Capital Financial Group Inc. Co. ADV Takes $981,000 Position in Walmart Inc. $WMT

Capital Financial Group Inc. Co. ADV acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 8,806 shares of the retailer’s stock, valued at approximately $981,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in WMT. Norges Bank purchased a new stake in shares of Walmart during the 4th quarter valued at $6,458,529,000. AQR Capital Management LLC lifted its holdings in shares of Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock valued at $1,199,907,000 after purchasing an additional 7,614,172 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Walmart by 6.8% during the 4th 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 during the last quarter. Capital International Investors purchased a new stake in shares of Walmart during the 4th quarter valued at $592,848,000. Finally, Vanguard Group Inc. lifted its holdings in shares of Walmart by 1.0% during the 4th 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 during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Shares of WMT opened at $120.82 on Tuesday. The business’s 50-day moving average is $125.18 and its two-hundred day moving average is $121.88. The company has a market capitalization of $961.50 billion, a P/E ratio of 42.39, a P/E/G ratio of 4.52 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a fifty-two week low of $93.62 and a fifty-two week high of $135.15.

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

Insider Activity

In other news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares in the company, valued at $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 three months, insiders sold 128,986 shares of company stock worth $15,927,908. 0.09% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms recently issued reports on WMT. Erste Group Bank downgraded Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. Deutsche Bank Aktiengesellschaft set a $120.00 target price on Walmart in a research report on Friday, February 20th. Argus raised Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. Finally, Truist Financial set a $140.00 target price on Walmart in a research report on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price 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.