WCG Wealth Advisors LLC Purchases 42,665 Shares of Walmart Inc. $WMT

WCG Wealth Advisors LLC increased its position in Walmart Inc. (NASDAQ:WMT) by 45.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 136,678 shares of the retailer’s stock after acquiring an additional 42,665 shares during the period. WCG Wealth Advisors LLC’s holdings in Walmart were worth $15,227,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after purchasing an additional 4,304,436 shares during the period. State Street Corp grew its holdings in Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after purchasing an additional 2,242,364 shares during the period. Geode Capital Management LLC grew its holdings in Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares during the period. Norges Bank bought a new stake in Walmart during the fourth quarter valued at about $6,458,529,000. Finally, Fisher Asset Management LLC grew its holdings in Walmart by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock valued at $4,526,238,000 after purchasing an additional 328,229 shares during the period. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling

In other Walmart news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares in the company, valued at $82,021,470.96. This represents a 1.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at 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 company’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 value of $2,303,320.08. Following the sale, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. 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 sold 117,008 shares of company stock valued at $14,492,704 in the last ninety days. Company insiders own 0.09% of the company’s stock.

Walmart Price Performance

NASDAQ:WMT opened at $116.89 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 company has a market capitalization of $930.22 billion, a P/E ratio of 41.01, a P/E/G ratio of 4.22 and a beta of 0.59. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15. The business’s 50-day moving average is $125.79 and its 200 day moving average is $120.98.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. 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. On average, equities research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: BTIG Research reaffirmed its Buy rating on Walmart and raised its price target to $145, implying meaningful upside and reinforcing confidence in the company’s growth outlook. BTIG Reaffirms Buy on Walmart
• Positive Sentiment: Tigress Financial also boosted its Walmart price target to $155 from $150, citing the company’s AI-driven platform shift and digital expansion as key long-term catalysts. Tigress Raises Walmart Price Target
• Positive Sentiment: Business Insider reported that Walmart’s internal AI coding tool, “Code Puppy,” is designed to reduce vendor lock-in and control tech costs, signaling a more flexible and potentially more efficient technology strategy. Walmart Code Puppy AI Strategy
• Positive Sentiment: Walmart’s AI-powered employee coding tool remains a positive sign for productivity gains, even as the company capped token usage to reduce duplicate requests and manage demand. Walmart AI Coding Tool Token Limit
• Neutral Sentiment: Several market commentary pieces compared Walmart with Target and other ecommerce/retail peers, but these were mostly sector-level opinion articles rather than company-specific fundamentals. Ecommerce Stocks To Follow Today
• Neutral Sentiment: Articles about Walmart and Florida community support highlight corporate citizenship, but they are unlikely to have a major near-term impact on the stock. Walmart Community Support in Florida
• Negative Sentiment: A new class action lawsuit alleges Walmart’s hiring practices in Massachusetts may violate state employment and privacy laws, increasing legal and compliance risk for the retailer. Walmart Massachusetts Hiring Lawsuit
• Negative Sentiment: Reports that Amazon has overtaken Walmart as the top company in the Fortune 500 are a symbolic but negative headline, underscoring intensifying competition in retail and e-commerce. Amazon Knocks Walmart from Fortune 500 Top Spot

Analyst Ratings Changes

Several research firms have issued reports on WMT. Royal Bank Of Canada reissued an “outperform” rating and set a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Tigress Financial reissued a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a report on Friday, February 20th. Oppenheimer restated an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. Finally, Craig Hallum set a $150.00 price objective on Walmart in a research report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

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.