MV Capital Management Inc. Takes Position in Walmart Inc. $WMT

MV Capital Management Inc. bought a new position in shares of Walmart Inc. (NASDAQ:WMT) in the fourth quarter, HoldingsChannel reports. The firm bought 60,497 shares of the retailer’s stock, valued at approximately $6,740,000.

Several other large investors also recently modified their holdings of WMT. Entrust Financial LLC bought a new position in Walmart during the 4th quarter valued at approximately $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart in the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart in the 4th quarter worth approximately $30,000. Bay Harbor Wealth Management LLC increased its stake 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 valued at $32,000 after buying an additional 105 shares during the period. Finally, Clayton Financial Group LLC increased its stake in shares of 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 buying an additional 193 shares during the period. 26.76% of the stock is owned by institutional investors.

Walmart Trading Down 0.8%

NASDAQ WMT opened at $117.18 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. Walmart Inc. has a twelve month low of $94.23 and a twelve month high of $135.15. The firm has a market capitalization of $932.53 billion, a PE ratio of 41.12, a P/E/G ratio of 4.41 and a beta of 0.59. The stock’s 50 day moving average is $124.81 and its 200 day moving average is $122.07.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results 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 analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the prior year, the firm earned $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. Research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Insider Activity

In related news, EVP Daniel J. Bartlett sold 1,385 shares of Walmart stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $119.83, for a total transaction of $165,964.55. Following the completion of the transaction, the executive vice president directly owned 633,784 shares of the company’s stock, valued at $75,946,336.72. This trade represents a 0.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director directly owned 4,174,579 shares in the company, valued at $495,230,306.77. The trade was a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 117,246 shares of company stock worth $14,493,147. 0.09% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent analyst reports. Craig Hallum set a $150.00 target price on Walmart in a report on Friday, March 6th. Bank of America started coverage on shares of Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price objective on the stock. Wolfe Research restated an “outperform” rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Finally, TD Cowen reaffirmed a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. 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 data from MarketBeat.com, Walmart presently 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.