Orange Investment Advisors Inc. Has $3.56 Million Holdings in Walmart Inc. $WMT

Orange Investment Advisors Inc. decreased its position in shares of Walmart Inc. (NASDAQ:WMT) by 16.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,944 shares of the retailer’s stock after selling 6,460 shares during the period. Orange Investment Advisors Inc.’s holdings in Walmart were worth $3,559,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Stockman Wealth Management Inc. boosted its stake in Walmart by 3.5% during the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after purchasing an additional 87 shares during the period. Capstone Wealth Management LLC increased its position in Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after buying an additional 89 shares during the period. Ellenbecker Investment Group increased its position in Walmart by 0.6% in the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after buying an additional 90 shares during the period. Matrix Trust Co lifted its holdings in shares of Walmart by 20.0% during the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after buying an additional 91 shares during the last quarter. Finally, HRC Wealth Management LLC boosted its position in shares of Walmart by 4.4% in the fourth quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after acquiring an additional 94 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart beat Q1 earnings and revenue estimates, driven by strong U.S. comparable sales, growing e-commerce, and rapid gains in advertising, marketplace, and membership revenue. Walmart reports revenue growth of 7.3%, up 5.9% in constant currency (cc)
• Positive Sentiment: Management reaffirmed its long-term FY2027 targets, signaling confidence in the business even as it navigates near-term volatility. WMT Q1 Earnings Call Shows Growth Amid Fuel Pressure
• Neutral Sentiment: Walmart’s digital strength remains a key theme, with analysts highlighting store-fulfilled pickup and delivery, marketplace expansion, and a growing AI-driven operating model. Walmart Earnings Call: Digital Strength, Fuel Headwinds
• Negative Sentiment: Shares are under pressure because Walmart’s guidance was cautious, with the company citing higher fuel costs and signs that lower-income consumers may pull back if gas prices stay elevated and tax-refund support fades. Walmart falls after issuing cautious guidance amid the high gas price environment
• Negative Sentiment: Walmart’s Q2 outlook missed consensus, reinforcing investor worries that fuel-driven consumer stress could slow spending and compress near-term profit growth. Walmart falls on guidance despite beating revenue estimates

Wall Street Analyst Weigh In

Several brokerages recently issued reports on WMT. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a research note on Friday, February 20th. Oppenheimer reiterated an “outperform” rating and issued a $140.00 price target (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Jefferies Financial Group set a $145.00 target price on Walmart in a research report on Friday, February 20th. Piper Sandler reiterated an “overweight” rating and set a $137.00 price objective (up from $130.00) on shares of Walmart in a report on Friday, May 15th. Finally, Rothschild & Co Redburn set a $150.00 target price on shares of Walmart in a research report on Tuesday, February 17th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Walmart presently has an average rating of “Buy” and a consensus target price of $138.91.

Walmart Stock Performance

Shares of Walmart stock opened at $121.34 on Friday. The company has a market cap of $967.20 billion, a PE ratio of 44.28, a price-to-earnings-growth ratio of 4.84 and a beta of 0.65. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The company has a 50 day moving average of $126.83 and a 200-day moving average of $120.03. Walmart Inc. has a 1-year low of $93.43 and a 1-year high of $135.15.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.61 earnings per share. 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 forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the sale, the executive vice president owned 486,764 shares in the company, valued at $62,203,571.56. This represents a 3.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 636,843 shares of the company’s stock, valued at approximately $79,369,743.09. The trade was a 0.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 109,983 shares of company stock valued at $13,908,797 over the last three months. 0.10% of the stock is currently owned by corporate insiders.

Walmart Profile

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.