Kozak & Associates Inc. Has $56,000 Position in Walmart Inc. (NYSE:WMT)

Kozak & Associates Inc. raised its stake in Walmart Inc. (NYSE:WMT) by 22.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 619 shares of the retailer’s stock after purchasing an additional 113 shares during the period. Kozak & Associates Inc.’s holdings in Walmart were worth $56,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Umpqua Bank increased its holdings in Walmart by 29.3% during the second quarter. Umpqua Bank now owns 6,792 shares of the retailer’s stock worth $460,000 after buying an additional 1,541 shares during the last quarter. Strategic Financial Concepts LLC grew its holdings in Walmart by 5,376.9% during the second quarter. Strategic Financial Concepts LLC now owns 1,305,751 shares of the retailer’s stock valued at $88,412,000 after purchasing an additional 1,281,910 shares during the period. Chris Bulman Inc purchased a new stake in Walmart in the second quarter worth $273,000. Asset Dedication LLC raised its stake in shares of Walmart by 19.3% in the second quarter. Asset Dedication LLC now owns 119,414 shares of the retailer’s stock valued at $8,086,000 after buying an additional 19,324 shares during the period. Finally, MainStreet Investment Advisors LLC raised its stake in Walmart by 274.6% in the 2nd quarter. MainStreet Investment Advisors LLC now owns 64,143 shares of the retailer’s stock valued at $4,343,000 after acquiring an additional 47,021 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Walmart Price Performance

WMT traded up $1.10 during midday trading on Monday, hitting $91.88. 8,763,247 shares of the company traded hands, compared to its average volume of 11,341,198. The business has a 50 day simple moving average of $89.41 and a two-hundred day simple moving average of $79.80. Walmart Inc. has a 52-week low of $52.23 and a 52-week high of $96.18. The company has a market capitalization of $738.11 billion, a price-to-earnings ratio of 37.71, a PEG ratio of 4.47 and a beta of 0.55. 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 (NYSE:WMT) last issued its quarterly earnings results on Tuesday, November 19th. The retailer reported $0.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.53 by $0.05. Walmart had a return on equity of 21.78% and a net margin of 2.92%. The firm had revenue of $169.59 billion for the quarter, compared to analyst estimates of $167.69 billion. During the same period in the previous year, the company posted $0.51 earnings per share. The business’s revenue was up 5.5% on a year-over-year basis. On average, equities analysts forecast that Walmart Inc. will post 2.47 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the company. TD Cowen boosted their target price on Walmart from $90.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, November 20th. Guggenheim boosted their price objective on shares of Walmart from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, November 20th. KeyCorp raised their target price on Walmart from $96.00 to $100.00 and gave the company an “overweight” rating in a research note on Wednesday, December 11th. StockNews.com cut Walmart from a “strong-buy” rating to a “buy” rating in a research note on Wednesday, November 20th. Finally, Robert W. Baird raised their price objective on Walmart from $90.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday, November 20th. Two analysts have rated the stock with a hold rating, twenty-nine have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $93.69.

Insider Activity

In other news, EVP Daniel J. Bartlett sold 2,065 shares of Walmart stock in a transaction on Tuesday, October 15th. The shares were sold at an average price of $80.69, for a total transaction of $166,624.85. Following the completion of the sale, the executive vice president now directly owns 457,493 shares of the company’s stock, valued at approximately $36,915,110.17. The trade was a 0.45 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP David Chojnowski sold 5,600 shares of the stock in a transaction on Wednesday, November 27th. The shares were sold at an average price of $91.45, for a total value of $512,120.00. Following the completion of the transaction, the senior vice president now directly owns 87,404 shares in the company, valued at $7,993,095.80. This trade represents a 6.02 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 140,412 shares of company stock valued at $12,478,116. 45.58% of the stock is currently owned by company 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.