Family Dollar operating margin poised to expand, says MKM Partners After visiting Family Dollar's corporate office, MKM Partners thinks the company's operating margin will increase to the very high single digits over the next several years from the current 7.5% level. The firm is more confident that the company's merchandising/operational initiatives are gaining traction and it maintains a $78 target and Buy rating on the stock.
Trian Fund gives quarterly update on stakes NEW STAKES: None. INCREASED STAKES: PepsiCo (PEP), Mondelez (MDLZ), Bank of New York Mellon Group (BK), and Du Pont (DD). DECREASED STAKES: Family Dollar (FDO), and Ingersoll-Rand (IR). LIQUIDATED STAKES: Lazard (LAZ).