TMB Capital Partners LLC Invests $15.60 Million in Walmart Inc. $WMT

TMB Capital Partners LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 139,984 shares of the retailer’s stock, valued at approximately $15,596,000. Walmart accounts for approximately 5.3% of TMB Capital Partners LLC’s holdings, making the stock its 3rd biggest position.

Other large investors have also recently bought and sold shares of the company. Renaissance Group LLC boosted its stake in shares of Walmart by 0.9% in the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after purchasing an additional 83 shares in the last quarter. Calton & Associates Inc. lifted its holdings in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares during the last quarter. Advocacy Wealth Management LLC lifted its holdings in Walmart by 2.5% during the 4th quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock valued at $378,000 after purchasing an additional 84 shares during the last quarter. Stockman Wealth Management Inc. boosted its position in Walmart by 3.5% in the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after buying an additional 87 shares in the last quarter. Finally, Capstone Wealth Management LLC grew its stake in 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 buying an additional 89 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Insider Activity at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. This trade represents a 0.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 1,385 shares of Walmart stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $119.83, for a total transaction of $165,964.55. Following the completion of the transaction, the executive vice president directly owned 633,784 shares in the company, valued at $75,946,336.72. This trade represents a 0.22% 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 have sold 117,246 shares of company stock valued at $14,493,147. Insiders own 0.09% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Walmart Trading Down 0.8%

NASDAQ:WMT opened at $117.18 on Friday. The company has a market cap of $932.53 billion, a P/E ratio of 41.12, a price-to-earnings-growth ratio of 4.41 and a beta of 0.59. Walmart Inc. has a twelve month low of $94.23 and a twelve month high of $135.15. The business has a 50 day moving average price of $124.81 and a two-hundred day moving average price of $122.07. 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 (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations 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 period in the prior year, the firm 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, analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. Raymond James Financial restated an “outperform” rating and set a $135.00 target price on shares of Walmart in a research report on Friday, March 6th. BTIG Research reaffirmed a “buy” rating and set a $145.00 price objective on shares of Walmart in a research note on Wednesday, June 3rd. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Finally, Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and an average target price of $138.85.

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.