Park Edge Advisors LLC Increases Position in Walmart Inc. $WMT

Park Edge Advisors LLC boosted its position in Walmart Inc. (NASDAQ:WMT) by 28.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 31,448 shares of the retailer’s stock after acquiring an additional 6,963 shares during the quarter. Walmart accounts for approximately 0.9% of Park Edge Advisors LLC’s portfolio, making the stock its 16th largest holding. Park Edge Advisors LLC’s holdings in Walmart were worth $3,908,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after purchasing an additional 4,304,436 shares in the last quarter. State Street Corp raised 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 valued at $19,046,104,000 after buying an additional 2,242,364 shares in the last quarter. Geode Capital Management LLC lifted its position in Walmart by 6.8% in the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after buying an additional 6,517,394 shares during the last quarter. Norges Bank bought a new stake in Walmart in the 4th quarter worth approximately $6,458,529,000. Finally, Fisher Asset Management LLC boosted its stake in Walmart by 0.8% in the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after buying an additional 328,229 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Analyst Ratings Changes

WMT has been the topic of a number of recent research reports. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. Morgan Stanley upped their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. Finally, Craig Hallum set a $150.00 price target on shares of Walmart in a research note on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $138.85.

Insider Buying and Selling 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 owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Daniel J. Bartlett sold 1,385 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $119.83, for a total transaction of $165,964.55. Following the completion of the transaction, the executive vice president owned 633,784 shares in the company, valued at $75,946,336.72. The trade was a 0.22% 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. Insiders have sold a total of 100,730 shares of company stock worth $12,444,624 over the last ninety days. 0.09% of the stock is owned by company insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Walmart Price Performance

Shares of Walmart stock opened at $115.69 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a one year low of $94.23 and a one year high of $135.15. The business’s 50 day simple moving average is $123.74 and its two-hundred day simple moving average is $122.17. The stock has a market capitalization of $920.67 billion, a P/E ratio of 40.59, a price-to-earnings-growth ratio of 4.32 and a beta of 0.59.

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 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 during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the prior year, the firm posted $0.61 earnings per share. The business’s quarterly revenue 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 forecast 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.