Littlejohn Financial Services Inc. Invests $2.81 Million in Walmart Inc. $WMT

Littlejohn Financial Services Inc. acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 22,629 shares of the retailer’s stock, valued at approximately $2,812,000. Walmart comprises 2.1% of Littlejohn Financial Services Inc.’s investment portfolio, making the stock its 17th biggest position.

A number of other institutional investors also recently added to or reduced their stakes in WMT. Entrust Financial LLC purchased a new position in shares of Walmart in the 4th quarter worth approximately $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart during the first quarter valued at approximately $29,000. Beacon Financial Strategies CORP acquired a new stake in Walmart in the fourth quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC grew its holdings in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC grew its holdings in Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on WMT. Tigress Financial reiterated a “buy” rating and set a $155.00 price objective (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. 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. BTIG Research restated a “buy” rating and set a $145.00 price target on shares of Walmart in a research note on Wednesday, June 3rd. Finally, Wolfe Research restated an “outperform” rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a report on Monday, May 11th. One 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 company’s stock. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Insider Activity

In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the sale, the executive vice president owned 577,853 shares in the company, valued at $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 100,730 shares of company stock valued at $12,444,624 over the last ninety days. 0.09% of the stock is currently owned by company insiders.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart said usage of its AI assistant Sparky has doubled, and the tool appears to be helping drive larger digital baskets, which supports the company’s omnichannel growth story. Walmart’s Sparky Usage Doubles: Is AI Driving Bigger Orders?
• Positive Sentiment: Walmart+ fuel discounts remain a popular membership perk, highlighting continued engagement with the subscription program and potential support for retention and recurring revenue. Walmart+ Executive Says Fuel Discounts Supercharge Member Engagement
• Positive Sentiment: Walmart is expanding in-house career pathways to train opticians, a move that could ease labor shortages in its Vision Center and Sam’s Club optical businesses while supporting service expansion. Walmart Expands In-House Career Pathways to Train Opticians
• Neutral Sentiment: Walmart is drawing elevated investor attention, but the coverage mainly reflects renewed interest rather than a clear new fundamental driver. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Recent commentary notes Walmart’s shares are being compared with peers like Costco, underscoring that investors are still debating the best retail valuation and growth mix rather than reacting to a company-specific shock. Walmart vs Costco: This Is The Better Stock To Buy
• Negative Sentiment: One article says Walmart’s valuation remains rich relative to its growth outlook, which may be pressuring the stock as investors question how much upside is left at current levels. Walmart (WMT) Stock Weighs Rich Valuation Against E-Commerce And Store Investment Potential
• Negative Sentiment: The stock also slipped in the latest session despite a broader market uptick, reinforcing near-term selling pressure. Walmart (WMT) Stock Falls Amid Market Uptick: What Investors Need to Know

Walmart Price Performance

WMT stock opened at $113.26 on Wednesday. Walmart Inc. has a 52-week low of $94.23 and a 52-week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The stock has a market cap of $901.33 billion, a price-to-earnings ratio of 39.74, a price-to-earnings-growth ratio of 4.27 and a beta of 0.59. The business has a fifty day moving average of $123.25 and a two-hundred day moving average of $122.22.

Walmart (NASDAQ:WMT) last announced 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 business 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 company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.61 EPS. 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, research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

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.