Mosaic Family Wealth Partners LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 18.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 34,103 shares of the retailer’s stock after purchasing an additional 5,362 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Walmart were worth $4,238,000 at the end of the most recent reporting period.
Other large investors also recently bought and sold shares of the company. Merkkuri Wealth Advisors LLC acquired a new stake in shares of Walmart during the 1st quarter worth $29,000. Entrust Financial LLC acquired a new position in Walmart in the fourth quarter valued at $27,000. Beacon Financial Strategies CORP acquired a new position in Walmart in 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 acquiring 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 acquiring an additional 193 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.
Wall Street Analyst Weigh In
A number of equities analysts have recently commented on the company. Truist Financial set a $140.00 price objective on Walmart in a report on Thursday, May 21st. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. UBS Group set a $141.00 price target on shares of Walmart and gave the company a “buy” rating in a report on Friday, May 22nd. Finally, Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. One 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. According to MarketBeat, Walmart presently has an average rating of “Moderate Buy” and an average target price of $138.85.
Walmart Stock Up 1.5%
NASDAQ WMT traded up $1.69 on Friday, reaching $113.90. The company had a trading volume of 12,452,368 shares, compared to its average volume of 21,901,888. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15. The firm has a 50-day moving average of $120.48 and a 200-day moving average of $121.96. The firm has a market capitalization of $906.43 billion, a PE ratio of 39.97, a P/E/G ratio of 4.18 and a beta of 0.60.
Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the previous year, the company 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. On average, equities research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.
Walmart News Summary
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Walmart is rolling out more wellness benefits at Sam’s Club, including Weight Watchers perks, which could deepen member loyalty, support renewals, and boost recurring membership revenue. Article Title
- Positive Sentiment: Walmart is also getting attention for broad price cuts across groceries and household staples, which should help reinforce its reputation as a defensive, inflation-fighting retailer and drive traffic to stores and clubs. Article Title
- Positive Sentiment: Jim Cramer said Walmart is one of the “greatest companies on earth” and called the recent pullback an “incredible buying opportunity,” helping support sentiment around the stock. Article Title
- Neutral Sentiment: Commentary around Walmart’s health event and its AI shopping efforts highlights longer-term strategic investments, but these items are more thematic than immediate catalysts for the stock. Article Title
- Neutral Sentiment: Coverage comparing Walmart’s AI shopping race with Amazon underscores competitive pressure in retail tech, but it does not point to any near-term operational setback for Walmart. Article Title
Insider Buying and Selling
In other news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the sale, the chief executive officer directly owned 674,162 shares in the company, valued at $84,162,384.08. This trade represents a 1.91% 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 Walmart stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the sale, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. The trade was a 0.60% 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. Insiders sold a total of 104,505 shares of company stock worth $12,858,514 over the last quarter. Company insiders own 0.09% of the company’s stock.
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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