Siemens Fonds Invest GmbH Buys 14,916 Shares of Walmart Inc. $WMT

Siemens Fonds Invest GmbH lifted its stake in Walmart Inc. (NASDAQ:WMT) by 11.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 149,086 shares of the retailer’s stock after purchasing an additional 14,916 shares during the quarter. Walmart comprises approximately 0.9% of Siemens Fonds Invest GmbH’s holdings, making the stock its 14th largest position. Siemens Fonds Invest GmbH’s holdings in Walmart were worth $16,686,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Fox Run Management L.L.C. bought a new stake in shares of Walmart in the 3rd quarter worth approximately $1,709,000. Vise Technologies Inc. boosted its position in shares of Walmart by 42.1% in the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after purchasing an additional 81,635 shares in the last quarter. Van ECK Associates Corp boosted its position in shares of Walmart by 2.9% in the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after purchasing an additional 28,026 shares in the last quarter. Life Cycle Investment Partners Ltd bought a new stake in shares of Walmart in the 4th quarter worth approximately $40,855,000. Finally, Tennessee Valley Asset Management Partners boosted its position in shares of Walmart by 466.6% in the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock worth $1,375,000 after purchasing an additional 10,988 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s advertising business is reportedly surging as marketplace activity, seller spending, and digital engagement boost retail media revenue, reinforcing a fast-growing higher-margin profit stream. Walmart’s Advertising Revenues Soar: Is Retail Media Paying Off?
• Positive Sentiment: New delivery options, including Subway meals through Walmart delivery, suggest the company is continuing to expand convenience offerings and deepen customer engagement. Walmart Inc (WMT) Adds Subway Meals Delivery. Get the Bigger Picture
• Positive Sentiment: Walmart was highlighted among the best S&P 500 stocks to buy now according to analysts, signaling continued confidence in its defensive business model and growth profile. Walmart (WMT) – Among the 14 Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Quarterly earnings season coverage showed Walmart outperforming many large-format grocery and general merchandise peers, reinforcing relative strength versus competitors. Q1 Earnings Outperformers: Walmart (NASDAQ:WMT) And The Rest of the Large-format Grocery & General Merchandise Retailer Stocks
• Neutral Sentiment: Several articles debated whether Walmart’s recent rally is fully justified and whether the stock’s party is over, but these pieces were more commentary than a direct business catalyst. Walmart (WMT) Stock After Recent Retail Sentiment Shifts Is The Rally Justified
• Neutral Sentiment: One executive stock sale and a price-prediction style article could create some headline noise, but they do not appear to materially change the company’s operating outlook. Walmart (NASDAQ:WMT) EVP Sells $1,435,203.96 in Stock
• Negative Sentiment: One article argued another e-commerce and fintech company may be a better buy than Walmart, which could slightly temper enthusiasm at the margin, though it does not alter Walmart’s fundamentals. Forget Walmart: This E-Commerce and Fintech Giant Is Growing 40% YoY and Is a Better Buy

Analyst Upgrades and Downgrades

A number of analysts have recently commented on WMT shares. Morgan Stanley boosted their price target on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. TD Cowen reiterated a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Raymond James Financial reissued an “outperform” rating and issued a $135.00 target price on shares of Walmart in a report on Friday, March 6th. Bank of America assumed coverage on Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 price target for the company. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a report on Monday, June 8th. One research 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, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart Trading Up 0.2%

Shares of NASDAQ:WMT opened at $121.03 on Wednesday. The company has a market cap of $963.17 billion, a P/E ratio of 42.47, a PEG ratio of 4.51 and a beta of 0.59. 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 $93.62 and a 1 year high of $135.15. The stock’s fifty day moving average price is $125.09 and its 200-day moving average price is $121.96.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate 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 period in the prior year, the company 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. Sell-side analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Activity

In other news, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This represents a 8.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the 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 transaction, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 128,986 shares of company stock worth $15,927,908. Insiders own 0.09% of the company’s stock.

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.