Advisor OS LLC Has $2.86 Million Stock Position in Walmart Inc. (NYSE:WMT)

Advisor OS LLC lifted its holdings in shares of Walmart Inc. (NYSE:WMT) by 2.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 31,703 shares of the retailer’s stock after acquiring an additional 662 shares during the period. Advisor OS LLC’s holdings in Walmart were worth $2,864,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently added to or reduced their stakes in WMT. FPC Investment Advisory Inc. acquired a new position in shares of Walmart in the 4th quarter worth approximately $25,000. Fiduciary Advisors Inc. bought a new position in Walmart in the fourth quarter valued at about $27,000. Peterson Financial Group Inc. bought a new position in shares of Walmart in the 3rd quarter valued at about $26,000. Decker Retirement Planning Inc. acquired a new stake in Walmart during the 4th quarter worth $32,000. Finally, Voisard Asset Management Group Inc. grew its stake in shares of 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 purchasing an additional 174 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

WMT has been the subject of a number of analyst reports. Telsey Advisory Group restated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a report on Friday, February 21st. Evercore ISI increased their price objective on Walmart from $94.00 to $96.00 and gave the stock an “outperform” rating in a report on Tuesday, December 3rd. Royal Bank of Canada lowered their price target on shares of Walmart from $109.00 to $107.00 and set an “outperform” rating on the stock in a research note on Friday, February 21st. Bank of America upped their price objective on Walmart from $95.00 to $105.00 and gave the stock a “buy” rating in a research note on Wednesday, November 20th. Finally, Tigress Financial upped their target price on shares of Walmart from $86.00 to $115.00 and gave the company a “buy” rating in a report on Friday, December 13th. One investment analyst has rated the stock with a hold rating, thirty have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat.com, Walmart currently has a consensus rating of “Buy” and an average price target of $103.07.

Walmart Price Performance

Shares of NYSE:WMT opened at $97.81 on Wednesday. The firm has a 50 day moving average of $95.65 and a 200-day moving average of $87.10. Walmart Inc. has a 12 month low of $58.18 and a 12 month high of $105.30. The company has a current ratio of 0.82, a quick ratio of 0.23 and a debt-to-equity ratio of 0.40. The stock has a market capitalization of $785.78 billion, a PE ratio of 40.59, a PEG ratio of 4.42 and a beta of 0.55.

Walmart (NYSE:WMT) last announced its quarterly earnings data on Thursday, February 20th. The retailer reported $0.66 earnings per share for the quarter, topping the consensus estimate of $0.64 by $0.02. Walmart had a return on equity of 21.87% and a net margin of 2.85%. The business had revenue of $180.55 billion during the quarter, compared to the consensus estimate of $178.83 billion. On average, equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 5th. Investors of record on Friday, December 12th will be given a dividend of $0.235 per share. The ex-dividend date of this dividend is Friday, December 12th. This represents a $0.94 dividend on an annualized basis and a yield of 0.96%. Walmart’s dividend payout ratio is currently 39.00%.

Insider Transactions at Walmart

In related news, EVP Daniel J. Bartlett sold 1,600 shares of the business’s stock in a transaction on Tuesday, February 18th. The shares were sold at an average price of $103.99, for a total transaction of $166,384.00. Following the transaction, the executive vice president now owns 423,597 shares in the company, valued at $44,049,852.03. The trade was a 0.38 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP John R. Furner sold 13,125 shares of the company’s stock in a transaction dated Thursday, December 26th. The shares were sold at an average price of $92.60, for a total transaction of $1,215,375.00. Following the transaction, the executive vice president now owns 566,794 shares in the company, valued at $52,485,124.40. This represents a 2.26 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 146,528 shares of company stock worth $13,849,185. Insiders own 45.58% of the company’s stock.

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.