Jacobs Equity LLC Takes Position in Walmart Inc. $WMT

Jacobs Equity LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, Holdings Channel.com reports. The fund acquired 6,320 shares of the retailer’s stock, valued at approximately $704,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Entrust Financial LLC acquired a new stake in shares of Walmart in the 4th quarter valued at about $27,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the fourth quarter worth about $30,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the third quarter worth about $30,000. Bay Harbor Wealth Management LLC grew its holdings in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC raised its position in Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after buying an additional 193 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $117.18 on Friday. The stock has a 50 day moving average price of $124.81 and a 200 day moving average price of $122.07. Walmart Inc. has a 52 week low of $94.23 and a 52 week 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 stock has a market capitalization of $932.53 billion, a PE ratio of 41.12, a price-to-earnings-growth ratio of 4.41 and a beta of 0.59.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s revenue was up 7.4% compared to the same quarter last year. During the same period last year, the company earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Jefferies Financial Group set a $145.00 target price on Walmart in a research note on Friday, February 20th. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. Finally, Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. One 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’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Insider Buying and Selling

In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value 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 approximately $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares in the company, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 117,246 shares of company stock worth $14,493,147 in the last quarter. 0.09% of the stock is owned by company insiders.

Walmart 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.