Integrated Advisors Network LLC Trims Stock Position in Walmart Inc. $WMT

Integrated Advisors Network LLC trimmed its holdings in Walmart Inc. (NASDAQ:WMT) by 16.0% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 52,104 shares of the retailer’s stock after selling 9,891 shares during the period. Integrated Advisors Network LLC’s holdings in Walmart were worth $6,475,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its position in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after buying an additional 485 shares during the last quarter. Peterson Wealth Management lifted its position in Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in shares of Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the sale, the director directly owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the sale, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 104,505 shares of company stock worth $12,858,514. Corporate insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

WMT has been the topic of a number of research analyst reports. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Tigress Financial reissued a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. One equities research 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 stock. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart Stock Performance

Shares of WMT opened at $113.10 on Thursday. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15. The stock has a market capitalization of $900.06 billion, a PE ratio of 39.68, a PEG ratio of 4.16 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. The stock has a 50-day simple moving average of $121.07 and a 200-day simple moving average of $122.03.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66. The firm 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 quarterly 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. On average, analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s aggressive price cuts are being viewed as a strategy to win inflation-weary shoppers and strengthen its grocery leadership, which analysts and commentators say could support sales volume and customer loyalty. Walmart stock gains after price cuts as analysts back grocery strategy
• Positive Sentiment: Several pieces framed Walmart as a blue-chip retail winner in volatile markets, with its scale, dividend, and resilient business model making it a preferred defensive name for investors. 3 Blue-Chip Retail Stocks to Trust as Volatility Favors Quality
• Positive Sentiment: Commentary from Jim Cramer and others characterized the recent pullback in WMT as a buying opportunity, suggesting investors may be looking past near-term volatility and focusing on Walmart’s durable earnings profile. Jim Cramer calls Walmart selloff an ‘incredible buying opportunity,’ says fears ‘have gone out the window’
• Neutral Sentiment: Walmart is also being compared favorably with Target and other retailers on revenue consistency and scale, reinforcing its quality profile but without a clear new catalyst. Walmart and Target: Comparing Revenue Consistency and Scale
• Neutral Sentiment: Trump’s public praise for Walmart’s price cuts has added visibility to the stock, but the move is still fundamentally about pricing strategy rather than a direct financial update. President Trump says Walmart will lower prices by ‘a lot’ — but the retail beast has already been slashing prices
• Negative Sentiment: Some articles warned that deeper discounting could pressure margins, and Walmart also faces ongoing legal headlines, including a $13 million driver-pay settlement and a new AI-related lawsuit. Walmart (WMT) Pays $13 Million To Settle Driver Pay Case As New AI Suit Lands

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.