Atlas Wealth LLC Increases Holdings in Walmart Inc. $WMT

Atlas Wealth LLC grew its holdings in Walmart Inc. (NASDAQ:WMT) by 855.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 44,800 shares of the retailer’s stock after purchasing an additional 40,111 shares during the period. Atlas Wealth LLC’s holdings in Walmart were worth $5,568,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in WMT. Norges Bank purchased a new stake in shares of Walmart during the fourth quarter worth $6,458,529,000. AQR Capital Management LLC grew its stake in shares of Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Walmart by 6.8% during the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after buying an additional 6,517,394 shares during the last quarter. Capital International Investors acquired a new stake in shares of Walmart during the 4th quarter worth about $592,848,000. Finally, Vanguard Group Inc. raised its holdings in shares of Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after buying an additional 4,304,436 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on WMT shares. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Evercore reissued an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. UBS Group set a $141.00 price objective on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. Finally, Wolfe Research reiterated an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Insider Buying and Selling at Walmart

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value 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 document filed with the SEC, which is available at the SEC website. 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 shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at approximately $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. Over the last ninety days, insiders have sold 87,145 shares of company stock valued at $10,691,920. 0.09% of the stock is currently owned by company insiders.

Walmart Trading Down 0.6%

WMT opened at $114.24 on Friday. The company’s 50 day moving average is $118.82 and its 200-day moving average is $122.04. The company has a market cap of $909.13 billion, a P/E ratio of 40.08, a PEG ratio of 4.29 and a beta of 0.60. Walmart Inc. has a 1-year low of $94.43 and a 1-year high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period in the prior year, the firm earned $0.61 earnings per share. Walmart’s revenue for the quarter 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. Equities research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: June U.S. retail sales held up, suggesting consumers are still spending as Walmart heads into the back-to-school season; that could support traffic and sales volumes if the company remains aggressive on pricing. Retail Sales Hold Up as Walmart and Amazon Go Back to School
• Neutral Sentiment: Walmart is also being discussed in multiple market and analyst roundups, with commentary focusing on its strong digital growth and role as a defensive stock, but these pieces do not appear to include a major new business update. Walmart Commands a 36.74X Forward P/E: Is the Stock Worth Buying?
• Neutral Sentiment: An article about AI and retail highlighted that Walmart is investing in automation while still emphasizing workers, which reinforces its long-term strategy but is unlikely to move the stock on its own. Walmart’s people chief says these 10 jobs are still hot in the age of AI
• Negative Sentiment: Some analysts argue Walmart’s premium valuation leaves limited room for disappointment, with one note saying momentum alone may not justify the stock’s high forward P/E. Walmart’s Momentum Cannot Justify The Premium
• Negative Sentiment: Walmart has also been the subject of bearish commentary saying the recent sell-off may not be over, adding to investor caution around the shares. Walmart: The Sell-Off Isn’t Over Yet (Rating Upgrade)

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.