KCM Investment Advisors LLC Sells 7,324 Shares of Walmart Inc. $WMT

KCM Investment Advisors LLC lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1.3% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 557,356 shares of the retailer’s stock after selling 7,324 shares during the period. Walmart comprises approximately 2.3% of KCM Investment Advisors LLC’s investment portfolio, making the stock its 6th largest holding. KCM Investment Advisors LLC’s holdings in Walmart were worth $69,268,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. MFA Wealth Services increased its position in shares of Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after purchasing an additional 80 shares during the last quarter. Realta Investment Advisors boosted its holdings in shares of Walmart by 2.0% in the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after buying an additional 81 shares during the last quarter. Compton Financial Group LLC boosted its holdings in shares of Walmart by 4.1% in the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after buying an additional 82 shares during the last quarter. Renaissance Group LLC grew its stake in shares of Walmart by 0.9% in the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after buying an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. grew its stake in shares of Walmart by 0.3% in the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after buying an additional 84 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the sale, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 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, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the sale, the executive vice president directly owned 574,953 shares of the company’s stock, valued at $67,953,695.07. The trade was a 0.50% decrease in their position. 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. Insiders have sold a total of 67,729 shares of company stock worth $8,124,931 in the last quarter. 0.09% of the stock is owned by corporate insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Market momentum and investor interest: Walmart outperformed the broader market during the latest session, providing a near-term boost to the stock. Walmart Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Higher-income customer gains: Walmart is attracting more affluent shoppers through low prices, faster delivery and a broader product assortment. Sustaining this customer mix could support sales growth and improve the company’s competitive position. Can Walmart Sustain Gains Among Higher-Income Customers?
• Positive Sentiment: AI and efficiency potential: Walmart is using artificial intelligence behind the scenes to improve efficiency and reduce costs rather than selling AI products directly. Recent earnings strength and favorable analyst ratings add support to the investment case. These 3 AI Winners Don’t Sell the Tech—They Use It
• Positive Sentiment: Scale and supply-chain initiatives: Walmart, General Mills and ADM launched a regenerative agriculture program covering 40,000 Midwest wheat acres. While not an immediate earnings driver, the effort could strengthen Walmart’s supply-chain relationships and support its sustainability reputation. Walmart Launches Regenerative Agriculture Effort
• Neutral Sentiment: Recent fundamentals: Walmart’s latest quarterly revenue exceeded expectations, while earnings per share met consensus estimates. Revenue growth and the company’s scale remain supportive, although the stock’s elevated valuation makes continued execution important.
• Negative Sentiment: Valuation risk: Commentary warns that Walmart trades at a premium relative to projected forward earnings. Its scale provides a durable cost advantage, but the rich valuation leaves less room for disappointing growth or margins. Walmart Is at $108: Why Investors Should Pause

Walmart Stock Up 2.1%

WMT opened at $111.74 on Tuesday. The stock’s fifty day simple moving average is $116.31 and its 200 day simple moving average is $122.02. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15. The stock has a market cap of $889.24 billion, a PE ratio of 39.21, a price-to-earnings-growth ratio of 4.08 and a beta of 0.60. 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 (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the previous year, the business posted $0.61 earnings per share. The company’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. As a group, research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Truist Financial set a $140.00 price target on shares of Walmart in a research report on Thursday, May 21st. Guggenheim lifted their price objective on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Piper Sandler restated an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Finally, UBS Group set a $141.00 target price on shares of Walmart and gave the company a “buy” rating in a report on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $138.65.

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.