Compass Capital Management Inc. Has $61.17 Million Holdings in Walmart Inc. $WMT

Compass Capital Management Inc. reduced its position in Walmart Inc. (NASDAQ:WMT) by 17.6% in the first quarter, Holdings Channel.com reports. The firm owned 492,188 shares of the retailer’s stock after selling 105,327 shares during the quarter. Walmart makes up 3.6% of Compass Capital Management Inc.’s holdings, making the stock its 5th biggest holding. Compass Capital Management Inc.’s holdings in Walmart were worth $61,169,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of WMT. Brighton Jones LLC raised its stake in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC boosted 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 valued at $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management boosted 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 valued at $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Walmart by 0.9% during 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 last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Walmart by 1.2% during 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 last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Price Performance

Shares of WMT stock opened at $111.20 on Friday. The business’s 50 day moving average price is $115.17 and its 200-day moving average price is $121.93. Walmart Inc. has a fifty-two week low of $95.42 and a fifty-two week high of $135.15. The firm has a market cap of $884.94 billion, a P/E ratio of 39.02, a P/E/G ratio of 4.14 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The business had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, equities research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Upgrades and Downgrades

WMT has been the subject of several recent research reports. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Truist Financial set a $140.00 price objective on Walmart in a research note on Thursday, May 21st. BNP Paribas Exane decreased their price objective on Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Finally, Wolfe Research restated an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a report on Monday, May 11th. One 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, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $138.56.

Insider Transactions at Walmart

In other 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 value of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 67,729 shares of company stock worth $8,124,931. 0.09% of the stock is owned by corporate insiders.

About Walmart

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.