TMB Capital Partners LLC Makes New Investment in Walmart Inc. $WMT

TMB Capital Partners LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 139,984 shares of the retailer’s stock, valued at approximately $15,596,000. Walmart comprises about 5.3% of TMB Capital Partners LLC’s portfolio, making the stock its 3rd largest position.

A number of other hedge funds also recently modified their holdings of the business. Entrust Financial LLC bought a new position in shares of Walmart during the fourth quarter worth about $27,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart in the 4th quarter worth approximately $30,000. Redmont Wealth Advisors LLC acquired a new position in Walmart in the third quarter valued at $30,000. Bay Harbor Wealth Management LLC raised its position in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC lifted its stake in shares of Walmart by 193.0% in 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 during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, March 26th. The shares were sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the sale, the director directly owned 4,213,406 shares of the company’s stock, valued at $518,923,082.96. The trade was a 0.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 117,246 shares of company stock valued at $14,493,147 in the last 90 days. Insiders own 0.09% of the company’s stock.

Walmart Price Performance

NASDAQ:WMT opened at $117.18 on Friday. The firm has a market capitalization of $932.53 billion, a price-to-earnings ratio of 41.12, a P/E/G ratio of 4.41 and a beta of 0.59. Walmart Inc. has a 52-week low of $94.23 and a 52-week high of $135.15. The stock has a fifty day moving average of $124.81 and a 200 day 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 (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter last year, the business posted $0.61 EPS. The business’s revenue was up 7.4% on a year-over-year basis. 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 expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms recently commented on WMT. UBS Group set a $141.00 target price on Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Raymond James Financial restated an “outperform” rating and set a $135.00 price target on shares of Walmart in a report on Friday, March 6th. BNP Paribas Exane reduced their price objective on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. Evercore reiterated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Finally, TD Cowen reiterated a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $138.85.

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

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.