First American Trust FSB Sells 20,892 Shares of Walmart Inc. $WMT

First American Trust FSB decreased its stake in Walmart Inc. (NASDAQ:WMT) by 11.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 161,779 shares of the retailer’s stock after selling 20,892 shares during the period. Walmart accounts for approximately 1.2% of First American Trust FSB’s holdings, making the stock its 18th largest position. First American Trust FSB’s holdings in Walmart were worth $18,024,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Calton & Associates Inc. raised its position in Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after acquiring an additional 84 shares in the last quarter. Advocacy Wealth Management LLC raised its position in Walmart by 2.5% during the fourth quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock worth $378,000 after acquiring an additional 84 shares in the last quarter. Stockman Wealth Management Inc. raised its position in Walmart by 3.5% during the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after acquiring an additional 87 shares in the last quarter. Capstone Wealth Management LLC raised its position in Walmart by 1.8% during the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after acquiring an additional 89 shares in the last quarter. Finally, Ellenbecker Investment Group raised its position in Walmart by 0.6% during the fourth quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after acquiring an additional 90 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding its drone delivery program with Alphabet’s Wing, adding another fast-delivery capability that could strengthen its e-commerce and convenience moat. Eyes on the sky: Walmart and Alphabet’s Wing expand their drone delivery program
• Positive Sentiment: Business Insider reported that Walmart’s AI-powered warehouses are speeding up freight handling and reducing the time store employees need to unload trucks, a sign that automation is improving efficiency and potentially margins. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Positive Sentiment: Recent conference appearances suggest management is highlighting Walmart’s growth in digital, e-commerce, and higher-margin services, which may reinforce the long-term bull case for the stock. Walmart Inc. (WMT) Presents at Oppenheimer 26th Annual Consumer Growth and E-Commerce Conference Transcript Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analysts remain split on Walmart, indicating the market is still weighing the company’s growth initiatives against its valuation. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)
• Neutral Sentiment: Coverage around Walmart’s retail media expansion, Subway integration, and broader digital transformation has raised questions about valuation, but also underscores the company’s push into higher-margin services. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation Walmart (WMT) Valuation Check As Subway Integration And Higher Margin Services Draw New Attention Walmart’s No. 2 Ranking Hides a Digital Transformation Story

Analyst Ratings Changes

WMT has been the topic of several analyst reports. Truist Financial set a $140.00 price target on shares of Walmart in a research report on Thursday, May 21st. Morgan Stanley upped their price target on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Rothschild & Co Redburn set a $150.00 price target on shares of Walmart in a research report on Tuesday, February 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, KeyCorp reiterated an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. One investment 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 company. According to data from MarketBeat.com, Walmart has an average rating of “Moderate Buy” and an average target price of $138.85.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,335 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the transaction, the executive vice president directly owned 636,843 shares of the company’s stock, valued at $79,369,743.09. This represents a 0.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the 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 transaction, the executive vice president directly owned 577,853 shares in the company, valued at approximately $71,607,543.76. This represents a 0.50% 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. Over the last 90 days, insiders sold 117,008 shares of company stock worth $14,492,704. 0.09% of the stock is currently owned by insiders.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $120.59 on Thursday. The company has a market capitalization of $959.66 billion, a P/E ratio of 42.31, a P/E/G ratio of 4.44 and a beta of 0.59. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15. The stock has a 50 day moving average of $125.43 and a 200-day moving average of $121.56.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s revenue was up 7.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.61 EPS. 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, equities research analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

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.