Roundview Capital LLC Grows Stock Holdings in Walmart Inc. (NYSE:WMT)

Roundview Capital LLC lifted its stake in shares of Walmart Inc. (NYSE:WMT) by 2.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 126,554 shares of the retailer’s stock after buying an additional 2,636 shares during the quarter. Walmart makes up approximately 0.8% of Roundview Capital LLC’s investment portfolio, making the stock its 26th biggest holding. Roundview Capital LLC’s holdings in Walmart were worth $11,434,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Brophy Wealth Management LLC purchased a new stake in shares of Walmart in the 3rd quarter worth $2,072,000. Candriam S.C.A. lifted its stake in Walmart by 209.7% in the fourth quarter. Candriam S.C.A. now owns 885,008 shares of the retailer’s stock worth $79,960,000 after acquiring an additional 599,257 shares during the period. Bank of New Hampshire lifted its stake in Walmart by 13.7% in the fourth quarter. Bank of New Hampshire now owns 47,949 shares of the retailer’s stock worth $4,332,000 after acquiring an additional 5,786 shares during the period. Modera Wealth Management LLC grew its holdings in Walmart by 4.8% during the 4th quarter. Modera Wealth Management LLC now owns 203,150 shares of the retailer’s stock worth $18,355,000 after acquiring an additional 9,292 shares in the last quarter. Finally, Iowa State Bank increased its position in Walmart by 213.8% during the 4th quarter. Iowa State Bank now owns 26,807 shares of the retailer’s stock valued at $2,422,000 after purchasing an additional 18,263 shares during the period. Institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. Erste Group Bank cut shares of Walmart from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 17th. UBS Group restated a “buy” rating on shares of Walmart in a report on Friday, February 28th. Citigroup reiterated a “positive” rating on shares of Walmart in a report on Thursday, February 20th. DZ Bank upgraded Walmart from a “hold” rating to a “buy” rating and set a $110.00 price objective for the company in a research note on Tuesday, February 25th. Finally, Barclays reiterated an “overweight” rating on shares of Walmart in a research note on Friday, February 28th. Two investment analysts have rated the stock with a hold rating, thirty have issued a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $103.17.

Walmart Stock Up 3.3 %

WMT stock opened at $87.94 on Tuesday. The company has a market capitalization of $704.97 billion, a P/E ratio of 36.49, a price-to-earnings-growth ratio of 4.42 and a beta of 0.53. Walmart Inc. has a 12 month low of $58.56 and a 12 month high of $105.30. The firm’s fifty day simple moving average is $94.54 and its 200-day simple moving average is $89.46. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.82 and a quick ratio of 0.23.

Walmart (NYSE:WMT) last posted its quarterly earnings results on Thursday, February 20th. The retailer reported $0.66 EPS for the quarter, beating the consensus estimate of $0.64 by $0.02. The company had revenue of $180.55 billion for the quarter, compared to analyst estimates of $178.83 billion. Walmart had a net margin of 2.85% and a return on equity of 21.87%. As a group, equities research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 5th. Investors of record on Friday, December 12th will be issued a dividend of $0.235 per share. This represents a $0.94 annualized dividend and a yield of 1.07%. The ex-dividend date is Friday, December 12th. Walmart’s dividend payout ratio (DPR) is 39.00%.

Insider Buying and Selling at Walmart

In related news, EVP Daniel J. Bartlett sold 1,830 shares of the business’s stock in a transaction on Wednesday, January 15th. The shares were sold at an average price of $91.07, for a total value of $166,658.10. Following the completion of the transaction, the executive vice president now directly owns 460,705 shares in the company, valued at $41,956,404.35. The trade was a 0.40 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO C Douglas Mcmillon sold 29,124 shares of the firm’s stock in a transaction on Thursday, March 27th. The shares were sold at an average price of $85.63, for a total transaction of $2,493,888.12. Following the sale, the chief executive officer now owns 3,972,517 shares in the company, valued at approximately $340,166,630.71. This represents a 0.73 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 176,652 shares of company stock valued at $16,590,028. 45.58% of the stock is owned by company insiders.

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.