Walmart Inc. $WMT Holdings Raised by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC boosted its position in shares of Walmart Inc. (NASDAQ:WMT) by 321.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 186,399 shares of the retailer’s stock after purchasing an additional 142,206 shares during the period. Elevation Point Wealth Partners LLC’s holdings in Walmart were worth $23,209,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Entrust Financial LLC bought a new stake in shares of Walmart in the 4th quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC bought a new position in Walmart during the first quarter valued at approximately $29,000. Beacon Financial Strategies CORP bought a new position in Walmart during the fourth quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC lifted its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC lifted its stake in Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after acquiring an additional 193 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the transaction, the executive vice president owned 574,953 shares in the company, valued at approximately $67,953,695.07. The trade was a 0.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is currently owned by insiders.

Walmart Price Performance

Shares of WMT stock opened at $111.84 on Friday. Walmart Inc. has a 12 month low of $94.23 and a 12 month high of $135.15. 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 firm has a market cap of $890.03 billion, a PE ratio of 39.24, a price-to-earnings-growth ratio of 4.17 and a beta of 0.60. The stock has a 50 day moving average of $122.15 and a 200-day moving average of $122.07.

Walmart (NASDAQ:WMT) last announced 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 business had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter last year, the company posted $0.61 earnings per share. Walmart’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. On average, equities analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Wall Street Analyst Weigh In

WMT has been the topic of several analyst reports. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. UBS Group set a $141.00 price objective on shares of Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. KeyCorp reiterated an “overweight” rating on shares of Walmart in a report on Friday, May 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 cut their target price on Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. One 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. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

Walmart Company 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.