Walmart Inc. (NYSE:WMT) Shares Bought by Holistic Planning LLC

Holistic Planning LLC lifted its stake in shares of Walmart Inc. (NYSE:WMT) by 0.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,013 shares of the retailer’s stock after purchasing an additional 175 shares during the period. Holistic Planning LLC’s holdings in Walmart were worth $1,808,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in WMT. Peterson Financial Group Inc. purchased a new stake in shares of Walmart during the 3rd quarter valued at approximately $26,000. Fiduciary Advisors Inc. acquired a new stake in Walmart during the fourth quarter worth $27,000. Voisard Asset Management Group Inc. increased its stake in Walmart by 77.3% during the third quarter. Voisard Asset Management Group Inc. now owns 399 shares of the retailer’s stock worth $32,000 after acquiring an additional 174 shares during the last quarter. Decker Retirement Planning Inc. purchased a new stake in Walmart in the fourth quarter valued at $32,000. Finally, Hoese & Co LLP acquired a new position in shares of Walmart in the 3rd quarter valued at $33,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Walmart stock opened at $100.92 on Wednesday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.85. Walmart Inc. has a one year low of $55.85 and a one year high of $100.95. The company has a market cap of $810.71 billion, a P/E ratio of 41.42, a price-to-earnings-growth ratio of 4.49 and a beta of 0.55. The business has a fifty day moving average of $93.27 and a two-hundred day moving average of $83.48.

Walmart (NYSE:WMT) last issued its earnings results 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%. The firm’s revenue for the quarter was up 5.5% compared to the same quarter last year. During the same period in the prior year, the business posted $0.51 earnings per share. As a group, analysts predict that Walmart Inc. will post 2.48 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Sanford C. Bernstein boosted their price objective on shares of Walmart from $98.00 to $102.00 and gave the company an “outperform” rating in a report on Wednesday, November 20th. UBS Group boosted their price target on shares of Walmart from $100.00 to $113.00 and gave the company a “buy” rating in a research note on Friday, January 31st. Barclays increased their price objective on shares of Walmart from $90.00 to $98.00 and gave the stock an “overweight” rating in a research report on Thursday, January 9th. Bank of America boosted their target price on Walmart from $95.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday, November 20th. Finally, Morgan Stanley raised their price target on Walmart from $100.00 to $106.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 21st. 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 company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $95.37.

Insiders Place Their Bets

In related news, CEO C Douglas Mcmillon sold 29,124 shares of the business’s stock in a transaction dated Thursday, January 23rd. The shares were sold at an average price of $92.62, for a total value of $2,697,464.88. Following the sale, the chief executive officer now directly owns 3,766,491 shares in the company, valued at $348,852,396.42. The trade was a 0.77 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, January 23rd. The shares were sold at an average price of $92.96, for a total transaction of $1,220,100.00. Following the transaction, the executive vice president now owns 568,626 shares of the company’s stock, valued at $52,859,472.96. This trade represents a 2.26 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 137,177 shares of company stock worth $12,649,328. 45.58% of the stock is owned by corporate insiders.

Walmart 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.