Walmart Inc. $WMT Shares Sold by Tradewinds LLC.

Tradewinds LLC. lowered its holdings in Walmart Inc. (NASDAQ:WMT) by 6.1% during the first quarter, Holdings Channel.com reports. The firm owned 89,994 shares of the retailer’s stock after selling 5,852 shares during the period. Walmart makes up 4.4% of Tradewinds LLC.’s holdings, making the stock its 3rd biggest holding. Tradewinds LLC.’s holdings in Walmart were worth $11,843,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Entrust Financial LLC purchased a new stake in Walmart in the 4th quarter valued at about $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Walmart in the first quarter valued at about $29,000. Beacon Financial Strategies CORP purchased a new position in Walmart during the fourth quarter worth about $30,000. Bay Harbor Wealth Management LLC boosted its stake in 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 during the period. Finally, Clayton Financial Group LLC increased its position 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. Institutional investors and hedge funds own 26.76% of the company’s stock.

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

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of research analyst reports. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. Guggenheim lifted their target price on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a report on Monday, April 13th. Wolfe Research reissued an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Insiders Place Their Bets

In related news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total value of $342,751.00. Following the completion of the transaction, the executive vice president directly owned 574,953 shares in the company, valued at approximately $67,953,695.07. This trade represents a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares of the company’s stock, valued at $69,074,186.76. The trade was a 0.60% decrease in their ownership of the stock. 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 90 days, insiders sold 104,505 shares of company stock valued at $12,858,514. 0.09% of the stock is owned by company insiders.

Walmart Price Performance

Shares of WMT opened at $113.90 on Monday. The company has a market cap of $906.43 billion, a P/E ratio of 39.97, a PEG ratio of 4.25 and a beta of 0.60. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week 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. The firm’s 50 day moving average price is $120.48 and its 200 day moving average price is $122.03.

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

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.