Walmart Inc. $WMT Shares Acquired by Phillips Wealth Planners LLC

Phillips Wealth Planners LLC boosted its position in shares of Walmart Inc. (NASDAQ:WMT) by 187.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 21,192 shares of the retailer’s stock after acquiring an additional 13,828 shares during the period. Walmart comprises approximately 2.0% of Phillips Wealth Planners LLC’s investment portfolio, making the stock its 4th largest position. Phillips Wealth Planners LLC’s holdings in Walmart were worth $2,530,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in WMT. Brighton Jones LLC grew its holdings in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares during the last quarter. Peterson Wealth Management boosted its stake in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Down 1.3%

Walmart stock opened at $113.06 on Wednesday. The firm’s 50-day moving average is $125.98 and its 200-day moving average is $120.81. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $135.15. The company has a market cap of $899.74 billion, a P/E ratio of 39.67, a PEG ratio of 4.28 and a beta of 0.59.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period last year, the firm posted $0.61 EPS. The company’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, equities analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction dated 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 owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the completion of the sale, the executive vice president directly owned 577,853 shares in the company, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 117,008 shares of company stock worth $14,492,704. Company insiders own 0.09% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart-backed OnePay is looking beyond the retailer’s ecosystem to grow its financial app, which could expand the company’s digital and fintech reach if it attracts more outside users. Walmart-Backed OnePay Looks Beyond Retailer’s Ecosystem to Fuel Expansion
• Positive Sentiment: Walmart said its drones have completed more than 1 million deliveries, highlighting continued progress in faster last-mile fulfillment and its push to improve convenience for customers. Walmart Marks Millionth Drone Drop-Off Amid Increased Delivery Focus
• Positive Sentiment: Walmart expanded 30-minute delivery to 33 U.S. markets, reinforcing its e-commerce and grocery delivery advantage versus rivals. Walmart’s 30-Minute Delivery Expansion Strengthens Its Retail Edge
• Neutral Sentiment: Walmart announced an expanded community initiative in Florida to support first responders and children in crisis, which is positive for brand image but likely limited in direct stock impact. Walmart Helps First Responders Comfort Children in Crisis Across Florida
• Neutral Sentiment: Coverage comparing Target and Walmart suggests Walmart remains strong on scale, ads, and higher-income customer gains, but the piece is more of an industry comparison than a new company-specific catalyst. Target vs Walmart: Both Fighting For The Same Customer, Only One Wins
• Negative Sentiment: Recent commentary focused on whether Walmart’s share-price pullback means much of the upside is already priced in, reflecting investor caution after the stock’s recent decline. Is It Time To Reassess Walmart (WMT) After The Recent Share Price Pullback
• Negative Sentiment: Reports that Walmart limited employee use of an AI tool may raise concerns about internal policy or operational friction, though the direct financial impact appears modest. Update: Market Chatter: Walmart Limits Staff’s Usage of AI Tool After High Demand

Wall Street Analyst Weigh In

WMT has been the topic of a number of research analyst reports. Rothschild & Co Redburn set a $150.00 price objective on shares of Walmart in a research note on Tuesday, February 17th. UBS Group set a $141.00 price objective on shares of Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and increased their price objective for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. Finally, Citigroup reiterated a “buy” rating and set a $147.00 price objective (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $138.85.

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.