Walmart Inc. $WMT Shares Sold by Tevis Investment Management

Tevis Investment Management reduced its position in Walmart Inc. (NASDAQ:WMT) by 47.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,240 shares of the retailer’s stock after selling 5,533 shares during the quarter. Tevis Investment Management’s holdings in Walmart were worth $777,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Merkkuri Wealth Advisors LLC acquired a new stake in shares of Walmart in the 1st quarter worth $29,000. Entrust Financial LLC purchased a new position in Walmart during the 4th quarter worth $27,000. Beacon Financial Strategies CORP acquired a new position in Walmart during the 4th quarter valued at about $30,000. Bay Harbor Wealth Management LLC increased its position in Walmart by 57.4% during 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 in the last quarter. Finally, Clayton Financial Group LLC raised its stake in Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after buying an additional 193 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have weighed in on WMT shares. Erste Group Bank downgraded Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Guggenheim upped their price objective on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a report on Monday, April 13th. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Wolfe Research reiterated an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Finally, UBS Group set a $141.00 target price on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Insider Activity

In related news, EVP David W. Guggina sold 11,978 shares of the firm’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 owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 104,505 shares of company stock valued at $12,858,514 in the last three months. Corporate insiders own 0.09% of the company’s stock.

Walmart Trading Up 0.8%

Walmart stock opened at $114.78 on Tuesday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12 month low of $94.38 and a 12 month high of $135.15. The stock’s 50 day simple moving average is $120.14 and its two-hundred day simple moving average is $122.06. The firm has a market cap of $913.43 billion, a PE ratio of 40.27, a P/E/G ratio of 4.25 and a beta of 0.60.

Walmart (NASDAQ:WMT) last posted 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 firm had revenue of $177.75 billion during 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% on a year-over-year basis. During the same period in the previous year, the firm earned $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts and market commentary are emphasizing Walmart’s defensive profile versus peers, arguing that WMT offers strong recession-resistant exposure and an edge in AI integration and automation. Walmart Vs. Costco: Buy Walmart Over Costco for Defensive Coverage and AI Integration Superiority
• Positive Sentiment: Recent coverage says Walmart+ is helping drive recurring revenue, record membership additions, and stronger digital engagement, supported by faster delivery and broader omnichannel growth. Can Walmart+ Membership Keep WMT’s Growth Momentum Alive?
• Positive Sentiment: Multiple articles frame WMT as a stock investors are watching closely, with one note highlighting that the shares have recently moved higher and asking whether they remain attractive to buy. Walmart (NASDAQ:WMT) Shares Up 1.5% – Time to Buy?
• Neutral Sentiment: Options-market activity suggests traders are positioning for a larger move in Walmart, but the headline does not specify direction, so the near-term impact is uncertain. Are Options Traders Betting on a Big Move in Walmart Stock?
• Neutral Sentiment: Other articles mainly compare Walmart with peers or note that it is trending among investors, which adds visibility but does not point to a clear catalyst on its own. JSAIY or WMT: Which Is the Better Value Stock Right Now?

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.