Trajan Wealth LLC Decreases Stock Position in Walmart Inc. $WMT

Trajan Wealth LLC reduced its position in Walmart Inc. (NASDAQ:WMT) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 228,733 shares of the retailer’s stock after selling 4,034 shares during the quarter. Walmart makes up about 1.1% of Trajan Wealth LLC’s holdings, making the stock its 23rd largest position. Trajan Wealth LLC’s holdings in Walmart were worth $25,483,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in WMT. Collier Financial purchased a new position in shares of Walmart in the third quarter valued at $25,000. Entrust Financial LLC purchased a new position in shares of Walmart in the fourth quarter valued at $27,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart in the third quarter valued at $28,000. Redmont Wealth Advisors LLC purchased a new position in shares of Walmart in the third quarter valued at $30,000. Finally, Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the fourth quarter valued at $30,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bernstein reiterated an Outperform rating, saying Walmart could benefit long term from policy support tied to the “One Big Beautiful Bill Act,” which may help drive comparable sales among higher-income consumers. Walmart Inc. (WMT) Backed by Wall Street and Louis Navellier
• Positive Sentiment: UBS reaffirmed a Buy rating and lifted its price target, citing strong e-commerce growth and Walmart’s improving digital mix. UBS Reaffirms Buy Rating on Walmart (WMT) Amid Strong E-Commerce Growth
• Positive Sentiment: Reuters reported that Walmart is widening its lead over rivals as tariffs, inflation, and tighter household budgets push shoppers toward value-focused retailers. Walmart Gains Ground as Tariffs Pressure Retail Rivals
• Positive Sentiment: Multiple previews ahead of earnings highlight Walmart’s omnichannel momentum, advertising and membership growth, and resilience as consumers seek value. Walmart Looks Strong Ahead of Q1 Earnings: Should Investors Stay Put?

Walmart Trading Down 2.5%

Shares of WMT stock opened at $130.85 on Thursday. The stock has a market capitalization of $1.04 trillion, a PE ratio of 47.76, a P/E/G ratio of 4.96 and a beta of 0.65. Walmart Inc. has a 1-year low of $93.43 and a 1-year high of $135.15. The business has a 50-day moving average of $126.91 and a 200 day moving average of $119.89. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, beating the consensus estimate of $0.65 by $0.01. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.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, sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Transactions at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president directly owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 154,065 shares of company stock worth $19,281,401. 0.10% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research firms recently commented on WMT. Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Sanford C. Bernstein restated an “outperform” rating and set a $145.00 target price on shares of Walmart in a research report on Tuesday, May 12th. Tigress Financial set a $150.00 target price on Walmart and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Rothschild & Co Redburn set a $150.00 target price on Walmart in a research report on Tuesday, February 17th. Finally, Wolfe Research restated an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $138.88.

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.