Sargent Investment Group LLC Increases Stock Holdings in Walmart Inc. $WMT

Sargent Investment Group LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 13.2% during the fourth quarter, HoldingsChannel reports. The firm owned 99,887 shares of the retailer’s stock after purchasing an additional 11,678 shares during the period. Walmart comprises 1.4% of Sargent Investment Group LLC’s holdings, making the stock its 19th biggest position. Sargent Investment Group LLC’s holdings in Walmart were worth $11,128,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in WMT. Brighton Jones LLC lifted its holdings in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC increased its stake 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 worth $800,000 after acquiring an additional 485 shares during the last quarter. Peterson Wealth Management increased its stake in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after acquiring an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of 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 acquiring an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after acquiring an additional 1,048 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on the company. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research note on Friday, March 6th. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Roth Mkm reaffirmed a “buy” rating and issued a $138.00 target price on shares of Walmart in a research note on Friday, February 20th. Finally, Morgan Stanley raised their price objective on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. One equities research 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. According to MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $121.04 on Monday. The business has a 50-day moving average price of $125.28 and a 200 day moving average price of $121.78. 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 capitalization of $963.25 billion, a price-to-earnings ratio of 42.47, a PEG ratio of 4.52 and a beta of 0.60. Walmart Inc. has a 12-month low of $93.62 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the company earned $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. Sell-side analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Insider Buying and Selling

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the transaction, the executive vice president directly owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This represents a 0.50% 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. Insiders sold a total of 128,986 shares of company stock worth $15,927,908 over the last 90 days. 0.09% of the stock is owned by insiders.

Walmart Company 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.