Sfmg LLC lowered its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 6.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 109,619 shares of the retailer’s stock after selling 7,500 shares during the quarter. Walmart makes up about 0.8% of Sfmg LLC’s investment portfolio, making the stock its 20th biggest position. Sfmg LLC’s holdings in Walmart were worth $12,213,000 at the end of the most recent reporting period.
A number of other institutional investors also recently added to or reduced their stakes in WMT. Collier Financial purchased a new position in Walmart in the third quarter worth $25,000. Entrust Financial LLC acquired a new position in shares of Walmart during the fourth quarter worth $27,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart during the third quarter worth $30,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the fourth quarter worth $30,000. Finally, Bay Harbor Wealth Management LLC increased its position 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 purchasing an additional 105 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.
Analyst Upgrades and Downgrades
A number of equities analysts have recently issued reports on WMT shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. Truist Financial set a $140.00 price target on Walmart in a research report on Thursday, May 21st. Evercore reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Guggenheim upped their price target on Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Finally, Bank of America started coverage on Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $138.85.
Insiders Place Their Bets
In related news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. This represents a 1.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction dated 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 sale, the executive vice president owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. The trade was a 0.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 137,008 shares of company stock valued at $17,048,504. Insiders own 0.10% of the company’s stock.
Walmart Price Performance
Shares of WMT opened at $115.75 on Friday. The firm has a market capitalization of $922.64 billion, a PE ratio of 40.61, a price-to-earnings-growth ratio of 4.32 and a beta of 0.65. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 1-year low of $93.43 and a 1-year high of $135.15. The company’s fifty day moving average price is $126.11 and its 200-day moving average price is $120.61.
Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings data 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 for 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% compared to the same quarter last year. During the same period in the previous 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. On average, equities research analysts predict that Walmart Inc. will post 2.89 EPS for the current year.
Trending Headlines about Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
- Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
- Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
- Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
- Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
- Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon
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.
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