MSH Capital Advisors LLC Has $2.43 Million Stake in Walmart Inc. $WMT

MSH Capital Advisors LLC grew its stake in Walmart Inc. (NASDAQ:WMT) by 38.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,782 shares of the retailer’s stock after purchasing an additional 5,999 shares during the period. MSH Capital Advisors LLC’s holdings in Walmart were worth $2,427,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of 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 lifted its holdings in shares of Walmart by 1.2% during the 3rd 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 period. Fisher Asset Management LLC lifted its holdings in shares of Walmart by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after acquiring an additional 328,229 shares during the period. Legal & General Group Plc lifted its holdings in shares of Walmart by 3.5% during the 3rd quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer’s stock worth $2,810,288,000 after acquiring an additional 934,468 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in shares of Walmart by 0.4% during the 3rd quarter. Raymond James Financial Inc. now owns 24,990,692 shares of the retailer’s stock worth $2,575,541,000 after acquiring an additional 93,459 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Walmart news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the transaction, the executive vice president directly owned 486,764 shares of the company’s stock, valued at approximately $62,203,571.56. The trade was a 3.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 126,008 shares of company stock worth $15,896,715 over the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on WMT shares. Truist Financial set a $140.00 price objective on shares of Walmart in a report on Thursday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $145.00 price objective on shares of Walmart in a report on Tuesday, May 12th. BNP Paribas Exane reduced their price objective on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a report on Friday. Finally, 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. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $138.71.

Walmart Stock Performance

Shares of WMT stock opened at $120.27 on Tuesday. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The company has a market capitalization of $958.67 billion, a P/E ratio of 42.20, a P/E/G ratio of 4.45 and a beta of 0.65. The firm has a 50-day moving average price of $126.67 and a 200 day moving average price of $120.29. The company has a quick ratio of 0.24, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period last year, the firm posted $0.61 EPS. The firm’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. Research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart posted strong first-quarter revenue of $177.8 billion, up 7.3% year over year, with global e-commerce sales jumping 26% and advertising growing 37%, reinforcing the company’s growth beyond traditional retail. Walmart Stock Fell After Its Earnings Beat. Is the Post-Earnings Dip a Buying Opportunity?
• Positive Sentiment: UBS said its long-term view on Walmart’s higher-margin “second P&L” remains intact, highlighting advertising, marketplace fees, and membership income as key growth drivers. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Positive Sentiment: Higher gasoline prices could support Walmart’s value-focused traffic, as consumers tend to trade down to low-price retailers when inflation and fuel costs rise. Walmart CEO issues blunt message on rising fuel prices
• Neutral Sentiment: UBS lowered its price target to $141 from $147 after the quarter, but still kept a constructive longer-term stance, suggesting the report was good but not enough to justify prior elevated expectations. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Neutral Sentiment: Analysts and market commentary largely focused on whether Walmart’s strong e-commerce and membership growth can keep offsetting a more cautious consumer backdrop. Walmart’s Q1 Sales Jump 7.3%: Can E-commerce Sustain 26% Growth?
• Negative Sentiment: Walmart’s cautious second-quarter guidance and pressure from rising fuel costs were cited as a reason the stock sold off after earnings, despite the upbeat revenue results. Walmart Stock Fell After Its Earnings Beat. Is the Post-Earnings Dip a Buying Opportunity?
• Negative Sentiment: Morgan Stanley also turned more cautious on Walmart amid high inflation, reinforcing concerns that margins and near-term upside may be limited after the recent run-up. Morgan Stanley resets Walmart forecast on high inflation
• Negative Sentiment: Reports of senior executive departures after John Furner’s arrival added a small layer of leadership uncertainty, though this appears less important than the earnings and outlook issues. Walmart Sees Executives Depart Following New CEO’s Arrival

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.