Trajan Wealth LLC Sells 4,034 Shares of Walmart Inc. $WMT

Trajan Wealth LLC trimmed its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 228,733 shares of the retailer’s stock after selling 4,034 shares during the quarter. Walmart comprises about 1.1% of Trajan Wealth LLC’s portfolio, making the stock its 23rd biggest holding. Trajan Wealth LLC’s holdings in Walmart were worth $25,483,000 as of its most recent filing with the SEC.

Other institutional investors have also recently modified their holdings of the company. Collier Financial bought a new stake in shares of Walmart during the 3rd quarter valued at $25,000. Entrust Financial LLC acquired a new position in shares of Walmart during the 4th quarter worth $27,000. Your Advocates Ltd. LLP acquired a new position in shares of Walmart during the 3rd quarter worth $28,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart during the 3rd quarter worth $30,000. Finally, Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the 4th quarter worth $30,000. 26.76% of the stock is currently owned by institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bernstein reiterated an Outperform rating, saying Walmart could benefit long term from policy support tied to the “One Big Beautiful Bill Act,” which may help drive comparable sales among higher-income consumers. Walmart Inc. (WMT) Backed by Wall Street and Louis Navellier
• Positive Sentiment: UBS reaffirmed a Buy rating and lifted its price target, citing strong e-commerce growth and Walmart’s improving digital mix. UBS Reaffirms Buy Rating on Walmart (WMT) Amid Strong E-Commerce Growth
• Positive Sentiment: Reuters reported that Walmart is widening its lead over rivals as tariffs, inflation, and tighter household budgets push shoppers toward value-focused retailers. Walmart Gains Ground as Tariffs Pressure Retail Rivals
• Positive Sentiment: Multiple previews ahead of earnings highlight Walmart’s omnichannel momentum, advertising and membership growth, and resilience as consumers seek value. Walmart Looks Strong Ahead of Q1 Earnings: Should Investors Stay Put?

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. KeyCorp reissued an “overweight” rating and set a $145.00 price target (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Sanford C. Bernstein reissued an “outperform” rating and set a $145.00 price target on shares of Walmart in a report on Tuesday, May 12th. Craig Hallum set a $150.00 price target on Walmart in a report on Friday, March 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 target price on shares of Walmart in a report on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart presently has an average rating of “Buy” and an average target price of $138.88.

Insiders Place Their Bets

In other news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the transaction, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total value of $2,460,201.36. Following the completion of the transaction, the director owned 4,023,209 shares in the company, valued at $509,780,812.39. This represents a 0.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 154,065 shares of company stock valued at $19,281,401. 0.10% of the stock is currently owned by corporate insiders.

Walmart Stock Performance

Shares of WMT stock opened at $130.85 on Thursday. The business’s 50 day simple moving average is $126.91 and its 200 day simple moving average is $119.89. Walmart Inc. has a one year low of $93.43 and a one year high of $135.15. The stock has a market capitalization of $1.04 trillion, a PE ratio of 47.76, a PEG ratio of 4.96 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, topping the consensus estimate of $0.65 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. 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, research analysts forecast 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.