Walmart Inc. $WMT Shares Sold by Lifeworks Advisors LLC

Lifeworks Advisors LLC reduced its stake in Walmart Inc. (NASDAQ:WMT) by 25.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 17,633 shares of the retailer’s stock after selling 5,894 shares during the quarter. Lifeworks Advisors LLC’s holdings in Walmart were worth $2,191,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Merkkuri Wealth Advisors LLC acquired a new position in Walmart during the first quarter worth $29,000. Entrust Financial LLC purchased a new position in shares of Walmart during the fourth quarter worth $27,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart in the fourth quarter valued at $30,000. Bay Harbor Wealth Management LLC grew its stake in shares of Walmart by 57.4% in 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 in the last quarter. Finally, Clayton Financial Group LLC raised its holdings in shares of Walmart by 193.0% in the 4th 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. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president directly owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. The trade was a 0.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% 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 three months, insiders sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

WMT has been the topic of several research reports. Royal Bank Of Canada reissued an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. UBS Group set a $141.00 target price on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. Guggenheim boosted their price target on shares of Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Morgan Stanley increased their price target on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Stock Performance

Shares of Walmart stock opened at $113.90 on Monday. The business has a 50-day simple moving average of $120.48 and a 200-day simple moving average of $122.03. 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 one year low of $94.23 and a one year high of $135.15. The company has a market cap of $906.43 billion, a PE ratio of 39.97, a P/E/G ratio of 4.25 and a beta of 0.60.

Walmart (NASDAQ:WMT) last issued 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 during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the previous year, the firm earned $0.61 earnings per share. The firm’s quarterly revenue 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 research analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is rolling out more wellness benefits at Sam’s Club, including Weight Watchers perks, which could deepen member loyalty, support renewals, and boost recurring membership revenue. Article Title
• Positive Sentiment: Walmart is also getting attention for broad price cuts across groceries and household staples, which should help reinforce its reputation as a defensive, inflation-fighting retailer and drive traffic to stores and clubs. Article Title
• Positive Sentiment: Jim Cramer said Walmart is one of the “greatest companies on earth” and called the recent pullback an “incredible buying opportunity,” helping support sentiment around the stock. Article Title
• Neutral Sentiment: Commentary around Walmart’s health event and its AI shopping efforts highlights longer-term strategic investments, but these items are more thematic than immediate catalysts for the stock. Article Title
• Neutral Sentiment: Coverage comparing Walmart’s AI shopping race with Amazon underscores competitive pressure in retail tech, but it does not point to any near-term operational setback for Walmart. Article Title

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.