Walmart Inc. $WMT Stock Holdings Boosted by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC increased its position in Walmart Inc. (NASDAQ:WMT) by 220.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 36,969 shares of the retailer’s stock after acquiring an additional 25,421 shares during the period. Gateway Wealth Partners LLC’s holdings in Walmart were worth $4,595,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Advisortrust Partners LLC boosted its position in Walmart by 20.2% during the 1st quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after acquiring an additional 11,283 shares during the period. Union Bancaire Privee UBP SA increased 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 valued at $47,728,000 after purchasing an additional 275,337 shares during the period. Janney Montgomery Scott LLC increased its holdings in shares of Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after purchasing an additional 68,632 shares during the period. Vise Technologies Inc. raised its stake in shares of Walmart by 42.1% during the fourth 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 in the last quarter. Finally, HORAN Wealth LLC raised its stake in shares of Walmart by 55.7% during the first quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock valued at $9,931,000 after purchasing an additional 29,184 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Market momentum and investor interest: Walmart outperformed the broader market during the latest session, providing a near-term boost to the stock. Walmart Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Higher-income customer gains: Walmart is attracting more affluent shoppers through low prices, faster delivery and a broader product assortment. Sustaining this customer mix could support sales growth and improve the company’s competitive position. Can Walmart Sustain Gains Among Higher-Income Customers?
• Positive Sentiment: AI and efficiency potential: Walmart is using artificial intelligence behind the scenes to improve efficiency and reduce costs rather than selling AI products directly. Recent earnings strength and favorable analyst ratings add support to the investment case. These 3 AI Winners Don’t Sell the Tech—They Use It
• Positive Sentiment: Scale and supply-chain initiatives: Walmart, General Mills and ADM launched a regenerative agriculture program covering 40,000 Midwest wheat acres. While not an immediate earnings driver, the effort could strengthen Walmart’s supply-chain relationships and support its sustainability reputation. Walmart Launches Regenerative Agriculture Effort
• Neutral Sentiment: Recent fundamentals: Walmart’s latest quarterly revenue exceeded expectations, while earnings per share met consensus estimates. Revenue growth and the company’s scale remain supportive, although the stock’s elevated valuation makes continued execution important.
• Negative Sentiment: Valuation risk: Commentary warns that Walmart trades at a premium relative to projected forward earnings. Its scale provides a durable cost advantage, but the rich valuation leaves less room for disappointing growth or margins. Walmart Is at $108: Why Investors Should Pause

Analysts Set New Price Targets

A number of analysts have commented on WMT shares. TD Cowen restated a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. Piper Sandler restated an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. Finally, Guggenheim increased their price target on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research note on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $138.65.

Insider Buying and Selling

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the firm’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 sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% 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. Insiders have sold 67,729 shares of company stock valued at $8,124,931 in the last three months. Insiders own 0.09% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $111.74 on Tuesday. Walmart Inc. has a twelve month low of $95.42 and a twelve month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The company has a 50-day moving average of $116.31 and a 200-day moving average of $122.02. The firm has a market cap of $889.24 billion, a price-to-earnings ratio of 39.21, a price-to-earnings-growth ratio of 4.08 and a beta of 0.60.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the firm earned $0.61 EPS. The business’s revenue for the quarter was up 7.4% on a year-over-year basis. 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 forecast 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.