Eagle Wealth Advisors LLC Purchases 7,229 Shares of Walmart Inc. $WMT

Eagle Wealth Advisors LLC increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 177.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 11,310 shares of the retailer’s stock after purchasing an additional 7,229 shares during the quarter. Walmart makes up about 1.3% of Eagle Wealth Advisors LLC’s holdings, making the stock its 16th biggest position. Eagle Wealth Advisors LLC’s holdings in Walmart were worth $1,408,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WMT. Vanguard Group Inc. grew its holdings in shares of Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after acquiring an additional 4,304,436 shares in the last quarter. State Street Corp increased its position in shares of Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after acquiring an additional 2,242,364 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after acquiring an additional 6,517,394 shares during the period. Norges Bank bought a new stake in Walmart during the fourth quarter worth $6,458,529,000. Finally, Fisher Asset Management LLC boosted its position in Walmart by 0.8% in the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after purchasing an additional 328,229 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on WMT. UBS Group set a $141.00 price objective on Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. TD Cowen reissued a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Guggenheim raised their price objective on shares of Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Evercore reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Finally, BTIG Research reiterated a “buy” rating and issued a $145.00 target price on shares of Walmart in a research note on Wednesday, June 3rd. One investment 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. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $138.85.

Insider Buying and Selling

In related news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the transaction, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. The trade was a 0.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 104,505 shares of company stock valued at $12,858,514. Corporate insiders own 0.09% of the company’s stock.

Walmart Trading Up 2.8%

Shares of WMT opened at $111.84 on Friday. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The business has a 50-day moving average of $122.52 and a 200 day moving average of $122.14. The firm has a market cap of $890.03 billion, a P/E ratio of 39.24, a price-to-earnings-growth ratio of 4.06 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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 the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company’s revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the firm 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, research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 172,007 WMT call options, well above the normal daily level, suggesting some investors are positioning for a rebound.
• Positive Sentiment: Analysts and commentators highlighted Walmart Connect as a growing margin driver, supported by ad growth, marketplace expansion, seller spending, and e-commerce gains.
• Positive Sentiment: Walmart’s push into agentic shopping with Google’s Gemini and broader AI-enabled commerce is being viewed as a potential long-term catalyst for sales and ecosystem growth. Article Title
• Positive Sentiment: Walmart and Flipkart are preparing to expand quick-commerce capabilities in India, which could strengthen Walmart’s international digital growth story. Article Title
• Neutral Sentiment: Walmart was mentioned in coverage of Medicare obesity-drug coverage, where the company is helping seniors navigate benefits; this is supportive of its health-services positioning but is not a major near-term earnings driver. Article Title
• Negative Sentiment: Research notes and trading commentary said U.S. comparable sales may be slowing, with investors worried Walmart has leaned on price cuts and tariff refunds to manage inventory, potentially pressuring margins. Article Title
• Negative Sentiment: Shares also came under pressure after reports highlighted slowing domestic sales growth and a near eight-month low, reinforcing concerns about near-term fundamental momentum. Article Title
• Negative Sentiment: EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, which is typically routine but can still add a small amount of selling pressure sentiment-wise.

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.