Walmart Inc. $WMT Shares Acquired by PUREfi Wealth LLC

PUREfi Wealth LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 24.0% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 67,325 shares of the retailer’s stock after purchasing an additional 13,022 shares during the period. Walmart comprises approximately 5.5% of PUREfi Wealth LLC’s holdings, making the stock its largest position. PUREfi Wealth LLC’s holdings in Walmart were worth $8,367,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Union Bancaire Privee UBP SA lifted its holdings in shares of Walmart by 253.3% during the first 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 stake in shares of Walmart by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after acquiring an additional 68,632 shares during the last quarter. Vise Technologies Inc. raised its stake in Walmart by 42.1% during the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after purchasing an additional 81,635 shares during the last quarter. Van ECK Associates Corp raised its stake in Walmart by 2.9% during the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after purchasing an additional 28,026 shares during the last quarter. Finally, Life Cycle Investment Partners Ltd bought a new stake in Walmart in the 4th quarter valued at $40,855,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other Walmart news, 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 value of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is owned by company insiders.

Walmart Price Performance

Shares of Walmart stock opened at $111.56 on Wednesday. The stock has a market capitalization of $887.80 billion, a price-to-earnings ratio of 39.14, a P/E/G ratio of 4.12 and a beta of 0.60. The firm’s 50-day moving average price is $121.36 and its two-hundred day moving average price is $122.05. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. The business had revenue of $177.75 billion for 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%.Walmart’s revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the business 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. On average, equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is cutting prices on thousands of items, which could attract more shoppers and support sales volume. Walmart Looks to Win Over Inflation-Weary Americans With Thousands of Price Cuts
• Positive Sentiment: The retailer’s lower prices on summer barbecue staples and other essentials are getting high-profile attention, including praise from the White House, which may boost consumer sentiment and brand loyalty. Walmart Lowers Prices on Thousands of Items, Including Beef and Coca-Cola
• Neutral Sentiment: Analysts are also weighing Walmart’s valuation and recent stock pullback after the shares cooled from their 52-week high, but the company’s underlying business remains solid. Jim Cramer’s unexpected 1-word reaction to Walmart stock
• Neutral Sentiment: Some commentary suggests the stock’s recent decline reflects broader concerns about rich multiples rather than a change in Walmart’s operations. Walmart (WMT) Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: One article argues that grocery price cuts may not be enough to satisfy investors or shoppers if broader margin pressure and competitive “grocery wars” intensify. It’s Grocery Wars. Walmart Cuts Food Prices, but Shoppers Are Fed Up.

Wall Street Analyst Weigh In

WMT has been the topic of several research reports. BNP Paribas Exane dropped their price objective on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. TD Cowen restated a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. BTIG Research reaffirmed a “buy” rating and issued a $145.00 price target on shares of Walmart in a report on Wednesday, June 3rd. Tigress Financial reiterated a “buy” rating and issued a $155.00 price objective (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Finally, KeyCorp reissued an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $138.85.

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.