Walmart Inc. $WMT Shares Sold by LM Advisors LLC

LM Advisors LLC lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 88.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,125 shares of the retailer’s stock after selling 41,190 shares during the period. Walmart accounts for approximately 0.3% of LM Advisors LLC’s portfolio, making the stock its 29th biggest holding. LM Advisors LLC’s holdings in Walmart were worth $571,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the stock. Renaissance Group LLC boosted its stake in shares of 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 acquiring an additional 83 shares during the last quarter. Calton & Associates Inc. boosted its stake in shares of 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 acquiring an additional 84 shares during the last quarter. Advocacy Wealth Management LLC boosted its stake in shares of Walmart by 2.5% during the fourth quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock valued at $378,000 after acquiring an additional 84 shares during the last quarter. Stockman Wealth Management Inc. boosted its stake in shares of Walmart by 3.5% during the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after acquiring an additional 87 shares during the last quarter. Finally, Capstone Wealth Management LLC boosted its stake in shares of Walmart by 1.8% during the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after acquiring an additional 89 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on WMT. The Goldman Sachs Group reissued a “buy” rating and issued a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a research note on Friday, February 20th. Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Rothschild & Co Redburn set a $150.00 price target on Walmart in a research note on Tuesday, February 17th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. 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.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated 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 transaction, the director directly 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 position. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the transaction, the executive vice president directly owned 577,853 shares in the company, valued at $71,607,543.76. This represents a 0.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 128,986 shares of company stock worth $15,927,908. 0.09% of the stock is owned by insiders.

Walmart Stock Up 0.4%

Shares of NASDAQ:WMT opened at $121.04 on Friday. The firm has a market cap of $963.25 billion, a price-to-earnings ratio of 42.47, a PEG ratio of 4.52 and a beta of 0.59. Walmart Inc. has a 12-month low of $93.62 and a 12-month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock’s 50-day moving average price is $125.28 and its two-hundred day moving average price is $121.66.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The business had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company’s revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the company posted $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. On average, research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

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.