Walmart Inc. $WMT Shares Purchased by Xponance LLC

Xponance LLC boosted its holdings in Walmart Inc. (NASDAQ:WMT) by 4.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 729,052 shares of the retailer’s stock after buying an additional 31,165 shares during the quarter. Walmart accounts for about 0.6% of Xponance LLC’s investment portfolio, making the stock its 21st largest position. Xponance LLC’s holdings in Walmart were worth $81,224,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Entrust Financial LLC acquired a new position in Walmart in the fourth quarter worth approximately $27,000. Redmont Wealth Advisors LLC purchased a new position in Walmart during the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP purchased a new position in Walmart during the 4th quarter worth approximately $30,000. Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC grew its position in Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Trading Down 0.1%

Walmart stock opened at $120.50 on Friday. The company’s fifty day simple moving average is $125.36 and its 200-day simple moving average is $121.66. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15. The stock has a market cap of $958.95 billion, a P/E ratio of 42.28, a P/E/G ratio of 4.50 and a beta of 0.59.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the previous year, the company posted $0.61 EPS. Walmart’s revenue was up 7.4% on a year-over-year basis. 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, sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Daniel J. Bartlett sold 1,335 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total transaction of $166,381.05. Following the transaction, the executive vice president owned 636,843 shares in the company, valued at approximately $79,369,743.09. This represents a 0.21% decrease in their ownership of the stock. 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 sold a total of 117,008 shares of company stock worth $14,492,704 over the last 90 days. 0.09% of the stock is currently owned by insiders.

More Walmart News

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)

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. The Goldman Sachs Group reiterated a “buy” rating and set a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. Truist Financial set a $140.00 price objective on shares of Walmart in a research report on Thursday, May 21st. Argus upgraded shares of Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. KeyCorp reiterated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, BMO Capital Markets reiterated an “outperform” rating 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 issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Walmart 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.