4,260 Shares in Walmart Inc. $WMT Acquired by Oath Planning LLC

Oath Planning LLC bought a new position in Walmart Inc. (NASDAQ:WMT) in the fourth quarter, according to its most recent filing with the SEC. The firm bought 4,260 shares of the retailer’s stock, valued at approximately $475,000.

A number of other institutional investors also recently bought and sold shares of WMT. Brighton Jones LLC boosted its stake in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management boosted its stake in Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent research reports. The Goldman Sachs Group reissued a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. KeyCorp reissued an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Craig Hallum set a $150.00 price target on shares of Walmart in a research report on Friday, March 6th. Tigress Financial reissued 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. Finally, Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart’s head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

Walmart Price Performance

NASDAQ:WMT opened at $120.50 on Friday. 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 $958.95 billion, a price-to-earnings ratio of 42.28, a price-to-earnings-growth ratio of 4.50 and a beta of 0.59. The company has a 50 day moving average price of $125.36 and a 200-day moving average price of $121.66. Walmart Inc. has a 1-year low of $93.43 and a 1-year high of $135.15.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm earned $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. Equities research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Insider Activity

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart 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 completion of the transaction, the executive vice president directly owned 577,853 shares of the company’s stock, valued at $71,607,543.76. The trade was a 0.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 117,008 shares of company stock worth $14,492,704. 0.09% of the stock is currently owned by corporate insiders.

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.