Winthrop Partners WNY LLC Makes New $5.58 Million Investment in Walmart Inc. $WMT

Winthrop Partners WNY LLC bought a new stake in Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 50,084 shares of the retailer’s stock, valued at approximately $5,580,000. Walmart comprises approximately 3.0% of Winthrop Partners WNY LLC’s investment portfolio, making the stock its 10th biggest position.

A number of other hedge funds have also recently made changes to their positions in WMT. Entrust Financial LLC acquired a new stake in Walmart during the 4th quarter worth approximately $27,000. Beacon Financial Strategies CORP acquired a new position in Walmart in the 4th quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC increased its position in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the period. Clayton Financial Group LLC raised 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 acquiring an additional 193 shares during the last quarter. Finally, Sankala Group LLC bought a new position in shares of Walmart during the fourth quarter valued at $33,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity

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 completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. This represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 117,246 shares of company stock valued at $14,493,147. 0.09% of the stock is currently owned by insiders.

Walmart Price Performance

Shares of WMT opened at $117.18 on Monday. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15. The business’s fifty day moving average is $124.61 and its 200 day moving average is $122.11. 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 stock has a market cap of $932.53 billion, a P/E ratio of 41.12, a P/E/G ratio of 4.37 and a beta of 0.60.

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, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter last year, the firm posted $0.61 EPS. Walmart’s revenue was up 7.4% compared to the same quarter last year. 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 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent research reports. Morgan Stanley increased their price objective on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Craig Hallum set a $150.00 price objective on Walmart in a research report on Friday, March 6th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. 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 stock. According to data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus 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.