While gurus hold positions in these companies, their share prices and returns continue to decline. The following are the worst-performing stocks over the past six months with a long-term presence in more than five gurus' portfolios.
Pfizer Inc.
Shares of Pfizer Inc. (PFE) have declined 15.57% over the past six months. The stock is held by 22 gurus.
The pharmaceutical company has a $196.08 billion market cap and was trading with a price-earnings ratio of 16.19. As of Tuesday, the share price of $34.45 was 23.71% below the 52-week high and 4.36% above the 52-week low.
Over the past 10 years, the stock has climbed 116%. The return on equity of 19.59% and return on assets of 7.87% are outperforming 77% of companies in the Drug Manufacturers industry.
The company's largest guru shareholder is Ken Fisher (Trades, Portfolio) with 0.79% of outstanding shares, followed by Vanguard Health Care Fund (Trades, Portfolio) with 0.40% and Pioneer Investments (Trades, Portfolio) with 0.22%.
HSBC Holdings PLC
HSBC Holdings PLC (HSBC) is held by six gurus. The stock tumbled 9.87% over the past six months.
The British bank, which operates in Europe, Asia, the Middle East and North Africa, and North America, has a market cap of $151.34 billion. The stock was trading with a price-earnings ratio of 25.17. As of Tuesday, the share price of $37.16 was 16.87% below the 52-week high and 5.64% above the 52-week low.
Over the past decade, the stock has fallen 32.87%. The return on equity of 3.54% and return on assets of 0.28% are underperforming 83% of companies in the Banks industry.
With 0.40% of outstanding shares, Fisher is the company's largest guru shareholder, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.12% and Charles Brandes (Trades, Portfolio) with 0.01%.
BHP Group Ltd.
Shares of BHP Group Ltd. (BHP) declined 12.20% over the past six months. The stock is held by five gurus.
The company provides iron ore, copper, oil, gas and coal, and has a market cap of $121.06 billion. The stock was trading with a price-earnings ratio of 15.56. As of Tuesday, the share price of $47.87 was 18.89% below the 52-week high and 9.67% above the 52-week low. Over the past decade, it has lost 21.83%.
The return on equity of 16.62% and return on assets of 8.09% are outperforming 92% of companies in the Metals and Mining industry.
The company's largest guru shareholder is Fisher with 0.28% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.01% and the Simons’ firm with 0.01%.
Union Pacific Corp.
Shares of Union Pacific Corp. (UNP) declined 8.31% over the past six months. Twenty-three gurus hold the stock.
The railroad operator has a market cap of $108.27 billion. The stock was trading with a price-earnings ratio of 18.25. As of Tuesday, the share price of $156 was 14.88% below the 52-week high and 19.98% above the 52-week low.
The return on equity of 31.52% and return on assets of 10.17% are outperforming 88% of companies in the Transportation and Logistics industry. Over the past decade, it has gained 426%.
With 0.68% of outstanding shares, Steve Mandel (Trades, Portfolio)’s Lone Pine Capital is the largest guru shareholder of the company, followed by First Eagle Investment (Trades, Portfolio) with 0.48% and Spiros Segalas (Trades, Portfolio) with 0.39%.
Broadcom Inc.
Broadcom Inc. (AVGO) declined 8.04% over the past six months. The stock is held by 15 gurus.
The pharmaceutical company has a $108.86 billion market cap. The stock was trading with a price-earnings ratio of 38.44. As of Tuesday, the share price of $276 was 15.09% below the 52-week high and 31.79% above the 52-week low. Over the past decade, it has gained 1,564%.
The return on equity of 12.36% and return on assets of 4.78% are outperforming 61% of companies in the Semiconductors industry.
The company's largest guru shareholder is First Pacific Advisors (Trades, Portfolio) with 0.44% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.40% and Barrow, Hanley, Mewhinney & Strauss with 0.35%.
Disclosure: I do not own any stocks mentioned.
Read more here:
- 5 Predictable Stocks With a Margin of Safety
- Largest Insider Trades of the Week
- 5 Companies With High Dividend Yields
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