OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Takes $1.11 Million Position in Walmart Inc. $WMT

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Walmart Inc. (NASDAQ:WMT) in the 4th quarter, Holdings Channel.com reports. The firm bought 10,000 shares of the retailer’s stock, valued at approximately $1,114,000.

A number of other institutional investors have also added to or reduced their stakes in WMT. SHP Wealth Management purchased a new stake in Walmart during the fourth quarter valued at about $1,112,000. S Harris Financial Group LLC purchased a new position in shares of Walmart in the 4th quarter worth about $907,000. EJMK Ventures LLC purchased a new position in shares of Walmart in the 4th quarter worth about $804,000. Targeted Financial Services LLC bought a new position in shares of Walmart during the 4th quarter valued at about $2,095,000. Finally, Tulsa Wealth Advisors INC bought a new position in shares of Walmart during the 4th quarter valued at about $15,984,000. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $117.18 on Friday. The firm has a market cap of $932.53 billion, a PE ratio of 41.12, a price-to-earnings-growth ratio of 4.37 and a beta of 0.59. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The business has a 50 day moving average price of $124.61 and a 200-day moving average price of $122.04.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the firm earned $0.61 earnings per share. The firm’s revenue for the quarter 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. Equities research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Insiders Place Their Bets

In other Walmart news, EVP Daniel J. Bartlett sold 1,385 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $119.83, for a total value of $165,964.55. Following the transaction, the executive vice president owned 633,784 shares in the company, valued at approximately $75,946,336.72. The trade was a 0.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 117,246 shares of company stock worth $14,493,147. 0.09% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

WMT has been the subject of a number of recent research reports. Raymond James Financial restated an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research report on Friday, March 6th. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. Royal Bank Of Canada restated an “outperform” rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

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.