Walmart Inc. $WMT Holdings Lifted by Money Concepts Capital Corp

Money Concepts Capital Corp raised its position in Walmart Inc. (NASDAQ:WMT) by 7.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 68,029 shares of the retailer’s stock after purchasing an additional 4,645 shares during the quarter. Money Concepts Capital Corp’s holdings in Walmart were worth $8,455,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in WMT. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart in the 1st quarter valued at approximately $29,000. Entrust Financial LLC acquired a new position in Walmart during the 4th quarter worth $27,000. Beacon Financial Strategies CORP acquired a new position in Walmart during the 4th quarter worth $30,000. Bay Harbor Wealth Management LLC boosted 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 acquiring an additional 105 shares during the period. Finally, Clayton Financial Group LLC grew its stake in shares of Walmart by 193.0% in the fourth 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 own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on WMT. Royal Bank Of Canada reissued an “outperform” rating and set a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Evercore reiterated an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Tigress Financial restated a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. One 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 stock. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Insider Buying and Selling

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the sale, the executive vice president directly owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. This represents a 0.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the completion of the transaction, the executive vice president directly owned 574,953 shares in the company, valued at $67,953,695.07. This represents a 0.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 104,505 shares of company stock worth $12,858,514 in the last ninety days. Insiders own 0.09% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is rolling out more wellness benefits at Sam’s Club, including Weight Watchers perks, which could deepen member loyalty, support renewals, and boost recurring membership revenue. Article Title
• Positive Sentiment: Walmart is also getting attention for broad price cuts across groceries and household staples, which should help reinforce its reputation as a defensive, inflation-fighting retailer and drive traffic to stores and clubs. Article Title
• Positive Sentiment: Jim Cramer said Walmart is one of the “greatest companies on earth” and called the recent pullback an “incredible buying opportunity,” helping support sentiment around the stock. Article Title
• Neutral Sentiment: Commentary around Walmart’s health event and its AI shopping efforts highlights longer-term strategic investments, but these items are more thematic than immediate catalysts for the stock. Article Title
• Neutral Sentiment: Coverage comparing Walmart’s AI shopping race with Amazon underscores competitive pressure in retail tech, but it does not point to any near-term operational setback for Walmart. Article Title

Walmart Price Performance

Shares of WMT stock traded up $1.69 during mid-day trading on Friday, hitting $113.90. 12,452,368 shares of the stock traded hands, compared to its average volume of 21,901,888. Walmart Inc. has a twelve month low of $94.23 and a twelve month high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The company’s 50-day simple moving average is $120.48 and its 200-day simple moving average is $121.96. The firm has a market cap of $906.43 billion, a price-to-earnings ratio of 39.97, a price-to-earnings-growth ratio of 4.18 and a beta of 0.60.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the prior year, the firm posted $0.61 earnings per share. The company’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, equities research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

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.