Waterway Wealth Management LLC Trims Holdings in Walmart Inc. $WMT

Waterway Wealth Management LLC trimmed its position in Walmart Inc. (NASDAQ:WMT) by 44.3% in the 4th quarter, HoldingsChannel reports. The firm owned 10,229 shares of the retailer’s stock after selling 8,126 shares during the quarter. Waterway Wealth Management LLC’s holdings in Walmart were worth $1,140,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently modified their holdings of WMT. Brighton Jones LLC raised its stake in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management raised its position in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised its position in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Performance

Shares of NASDAQ:WMT opened at $121.03 on Wednesday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The business’s 50 day moving average price is $125.09 and its 200-day moving average price is $121.96. The firm has a market capitalization of $963.17 billion, a PE ratio of 42.47, a P/E/G ratio of 4.51 and a beta of 0.59. Walmart Inc. has a 1 year low of $93.62 and a 1 year high of $135.15.

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, hitting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion for 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 revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the company 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. As a group, equities research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s advertising business is reportedly surging as marketplace activity, seller spending, and digital engagement boost retail media revenue, reinforcing a fast-growing higher-margin profit stream. Walmart’s Advertising Revenues Soar: Is Retail Media Paying Off?
• Positive Sentiment: New delivery options, including Subway meals through Walmart delivery, suggest the company is continuing to expand convenience offerings and deepen customer engagement. Walmart Inc (WMT) Adds Subway Meals Delivery. Get the Bigger Picture
• Positive Sentiment: Walmart was highlighted among the best S&P 500 stocks to buy now according to analysts, signaling continued confidence in its defensive business model and growth profile. Walmart (WMT) – Among the 14 Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Quarterly earnings season coverage showed Walmart outperforming many large-format grocery and general merchandise peers, reinforcing relative strength versus competitors. Q1 Earnings Outperformers: Walmart (NASDAQ:WMT) And The Rest of the Large-format Grocery & General Merchandise Retailer Stocks
• Neutral Sentiment: Several articles debated whether Walmart’s recent rally is fully justified and whether the stock’s party is over, but these pieces were more commentary than a direct business catalyst. Walmart (WMT) Stock After Recent Retail Sentiment Shifts Is The Rally Justified
• Neutral Sentiment: One executive stock sale and a price-prediction style article could create some headline noise, but they do not appear to materially change the company’s operating outlook. Walmart (NASDAQ:WMT) EVP Sells $1,435,203.96 in Stock
• Negative Sentiment: One article argued another e-commerce and fintech company may be a better buy than Walmart, which could slightly temper enthusiasm at the margin, though it does not alter Walmart’s fundamentals. Forget Walmart: This E-Commerce and Fintech Giant Is Growing 40% YoY and Is a Better Buy

Analyst Ratings Changes

Several research analysts recently weighed in on WMT shares. Argus upgraded Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. KeyCorp reiterated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Erste Group Bank cut Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a research report on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $138.85.

Insider Transactions at Walmart

In other news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total value of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares of the company’s stock, valued at $82,021,470.96. The trade was a 1.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 128,986 shares of company stock valued at $15,927,908. Insiders own 0.09% of the company’s stock.

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.