Navigation Group LLC Invests $662,000 in Walmart Inc. $WMT

Navigation Group LLC acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,325 shares of the retailer’s stock, valued at approximately $662,000.

A number of other large investors have also modified their holdings of WMT. MFA Wealth Services increased its holdings in Walmart by 0.7% in the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after buying an additional 80 shares during the period. Realta Investment Advisors lifted its holdings in shares of Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after acquiring an additional 81 shares during the period. Compton Financial Group LLC boosted its position in shares of Walmart by 4.1% during the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after acquiring an additional 82 shares in the last quarter. Renaissance Group LLC boosted its position in shares of Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after acquiring an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. increased its stake in Walmart by 0.3% in the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after acquiring an additional 84 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares of the company’s stock, valued at $69,074,186.76. The trade was a 0.60% decrease in their position. The sale was disclosed in a legal filing 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, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $132.21, for a total value of $2,566,989.36. Following the sale, the director owned 4,193,995 shares in the company, valued at approximately $554,488,078.95. This trade represents a 0.46% 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. Insiders have sold a total of 87,145 shares of company stock valued at $10,691,920 in the last ninety days. 0.09% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on WMT shares. KeyCorp reissued an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Wolfe Research reaffirmed an “outperform” rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Morgan Stanley upped their price objective on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Erste Group Bank cut Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Finally, BTIG Research restated a “buy” rating and set a $145.00 target price on shares of Walmart in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Walmart Trading Down 1.0%

Shares of Walmart stock opened at $112.53 on Thursday. Walmart Inc. has a 12-month low of $94.43 and a 12-month high of $135.15. The stock has a market capitalization of $895.52 billion, a P/E ratio of 39.48, a price-to-earnings-growth ratio of 4.24 and a beta of 0.60. The company has a 50-day simple moving average of $119.44 and a 200 day simple moving average of $122.08. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting 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 company’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the previous 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. Research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

More Walmart News

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 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.