Fifth Third Wealth Advisors LLC Buys 19,913 Shares of Walmart Inc. $WMT

Fifth Third Wealth Advisors LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 11.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 198,828 shares of the retailer’s stock after purchasing an additional 19,913 shares during the quarter. Walmart accounts for approximately 0.8% of Fifth Third Wealth Advisors LLC’s holdings, making the stock its 21st largest holding. Fifth Third Wealth Advisors LLC’s holdings in Walmart were worth $24,710,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC lifted its position in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management grew its holdings in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Stock Performance

WMT opened at $115.69 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The business has a fifty day simple moving average of $123.74 and a 200 day simple moving average of $122.17. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15. The company has a market capitalization of $920.67 billion, a PE ratio of 40.59, a price-to-earnings-growth ratio of 4.32 and a beta of 0.59.

Walmart (NASDAQ:WMT) last posted 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 firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter last year, the business earned $0.61 EPS. The company’s quarterly revenue was up 7.4% compared to the same quarter last year. 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 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on WMT. UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. Craig Hallum set a $150.00 price objective on Walmart in a research note on Friday, March 6th. Morgan Stanley increased their price objective on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Finally, BNP Paribas Exane decreased 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. One research 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 data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $138.85.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Insider Activity

In related news, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the sale, the executive vice president owned 577,853 shares of the company’s stock, valued at $71,607,543.76. This represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. 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. Over the last 90 days, insiders have sold 100,730 shares of company stock worth $12,444,624. Insiders own 0.09% of the company’s stock.

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.