NYSE:ADS)

Campbell & CO Investment Adviser LLC grew its position in Alliance Data Systems Co. (NYSE:ADS) by 16.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 1,653 shares of the business services provider’s stock after buying an additional 235 shares during the period. Campbell & CO Investment Adviser LLC’s holdings in Alliance Data Systems were worth $289,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. FMR LLC boosted its position in shares of Alliance Data Systems by 21.9% in the fourth quarter. FMR LLC now owns 3,282,264 shares of the business services provider’s stock worth $492,601,000 after purchasing an additional 588,956 shares during the period. Norges Bank bought a new position in shares of Alliance Data Systems in the fourth quarter worth approximately $78,469,000. Equity Investment Corp bought a new position in shares of Alliance Data Systems in the first quarter worth approximately $64,243,000. Boston Partners boosted its position in shares of Alliance Data Systems by 26.5% in the fourth quarter. Boston Partners now owns 1,286,032 shares of the business services provider’s stock worth $193,008,000 after purchasing an additional 269,436 shares during the period. Finally, BlackRock Inc. boosted its position in shares of Alliance Data Systems by 4.3% in the fourth quarter. BlackRock Inc. now owns 3,265,413 shares of the business services provider’s stock worth $490,074,000 after purchasing an additional 133,870 shares during the period. 92.24% of the stock is owned by institutional investors and hedge funds.

NYSE ADS traded up $2.63 on Monday, hitting $142.76. The company had a trading volume of 757,600 shares, compared to its average volume of 675,769. The stock has a market capitalization of $7.34 billion, a P/E ratio of 6.62, a PEG ratio of 0.45 and a beta of 1.63. The company’s fifty day moving average price is $141.20. The company has a quick ratio of 2.53, a current ratio of 2.55 and a debt-to-equity ratio of 7.00. Alliance Data Systems Co. has a 12-month low of $133.56 and a 12-month high of $250.27.

Alliance Data Systems (NYSE:ADS) last announced its earnings results on Thursday, April 25th. The business services provider reported $3.72 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.76 by ($0.04). The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.81 billion. Alliance Data Systems had a return on equity of 51.42% and a net margin of 13.10%. The company’s revenue for the quarter was down 3.4% compared to the same quarter last year. During the same period last year, the firm earned $4.44 EPS. As a group, equities research analysts predict that Alliance Data Systems Co. will post 18.92 EPS for the current fiscal year.

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 18th. Stockholders of record on Tuesday, May 14th were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Monday, May 13th. This represents a $2.52 annualized dividend and a dividend yield of 1.77%. Alliance Data Systems’s payout ratio is 11.69%.

A number of equities analysts recently weighed in on the stock. Stephens lowered shares of Alliance Data Systems from an “equal weight” rating to an “underweight” rating and set a $173.00 target price for the company. in a research report on Monday, April 15th. BMO Capital Markets downgraded shares of Alliance Data Systems from an “outperform” rating to a “market perform” rating and reduced their target price for the company from $205.00 to $183.00 in a research note on Monday, April 15th. Zacks Investment Research raised shares of Alliance Data Systems from a “sell” rating to a “hold” rating in a research note on Tuesday, April 9th. SunTrust Banks increased their target price on shares of Alliance Data Systems from $190.00 to $210.00 and gave the company a “buy” rating in a research note on Tuesday, April 2nd. Finally, Oppenheimer reiterated a “hold” rating on shares of Alliance Data Systems in a report on Friday, April 26th. Three research analysts have rated the stock with a sell rating, five have given a hold rating and seven have given a buy rating to the company. The stock has a consensus rating of “Hold” and an average target price of $218.92.

Alliance Data Systems Profile

Alliance Data Systems Corporation provides data-driven marketing and loyalty solutions worldwide. It operates through three segments: LoyaltyOne, Epsilon, and Card Services. The company offers a portfolio of integrated outsourced marketing solutions, including customer loyalty programs, database marketing services, end-to-end marketing services, analytics and creative services, direct marketing services, and private label and co-brand retail credit card programs.

Featured Story: What is Forex?

Institutional Ownership by Quarter for Alliance Data Systems (NYSE:ADS)

Receive News & Ratings for Alliance Data Systems Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Alliance Data Systems and related companies with MarketBeat.com's FREE daily email newsletter.