Claris Financial LLC Takes $968,000 Position in Walmart Inc. $WMT

Claris Financial LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the 4th quarter, Holdings Channel reports. The firm acquired 8,691 shares of the retailer’s stock, valued at approximately $968,000.

Several other institutional investors have also recently made changes to their positions in WMT. Entrust Financial LLC purchased a new position in shares of Walmart during the fourth quarter valued at about $27,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart in the fourth quarter worth about $30,000. Redmont Wealth Advisors LLC bought a new position in Walmart during the third quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC boosted its stake in Walmart by 57.4% during the fourth 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 grew its holdings 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 buying an additional 193 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Bank of America assumed coverage on shares of Walmart in a research report on Friday, February 27th. They issued a “buy” rating and a $150.00 price target on the stock. Raymond James Financial reissued an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research note on Friday, March 6th. TD Cowen restated a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Tigress Financial restated a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Finally, Truist Financial set a $140.00 price target on shares of Walmart in a report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Trading Down 0.8%

WMT stock opened at $117.18 on Friday. Walmart Inc. has a 12 month low of $94.23 and a 12 month high of $135.15. The firm’s 50-day moving average is $124.81 and its 200 day moving average is $122.07. The company has a market capitalization of $932.53 billion, a PE ratio of 41.12, a P/E/G ratio of 4.41 and a beta of 0.59. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23.

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

Trending Headlines about Walmart

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

Insider Activity at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value 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. This trade represents a 0.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the transaction, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 117,246 shares of company stock valued at $14,493,147 over the last quarter. 0.09% 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.