Decker Wealth Management LLC Invests $8.95 Million in Walmart Inc. $WMT

Decker Wealth Management LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 71,982 shares of the retailer’s stock, valued at approximately $8,946,000. Walmart comprises 2.0% of Decker Wealth Management LLC’s holdings, making the stock its 15th biggest position.

Several other hedge funds also recently added to or reduced their stakes in WMT. Brighton Jones LLC grew its stake in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management raised its position in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its position in Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the completion of the transaction, the chief executive officer directly owned 661,037 shares in the company, valued at $82,021,470.96. The trade was a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,145 shares of company stock valued at $10,691,920 over the last quarter. Insiders own 0.09% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $114.24 on Monday. Walmart Inc. has a twelve month low of $94.43 and a twelve month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The company has a market cap of $909.13 billion, a PE ratio of 40.08, a price-to-earnings-growth ratio of 4.26 and a beta of 0.60. The company’s 50 day moving average is $118.82 and its 200 day moving average is $122.11.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period 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, sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have issued reports on WMT shares. TD Cowen reaffirmed a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Royal Bank Of Canada reissued an “outperform” rating and set a $137.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Tigress Financial reissued a “buy” rating and set a $155.00 price objective (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. Finally, Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: June U.S. retail sales held up, suggesting consumers are still spending as Walmart heads into the back-to-school season; that could support traffic and sales volumes if the company remains aggressive on pricing. Retail Sales Hold Up as Walmart and Amazon Go Back to School
• Neutral Sentiment: Walmart is also being discussed in multiple market and analyst roundups, with commentary focusing on its strong digital growth and role as a defensive stock, but these pieces do not appear to include a major new business update. Walmart Commands a 36.74X Forward P/E: Is the Stock Worth Buying?
• Neutral Sentiment: An article about AI and retail highlighted that Walmart is investing in automation while still emphasizing workers, which reinforces its long-term strategy but is unlikely to move the stock on its own. Walmart’s people chief says these 10 jobs are still hot in the age of AI
• Negative Sentiment: Some analysts argue Walmart’s premium valuation leaves limited room for disappointment, with one note saying momentum alone may not justify the stock’s high forward P/E. Walmart’s Momentum Cannot Justify The Premium
• Negative Sentiment: Walmart has also been the subject of bearish commentary saying the recent sell-off may not be over, adding to investor caution around the shares. Walmart: The Sell-Off Isn’t Over Yet (Rating Upgrade)

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.