Walmart Inc. $WMT Shares Bought by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC grew its stake in Walmart Inc. (NASDAQ:WMT) by 18.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 34,103 shares of the retailer’s stock after purchasing an additional 5,362 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in Walmart were worth $4,238,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. Union Bancaire Privee UBP SA lifted its position in shares of Walmart by 253.3% in the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after buying an additional 275,337 shares during the last quarter. Janney Montgomery Scott LLC grew its position in shares of Walmart by 2.9% during the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after buying an additional 68,632 shares during the last quarter. Vise Technologies Inc. raised its stake in Walmart by 42.1% during the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after acquiring an additional 81,635 shares during the period. Life Cycle Investment Partners Ltd acquired a new stake in Walmart during the fourth quarter worth about $40,855,000. Finally, Winning Points Advisors LLC bought a new position in Walmart in the fourth quarter worth about $1,761,000. Institutional investors own 26.76% of the company’s stock.

More Walmart News

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

Analyst Upgrades and Downgrades

A number of brokerages have commented on WMT. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. BNP Paribas Exane cut their price target on Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. Wolfe Research restated an “outperform” rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $138.85.

Insider Activity at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the stock in a transaction on 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 of the company’s stock, valued at approximately $84,162,384.08. This represents a 1.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares in the company, valued at $495,230,306.77. This trade represents a 0.46% 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 have sold a total of 104,505 shares of company stock worth $12,858,514 in the last ninety days. 0.09% of the stock is currently owned by corporate insiders.

Walmart Stock Performance

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

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting 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 the consensus estimate of $174.84 billion. During the same period in the previous year, the firm posted $0.61 earnings per share. The business’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. Equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

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.