Monetary Management Group Inc. lowered its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 15.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,458 shares of the retailer’s stock after selling 5,100 shares during the period. Walmart accounts for 0.7% of Monetary Management Group Inc.’s holdings, making the stock its 26th biggest position. Monetary Management Group Inc.’s holdings in Walmart were worth $3,171,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in WMT. Entrust Financial LLC acquired a new stake in shares of Walmart in the fourth quarter worth $27,000. Redmont Wealth Advisors LLC acquired a new stake in Walmart during the third quarter valued at $30,000. Beacon Financial Strategies CORP acquired a new stake in Walmart during the fourth quarter valued at $30,000. Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares during the period. Finally, Clayton Financial Group LLC grew its position in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after buying an additional 193 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.
More Walmart News
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: RBC said Walmart could gain a competitive edge through partnerships with quick-service restaurants, which could help drive more traffic, broaden customer engagement, and strengthen its ecosystem. Walmart Poised to Gain Competitive Advantage Through Quick Service Restaurant Partnerships, RBC Says
- Positive Sentiment: Walmart’s e-commerce sales rose 26% in Q1 fiscal 2027, with growth coming from store pickup, delivery, and marketplace expansion, reinforcing the view that its digital business is becoming a bigger profit driver. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
- Positive Sentiment: Walmart Connect is opening new off-site advertising opportunities, expanding a high-margin revenue stream that can lift profitability faster than traditional retail sales. Walmart (WMT) Opens New Opportunities For Advertisers Beyond Its Own Platform
- Positive Sentiment: RBC also said Walmart remains confident in its competitive positioning despite pricing pressure, suggesting it can defend share even if inflation or tariffs squeeze consumers. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says
- Neutral Sentiment: Oppenheimer said Walmart continues to project an upbeat management tone and stay focused on value, reinforcing a steady long-term narrative rather than a major new catalyst. Walmart Maintains Upbeat Tone, Reinforces Value Strategy, Oppenheimer Says
- Neutral Sentiment: Several articles noted Walmart is attracting unusual investor attention, but these pieces were mostly commentary and screening updates rather than fresh fundamental news. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Walmart’s increased use of AI, employee messaging around AI-related job concerns, and philanthropic disaster-response spending support the company’s strategic and brand image, but are not likely to move the stock much on their own.
- Negative Sentiment: Analysts also flagged pricing pressure and tariff-related cost uncertainty, which could weigh on margins and explain some of the recent pullback in the shares.
Walmart Stock Performance
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, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period last year, the firm posted $0.61 EPS. 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. As a group, research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.
Insider Buying and Selling at Walmart
In related news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the completion of the sale, the chief executive officer directly owned 661,037 shares in the company, valued at $82,021,470.96. This represents a 1.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 117,008 shares of company stock valued at $14,492,704. Corporate insiders own 0.09% of the company’s stock.
Analysts Set New Price Targets
Several research firms recently commented on WMT. Telsey Advisory Group raised their price target on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research report on Friday, February 20th. Wolfe Research reiterated an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Tigress Financial reissued a “buy” rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Argus raised shares of Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Finally, Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $138.85.
Check Out Our Latest Stock Analysis on Walmart
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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