PSI Advisors LLC Acquires 7,941 Shares of Walmart Inc. $WMT

PSI Advisors LLC lifted its holdings in Walmart Inc. (NASDAQ:WMT) by 154.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,068 shares of the retailer’s stock after acquiring an additional 7,941 shares during the period. PSI Advisors LLC’s holdings in Walmart were worth $1,456,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in Walmart by 28.8% in the fourth 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 last quarter. Revolve Wealth Partners LLC lifted its stake in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management lifted its stake in Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on WMT shares. Morgan Stanley raised their price objective on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Citigroup reissued a “buy” rating and issued a $147.00 price objective (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Oppenheimer reaffirmed an “outperform” rating and set a $140.00 target price (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $135.00 target price on shares of Walmart in a research report on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $138.71.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: TD Cowen raised its price target on Walmart to $150 from $145 and kept a Buy rating, citing strong grocery traffic that could support sales momentum. TD Cowen Boosts Target on Walmart (WMT) Amid Strong Grocery Traffic
• Positive Sentiment: Walmart’s e-commerce business grew 26%, while ads and membership revenue continue to scale, supporting the company’s longer-term profit mix. Target vs. Walmart: Which Retail Stock Is the Better Buy After Earnings?
• Neutral Sentiment: Walmart is being added to the Russell 3000 elite/top 10 during the June reconstitution, which is notable for index investors but not a direct fundamental catalyst. Walmart Joins Russell 3000 Elite As Investors Weigh Q1 Shakeup
• Neutral Sentiment: Walmart launched a logistics program to streamline distribution and simplify supplier shipments, a cost-efficiency move that could help over time. Walmart Debuts Program to Streamline Distribution Network
• Negative Sentiment: Recent commentary continues to focus on Walmart’s post-earnings slide, with investors worried that fuel and other costs are squeezing margins and overshadowing growth. Walmart Sinks 8.1% Post Q1 Earnings: Exit WMT Stock or Stay Put?
• Negative Sentiment: RBC Capital trimmed its price target to $137 from $140 after Walmart’s in-line quarter and softer-than-expected guidance, reinforcing concerns about near-term earnings momentum. Walmart (WMT) – Among the Top 12 Picks for a Dividend Stock Portfolio For Retirement

Walmart Stock Performance

Shares of WMT stock opened at $118.54 on Thursday. The firm has a market cap of $944.88 billion, a price-to-earnings ratio of 41.59, a PEG ratio of 4.42 and a beta of 0.65. The company’s 50 day moving average is $126.36 and its 200 day moving average is $120.53. 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 Inc. has a 52-week low of $93.43 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The company 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%. Walmart’s revenue was up 7.4% compared to the same quarter last year. During the same period last year, the company posted $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, sell-side analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Activity at Walmart

In related news, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total transaction of $166,381.05. Following the transaction, the executive vice president directly owned 636,843 shares of the company’s stock, valued at $79,369,743.09. This trade represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president directly owned 577,853 shares in the company, valued at approximately $71,607,543.76. The trade was a 0.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 106,592 shares of company stock valued at $13,436,513 over the last quarter. 0.10% of the stock is owned by insiders.

About Walmart

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.