Sierra Summit Advisors LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 98.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 9,909 shares of the retailer’s stock after buying an additional 4,914 shares during the quarter. Sierra Summit Advisors LLC’s holdings in Walmart were worth $1,231,000 as of its most recent SEC filing.
Other hedge funds have also bought and sold shares of the company. MFA Wealth Services raised its stake in Walmart by 0.7% during the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after buying an additional 80 shares in the last quarter. Realta Investment Advisors lifted its holdings in Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after buying an additional 81 shares during the last quarter. Renaissance Group LLC grew its position in shares of Walmart by 0.9% in the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after acquiring an additional 83 shares in the last quarter. Calton & Associates Inc. grew its position in shares of Walmart by 0.3% in the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after acquiring an additional 84 shares in the last quarter. Finally, Advocacy Wealth Management LLC increased its holdings in shares of Walmart by 2.5% in the 4th quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock valued at $378,000 after acquiring an additional 84 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Walmart
Here are the key news stories impacting Walmart this week:
- 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
Walmart (NASDAQ:WMT – Get Free Report) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period last year, the company earned $0.61 earnings per share. The firm’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. On average, research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.
Analyst Ratings Changes
Several equities research analysts recently issued reports on the company. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. TD Cowen reiterated a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. BTIG Research restated a “buy” rating and issued a $145.00 price target on shares of Walmart in a research report on Wednesday, June 3rd. Finally, Morgan Stanley lifted their price target on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. 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. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average target price of $138.85.
Get Our Latest Stock Report on Walmart
Insiders Place Their Bets
In related news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $118.19, for a total value of $342,751.00. Following the sale, the executive vice president directly owned 574,953 shares in the company, valued at $67,953,695.07. This trade represents a 0.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available 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 business’s stock in a transaction dated Thursday, May 28th. The shares were 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 $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is owned by company insiders.
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.
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