Blair William & Co. IL Buys 6,305 Shares of Walmart Inc. $WMT

Blair William & Co. IL lifted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,412,584 shares of the retailer’s stock after acquiring an additional 6,305 shares during the period. Walmart makes up about 0.7% of Blair William & Co. IL’s investment portfolio, making the stock its 29th largest holding. Blair William & Co. IL’s holdings in Walmart were worth $268,786,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Entrust Financial LLC bought a new position in shares of Walmart during the fourth quarter worth about $27,000. Beacon Financial Strategies CORP bought a new position in shares of Walmart during the fourth quarter worth about $30,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the third quarter worth about $30,000. Bay Harbor Wealth Management LLC grew its holdings in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC grew its holdings in shares of Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after buying an additional 193 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Up 0.2%

WMT stock opened at $121.03 on Wednesday. The company has a market cap of $963.17 billion, a price-to-earnings ratio of 42.47, a P/E/G ratio of 4.51 and a beta of 0.59. The business has a 50 day moving average price of $125.09 and a two-hundred day moving average price of $121.96. Walmart Inc. has a twelve month low of $93.62 and a twelve month high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart’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 business 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. Analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Activity at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business’s 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 transaction, the executive vice president owned 577,853 shares in the company, valued at $71,607,543.76. This represents a 0.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 128,986 shares of company stock worth $15,927,908 over the last ninety days. 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’s advertising business is reportedly surging as marketplace activity, seller spending, and digital engagement boost retail media revenue, reinforcing a fast-growing higher-margin profit stream. Walmart’s Advertising Revenues Soar: Is Retail Media Paying Off?
• Positive Sentiment: New delivery options, including Subway meals through Walmart delivery, suggest the company is continuing to expand convenience offerings and deepen customer engagement. Walmart Inc (WMT) Adds Subway Meals Delivery. Get the Bigger Picture
• Positive Sentiment: Walmart was highlighted among the best S&P 500 stocks to buy now according to analysts, signaling continued confidence in its defensive business model and growth profile. Walmart (WMT) – Among the 14 Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Quarterly earnings season coverage showed Walmart outperforming many large-format grocery and general merchandise peers, reinforcing relative strength versus competitors. Q1 Earnings Outperformers: Walmart (NASDAQ:WMT) And The Rest of the Large-format Grocery & General Merchandise Retailer Stocks
• Neutral Sentiment: Several articles debated whether Walmart’s recent rally is fully justified and whether the stock’s party is over, but these pieces were more commentary than a direct business catalyst. Walmart (WMT) Stock After Recent Retail Sentiment Shifts Is The Rally Justified
• Neutral Sentiment: One executive stock sale and a price-prediction style article could create some headline noise, but they do not appear to materially change the company’s operating outlook. Walmart (NASDAQ:WMT) EVP Sells $1,435,203.96 in Stock
• Negative Sentiment: One article argued another e-commerce and fintech company may be a better buy than Walmart, which could slightly temper enthusiasm at the margin, though it does not alter Walmart’s fundamentals. Forget Walmart: This E-Commerce and Fintech Giant Is Growing 40% YoY and Is a Better Buy

Wall Street Analyst Weigh In

WMT has been the subject of a number of research reports. Jefferies Financial Group set a $145.00 price objective on Walmart in a report on Friday, February 20th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Morgan Stanley raised their target price on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, DA Davidson set a $150.00 target price on shares of Walmart and gave the company a “buy” rating in a research report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target 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.