Collaborative Wealth Managment Inc. Lowers Position in Walmart Inc. $WMT

Collaborative Wealth Managment Inc. decreased its stake in shares of Walmart Inc. (NASDAQ:WMT) by 67.7% during the 1st quarter, Holdings Channel reports. The institutional investor owned 2,308 shares of the retailer’s stock after selling 4,840 shares during the period. Collaborative Wealth Managment Inc.’s holdings in Walmart were worth $287,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Entrust Financial LLC bought a new position in shares of Walmart during the fourth quarter valued at about $27,000. Merkkuri Wealth Advisors LLC bought a new stake in Walmart in the 1st quarter worth about $29,000. Beacon Financial Strategies CORP bought a new stake in Walmart in the 4th quarter worth about $30,000. Bay Harbor Wealth Management LLC increased its stake 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 increased 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 buying an additional 193 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart, General Mills, and ADM announced a collaboration to expand regenerative agriculture across 40,000 Midwest wheat acres, a move that supports the company’s sustainability goals and could strengthen supplier relationships over time. General Mills, ADM, Walmart Partner to Accelerate Regenerative Agriculture Across 40,000 Midwest Wheat Acres
• Positive Sentiment: Walmart highlighted its back-to-school push, emphasizing low prices, convenience, and style, which could support near-term traffic and seasonal sales as families shop for the new school year. Walmart Helps Americans Navigate Their Annual Back-to-School Reset with Unmatched Value, Convenience and Style
• Positive Sentiment: Walmart declared its 53rd dividend increase, reinforcing its reputation as a dependable income stock and signaling management confidence in cash generation. Walmart just declared its 53rd dividend increase
• Neutral Sentiment: Coverage comparing Walmart with Johnson & Johnson framed both as defensive names with different strategies, but it did not introduce a clear new catalyst for WMT shares. Walmart vs Johnson & Johnson: Two Defensive Plays, Diverging Strategies and One Winner
• Neutral Sentiment: Analyst and media pieces again raised valuation concerns, noting Walmart’s high earnings multiple and suggesting the stock may be expensive after a strong multi-year run, which can cap upside even if fundamentals remain solid. Walmart (WMT) Stock Could Be 16% Overvalued Following Dividend Hike
• Negative Sentiment: A Zacks note said Walmart stock sank while the broader market gained, pointing to relative weakness and reinforcing investor concern that the shares may be losing momentum. Walmart (WMT) Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: Competitive commentary from Jefferies favoring Amazon as a cheaper way to gain exposure to AI infrastructure and retail may pressure Walmart by reminding investors of stronger alternatives in retail-related exposure. AMZN Stock Is Cheaper Than WMT And GOOGL
• Negative Sentiment: Reports that some Spark delivery workers are frustrated by a new app feature could indicate operational friction in Walmart’s delivery network, though the financial impact is unclear for now. Walmart delivery workers say a new app feature is sending them running around stores

Walmart Price Performance

Shares of NASDAQ WMT opened at $112.53 on Thursday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock has a fifty day simple moving average of $119.44 and a two-hundred day simple moving average of $122.08. Walmart Inc. has a 1-year low of $94.43 and a 1-year high of $135.15. The firm has a market cap of $895.52 billion, a price-to-earnings ratio of 39.48, a price-to-earnings-growth ratio of 4.24 and a beta of 0.60.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period in the previous year, the company posted $0.61 earnings per share. The business’s revenue was up 7.4% on a year-over-year basis. 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.

Insiders Place Their Bets

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the transaction, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. This trade represents a 0.60% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 87,145 shares of company stock worth $10,691,920 in the last ninety days. 0.09% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Evercore restated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Morgan Stanley increased their price target on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. TD Cowen reissued a “buy” rating and issued a $150.00 price objective (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Finally, Truist Financial set a $140.00 price objective on Walmart in a research note on Thursday, May 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

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.