BCS Wealth Management Sells 7,659 Shares of Walmart Inc. $WMT

BCS Wealth Management cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 53.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 6,775 shares of the retailer’s stock after selling 7,659 shares during the quarter. BCS Wealth Management’s holdings in Walmart were worth $842,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its position in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC raised its holdings in Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management lifted its position in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Bank of America assumed coverage on shares of Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price target on the stock. Guggenheim raised their price objective on shares of Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a report on Monday, April 13th. UBS Group set a $141.00 price objective on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. Craig Hallum set a $150.00 target price on Walmart in a research report on Friday, March 6th. Finally, Evercore restated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Insider Transactions at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the completion of the sale, the executive vice president directly owned 577,853 shares in the company, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. 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. Insiders have sold 100,730 shares of company stock worth $12,444,624 over the last quarter. Corporate insiders own 0.09% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $115.78 on Friday. The company has a 50 day simple moving average of $123.93 and a two-hundred day simple moving average of $122.21. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The company has a market capitalization of $921.39 billion, a price-to-earnings ratio of 40.62, a P/E/G ratio of 4.44 and a beta of 0.59. 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 issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates 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 period in the previous year, the firm posted $0.61 EPS. The business’s revenue for the quarter 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. Analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding its Shapermint partnership into 1,600 more U.S. stores, adding another growth driver in apparel and broadening its non-grocery assortment. Article Title
• Positive Sentiment: Reports that Walmart plans to acquire Vibe.co suggest the company is investing to grow its connected-TV and retail-media advertising business, which could improve high-margin revenue. Article Title
• Neutral Sentiment: Analyst-style articles comparing Walmart with Walmart de Mexico focus on relative valuation rather than a new operational catalyst, so the stock impact appears limited. Article Title
• Neutral Sentiment: News that Walmart Business is working to reduce friction for small businesses is supportive of the long-term strategy, but it is not likely to move the shares much on its own. Article Title
• Negative Sentiment: Multiple reports say Amazon has overtaken Walmart as the largest U.S. retailer by gross merchandise value, highlighting competitive pressure and potentially tempering investor sentiment around Walmart’s retail dominance. Article Title
• Negative Sentiment: Another report emphasizing Amazon’s rise as the first retailer larger than Walmart since the Sears era may reinforce concerns that Walmart is losing some scale advantage. Article Title

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.