Plimoth Trust Co. LLC boosted its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 7.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 78,647 shares of the retailer’s stock after acquiring an additional 5,761 shares during the quarter. Walmart accounts for 1.5% of Plimoth Trust Co. LLC’s holdings, making the stock its 13th largest holding. Plimoth Trust Co. LLC’s holdings in Walmart were worth $8,173,000 at the end of the most recent quarter.
Several other institutional investors have also added to or reduced their stakes in WMT. 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 worth $1,356,000 after acquiring an additional 80 shares in the last quarter. Realta Investment Advisors lifted its holdings in shares of Walmart by 2.0% in the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after acquiring an additional 81 shares during the last quarter. Compton Financial Group LLC boosted its stake in shares of Walmart by 4.1% in the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after purchasing an additional 82 shares in the last quarter. Strait & Sound Wealth Management LLC boosted its stake in shares of Walmart by 0.3% in the 1st quarter. Strait & Sound Wealth Management LLC now owns 25,443 shares of the retailer’s stock valued at $3,162,000 after purchasing an additional 84 shares in the last quarter. Finally, Lodestar Private Asset Management LLC boosted its stake in shares of Walmart by 0.9% in the 1st quarter. Lodestar Private Asset Management LLC now owns 9,577 shares of the retailer’s stock valued at $1,190,000 after purchasing an additional 87 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.
Walmart News Summary
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Holiday event could support near-term sales. Walmart announced three major holiday shopping events, giving investors a potential catalyst for stronger seasonal traffic, e-commerce activity and market-share gains. The upbeat outlook is particularly important because WMT’s valuation already reflects substantial future growth. Walmart Just Announced Its Triple Holiday Event
- Positive Sentiment: AI and e-commerce initiatives could expand digital growth. Walmart is joining Meta’s AI-commerce push and is developing agent-based shopping tools intended to improve product discovery, personalization and customer engagement. Analysts also see continued e-commerce momentum as a driver of longer-term growth. Can Walmart’s AI Strategy Unlock the Next Phase of Digital Growth?
- Positive Sentiment: New services broaden Walmart’s ecosystem. Lower-cost delivery partnerships with Subway, Dunkin’ and Papa John’s, expanded Better Care Services, and an exclusive Affirm buy-now-pay-later arrangement at Sam’s Club could increase customer convenience, engagement and recurring transaction opportunities ahead of the holidays. Walmart Makes Sam’s Club Its Exclusive Buy Now Pay Later Checkout Option
- Neutral Sentiment: Trading data offers limited directional information. A report lists short interest at zero shares and a zero-day days-to-cover ratio, which may indicate a data-quality issue rather than a meaningful change in investor positioning. Walmart also lined up U.S. and Canadian debt issuance, potentially supporting funding needs but increasing leverage.
- Negative Sentiment: Valuation and investor selling are key risks. WMT’s reported P/E near 42 and PEG ratio above 4 leave limited room for execution disappointments. Michael Burry said he may sell, reduce or donate long-held positions whose valuations appear stretched, potentially adding sentiment pressure. Michael Burry Eyes the Exit on Walmart
Insiders Place Their Bets
In related news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $120.60, for a total transaction of $1,582,875.00. Following the completion of the transaction, the chief executive officer directly owned 634,790 shares in the company, valued at $76,555,674. The trade was a 2.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the completion of the transaction, the executive vice president owned 201,672 shares in the company, valued at approximately $21,246,145.20. This trade represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 102,244 shares of company stock worth $11,112,044 in the last ninety days. 0.09% of the stock is owned by corporate insiders.
Walmart Stock Performance
WMT opened at $120.29 on Tuesday. Walmart Inc. has a 1-year low of $98.88 and a 1-year high of $135.15. The company has a market cap of $954.35 billion, a price-to-earnings ratio of 43.43, a PEG ratio of 4.33 and a beta of 0.58. The company’s fifty day moving average price is $109.43 and its two-hundred day moving average price is $118.25. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.
Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%. The business had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same period in the prior year, the firm posted $0.68 EPS. Walmart’s quarterly revenue was up 5.9% compared to the same quarter last year. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, analysts expect that Walmart Inc. will post 2.88 EPS for the current fiscal year.
Analysts Set New Price Targets
A number of analysts have weighed in on the stock. Cantor Fitzgerald raised shares of Walmart to a “buy” rating in a research note on Friday, August 21st. JPMorgan Chase & Co. dropped their price target on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, August 21st. Piper Sandler reiterated an “overweight” rating and issued a $128.00 price target (down from $137.00) on shares of Walmart in a research note on Friday, August 21st. Robert W. Baird cut their price objective on Walmart from $140.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Finally, Freedom Broker upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $132.41.
Get Our Latest Stock Report on Walmart
Walmart Company Profile
Walmart Inc (NASDAQ:WMT) operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.
The company organizes its operations into Walmart U.S., Walmart International and Sam’s Club U.S. Walmart U.S.
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