Values Added Financial LLC Has $292,000 Position in Walmart Inc. (NYSE:WMT)

Values Added Financial LLC lowered its stake in Walmart Inc. (NYSE:WMT) by 3.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,229 shares of the retailer’s stock after selling 120 shares during the period. Values Added Financial LLC’s holdings in Walmart were worth $292,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Creative Planning grew its holdings in Walmart by 4.9% during the 3rd quarter. Creative Planning now owns 1,800,743 shares of the retailer’s stock worth $142,973,000 after acquiring an additional 83,376 shares during the period. Swedbank AB grew its holdings in Walmart by 0.4% during the 3rd quarter. Swedbank AB now owns 5,345,293 shares of the retailer’s stock worth $431,632,000 after acquiring an additional 18,644 shares during the period. Buffington Mohr McNeal grew its holdings in Walmart by 10.2% during the 3rd quarter. Buffington Mohr McNeal now owns 15,028 shares of the retailer’s stock worth $1,214,000 after acquiring an additional 1,396 shares during the period. Greenup Street Wealth Management LLC acquired a new stake in Walmart during the 3rd quarter worth $237,000. Finally, Trifecta Capital Advisors LLC grew its holdings in Walmart by 4.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 52,599 shares of the retailer’s stock worth $4,247,000 after acquiring an additional 2,149 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Transactions at Walmart

In related news, SVP David Chojnowski sold 5,600 shares of the company’s stock in a transaction dated Wednesday, November 27th. The shares were sold at an average price of $91.45, for a total value of $512,120.00. Following the transaction, the senior vice president now owns 87,404 shares in the company, valued at approximately $7,993,095.80. This represents a 6.02 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Daniel J. Bartlett sold 1,830 shares of the company’s stock in a transaction dated Wednesday, January 15th. The shares were sold at an average price of $91.07, for a total transaction of $166,658.10. Following the completion of the transaction, the executive vice president now owns 460,705 shares in the company, valued at approximately $41,956,404.35. This trade represents a 0.40 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 175,177 shares of company stock worth $16,403,728 in the last ninety days. Insiders own 45.58% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the stock. TD Cowen lifted their price target on shares of Walmart from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, November 20th. Wells Fargo & Company lifted their price target on shares of Walmart from $100.00 to $108.00 and gave the stock an “overweight” rating in a research report on Monday, February 3rd. Morgan Stanley reissued an “overweight” rating and set a $115.00 price target (up from $106.00) on shares of Walmart in a research report on Thursday. Citigroup lifted their price target on shares of Walmart from $98.00 to $120.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, KeyCorp lifted their price target on shares of Walmart from $96.00 to $100.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 11th. Two equities research analysts have rated the stock with a hold rating, twenty-nine have issued a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $99.17.

Walmart Stock Down 1.0 %

Walmart stock opened at $104.04 on Friday. The firm has a market capitalization of $835.78 billion, a PE ratio of 42.70, a P/E/G ratio of 4.25 and a beta of 0.55. The company’s 50-day moving average is $94.83 and its 200-day moving average is $85.09. Walmart Inc. has a fifty-two week low of $55.99 and a fifty-two week high of $105.30. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.85 and a quick ratio of 0.23.

Walmart (NYSE:WMT) last released its quarterly earnings data on Tuesday, November 19th. The retailer reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.53 by $0.05. The company had revenue of $169.59 billion for the quarter, compared to analyst estimates of $167.69 billion. Walmart had a net margin of 2.92% and a return on equity of 21.78%. Walmart’s revenue for the quarter was up 5.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.51 EPS. Sell-side analysts anticipate that Walmart Inc. will post 2.48 earnings per share for the current year.

Walmart Company 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.