Krilogy Financial LLC Boosts Stock Position in Walmart Inc. $WMT

Posted by Brian Himes on Jun 26th, 2026

Walmart logo Krilogy Financial LLC grew its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 4.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 131,312 shares of the retailer’s stock after purchasing an additional 5,224 shares during the quarter. Krilogy Financial LLC’s holdings in Walmart were worth $16,390,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Entrust Financial LLC purchased a new stake in shares of Walmart in the 4th quarter valued at $27,000. Beacon Financial Strategies CORP purchased a new position in Walmart in the 4th quarter worth $30,000. Bay Harbor Wealth Management LLC raised its position in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares during the period. Clayton Financial Group LLC lifted its stake in Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares during the last quarter. Finally, Sankala Group LLC bought a new stake in Walmart in the fourth quarter worth $33,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Price Performance

WMT stock opened at $115.78 on Friday. The stock has a market capitalization of $921.39 billion, a price-to-earnings ratio of 40.62, a PEG ratio of 4.44 and a beta of 0.59. The firm’s 50-day moving average price is $123.93 and its two-hundred day moving average price is $122.21. 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 12-month low of $94.23 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66. The company 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%. Walmart’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the prior year, the business posted $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. As a group, equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart is expanding its Shapermint partnership into 1,600 more U.S. stores, adding another growth driver in apparel and broadening its non-grocery assortment. Article Title
Positive Sentiment: Reports that Walmart plans to acquire Vibe.co suggest the company is investing to grow its connected-TV and retail-media advertising business, which could improve high-margin revenue. Article Title
Neutral Sentiment: Analyst-style articles comparing Walmart with Walmart de Mexico focus on relative valuation rather than a new operational catalyst, so the stock impact appears limited. Article Title
Neutral Sentiment: News that Walmart Business is working to reduce friction for small businesses is supportive of the long-term strategy, but it is not likely to move the shares much on its own. Article Title
Negative Sentiment: Multiple reports say Amazon has overtaken Walmart as the largest U.S. retailer by gross merchandise value, highlighting competitive pressure and potentially tempering investor sentiment around Walmart’s retail dominance. Article Title
Negative Sentiment: Another report emphasizing Amazon’s rise as the first retailer larger than Walmart since the Sears era may reinforce concerns that Walmart is losing some scale advantage. Article Title

Analysts Set New Price Targets

A number of research analysts have recently issued reports on WMT shares. Bank of America began coverage on Walmart in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 price objective on the stock. TD Cowen reissued a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Craig Hallum set a $150.00 target price on Walmart in a report on Friday, March 6th. Raymond James Financial restated an “outperform” rating and set a $135.00 price target on shares of Walmart in a research report on Friday, March 6th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Check Out Our Latest Stock Analysis on WMT

Insider Buying and Selling at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. The trade was a 8.38% 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. Also, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were 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. This represents a 8.74% decrease in their position. 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 a total of 100,730 shares of company stock worth $12,444,624 over the last three months. 0.09% of the stock is owned by corporate insiders.

Walmart Company Profile

(Free Report)

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.