Although gurus hold positions in the following companies, their share prices and returns have suffered recent declines. These are the worst-performing stocks over the past six months that have a long-term presence in more than five gurus' portfolios.
CSX Corp.
Shares of CSX Corp. (CSX, Financial) have declined 9.94% over the past six months. The stock is held by five gurus.
The company's largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.38% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.15% and PRIMECAP Management (Trades, Portfolio) with 0.15%.
The company has a $54.72 billion market cap and was trading with a price-earnings ratio of 16.48. As of Wednesday, the share price of $69 was 15.07% below the 52-week high and 17.26% above the 52-week low.
Over the past 10 years, the stock has climbed 339%. The return on equity of 26.46% and return on assets of 9.22% are outperforming 77% of companies in the transportation and logistics industry.
General Motors
General Motors Co. (GM, Financial) is held by six gurus. The stock tumbled 8.69% over the past six months.
With 5.06% of outstanding shares, Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway is the company's largest guru shareholder, followed by HOTCHKIS & WILEY with 1.16% and Bill Nygren (Trades, Portfolio)’s Oakmark Fund with 0.68%.
The company has a market cap of $52 billion. The stock was trading with a price-earnings ratio of 5.64. As of Wednesday, the share price of $35.5 was 15.27% below the 52-week high and 16.16% above the 52-week low.
Over the past decade, the stock has risen 9.77%. The return on equity of 22.9% and return on assets of 4.02% are outperforming 57% of companies in the autos industry.
Lloyds Banking Group
Shares of Lloyds Banking Group PLC (LYG, Financial) declined 12.87% over the past six months. The stock is held by four gurus.
The company's largest guru shareholder is the Simons’ firm with 0.09% of outstanding shares, followed by Sarah Ketterer (Trades, Portfolio) with 0.03%.
The British bank has a market cap of $54 billion. The stock was trading with a price-earnings ratio of 12.4. As of Wednesday, the share price of $3.09 was 14.59% below the 52-week high and 27.65% above the 52-week low. Over the past decade, it has lost 52.76%.
The return on equity of 9.73% and return on assets of 0.66% are underperforming 69% of companies in the banking industry.
Charles Schwab
Shares of Charles Schwab Corp. (SCHW, Financial) declined 16.07% over the past six months. Twenty-five gurus hold the stock.
With 6.37% of outstanding shares, Dodge & Cox is the largest guru shareholder of the company, followed by PRIMECAP Management (Trades, Portfolio) with 2.41%, Al Gore (Trades, Portfolio) with 1.60% and Nygren’s firm with 0.73%.
The company, which is engaged in the brokerage, banking and asset-management businesses, has a market cap of $51.30 billion. The stock was trading with a price-earnings ratio of 14.23. As of Wednesday, the share price of $37.73 was 23.69% below the 52-week high and 9.08% above the 52-week low.
The return on equity of 17.13% and return on assets of 1.35% are outperforming 53% of companies in the brokers and exchanges industry. Over the past decade, it has gained 107%.
DuPont de Nemours
DuPont de Nemours Inc. (DD, Financial) declined 21.56% over the past six months. The stock is held by 21 gurus.
The company's largest guru shareholder is Barrow, Hanley, Mewhinney & Strauss with 2.77% of outstanding shares, followed by Lee Ainslie (Trades, Portfolio)’s Maverick Capital with 1.12% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.70%.
The chemicals and materials company has a $50 billion market cap. The stock was trading with a price-earnings ratio of 56.62. As of Wednesday, the share price of $68 was 22.75% below the 52-week high and 5.07% above the 52-week low. Over the past decade, it has gained 74%.
The return on equity of 1.08% and return on assets of 0.56% are underperforming 81% of companies in the chemicals industry.
Prudential PLC
Shares of Prudential PLC (PUK, Financial) declined 15.07% over the past six months. Two gurus hold the stock.
With 0.07% of outstanding shares, Ketterer is the largest guru shareholder of the company, followed by the Simons’ firm with 0.05%.
The financial services company has a market cap of $47.86 billion. The stock was trading with a price-earnings ratio of 11.99. As of Wednesday, the share price of $37 was 20.82% below the 52-week high and 15.82% above the 52-week low.
The return on equity of 18.16% and return on assets of 0.61% are outperforming 50% of companies in the insurance – life industry. Over the past decade, it has gained 80.49%.
Disclosure: I do not own any stocks mentioned.
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