PSI Advisors LLC Boosts Stake in Walmart Inc. $WMT

PSI Advisors LLC lifted its stake in Walmart Inc. (NASDAQ:WMT) by 154.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,068 shares of the retailer’s stock after purchasing an additional 7,941 shares during the period. PSI Advisors LLC’s holdings in Walmart were worth $1,456,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Stockman Wealth Management Inc. increased its stake in shares of Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after purchasing an additional 87 shares in the last quarter. Capstone Wealth Management LLC increased its stake in shares of Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after purchasing an additional 89 shares in the last quarter. Ellenbecker Investment Group increased its stake in shares of Walmart by 0.6% in the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after purchasing an additional 90 shares in the last quarter. Matrix Trust Co increased its stake in shares of Walmart by 20.0% in the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after purchasing an additional 91 shares in the last quarter. Finally, Frazier Financial Advisors LLC increased its stake in Walmart by 4.1% in the 4th quarter. Frazier Financial Advisors LLC now owns 2,362 shares of the retailer’s stock worth $263,000 after buying an additional 93 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Trading Down 0.0%

Shares of Walmart stock opened at $118.54 on Thursday. The firm has a market cap of $944.88 billion, a price-to-earnings ratio of 41.59, a PEG ratio of 4.42 and a beta of 0.65. The business has a 50-day moving average price of $126.36 and a 200-day moving average price of $120.53. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.15.

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

Insider Activity

In related news, CEO John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This trade represents a 1.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the completion of the transaction, the executive vice president directly owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. The trade was a 0.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 106,592 shares of company stock valued at $13,436,513. 0.10% of the stock is owned by corporate insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: TD Cowen raised its price target on Walmart to $150 from $145 and kept a Buy rating, citing strong grocery traffic that could support sales momentum. TD Cowen Boosts Target on Walmart (WMT) Amid Strong Grocery Traffic
• Positive Sentiment: Walmart’s e-commerce business grew 26%, while ads and membership revenue continue to scale, supporting the company’s longer-term profit mix. Target vs. Walmart: Which Retail Stock Is the Better Buy After Earnings?
• Neutral Sentiment: Walmart is being added to the Russell 3000 elite/top 10 during the June reconstitution, which is notable for index investors but not a direct fundamental catalyst. Walmart Joins Russell 3000 Elite As Investors Weigh Q1 Shakeup
• Neutral Sentiment: Walmart launched a logistics program to streamline distribution and simplify supplier shipments, a cost-efficiency move that could help over time. Walmart Debuts Program to Streamline Distribution Network
• Negative Sentiment: Recent commentary continues to focus on Walmart’s post-earnings slide, with investors worried that fuel and other costs are squeezing margins and overshadowing growth. Walmart Sinks 8.1% Post Q1 Earnings: Exit WMT Stock or Stay Put?
• Negative Sentiment: RBC Capital trimmed its price target to $137 from $140 after Walmart’s in-line quarter and softer-than-expected guidance, reinforcing concerns about near-term earnings momentum. Walmart (WMT) – Among the Top 12 Picks for a Dividend Stock Portfolio For Retirement

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Sanford C. Bernstein reiterated an “outperform” rating and issued a $145.00 price target on shares of Walmart in a research note on Tuesday, May 12th. Craig Hallum set a $150.00 price target on Walmart in a research note on Friday, March 6th. TD Cowen reiterated a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $138.71.

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.