Cvfg LLC Boosts Stake in Walmart Inc. $WMT

Cvfg LLC boosted its position in shares of Walmart Inc. (NASDAQ:WMT) by 640.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 50,908 shares of the retailer’s stock after buying an additional 44,033 shares during the period. Cvfg LLC’s holdings in Walmart were worth $6,327,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. MFA Wealth Services increased its position in shares of Walmart by 0.7% during the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after acquiring an additional 80 shares during the period. Realta Investment Advisors increased its holdings in Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after purchasing an additional 81 shares during the period. Compton Financial Group LLC raised its position in Walmart by 4.1% during the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after purchasing an additional 82 shares in the last quarter. Renaissance Group LLC lifted its holdings in shares of Walmart by 0.9% in the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after buying an additional 83 shares during the period. Finally, Calton & Associates Inc. grew its position in shares of Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after buying an additional 84 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart said it is offering thousands of lower prices across its stores and Sam’s Club, reinforcing its value leadership and potentially boosting customer traffic. Walmart (WMT) Offers Lower Prices Across Stores and Clubs
• Positive Sentiment: Analysts and commentators continue to favor Walmart as a high-quality defensive retailer, with several pieces calling the pullback a buying opportunity for long-term investors.
• Positive Sentiment: Walmart’s AI shopping push could improve product discovery and personalization, strengthening its e-commerce and omnichannel strategy versus competitors like Amazon. Amazon and Walmart’s AI Shopping Race Is Now a Battle for Context, Not Clicks
• Positive Sentiment: Coverage around Walmart’s health event suggests the company may be building a larger healthcare business, which could become an additional long-term growth driver. Walmart’s (WMT) Health Event Is Secretly A Huge Bet On Healthcare
• Neutral Sentiment: Several media appearances, including Jim Cramer commentary, highlighted Walmart as a “buy the dip” name, but these remarks are sentiment-driven rather than a direct fundamental change.
• Negative Sentiment: Walmart also faced legal overhangs, including a Texas driver-pay settlement and a new California class-action filing tied to an AI pricing allegation, which could create headline risk. Walmart (WMT) Pays $13 Million To Settle Driver Pay Case As New AI Suit Lands

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. BNP Paribas Exane decreased their price objective on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a report on Friday, May 22nd. Evercore restated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Wolfe Research reiterated an “outperform” rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a report on Monday, June 8th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Trading Down 0.8%

NASDAQ:WMT opened at $112.21 on Friday. The stock has a market capitalization of $892.98 billion, a price-to-earnings ratio of 39.37, a PEG ratio of 4.22 and a beta of 0.60. 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 firm has a 50 day moving average of $120.76 and a 200 day moving average of $122.02.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting 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 net margin of 3.13% and a return on equity of 21.25%. The business’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the previous year, the company earned $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, sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Activity

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the sale, the executive vice president owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction dated 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 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 disclosure for this sale is available in the SEC filing. Insiders sold 104,505 shares of company stock worth $12,858,514 over the last quarter. Company insiders own 0.09% of the company’s stock.

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.