Walmart Inc. $WMT Shares Bought by Sunbelt Securities Inc.

Sunbelt Securities Inc. raised its holdings in Walmart Inc. (NASDAQ:WMT) by 11.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 57,093 shares of the retailer’s stock after buying an additional 5,869 shares during the quarter. Sunbelt Securities Inc.’s holdings in Walmart were worth $6,361,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Entrust Financial LLC purchased a new position in shares of Walmart in the 4th quarter valued at approximately $27,000. Redmont Wealth Advisors LLC purchased a new stake in Walmart during the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP purchased a new stake in Walmart during the 4th quarter worth approximately $30,000. Bay Harbor Wealth Management LLC increased its stake 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 purchasing an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC increased its stake in Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of Walmart 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 transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. The trade was a 0.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,385 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $119.83, for a total transaction of $165,964.55. Following the completion of the transaction, the executive vice president owned 633,784 shares of the company’s stock, valued at approximately $75,946,336.72. This represents a 0.22% 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 ninety days, insiders have sold 117,246 shares of company stock worth $14,493,147. 0.09% of the stock is currently owned by insiders.

Walmart Stock Performance

NASDAQ WMT opened at $117.18 on Friday. The firm has a market capitalization of $932.53 billion, a P/E ratio of 41.12, a PEG ratio of 4.41 and a beta of 0.59. The stock has a 50-day simple moving average of $124.81 and a two-hundred day simple moving average of $122.07. 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 Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate 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 return on equity of 21.25% and a net margin of 3.13%.Walmart’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period last year, the company 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, equities analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have recently commented on WMT. Craig Hallum set a $150.00 price objective on shares of Walmart in a research note on Friday, March 6th. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Morgan Stanley lifted their price target on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. One investment 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 company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

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.