Compass Financial Services Inc Has $326,000 Position in Walmart Inc. $WMT

Compass Financial Services Inc increased its holdings in shares of Walmart Inc. (NYSE:WMT) by 43.5% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 3,714 shares of the retailer’s stock after purchasing an additional 1,125 shares during the period. Compass Financial Services Inc’s holdings in Walmart were worth $326,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. grew its holdings in Walmart by 0.8% during the first quarter. Vanguard Group Inc. now owns 425,961,042 shares of the retailer’s stock worth $37,395,120,000 after purchasing an additional 3,224,154 shares during the period. Goldman Sachs Group Inc. grew its holdings in Walmart by 30.1% during the first quarter. Goldman Sachs Group Inc. now owns 33,292,749 shares of the retailer’s stock worth $2,922,770,000 after purchasing an additional 7,706,201 shares during the period. Ameriprise Financial Inc. grew its holdings in Walmart by 1.3% during the first quarter. Ameriprise Financial Inc. now owns 30,874,987 shares of the retailer’s stock worth $2,710,665,000 after purchasing an additional 387,424 shares during the period. Invesco Ltd. grew its holdings in Walmart by 2.9% during the first quarter. Invesco Ltd. now owns 29,188,142 shares of the retailer’s stock worth $2,562,427,000 after purchasing an additional 823,020 shares during the period. Finally, Nuveen LLC bought a new position in Walmart during the first quarter worth about $2,532,331,000. Institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Shares of Walmart stock opened at $102.64 on Friday. Walmart Inc. has a twelve month low of $77.49 and a twelve month high of $105.30. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43. The company has a 50-day simple moving average of $98.61 and a two-hundred day simple moving average of $95.37. The stock has a market capitalization of $818.33 billion, a price-to-earnings ratio of 38.59, a price-to-earnings-growth ratio of 4.82 and a beta of 0.65.

Walmart (NYSE:WMT) last issued its quarterly earnings data on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.06). Walmart had a return on equity of 21.45% and a net margin of 3.08%.The business had revenue of $169.34 billion during the quarter, compared to analyst estimates of $174.02 billion. During the same quarter last year, the firm earned $0.67 EPS. Walmart’s revenue for the quarter was up 4.8% compared to the same quarter last year. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity

In other Walmart news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Friday, June 20th. The shares were sold at an average price of $95.85, for a total value of $1,258,031.25. Following the transaction, the executive vice president directly owned 945,434 shares of the company’s stock, valued at $90,619,848.90. This trade represents a 1.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, July 24th. The shares were sold at an average price of $95.58, for a total transaction of $1,855,781.28. Following the completion of the transaction, the chief executive officer directly owned 4,412,398 shares in the company, valued at approximately $421,737,000.84. This represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 121,382 shares of company stock valued at $11,718,441 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on WMT. Mizuho restated an “outperform” rating and set a $115.00 target price on shares of Walmart in a research note on Wednesday, August 13th. The Goldman Sachs Group raised their target price on shares of Walmart from $101.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, August 22nd. Oppenheimer raised their target price on shares of Walmart from $110.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 13th. Robert W. Baird raised their target price on shares of Walmart from $100.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 16th. Finally, Sanford C. Bernstein set a $117.00 target price on shares of Walmart and gave the stock an “outperform” rating in a research note on Friday, August 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $110.76.

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.