WMS Group LLC Takes $688,000 Position in Walmart Inc. $WMT

WMS Group LLC acquired a new position in Walmart Inc. (NASDAQ:WMT) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,537 shares of the retailer’s stock, valued at approximately $688,000. Walmart makes up 1.0% of WMS Group LLC’s investment portfolio, making the stock its 28th largest position.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Next Level Wealth Planning LLC purchased a new position in Walmart during the first quarter valued at $212,000. Retirement Planning Group LLC NY increased its position in Walmart by 4.6% in the first quarter. Retirement Planning Group LLC NY now owns 6,106 shares of the retailer’s stock worth $760,000 after buying an additional 268 shares in the last quarter. Columbus Macro LLC raised its stake in shares of Walmart by 2.9% in the first quarter. Columbus Macro LLC now owns 64,160 shares of the retailer’s stock worth $7,974,000 after buying an additional 1,813 shares during the period. Stokes Capital Advisors LLC raised its stake in shares of Walmart by 173.1% in the first quarter. Stokes Capital Advisors LLC now owns 15,088 shares of the retailer’s stock worth $1,875,000 after buying an additional 9,564 shares during the period. Finally, Unique Wealth LLC lifted its position in shares of Walmart by 3.1% during the 1st quarter. Unique Wealth LLC now owns 4,901 shares of the retailer’s stock valued at $609,000 after buying an additional 146 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Performance

WMT stock opened at $115.69 on Monday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15. The business has a 50 day simple moving average of $123.74 and a two-hundred day simple moving average of $122.23. The company has a market capitalization of $920.67 billion, a price-to-earnings ratio of 40.59, a PEG ratio of 4.31 and a beta of 0.60.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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 net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter last year, the business posted $0.61 earnings per share. The company’s revenue for the quarter 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. Research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Buying and Selling

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. This trade represents a 0.46% 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. Insiders sold a total of 100,730 shares of company stock worth $12,444,624 in the last 90 days. 0.09% of the stock is owned by company insiders.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on WMT. Piper Sandler reissued an “overweight” rating on shares of Walmart in a report on Monday, June 8th. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Truist Financial set a $140.00 price objective on shares of Walmart in a research note on Thursday, May 21st. KeyCorp restated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $138.85.

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.