Journey Advisory Group LLC Sells 10,787 Shares of Walmart Inc. $WMT

Journey Advisory Group LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 12.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 76,547 shares of the retailer’s stock after selling 10,787 shares during the period. Journey Advisory Group LLC’s holdings in Walmart were worth $9,416,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. MFA Wealth Services grew its position in shares of Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after acquiring an additional 80 shares during the period. Realta Investment Advisors raised its holdings in Walmart by 2.0% in the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after purchasing an additional 81 shares during the period. Compton Financial Group LLC raised its holdings in Walmart by 4.1% in the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after purchasing an additional 82 shares during the period. Renaissance Group LLC lifted its position in Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after purchasing an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. lifted its position in Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart Price Performance

NASDAQ:WMT opened at $112.53 on Thursday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The business’s 50-day simple moving average is $119.44 and its two-hundred day simple moving average is $122.08. The stock has a market cap of $895.52 billion, a PE ratio of 39.48, a P/E/G ratio of 4.24 and a beta of 0.60. Walmart Inc. has a 52 week low of $94.43 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. The business had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the business earned $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. As a group, analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have commented on WMT. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Truist Financial set a $140.00 price objective on Walmart in a research report on Thursday, May 21st. BNP Paribas Exane cut their price objective on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research note on Friday, May 22nd. UBS Group set a $141.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Friday, May 22nd. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. 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 company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart, General Mills, and ADM announced a collaboration to expand regenerative agriculture across 40,000 Midwest wheat acres, a move that supports the company’s sustainability goals and could strengthen supplier relationships over time. General Mills, ADM, Walmart Partner to Accelerate Regenerative Agriculture Across 40,000 Midwest Wheat Acres
• Positive Sentiment: Walmart highlighted its back-to-school push, emphasizing low prices, convenience, and style, which could support near-term traffic and seasonal sales as families shop for the new school year. Walmart Helps Americans Navigate Their Annual Back-to-School Reset with Unmatched Value, Convenience and Style
• Positive Sentiment: Walmart declared its 53rd dividend increase, reinforcing its reputation as a dependable income stock and signaling management confidence in cash generation. Walmart just declared its 53rd dividend increase
• Neutral Sentiment: Coverage comparing Walmart with Johnson & Johnson framed both as defensive names with different strategies, but it did not introduce a clear new catalyst for WMT shares. Walmart vs Johnson & Johnson: Two Defensive Plays, Diverging Strategies and One Winner
• Neutral Sentiment: Analyst and media pieces again raised valuation concerns, noting Walmart’s high earnings multiple and suggesting the stock may be expensive after a strong multi-year run, which can cap upside even if fundamentals remain solid. Walmart (WMT) Stock Could Be 16% Overvalued Following Dividend Hike
• Negative Sentiment: A Zacks note said Walmart stock sank while the broader market gained, pointing to relative weakness and reinforcing investor concern that the shares may be losing momentum. Walmart (WMT) Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: Competitive commentary from Jefferies favoring Amazon as a cheaper way to gain exposure to AI infrastructure and retail may pressure Walmart by reminding investors of stronger alternatives in retail-related exposure. AMZN Stock Is Cheaper Than WMT And GOOGL
• Negative Sentiment: Reports that some Spark delivery workers are frustrated by a new app feature could indicate operational friction in Walmart’s delivery network, though the financial impact is unclear for now. Walmart delivery workers say a new app feature is sending them running around stores

Insider Activity at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction that occurred 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 directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on 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 transaction, the director 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 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 87,145 shares of company stock worth $10,691,920 in the last three months. Corporate 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.