Sageworth Trust Co Sells 14,196 Shares of Walmart Inc. $WMT

Key Points

• Sageworth Trust Co sold 14,196 shares of Walmart in Q4, cutting its position by 72.6% to 5,347 shares valued at about $596,000.
• Insider sales continued: EVP Daniel J. Bartlett sold 1,335 shares (~$166k) and CEO John R. Furner sold 13,125 shares (~$1.64M) under Rule 10b5‑1 plans, and insiders have sold a total of 167,195 shares worth ~$20.98M in the past 90 days.
• Wall Street remains broadly positive with an average "Buy" rating and a consensus price target of $137.94, while Walmart posted a small earnings beat and set FY2027 EPS guidance of 2.75–2.85.

Sageworth Trust Co decreased its position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 72.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,347 shares of the retailer's stock after selling 14,196 shares during the quarter. Sageworth Trust Co's holdings in Walmart were worth $596,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management increased its holdings in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock worth $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock worth $8,931,000 after purchasing an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Walmart

In related news, EVP Daniel J. Bartlett sold 1,335 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total value of $166,381.05. Following the sale, the executive vice president owned 636,843 shares in the company, valued at approximately $79,369,743.09. This trade represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the company's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $124.84, for a total value of $1,638,525.00. Following the completion of the transaction, the chief executive officer owned 674,162 shares in the company, valued at $84,162,384.08. This represents a 1.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 167,195 shares of company stock worth $20,975,804 in the last 90 days. 0.10% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

WMT has been the topic of a number of recent research reports. Wall Street Zen lowered Walmart from a "buy" rating to a "hold" rating in a report on Sunday, January 18th. Raymond James Financial reissued an "outperform" rating and issued a $135.00 price target on shares of Walmart in a research report on Friday, March 6th. Weiss Ratings restated a "buy (b)" rating on shares of Walmart in a research note on Monday, April 20th. KeyCorp reaffirmed an "overweight" rating and set a $145.00 price objective (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Finally, Truist Financial upped their target price on shares of Walmart from $127.00 to $139.00 and gave the stock a "buy" rating in a research note on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus price target of $137.94.

Walmart Price Performance

WMT opened at $130.08 on Thursday. The firm has a market cap of $1.04 trillion, a P/E ratio of 47.47, a PEG ratio of 4.87 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a fifty-two week low of $91.89 and a fifty-two week high of $134.69. The firm has a 50-day moving average of $125.85 and a 200 day moving average of $118.06.

Walmart (NASDAQ:WMT - Get Free Report) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating analysts' consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company's revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.66 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. On average, research analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid a dividend of $0.2475 per share. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart's payout ratio is presently 36.13%.

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.

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