TKG Advisors LLC Has $2.66 Million Stake in Walmart Inc. $WMT

TKG Advisors LLC cut its stake in Walmart Inc. (NASDAQ:WMT) by 17.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 21,390 shares of the retailer’s stock after selling 4,636 shares during the period. TKG Advisors LLC’s holdings in Walmart were worth $2,658,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Entrust Financial LLC acquired a new position in shares of Walmart during the fourth quarter worth about $27,000. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart in the 1st quarter valued at approximately $29,000. Beacon Financial Strategies CORP acquired a new stake in Walmart in the 4th quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC raised its position in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC lifted its stake in Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after acquiring an additional 193 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of Walmart stock opened at $111.84 on Friday. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15. The stock has a market cap of $890.03 billion, a P/E ratio of 39.24, a P/E/G ratio of 4.17 and a beta of 0.60. 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 business’s 50 day moving average is $122.15 and its 200-day moving average is $122.07.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s revenue was up 7.4% on a year-over-year basis. During the same period last year, the business 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. Equities research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $118.19, for a total value of $342,751.00. Following the completion of the transaction, the executive vice president owned 574,953 shares of the company’s stock, valued at $67,953,695.07. This trade represents a 0.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, 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 business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. This 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. Over the last quarter, insiders have sold 104,505 shares of company stock valued at $12,858,514. 0.09% of the stock is owned by company insiders.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

Analyst Ratings Changes

WMT has been the subject of a number of recent research reports. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Morgan Stanley boosted their price objective on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Raymond James Financial restated an “outperform” rating and set a $135.00 target price on shares of Walmart in a report on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Finally, Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. One investment 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. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

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.