21,220 Shares in Walmart Inc. $WMT Purchased by SmartHarvest Portfolios LLC

SmartHarvest Portfolios LLC acquired a new position in Walmart Inc. (NASDAQ:WMT) in the 4th quarter, HoldingsChannel reports. The fund acquired 21,220 shares of the retailer’s stock, valued at approximately $2,364,000. Walmart comprises about 0.8% of SmartHarvest Portfolios LLC’s investment portfolio, making the stock its 17th largest holding.

Other large investors also recently added to or reduced their stakes in the company. Entrust Financial LLC purchased a new stake in Walmart in the 4th quarter worth about $27,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart in the 3rd quarter worth about $30,000. Beacon Financial Strategies CORP purchased a new stake in Walmart in the 4th quarter worth about $30,000. Bay Harbor Wealth Management LLC increased its holdings in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC increased its holdings in Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after acquiring an additional 193 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on WMT. The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Morgan Stanley lifted their price objective on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Argus raised Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. UBS Group set a $141.00 target price on Walmart and gave the company a “buy” rating in a report on Friday, May 22nd. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 target price on Walmart in a report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Stock Down 0.1%

WMT stock opened at $120.50 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The firm has a market capitalization of $958.95 billion, a PE ratio of 42.28, a PEG ratio of 4.50 and a beta of 0.59. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.15. The stock has a 50-day simple moving average of $125.36 and a two-hundred day simple moving average of $121.66.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.61 EPS. 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 predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart’s head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

Insider Activity

In other news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated 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 owned 661,037 shares in the company, valued at approximately $82,021,470.96. This trade represents a 1.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,250 shares of Walmart stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $133.77, for a total value of $167,212.50. Following the sale, the executive vice president owned 635,593 shares of the company’s stock, valued at approximately $85,023,275.61. This trade represents a 0.20% 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 quarter, insiders have sold 117,008 shares of company stock worth $14,492,704. 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.