Altshuler Shaham Ltd Sells 11,737 Shares of Walmart Inc. $WMT

Altshuler Shaham Ltd trimmed its position in Walmart Inc. (NASDAQ:WMT) by 48.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 12,414 shares of the retailer’s stock after selling 11,737 shares during the period. Altshuler Shaham Ltd’s holdings in Walmart were worth $1,383,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Entrust Financial LLC bought a new stake in Walmart in the 4th quarter worth about $27,000. Beacon Financial Strategies CORP bought a new stake in Walmart in the 4th quarter worth about $30,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the 3rd quarter worth about $30,000. Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% in 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% in 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. 26.76% of the stock is owned by institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being highlighted by analysts as one of the best large-cap S&P 500 stocks to buy, reflecting continued confidence in its scale, defensive business model, and long-term earnings power. Walmart (WMT) – Among the 14 Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Walmart’s advertising and retail media revenue is surging as marketplace growth and seller spending increase, supporting a higher-margin growth engine beyond traditional retail sales. Walmart’s Advertising Revenues Soar: Is Retail Media Paying Off?
• Positive Sentiment: Walmart is expanding its delivery offering by adding Subway meals delivery, reinforcing its convenience strategy and broadening customer traffic and online order opportunities. Walmart Inc (WMT) Adds Subway Meals Delivery. Get the Bigger Picture
• Neutral Sentiment: A recent article argues Walmart’s 9.2% pullback may be tied to fuel costs and consumer pressure, but says strong e-commerce, marketplace, and higher-margin growth keep the investment case intact. How to Play Walmart Stock After Its Recent 9.2% Pullback?
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 1,385 shares in a pre-arranged 10b5-1 transaction, a modest insider sale that can add to near-term investor caution even though it was not an open-market surprise. SEC Form 4 – Daniel J. Bartlett

Walmart Stock Performance

Shares of WMT stock opened at $118.13 on Thursday. The stock has a market capitalization of $940.09 billion, a P/E ratio of 41.45, a PEG ratio of 4.52 and a beta of 0.59. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The firm’s 50 day moving average is $124.92 and its 200 day moving average is $122.03. Walmart Inc. has a 12 month low of $94.09 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart’s revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the company posted $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on WMT shares. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. BTIG Research reiterated a “buy” rating and issued a $145.00 target price on shares of Walmart in a research note on Wednesday, June 3rd. Finally, Argus upgraded shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Insider Buying and Selling at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the sale, the executive vice president owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This represents a 0.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 117,246 shares of company stock worth $14,493,147 in the last ninety days. Insiders own 0.09% of the company’s stock.

Walmart Company 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.