Falcon Wealth Planning Has $2.12 Million Position in Walmart Inc. $WMT

Falcon Wealth Planning increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 34.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,059 shares of the retailer’s stock after acquiring an additional 4,410 shares during the period. Falcon Wealth Planning’s holdings in Walmart were worth $2,120,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Entrust Financial LLC acquired a new stake in shares of Walmart in the 4th quarter valued at $27,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the 4th quarter worth $30,000. Bay Harbor Wealth Management LLC raised its holdings in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. Clayton Financial Group LLC lifted its position in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after buying an additional 193 shares during the last quarter. Finally, Sankala Group LLC bought a new stake in shares of Walmart during the 4th quarter worth $33,000. 26.76% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $118.19, for a total value of $342,751.00. Following the transaction, the executive vice president directly owned 574,953 shares of the company’s stock, valued at approximately $67,953,695.07. This trade represents a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This represents a 8.74% 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 have sold a total of 100,730 shares of company stock worth $12,444,624 in the last quarter. Insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

WMT has been the topic of a number of recent analyst reports. Erste Group Bank cut Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. Wolfe Research reaffirmed an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Morgan Stanley upped their target price on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Craig Hallum set a $150.00 price target on shares of Walmart in a research note on Friday, March 6th. Finally, Truist Financial set a $140.00 price objective on Walmart in a research note on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Price Performance

WMT stock 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. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15. The company’s 50-day moving average is $123.74 and its 200-day moving average is $122.17. The stock 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 released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting 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 during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the previous year, the company posted $0.61 earnings per share. The company’s quarterly 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. Equities research analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart News Roundup

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

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.