GW Henssler & Associates Ltd. Has $21.43 Million Position in Walmart Inc. $WMT

GW Henssler & Associates Ltd. lowered its stake in Walmart Inc. (NASDAQ:WMT) by 3.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 192,317 shares of the retailer’s stock after selling 7,570 shares during the period. GW Henssler & Associates Ltd.’s holdings in Walmart were worth $21,426,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. increased its holdings in shares of Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after purchasing an additional 4,304,436 shares in the last quarter. State Street Corp increased its holdings in shares of Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after purchasing an additional 2,242,364 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares in the last quarter. Norges Bank acquired a new stake in shares of Walmart in the fourth quarter valued at approximately $6,458,529,000. Finally, Fisher Asset Management LLC boosted its stake in Walmart by 0.8% in the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock valued at $4,526,238,000 after acquiring an additional 328,229 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In related news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the sale, the chief executive officer owned 661,037 shares in the company, valued at approximately $82,021,470.96. The trade was a 1.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 117,008 shares of company stock valued at $14,492,704 over the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Walmart Trading Down 1.0%

Shares of NASDAQ:WMT opened at $114.60 on Tuesday. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The company’s fifty day simple moving average is $125.98 and its 200 day simple moving average is $120.81. The firm has a market cap of $913.48 billion, a price-to-earnings ratio of 40.21, a PEG ratio of 4.32 and a beta of 0.60.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period last year, the business posted $0.61 earnings per share. The firm’s quarterly revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, research analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart said its drones have now completed more than 1 million deliveries, highlighting momentum in its fast-growing delivery network and reinforcing its push to improve convenience and speed for shoppers. Walmart Marks Millionth Drone Drop-Off Amid Increased Delivery Focus
• Positive Sentiment: Walmart expanded 30-minute delivery to 33 U.S. markets, strengthening its competitive position in grocery, pharmacy, and everyday essentials as e-commerce demand continues to rise. Walmart’s 30-Minute Delivery Expansion Strengthens Its Retail Edge
• Positive Sentiment: Tigress Financial reportedly raised its price target on Walmart, citing AI investments gaining traction, which suggests some analysts still see upside from the company’s technology and automation efforts. Walmart (WMT) Gets Higher Price Target from Tigress Financial as AI Investments Gain Traction
• Neutral Sentiment: Walmart is expanding its private-brand selection with new hardware and home products, a move that could help it win value-conscious shoppers, but the near-term stock impact is likely modest. Walmart Expands Private Brand Selection as Shoppers Cut Back
• Neutral Sentiment: Recent insider stock sales by executives, including C. Douglas McMillon and Latriece Watkins, may draw attention, but these transactions are not necessarily a negative signal for the business itself. C Douglas Mcmillon Sells 19,416 Shares of Walmart (NASDAQ:WMT) Stock Latriece Watkins Sells 11,000 Shares of Walmart (NASDAQ:WMT) Stock
• Negative Sentiment: A report that Walmart capped employee AI usage could be seen as a short-term operational constraint, potentially limiting efficiency gains from an area investors view as a future growth driver. Update: Market Chatter: Walmart Limits Staff’s Usage of AI Tool After High Demand

Analyst Upgrades and Downgrades

WMT has been the topic of a number of recent research reports. Argus raised shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and raised their price objective for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a research note on Friday, February 20th. UBS Group set a $141.00 price objective on shares of Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Company Profile

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.