The asset management firm T. Rowe Price Equity Income Fund bought shares in the following stocks during the fourth quarter.
The firm raised its holding of TransCanada Corp. (TRP) by 178.03%. The transaction had an impact of 0.45% on the portfolio.
The energy infrastructure company has a market cap of $41.91 billion and an enterprise value of $78.42 billion.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity (ROE) of 7.53% and return on assets (ROA) of 2.20% are underperforming 70% of the companies in the Global Oil and Gas Midstream industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.05.
Another notable shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.13%, followed by Joel Greenblatt (Trades, Portfolio) with 0.04%, Ray Dalio (Trades, Portfolio) with 0.02% and Caxton Associates (Trades, Portfolio) with 0.01%.
The firm boosted its stake in Kimberly-Clark Corp. (KMB) by 53.68%, giving it a 0.41% portfolio space.
The company operates in the household products industry. It has a market cap of $39.74 billion and an enterprise value of $46.97 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 1,560.52% and ROA of 14.56% are outperforming 89% of the companies in the Global Household and Personal Products industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.09 is below the industry median of 0.63.
Diamond Hill Capital (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.66% of outstanding shares, followed by Simons with 0.29%, Greenblatt with 0.08% and Mairs and Power (Trades, Portfolio) with 0.06%.
The guru raised its Philip Morris International Inc. (PM) position by 52.94%. The transaction had an impact of 0.33% on the portfolio.
It is a manufacturer of cigarettes and other tobacco products. It has a market cap of $162.31 billion and an enterprise value of $190.39 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROA of 18.59% and return on capital (ROC) of 158.75% are outperforming 72% of the companies in the Global Tobacco industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.23 is below the industry median of 0.31.
Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus, with 0.8% of outstanding shares, followed by Tom Russo (Trades, Portfolio) with 0.48%, Diamond Hill Capital (Trades, Portfolio) with 0.16%, Simons with 0.14% and Jeremy Grantham (Trades, Portfolio) with 0.1%.
The holding in Chubb Ltd (CB) was raised by 42.61%, expanding the portfolio by 0.32%.
The company provides commercial and personal property and casualty insurance. It has a market cap of $67.61 billion and an enterprise value of $76.11 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 7.98% and ROA of 2.42% are outperforming 59% of the companies in the Global Insurance - Property and Casualty industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.09 is below the industry median of 3.15.
The largest shareholder of the company among the gurus is Simons with 0.56% of outstanding shares, followed Chris Davis (Trades, Portfolio) with 0.31%, Stanley Druckenmiller (Trades, Portfolio) with 0.04% and Pioneer Investments (Trades, Portfolio) with 0.03%.
The guru acquired a new position in CVS Health Corp. (CVS) buying 960,000 shares. The trade had an impact of 0.32% on the portfolio.
The company operates in the healthcare sector. It has a market cap of $79.81 billion and an enterprise value of $103.05 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 14.34% and ROA of 5.40% are outperforming 50% of the companies in the Global Health Care Plans industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.10 is below the industry median of 1.51.
Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus with 1.6% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.57% and PRIMECAP Management (Trades, Portfolio) with 0.33%.
The stake in Brighthouse Financial Inc. (BHF) was boosted by 70.54%, expanding the portfolio by 0.31%.
The company is engaged in the life insurance business. It has a market cap of $7.83 billion and an enterprise value of $8.66 billion.
GuruFocus gives the company a profitability and growth rating of 4 out of 10. The ROE of -23.90% and ROA of -1.57% are underperforming 98% of the companies in the Global Insurance – Life industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.47 is below the industry median of 6.48.
The largest shareholder of the company among the gurus is David Einhorn (Trades, Portfolio) with 5.67%, followed by Dodge & Cox with 3.08% and Diamond Hill Capital (Trades, Portfolio) with 2%.
The guru bought 1,290,000 shares in Franklin Resources Inc. (BEN), expanding the portfolio by 0.26%.
The investment management organization has a market cap of $24.62 billion and an enterprise value of $12.42 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 13.78% and ROA of 10.04% are outperforming 69% of the companies in the Global Asset Management industry. Financial strength has a rating of 8 out of 10 with a cash-debt ratio of 12.40.
Richard Pzena (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.87% of outstanding shares, followed by David Abrams (Trades, Portfolio) with 1.44% and Diamond Hill Capital (Trades, Portfolio) with 0.71%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
