Butensky & Cohen Financial Security Inc. Has $3.76 Million Stock Holdings in Walmart Inc. $WMT

Butensky & Cohen Financial Security Inc. grew its stake in shares of Walmart Inc. (NASDAQ:WMT) by 27.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,228 shares of the retailer’s stock after purchasing an additional 7,185 shares during the period. Butensky & Cohen Financial Security Inc.’s holdings in Walmart were worth $3,763,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of WMT. Entrust Financial LLC purchased a new stake in Walmart during the fourth quarter valued at about $27,000. Merkkuri Wealth Advisors LLC acquired a new position in shares of Walmart in the first quarter worth about $29,000. Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Sankala Group LLC purchased a new position in shares of Walmart in the fourth quarter worth approximately $33,000. Finally, Motiv8 Investments LLC acquired a new stake in shares of Walmart during the fourth quarter valued at approximately $34,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 71,439 shares of company stock worth $8,544,532. 0.09% of the stock is currently owned by company insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart completed its acquisition of Vibe.co, a self-service streaming-TV advertising platform, strengthening Walmart Connect’s ability to sell targeted advertisements using its retail and shopping data. The move could support higher-margin, faster-growing advertising revenue over time. Walmart Bets On Streaming Ads
• Positive Sentiment: Walmart is expanding its presence in sports collectibles and trading cards, including at the National Sports Collectors Convention. The initiative could help grow marketplace activity, customer engagement and alternative revenue streams. Walmart Steps Up Collectibles Push
• Positive Sentiment: Walmart’s dividend and defensive, blue-chip profile remain supportive factors ahead of earnings, although the roughly 0.9% yield is relatively modest. Reason to Buy Walmart Before Earnings
• Neutral Sentiment: Options traders are positioning for Walmart’s earnings, with one short-term strategy presented as capable of producing a 14% return. This highlights expected volatility but does not provide a fundamental valuation signal. Walmart Earnings Options Trade
• Neutral Sentiment: Former CEO Doug McMillon joining a Federal Reserve task force on retail data and artificial intelligence raises Walmart’s policy profile. It may showcase the company’s data capabilities, but increased scrutiny of pricing practices could create longer-term regulatory and reputational risks. Walmart and Federal Reserve Data Talks
• Neutral Sentiment: Walmart and the Walmart Foundation committed $500,000 in grants and in-kind support for Spokane wildfire relief. The contribution may strengthen community goodwill but is unlikely to materially affect earnings.
• Negative Sentiment: Erste Group trimmed its fiscal 2027 EPS estimate to $2.89 from $2.90 and maintained a Hold rating, reinforcing the view that near-term earnings growth may be limited.
• Negative Sentiment: Analysts continue to flag expense deleverage: U.S. sales grew 4.5% in fiscal first quarter, but depreciation and healthcare costs pushed the expense rate 56 basis points higher. Margin pressure is a key risk for the upcoming report. Walmart Expense Deleverage Concerns

Walmart Price Performance

NASDAQ WMT opened at $113.26 on Wednesday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The firm has a market capitalization of $901.33 billion, a price-to-earnings ratio of 39.74, a price-to-earnings-growth ratio of 4.21 and a beta of 0.61. The company has a 50 day simple moving average of $114.47 and a 200-day simple moving average of $121.59. Walmart Inc. has a 52-week low of $95.42 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities research analysts predict that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

WMT has been the subject of several research analyst reports. UBS Group restated a “buy” rating on shares of Walmart in a research report on Tuesday, August 4th. Truist Financial set a $140.00 price objective on shares of Walmart in a research report on Thursday, May 21st. BTIG Research reissued a “buy” rating and set a $145.00 target price on shares of Walmart in a research note on Wednesday, June 3rd. Evercore restated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $138.56.

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.