Cwm LLC Grows Stake in Walmart Inc. $WMT

Cwm LLC lifted its position in Walmart Inc. (NASDAQ:WMT) by 24.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,175,703 shares of the retailer’s stock after purchasing an additional 229,220 shares during the quarter. Cwm LLC’s holdings in Walmart were worth $121,168,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Neuberger Berman Group LLC raised its stake in Walmart by 0.8% in the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after purchasing an additional 42,645 shares in the last quarter. Aviva PLC grew its stake in Walmart by 16.4% in the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock worth $374,861,000 after buying an additional 539,504 shares in the last quarter. Weatherly Asset Management L. P. increased its holdings in shares of Walmart by 7.0% in the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock worth $5,489,000 after buying an additional 3,696 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management raised its position in shares of Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock valued at $3,355,000 after buying an additional 9,831 shares in the last quarter. Finally, Willis Johnson & Associates Inc. lifted its holdings in shares of Walmart by 76.6% during the 2nd quarter. Willis Johnson & Associates Inc. now owns 42,626 shares of the retailer’s stock worth $4,168,000 after acquiring an additional 18,485 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

WMT has been the topic of a number of research analyst reports. Wells Fargo & Company reissued an “overweight” rating and issued a $130.00 target price (up previously from $120.00) on shares of Walmart in a research note on Friday, December 19th. Morgan Stanley reiterated an “overweight” rating and set a $125.00 price objective (up from $115.00) on shares of Walmart in a research report on Friday, November 21st. Piper Sandler restated an “overweight” rating and issued a $123.00 target price (up previously from $111.00) on shares of Walmart in a research report on Friday, November 21st. Truist Financial set a $127.00 target price on Walmart in a research note on Wednesday, December 17th. Finally, BTIG Research reissued a “buy” rating and set a $125.00 price target (up from $120.00) on shares of Walmart in a research note on Friday, November 21st. Thirty-two analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $120.54.

Insiders Place Their Bets

In related news, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $114.91, for a total value of $1,508,193.75. Following the sale, the executive vice president directly owned 733,841 shares of the company’s stock, valued at $84,325,669.31. This trade represents a 1.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $115.21, for a total value of $460,840.00. Following the transaction, the executive vice president owned 1,031,455 shares in the company, valued at approximately $118,833,930.55. This represents a 0.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 108,412 shares of company stock worth $11,741,699. 0.10% of the stock is currently owned by insiders.

Walmart Price Performance

Shares of Walmart stock opened at $111.56 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. Walmart Inc. has a one year low of $79.81 and a one year high of $117.45. The business’s 50 day simple moving average is $108.05 and its two-hundred day simple moving average is $102.43. The stock has a market capitalization of $889.15 billion, a P/E ratio of 39.01, a price-to-earnings-growth ratio of 5.15 and a beta of 0.64.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 earnings per share for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The firm had revenue of $179.50 billion during the quarter, compared to analyst estimates of $175.15 billion. During the same quarter in the prior year, the firm posted $0.58 earnings per share. The business’s quarterly revenue was up 5.8% compared to the same quarter last year. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

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.