Wellspring Financial Advisors LLC Purchases 16,832 Shares of Walmart Inc. $WMT

Wellspring Financial Advisors LLC lifted its position in shares of Walmart Inc. (NASDAQ:WMT) by 329.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 21,945 shares of the retailer’s stock after buying an additional 16,832 shares during the quarter. Wellspring Financial Advisors LLC’s holdings in Walmart were worth $2,446,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Calton & Associates Inc. grew its holdings in shares of Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after purchasing an additional 84 shares during the last quarter. Advocacy Wealth Management LLC grew its holdings in shares of Walmart by 2.5% during the fourth quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock worth $378,000 after purchasing an additional 84 shares during the last quarter. Stockman Wealth Management Inc. grew its holdings in shares of Walmart by 3.5% during the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after purchasing an additional 87 shares during the last quarter. Capstone Wealth Management LLC grew its holdings in shares of Walmart by 1.8% during the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after purchasing an additional 89 shares during the last quarter. Finally, Ellenbecker Investment Group grew its holdings in shares of Walmart by 0.6% during the fourth quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after purchasing an additional 90 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding its drone delivery program with Alphabet’s Wing, adding another fast-delivery capability that could strengthen its e-commerce and convenience moat. Eyes on the sky: Walmart and Alphabet’s Wing expand their drone delivery program
• Positive Sentiment: Business Insider reported that Walmart’s AI-powered warehouses are speeding up freight handling and reducing the time store employees need to unload trucks, a sign that automation is improving efficiency and potentially margins. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Positive Sentiment: Recent conference appearances suggest management is highlighting Walmart’s growth in digital, e-commerce, and higher-margin services, which may reinforce the long-term bull case for the stock. Walmart Inc. (WMT) Presents at Oppenheimer 26th Annual Consumer Growth and E-Commerce Conference Transcript Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analysts remain split on Walmart, indicating the market is still weighing the company’s growth initiatives against its valuation. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)
• Neutral Sentiment: Coverage around Walmart’s retail media expansion, Subway integration, and broader digital transformation has raised questions about valuation, but also underscores the company’s push into higher-margin services. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation Walmart (WMT) Valuation Check As Subway Integration And Higher Margin Services Draw New Attention Walmart’s No. 2 Ranking Hides a Digital Transformation Story

Insider Activity at Walmart

In other news, EVP Daniel J. Bartlett sold 1,335 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total transaction of $166,381.05. Following the transaction, the executive vice president directly owned 636,843 shares of the company’s stock, valued at $79,369,743.09. This represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares in the company, valued at $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 117,008 shares of company stock valued at $14,492,704 over the last three months. 0.09% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts recently commented on WMT shares. Deutsche Bank Aktiengesellschaft set a $120.00 target price on Walmart in a report on Friday, February 20th. Morgan Stanley upped their target price on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Rothschild & Co Redburn set a $150.00 target price on Walmart in a report on Tuesday, February 17th. KeyCorp reiterated an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. Finally, Bank of America started coverage on Walmart in a report on Friday, February 27th. They issued a “buy” rating and a $150.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $138.85.

Walmart Price Performance

Shares of WMT opened at $120.59 on Thursday. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The business’s 50 day moving average price is $125.43 and its two-hundred day moving average price is $121.56. The firm has a market cap of $959.66 billion, a PE ratio of 42.31, a price-to-earnings-growth ratio of 4.44 and a beta of 0.59.

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, meeting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period in the previous year, the firm earned $0.61 earnings per share. The company’s revenue was up 7.4% compared to the same quarter last year. 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 analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Walmart 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.