Vanguard Personalized Indexing Management LLC Has $85.01 Million Position in Walmart Inc. $WMT

Vanguard Personalized Indexing Management LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT) by 7.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 763,059 shares of the retailer’s stock after buying an additional 49,772 shares during the quarter. Walmart comprises 0.8% of Vanguard Personalized Indexing Management LLC’s portfolio, making the stock its 14th biggest position. Vanguard Personalized Indexing Management LLC’s holdings in Walmart were worth $85,012,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of WMT. Brighton Jones LLC grew its position in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC grew 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 period. Peterson Wealth Management grew 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 period. Sivia Capital Partners LLC grew its position 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 valued at $1,272,000 after purchasing an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. grew its position 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 valued at $8,931,000 after purchasing an additional 1,048 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the sale, the executive vice president owned 577,853 shares in the company, valued at $71,607,543.76. This represents a 0.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total value of $1,628,550.00. Following the sale, the chief executive officer owned 661,037 shares in the company, valued at approximately $82,021,470.96. This represents a 1.95% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 128,986 shares of company stock worth $15,927,908. Insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the subject of several research analyst reports. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. Raymond James Financial reiterated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research report on Friday, March 6th. Morgan Stanley boosted their price objective on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Craig Hallum set a $150.00 price objective on Walmart in a research report on Friday, March 6th. Finally, Argus upgraded Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Trading Down 0.2%

NASDAQ:WMT opened at $120.82 on Tuesday. Walmart Inc. has a twelve month low of $93.62 and a twelve month high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The business has a 50 day moving average price of $125.18 and a two-hundred day moving average price of $121.88. The company has a market cap of $961.50 billion, a P/E ratio of 42.39, a price-to-earnings-growth ratio of 4.52 and a beta of 0.60.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting 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 during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the prior year, the firm posted $0.61 EPS. The business’s 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. As a group, analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

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.