Rothschild Wealth LLC Has $1.67 Million Holdings in Walmart Inc. $WMT

Rothschild Wealth LLC grew its stake in Walmart Inc. (NASDAQ:WMT) by 95.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,959 shares of the retailer’s stock after buying an additional 7,314 shares during the period. Rothschild Wealth LLC’s holdings in Walmart were worth $1,667,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in WMT. Clear Harbor Asset Management LLC increased its stake in shares of Walmart by 5.6% in the fourth quarter. Clear Harbor Asset Management LLC now owns 7,186 shares of the retailer’s stock worth $801,000 after purchasing an additional 384 shares during the period. Virtue Asset Management LLC increased its stake in shares of Walmart by 1.0% in the fourth quarter. Virtue Asset Management LLC now owns 17,312 shares of the retailer’s stock worth $1,929,000 after purchasing an additional 179 shares during the period. Elm Partners Management LLC increased its stake in shares of Walmart by 6.6% in the fourth quarter. Elm Partners Management LLC now owns 4,032 shares of the retailer’s stock worth $449,000 after purchasing an additional 250 shares during the period. Waterloo Capital L.P. increased its stake in shares of Walmart by 7.7% in the fourth quarter. Waterloo Capital L.P. now owns 434,730 shares of the retailer’s stock worth $48,433,000 after purchasing an additional 30,986 shares during the period. Finally, Hazlett Burt & Watson Inc. increased its stake in shares of Walmart by 6.7% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 9,334 shares of the retailer’s stock worth $1,034,000 after purchasing an additional 584 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity

In other news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on 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 sale, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the sale, the chief executive officer owned 687,287 shares in the company, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 117,008 shares of company stock valued at $14,492,704. Corporate insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on WMT. UBS Group set a $141.00 price objective on Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Wolfe Research reiterated an “outperform” rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Oppenheimer reiterated an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Jefferies Financial Group set a $145.00 price objective on Walmart in a research note on Friday, February 20th. Finally, Truist Financial set a $140.00 price objective on Walmart in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Walmart has an average rating of “Moderate Buy” and an average target price of $138.85.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
• Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
• Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
• Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

Walmart Stock Performance

Shares of WMT opened at $115.75 on Monday. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The firm has a market capitalization of $922.64 billion, a price-to-earnings ratio of 40.61, a P/E/G ratio of 4.32 and a beta of 0.60. The stock’s 50-day moving average price is $126.11 and its 200 day moving average price is $120.73.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate 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 for the quarter, compared to analyst estimates of $174.84 billion. During the same period in the previous year, the company posted $0.61 earnings per share. The company’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. As a group, research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart Company 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.