Atlas Capital Advisors Inc. Takes Position in Walmart Inc. $WMT

Atlas Capital Advisors Inc. purchased a new stake in Walmart Inc. (NASDAQ:WMT) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 14,861 shares of the retailer’s stock, valued at approximately $1,656,000.

A number of other large investors have also made changes to their positions in WMT. Brighton Jones LLC increased its holdings in shares of 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 holdings 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 in the last quarter. Peterson Wealth Management increased its holdings 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 in the last quarter. Sivia Capital Partners LLC increased its holdings 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 in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings 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 in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In other Walmart news, 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 transaction of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through 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 firm’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares in the company, valued at $82,021,470.96. This represents a 1.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 128,986 shares of company stock worth $15,927,908 over the last three months. Company insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. TD Cowen restated a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Royal Bank Of Canada restated an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Finally, Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. One 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 company’s stock. According to MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Stock Performance

NASDAQ:WMT opened at $121.04 on Friday. 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 firm has a 50-day moving average price of $125.28 and a two-hundred day moving average price of $121.66. Walmart Inc. has a twelve month low of $93.62 and a twelve month high of $135.15. The company has a market capitalization of $963.25 billion, a P/E ratio of 42.47, a price-to-earnings-growth ratio of 4.52 and a beta of 0.59.

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

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.