Global Assets Advisory LLC Acquires 5,992 Shares of Walmart Inc. $WMT

Global Assets Advisory LLC lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 33.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,074 shares of the retailer’s stock after purchasing an additional 5,992 shares during the period. Global Assets Advisory LLC’s holdings in Walmart were worth $2,682,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in WMT. Entrust Financial LLC bought a new position in Walmart in the fourth quarter worth approximately $27,000. Collier Financial bought a new position in Walmart in the third quarter worth approximately $25,000. Your Advocates Ltd. LLP bought a new position in Walmart in the third quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new position in Walmart in the fourth quarter worth approximately $30,000. Finally, Redmont Wealth Advisors LLC bought a new position in Walmart in the third quarter worth approximately $30,000. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of Walmart stock opened at $120.27 on Tuesday. The company has a market cap of $958.67 billion, a PE ratio of 42.20, a price-to-earnings-growth ratio of 4.45 and a beta of 0.65. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15. The business has a 50 day moving average price of $126.67 and a 200-day moving average price of $120.29. The company has a quick ratio of 0.24, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

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

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Citigroup reiterated a “buy” rating and issued a $147.00 price target (up from $120.00) on shares of Walmart in a report on Thursday, February 5th. Mizuho increased their price target on Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a report on Monday, February 9th. UBS Group set a $141.00 price target on Walmart and gave the stock a “buy” rating in a report on Friday. BNP Paribas Exane cut their price target on Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $138.71.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart posted strong first-quarter revenue of $177.8 billion, up 7.3% year over year, with global e-commerce sales jumping 26% and advertising growing 37%, reinforcing the company’s growth beyond traditional retail. Walmart Stock Fell After Its Earnings Beat. Is the Post-Earnings Dip a Buying Opportunity?
• Positive Sentiment: UBS said its long-term view on Walmart’s higher-margin “second P&L” remains intact, highlighting advertising, marketplace fees, and membership income as key growth drivers. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Positive Sentiment: Higher gasoline prices could support Walmart’s value-focused traffic, as consumers tend to trade down to low-price retailers when inflation and fuel costs rise. Walmart CEO issues blunt message on rising fuel prices
• Neutral Sentiment: UBS lowered its price target to $141 from $147 after the quarter, but still kept a constructive longer-term stance, suggesting the report was good but not enough to justify prior elevated expectations. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Neutral Sentiment: Analysts and market commentary largely focused on whether Walmart’s strong e-commerce and membership growth can keep offsetting a more cautious consumer backdrop. Walmart’s Q1 Sales Jump 7.3%: Can E-commerce Sustain 26% Growth?
• Negative Sentiment: Walmart’s cautious second-quarter guidance and pressure from rising fuel costs were cited as a reason the stock sold off after earnings, despite the upbeat revenue results. Walmart Stock Fell After Its Earnings Beat. Is the Post-Earnings Dip a Buying Opportunity?
• Negative Sentiment: Morgan Stanley also turned more cautious on Walmart amid high inflation, reinforcing concerns that margins and near-term upside may be limited after the recent run-up. Morgan Stanley resets Walmart forecast on high inflation
• Negative Sentiment: Reports of senior executive departures after John Furner’s arrival added a small layer of leadership uncertainty, though this appears less important than the earnings and outlook issues. Walmart Sees Executives Depart Following New CEO’s Arrival

Insider Transactions at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $132.21, for a total value of $2,566,989.36. Following the completion of the sale, the director directly owned 4,193,995 shares of the company’s stock, valued at $554,488,078.95. This represents a 0.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the sale, the executive vice president directly owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This trade represents a 0.50% 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 quarter, insiders sold 126,008 shares of company stock valued at $15,896,715. Corporate insiders own 0.10% of the company’s stock.

About Walmart

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.