OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Makes New $1.11 Million Investment in Walmart Inc. $WMT

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 10,000 shares of the retailer’s stock, valued at approximately $1,114,000.

Several other hedge funds have also recently added to or reduced their stakes in WMT. Entrust Financial LLC bought a new position in Walmart during the 4th quarter worth approximately $27,000. Redmont Wealth Advisors LLC bought a new position in Walmart during the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart in the 4th quarter valued at $30,000. Bay Harbor Wealth Management LLC increased its stake in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC increased its stake in shares of Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after acquiring an additional 193 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Raymond James Financial reiterated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Friday, March 6th. Guggenheim lifted their price objective on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Evercore reissued an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Truist Financial set a $140.00 price objective on shares of Walmart in a research report on Thursday, May 21st. Finally, Roth Mkm restated a “buy” rating and issued a $138.00 target price on shares of Walmart in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Stock Performance

Shares of WMT opened at $120.82 on Tuesday. The company has a market cap of $961.50 billion, a PE ratio of 42.39, a P/E/G ratio of 4.52 and a beta of 0.60. The stock has a 50-day moving average of $125.18 and a 200-day moving average of $121.88. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a one year low of $93.62 and a one year high of $135.15.

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

Insider Buying and Selling at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the sale, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the sale, the executive vice president owned 577,853 shares of the company’s stock, valued at $71,607,543.76. This trade represents a 0.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 128,986 shares of company stock worth $15,927,908 in the last ninety days. 0.09% of the stock is currently owned by corporate insiders.

Walmart 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.