Consilio Wealth Advisors LLC Has $421,000 Stock Holdings in Walmart Inc. (NYSE:WMT)

Consilio Wealth Advisors LLC boosted its holdings in shares of Walmart Inc. (NYSE:WMT) by 3.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,656 shares of the retailer’s stock after buying an additional 151 shares during the period. Consilio Wealth Advisors LLC’s holdings in Walmart were worth $421,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Kozak & Associates Inc. raised its holdings in shares of Walmart by 22.3% in the fourth quarter. Kozak & Associates Inc. now owns 619 shares of the retailer’s stock valued at $56,000 after purchasing an additional 113 shares during the last quarter. Summit Financial Wealth Advisors LLC raised its holdings in shares of Walmart by 0.5% in the third quarter. Summit Financial Wealth Advisors LLC now owns 23,720 shares of the retailer’s stock valued at $1,915,000 after purchasing an additional 118 shares during the last quarter. Lowe Wealth Advisors LLC raised its holdings in shares of Walmart by 13.5% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,018 shares of the retailer’s stock valued at $92,000 after purchasing an additional 121 shares during the last quarter. Providence Wealth Advisors LLC raised its holdings in shares of Walmart by 0.3% in the third quarter. Providence Wealth Advisors LLC now owns 43,549 shares of the retailer’s stock valued at $3,591,000 after purchasing an additional 122 shares during the last quarter. Finally, 3Chopt Investment Partners LLC raised its holdings in shares of Walmart by 0.4% in the third quarter. 3Chopt Investment Partners LLC now owns 32,633 shares of the retailer’s stock valued at $2,635,000 after purchasing an additional 124 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Stifel Nicolaus increased their target price on shares of Walmart from $89.00 to $94.00 and gave the company a “hold” rating in a report on Tuesday, December 10th. StockNews.com downgraded shares of Walmart from a “strong-buy” rating to a “buy” rating in a report on Wednesday, November 20th. Royal Bank of Canada increased their price target on shares of Walmart from $88.00 to $92.00 and gave the company an “overweight” rating in a research report on Monday, November 18th. Truist Financial increased their price target on shares of Walmart from $89.00 to $98.00 and gave the company a “buy” rating in a research report on Wednesday, November 20th. Finally, UBS Group increased their price target on shares of Walmart from $92.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, November 20th. Two equities research analysts have rated the stock with a hold rating, twenty-nine have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, Walmart has an average rating of “Moderate Buy” and a consensus price target of $94.08.

Walmart Price Performance

WMT stock opened at $91.39 on Tuesday. The firm has a 50 day moving average of $90.56 and a 200-day moving average of $80.80. The company has a current ratio of 0.85, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12 month low of $53.44 and a 12 month high of $96.18. The firm has a market capitalization of $734.17 billion, a P/E ratio of 37.51, a price-to-earnings-growth ratio of 4.47 and a beta of 0.55.

Walmart (NYSE:WMT) last released its quarterly earnings data on Tuesday, November 19th. The retailer reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.53 by $0.05. Walmart had a net margin of 2.92% and a return on equity of 21.78%. The company had revenue of $169.59 billion during the quarter, compared to analyst estimates of $167.69 billion. During the same period last year, the business earned $0.51 earnings per share. Walmart’s revenue was up 5.5% compared to the same quarter last year. As a group, sell-side analysts predict that Walmart Inc. will post 2.47 earnings per share for the current fiscal year.

Insider Activity at Walmart

In related news, CEO C Douglas Mcmillon sold 29,124 shares of the firm’s stock in a transaction that occurred on Thursday, October 24th. The shares were sold at an average price of $82.79, for a total value of $2,411,175.96. Following the sale, the chief executive officer now directly owns 3,843,929 shares of the company’s stock, valued at $318,238,881.91. This trade represents a 0.75 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP David Chojnowski sold 5,600 shares of the firm’s stock in a transaction that occurred on Wednesday, November 27th. The shares were sold at an average price of $91.45, for a total transaction of $512,120.00. Following the completion of the sale, the senior vice president now directly owns 87,404 shares in the company, valued at $7,993,095.80. This represents a 6.02 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 138,347 shares of company stock valued at $12,311,491 over the last three months. 45.58% of the stock is owned by corporate insiders.

Walmart Company 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.