USS Investment Management Ltd boosted its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 1.5% during the first quarter, Holdings Channel.com reports. The fund owned 703,562 shares of the retailer’s stock after purchasing an additional 10,218 shares during the quarter. USS Investment Management Ltd’s holdings in Walmart were worth $87,442,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management increased its position in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.
Insider Activity
In other news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares in the company, valued at $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the sale, the executive vice president owned 630,009 shares of the company’s stock, valued at $69,074,186.76. This represents a 0.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 104,505 shares of company stock worth $12,858,514 over the last three months. 0.09% of the stock is currently owned by corporate insiders.
Walmart News Summary
- Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
- Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
- Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
- Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
- Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
- Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title
Walmart Price Performance
NASDAQ WMT opened at $111.84 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The business has a 50 day moving average price of $122.15 and a two-hundred day moving average price of $122.07. The stock has a market cap of $890.03 billion, a PE ratio of 39.24, a P/E/G ratio of 4.17 and a beta of 0.60.
Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same quarter last year, the firm posted $0.61 earnings per share. The business’s quarterly revenue 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. As a group, sell-side analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.
Wall Street Analyst Weigh In
Several equities research analysts have issued reports on the stock. Truist Financial set a $140.00 price objective on shares of Walmart in a research note on Thursday, May 21st. Craig Hallum set a $150.00 target price on shares of Walmart in a research note on Friday, March 6th. Wolfe Research restated an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Raymond James Financial restated an “outperform” rating and set a $135.00 target price on shares of Walmart in a report on Friday, March 6th. Finally, Evercore reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.
Check Out Our Latest Report on Walmart
About Walmart
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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