Little House Capital LLC Sells 14,111 Shares of Walmart Inc. $WMT

Little House Capital LLC lessened its position in Walmart Inc. (NASDAQ:WMT) by 17.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 65,378 shares of the retailer’s stock after selling 14,111 shares during the period. Walmart comprises approximately 2.1% of Little House Capital LLC’s holdings, making the stock its 17th biggest holding. Little House Capital LLC’s holdings in Walmart were worth $8,125,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Norges Bank bought a new position in Walmart during the 4th quarter valued at about $6,458,529,000. AQR Capital Management LLC grew its stake in Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after buying an additional 7,614,172 shares during the last quarter. Geode Capital Management LLC grew its stake in Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after buying an additional 6,517,394 shares during the last quarter. Capital International Investors acquired a new stake in shares of Walmart during the fourth quarter worth approximately $592,848,000. Finally, Vanguard Group Inc. increased its holdings in shares of Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after buying an additional 4,304,436 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: June U.S. retail sales held up, suggesting consumers are still spending as Walmart heads into the back-to-school season; that could support traffic and sales volumes if the company remains aggressive on pricing. Retail Sales Hold Up as Walmart and Amazon Go Back to School
• Neutral Sentiment: Walmart is also being discussed in multiple market and analyst roundups, with commentary focusing on its strong digital growth and role as a defensive stock, but these pieces do not appear to include a major new business update. Walmart Commands a 36.74X Forward P/E: Is the Stock Worth Buying?
• Neutral Sentiment: An article about AI and retail highlighted that Walmart is investing in automation while still emphasizing workers, which reinforces its long-term strategy but is unlikely to move the stock on its own. Walmart’s people chief says these 10 jobs are still hot in the age of AI
• Negative Sentiment: Some analysts argue Walmart’s premium valuation leaves limited room for disappointment, with one note saying momentum alone may not justify the stock’s high forward P/E. Walmart’s Momentum Cannot Justify The Premium
• Negative Sentiment: Walmart has also been the subject of bearish commentary saying the recent sell-off may not be over, adding to investor caution around the shares. Walmart: The Sell-Off Isn’t Over Yet (Rating Upgrade)

Insider Transactions at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the sale, the director directly owned 4,193,995 shares in the company, valued at $554,488,078.95. This trade represents a 0.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the completion of the sale, the chief executive officer directly owned 661,037 shares in the company, valued at $82,021,470.96. This represents a 1.95% 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. In the last 90 days, insiders have sold 87,145 shares of company stock valued at $10,691,920. 0.09% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. TD Cowen reissued a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Evercore reaffirmed an “outperform” rating on shares of Walmart in a report on Monday, May 18th. BNP Paribas Exane cut their price objective on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. Truist Financial set a $140.00 price objective on Walmart in a research note on Thursday, May 21st. Finally, Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Trading Down 0.6%

NASDAQ WMT opened at $114.24 on Friday. Walmart Inc. has a one year low of $94.43 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The firm has a market cap of $909.13 billion, a P/E ratio of 40.08, a P/E/G ratio of 4.26 and a beta of 0.60. The stock’s 50-day moving average is $118.82 and its 200-day moving average is $122.04.

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, 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 period in the previous year, the firm earned $0.61 EPS. Walmart’s quarterly revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal 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.