Keudell Morrison Wealth Management Invests $1.12 Million in Walmart Inc. $WMT

Keudell Morrison Wealth Management acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 10,072 shares of the retailer’s stock, valued at approximately $1,122,000.

Several other large investors have also modified their holdings of the stock. Fox Run Management L.L.C. acquired a new stake in Walmart in the third quarter valued at approximately $1,709,000. Van ECK Associates Corp grew its position in Walmart by 2.9% in the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after acquiring an additional 28,026 shares in the last quarter. Tennessee Valley Asset Management Partners grew its position in Walmart by 466.6% in the third quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock valued at $1,375,000 after acquiring an additional 10,988 shares in the last quarter. Florida Trust Wealth Management Co grew its position in Walmart by 7.0% in the fourth quarter. Florida Trust Wealth Management Co now owns 196,648 shares of the retailer’s stock valued at $21,909,000 after acquiring an additional 12,794 shares in the last quarter. Finally, Pensionfund Sabic acquired a new stake in Walmart in the fourth quarter valued at approximately $4,378,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Performance

Shares of WMT opened at $121.34 on Friday. The business’s fifty day moving average price is $126.83 and its 200 day moving average price is $120.03. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The stock has a market capitalization of $967.20 billion, a PE ratio of 44.28, a price-to-earnings-growth ratio of 4.84 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. During the same period last year, the business posted $0.61 earnings per share. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Analyst Upgrades and Downgrades

WMT has been the subject of several research analyst reports. Roth Mkm reiterated a “buy” rating and set a $138.00 target price on shares of Walmart in a research note on Friday, February 20th. Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. Mizuho increased their target price on Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research note on Monday, February 9th. Bank of America initiated coverage on Walmart in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 target price for the company. Finally, Truist Financial set a $140.00 target price on Walmart in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Walmart has an average rating of “Buy” and an average price target of $138.91.

Insider Activity

In related news, EVP Daniel J. Bartlett sold 1,335 shares of the firm’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total transaction of $166,381.05. Following the transaction, the executive vice president directly owned 636,843 shares in the company, valued at $79,369,743.09. This trade represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the transaction, the chief executive officer owned 687,287 shares in the company, valued at $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 109,983 shares of company stock valued at $13,908,797 over the last three months. 0.10% of the stock is currently owned by company insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart beat Q1 earnings and revenue estimates, driven by strong U.S. comparable sales, growing e-commerce, and rapid gains in advertising, marketplace, and membership revenue. Walmart reports revenue growth of 7.3%, up 5.9% in constant currency (cc)
• Positive Sentiment: Management reaffirmed its long-term FY2027 targets, signaling confidence in the business even as it navigates near-term volatility. WMT Q1 Earnings Call Shows Growth Amid Fuel Pressure
• Neutral Sentiment: Walmart’s digital strength remains a key theme, with analysts highlighting store-fulfilled pickup and delivery, marketplace expansion, and a growing AI-driven operating model. Walmart Earnings Call: Digital Strength, Fuel Headwinds
• Negative Sentiment: Shares are under pressure because Walmart’s guidance was cautious, with the company citing higher fuel costs and signs that lower-income consumers may pull back if gas prices stay elevated and tax-refund support fades. Walmart falls after issuing cautious guidance amid the high gas price environment
• Negative Sentiment: Walmart’s Q2 outlook missed consensus, reinforcing investor worries that fuel-driven consumer stress could slow spending and compress near-term profit growth. Walmart falls on guidance despite beating revenue estimates

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.