Walmart Inc. (NYSE:WMT) Position Boosted by Valued Wealth Advisors LLC

Valued Wealth Advisors LLC grew its holdings in Walmart Inc. (NYSE:WMT) by 16.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,309 shares of the retailer’s stock after purchasing an additional 181 shares during the period. Valued Wealth Advisors LLC’s holdings in Walmart were worth $119,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Dakota Community Bank & Trust NA raised its holdings in Walmart by 4.0% in the 4th quarter. Dakota Community Bank & Trust NA now owns 2,879 shares of the retailer’s stock valued at $260,000 after acquiring an additional 110 shares in the last quarter. Kozak & Associates Inc. raised its stake in shares of Walmart by 22.3% in the fourth quarter. Kozak & Associates Inc. now owns 619 shares of the retailer’s stock valued at $56,000 after purchasing an additional 113 shares in the last quarter. Summit Financial Wealth Advisors LLC lifted its position in Walmart by 0.5% in the third quarter. Summit Financial Wealth Advisors LLC now owns 23,720 shares of the retailer’s stock worth $1,915,000 after purchasing an additional 118 shares during the period. Lowe Wealth Advisors LLC boosted its stake in Walmart by 13.5% during the fourth quarter. Lowe Wealth Advisors LLC now owns 1,018 shares of the retailer’s stock worth $92,000 after buying an additional 121 shares in the last quarter. Finally, Moody Lynn & Lieberson LLC lifted its holdings in shares of Walmart by 0.9% during the 4th quarter. Moody Lynn & Lieberson LLC now owns 13,903 shares of the retailer’s stock worth $1,256,000 after acquiring an additional 121 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

WMT stock opened at $97.36 on Wednesday. Walmart Inc. has a 1-year low of $54.51 and a 1-year high of $97.84. The business’s 50-day moving average price is $92.29 and its two-hundred day moving average price is $82.49. The firm has a market cap of $782.16 billion, a PE ratio of 39.96, a P/E/G ratio of 4.42 and a beta of 0.55. The company has a current ratio of 0.85, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42.

Walmart (NYSE:WMT) last issued its quarterly earnings data on Tuesday, November 19th. The retailer reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.53 by $0.05. The business had revenue of $169.59 billion during the quarter, compared to analyst estimates of $167.69 billion. Walmart had a return on equity of 21.78% and a net margin of 2.92%. Walmart’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.51 EPS. As a group, research analysts forecast that Walmart Inc. will post 2.48 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have commented on WMT. UBS Group raised their price target on shares of Walmart from $92.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, November 20th. Evercore ISI boosted their target price on shares of Walmart from $94.00 to $96.00 and gave the company an “outperform” rating in a research note on Tuesday, December 3rd. Wells Fargo & Company increased their target price on shares of Walmart from $96.00 to $100.00 and gave the stock an “overweight” rating in a research report on Friday, January 10th. Guggenheim boosted their price target on shares of Walmart from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, November 20th. Finally, DZ Bank cut shares of Walmart from a “buy” rating to a “hold” rating and set a $91.00 target price for the company. in a research note on Thursday, November 21st. Two equities research analysts have rated the stock with a hold rating, twenty-nine have assigned a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $94.69.

Insider Buying and Selling

In other news, CEO C Douglas Mcmillon sold 29,124 shares of Walmart stock in a transaction that occurred on Thursday, January 23rd. The shares were sold at an average price of $92.62, for a total value of $2,697,464.88. Following the sale, the chief executive officer now directly owns 3,766,491 shares in the company, valued at $348,852,396.42. This trade represents a 0.77 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Daniel J. Bartlett sold 1,830 shares of the stock in a transaction on Wednesday, January 15th. The stock was sold at an average price of $91.07, for a total transaction of $166,658.10. Following the transaction, the executive vice president now owns 460,705 shares of the company’s stock, valued at $41,956,404.35. The trade was a 0.40 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 140,177 shares of company stock worth $12,895,688 over the last ninety days. Company insiders own 45.58% of the company’s stock.

Walmart Profile

Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.