Compass Capital Management Inc. Sells 31,865 Shares of Walmart Inc. $WMT

Compass Capital Management Inc. cut its stake in Walmart Inc. (NASDAQ:WMT) by 5.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 597,515 shares of the retailer’s stock after selling 31,865 shares during the quarter. Walmart makes up 3.7% of Compass Capital Management Inc.’s portfolio, making the stock its 5th biggest holding. Compass Capital Management Inc.’s holdings in Walmart were worth $66,569,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Entrust Financial LLC acquired a new position in shares of Walmart in the fourth quarter worth $27,000. Beacon Financial Strategies CORP acquired a new position in Walmart during the fourth quarter worth $30,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the third quarter worth $30,000. Bay Harbor Wealth Management LLC increased its position in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC increased its position in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after buying an additional 193 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Stock Down 0.1%

WMT stock opened at $120.50 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15. The company has a 50-day moving average of $125.36 and a two-hundred day moving average of $121.66. The stock has a market capitalization of $958.95 billion, a price-to-earnings ratio of 42.28, a price-to-earnings-growth ratio of 4.50 and a beta of 0.59.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the prior year, the company earned $0.61 earnings per share. The business’s quarterly revenue was up 7.4% compared to the same quarter last year. 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, equities research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart’s head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

Insiders Place Their Bets

In related news, CEO John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the completion of the sale, the chief executive officer owned 661,037 shares in the company, valued at approximately $82,021,470.96. This trade represents a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,250 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $133.77, for a total transaction of $167,212.50. Following the completion of the sale, the executive vice president owned 635,593 shares of the company’s stock, valued at approximately $85,023,275.61. The trade was a 0.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 117,008 shares of company stock valued at $14,492,704 in the last quarter. 0.09% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts have commented on WMT shares. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a research report on Friday, February 20th. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. BTIG Research reissued a “buy” rating and set a $145.00 target price on shares of Walmart in a research report on Wednesday, June 3rd. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. One research 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

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.