Walmart Inc. $WMT Shares Sold by Financial & Tax Architects LLC

Financial & Tax Architects LLC cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 9.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 71,868 shares of the retailer’s stock after selling 7,182 shares during the quarter. Walmart comprises approximately 2.0% of Financial & Tax Architects LLC’s portfolio, making the stock its 12th biggest holding. Financial & Tax Architects LLC’s holdings in Walmart were worth $8,932,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in WMT. Vanguard Group Inc. lifted its holdings in shares of Walmart by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after acquiring an additional 4,304,436 shares during the period. State Street Corp boosted its position in shares of Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares during the last quarter. Geode Capital Management LLC grew its holdings in Walmart by 6.8% in 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 purchased a new stake in Walmart in the fourth quarter valued at approximately $6,458,529,000. Finally, Fisher Asset Management LLC increased its position in Walmart by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after purchasing an additional 328,229 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 172,007 WMT call options, well above the normal daily level, suggesting some investors are positioning for a rebound.
• Positive Sentiment: Analysts and commentators highlighted Walmart Connect as a growing margin driver, supported by ad growth, marketplace expansion, seller spending, and e-commerce gains.
• Positive Sentiment: Walmart’s push into agentic shopping with Google’s Gemini and broader AI-enabled commerce is being viewed as a potential long-term catalyst for sales and ecosystem growth. Article Title
• Positive Sentiment: Walmart and Flipkart are preparing to expand quick-commerce capabilities in India, which could strengthen Walmart’s international digital growth story. Article Title
• Neutral Sentiment: Walmart was mentioned in coverage of Medicare obesity-drug coverage, where the company is helping seniors navigate benefits; this is supportive of its health-services positioning but is not a major near-term earnings driver. Article Title
• Negative Sentiment: Research notes and trading commentary said U.S. comparable sales may be slowing, with investors worried Walmart has leaned on price cuts and tariff refunds to manage inventory, potentially pressuring margins. Article Title
• Negative Sentiment: Shares also came under pressure after reports highlighted slowing domestic sales growth and a near eight-month low, reinforcing concerns about near-term fundamental momentum. Article Title
• Negative Sentiment: EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, which is typically routine but can still add a small amount of selling pressure sentiment-wise.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on WMT shares. Guggenheim increased their price target on shares of Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Craig Hallum set a $150.00 price objective on Walmart in a report on Friday, March 6th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart Trading Up 2.8%

Shares of WMT stock opened at $111.84 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The firm’s 50 day moving average price is $122.52 and its two-hundred day moving average price is $122.14. The stock has a market cap of $890.03 billion, a price-to-earnings ratio of 39.24, a price-to-earnings-growth ratio of 4.06 and a beta of 0.60.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the prior year, the business earned $0.61 earnings per share. The business’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. On average, analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Insider Activity

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. The trade was a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 104,505 shares of company stock worth $12,858,514 in the last quarter. 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.