Focus Partners Advisor Solutions LLC Buys 155,074 Shares of Walmart Inc. $WMT

Focus Partners Advisor Solutions LLC raised its stake in Walmart Inc. (NASDAQ:WMT) by 114.0% in the 4th quarter, HoldingsChannel reports. The firm owned 291,146 shares of the retailer’s stock after acquiring an additional 155,074 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Walmart were worth $32,437,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Eldridge Investment Advisors Inc. increased its stake in Walmart by 6.5% in the fourth quarter. Eldridge Investment Advisors Inc. now owns 2,472 shares of the retailer’s stock valued at $275,000 after purchasing an additional 150 shares in the last quarter. Westerkirk Capital Inc. increased its stake in Walmart by 105.4% in the fourth quarter. Westerkirk Capital Inc. now owns 67,224 shares of the retailer’s stock valued at $7,489,000 after purchasing an additional 34,500 shares in the last quarter. Advocacy Wealth Management LLC increased its stake in Walmart by 2.5% in the fourth quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock valued at $378,000 after purchasing an additional 84 shares in the last quarter. BLI Banque de Luxembourg Investments bought a new stake in Walmart in the fourth quarter valued at $5,708,000. Finally, Gaddis Premier Wealth Advisors LLC bought a new stake in Walmart in the fourth quarter valued at $648,000. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,335 shares of the business’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total transaction of $166,381.05. Following the transaction, the executive vice president owned 636,843 shares in the company, valued at approximately $79,369,743.09. This trade represents a 0.21% 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. Insiders sold 117,008 shares of company stock valued at $14,492,704 in the last quarter. 0.09% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on WMT. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. The Goldman Sachs Group reissued a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Telsey Advisory Group boosted their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research report on Friday, February 20th. Finally, BTIG Research reissued a “buy” rating and set a $145.00 target price on shares of Walmart in a research report on Wednesday, June 3rd. One research 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 MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $138.85.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC said Walmart could gain a competitive edge through partnerships with quick-service restaurants, which could help drive more traffic, broaden customer engagement, and strengthen its ecosystem. Walmart Poised to Gain Competitive Advantage Through Quick Service Restaurant Partnerships, RBC Says
• Positive Sentiment: Walmart’s e-commerce sales rose 26% in Q1 fiscal 2027, with growth coming from store pickup, delivery, and marketplace expansion, reinforcing the view that its digital business is becoming a bigger profit driver. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
• Positive Sentiment: Walmart Connect is opening new off-site advertising opportunities, expanding a high-margin revenue stream that can lift profitability faster than traditional retail sales. Walmart (WMT) Opens New Opportunities For Advertisers Beyond Its Own Platform
• Positive Sentiment: RBC also said Walmart remains confident in its competitive positioning despite pricing pressure, suggesting it can defend share even if inflation or tariffs squeeze consumers. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says
• Neutral Sentiment: Oppenheimer said Walmart continues to project an upbeat management tone and stay focused on value, reinforcing a steady long-term narrative rather than a major new catalyst. Walmart Maintains Upbeat Tone, Reinforces Value Strategy, Oppenheimer Says
• Neutral Sentiment: Several articles noted Walmart is attracting unusual investor attention, but these pieces were mostly commentary and screening updates rather than fresh fundamental news. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Walmart’s increased use of AI, employee messaging around AI-related job concerns, and philanthropic disaster-response spending support the company’s strategic and brand image, but are not likely to move the stock much on their own.
• Negative Sentiment: Analysts also flagged pricing pressure and tariff-related cost uncertainty, which could weigh on margins and explain some of the recent pullback in the shares.

Walmart Stock Up 0.8%

Walmart stock opened at $119.83 on Tuesday. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15. The stock has a market cap of $953.62 billion, a PE ratio of 42.05, a price-to-earnings-growth ratio of 4.44 and a beta of 0.60. The firm’s 50-day simple moving average is $125.57 and its 200 day simple moving average is $121.33. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77.

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