MASTERINVEST Kapitalanlage GmbH lowered its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 12.6% during the first quarter, Holdings Channel reports. The institutional investor owned 60,129 shares of the retailer’s stock after selling 8,634 shares during the quarter. Walmart comprises approximately 0.8% of MASTERINVEST Kapitalanlage GmbH’s investment portfolio, making the stock its 27th largest holding. MASTERINVEST Kapitalanlage GmbH’s holdings in Walmart were worth $7,473,000 at the end of the most recent quarter.
Several other large investors have also recently modified their holdings of WMT. MFA Wealth Services boosted its stake in Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $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% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after purchasing an additional 81 shares during the last quarter. Compton Financial Group LLC boosted its position 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 worth $259,000 after purchasing an additional 82 shares in the last quarter. Renaissance Group LLC boosted 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 purchasing an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. increased its position in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after buying an additional 84 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.
Insiders Place Their Bets
In other news, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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 on 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 owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 103,170 shares of company stock worth $12,692,133. Company insiders own 0.09% of the company’s stock.
Walmart Trading Down 0.9%
Walmart (NASDAQ:WMT – Get Free Report) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates 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 quarter in the prior year, the firm earned $0.61 earnings per share. Walmart’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. Sell-side analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.
Analyst Upgrades and Downgrades
A number of equities research analysts have commented on WMT shares. Evercore reiterated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Wolfe Research reaffirmed an “outperform” rating and issued a $137.00 price target (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Finally, Morgan Stanley lifted their price objective on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. One 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, Walmart presently has an average rating of “Moderate Buy” and an average target price of $138.85.
More Walmart News
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Walmart continues to benefit from strong momentum in higher-margin businesses such as advertising, membership, and e-commerce, which are growing faster than its core store operations and supporting the long-term growth story. Where Will Walmart Stock Be in 5 Years?
- Positive Sentiment: Walmart just announced its 53rd dividend increase, reinforcing its appeal as a defensive, income-producing stock for investors looking for steady cash returns. Walmart just declared its 53rd dividend increase
- Positive Sentiment: Recent coverage also highlights Walmart+ membership growth and faster delivery as drivers of recurring revenue and deeper customer engagement, which could help sustain sales momentum. Can Walmart+ Membership Keep WMT’s Growth Momentum Alive?
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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