Walmart Inc. $WMT Shares Sold by Roundview Capital LLC

Roundview Capital LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 3.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 119,003 shares of the retailer’s stock after selling 4,233 shares during the quarter. Walmart accounts for about 0.8% of Roundview Capital LLC’s portfolio, making the stock its 25th largest holding. Roundview Capital LLC’s holdings in Walmart were worth $13,258,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. King Wealth Management Group boosted its holdings in Walmart by 3.0% during the fourth quarter. King Wealth Management Group now owns 136,064 shares of the retailer’s stock worth $15,159,000 after buying an additional 3,955 shares in the last quarter. Flputnam Investment Management Co. boosted its holdings in Walmart by 57.2% during the fourth quarter. Flputnam Investment Management Co. now owns 93,146 shares of the retailer’s stock worth $10,377,000 after buying an additional 33,901 shares in the last quarter. M3 Wealth Management LLC bought a new stake in Walmart during the fourth quarter worth approximately $249,000. Terril Brothers Inc. boosted its holdings in Walmart by 1.3% during the fourth quarter. Terril Brothers Inc. now owns 7,249 shares of the retailer’s stock worth $808,000 after buying an additional 93 shares in the last quarter. Finally, Integrity Advisory Solutions LLC boosted its holdings in Walmart by 7.4% during the fourth quarter. Integrity Advisory Solutions LLC now owns 11,867 shares of the retailer’s stock worth $1,322,000 after buying an additional 814 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Insider Transactions at Walmart

In other news, EVP Daniel J. Bartlett sold 1,335 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were 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. The trade was a 0.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the transaction, the executive vice president owned 486,764 shares in the company, valued at approximately $62,203,571.56. The trade was a 3.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 126,008 shares of company stock worth $15,896,715. Corporate insiders own 0.10% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Neutral Sentiment: Walmart is set to join the top 10 of the Russell 3000 during the June 2026 reconstitution, a sign of its large market footprint and institutional relevance. Walmart Joins Russell 3000 Elite As Investors Weigh Q1 Shakeup
• Positive Sentiment: Walmart launched a logistics program to streamline its distribution network, which could improve supplier flow, efficiency, and long-term operating performance. Walmart Debuts Program to Streamline Distribution Network
• Positive Sentiment: Analysts continue to point to Walmart’s expanding higher-margin “second P&L” businesses, including advertising, marketplace fees, and membership income, which support the stock’s long-term growth case. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Positive Sentiment: Walmart’s Q1 revenue rose 7.3% to $177.8 billion, and global e-commerce jumped 26%, showing that customer demand and digital growth remain strong. Walmart’s Q1 Sales Jump 7.3%: Can E-commerce Sustain 26% Growth?
• Neutral Sentiment: Walmart is drawing increased investor attention as a trending stock, reflecting elevated trading interest after earnings. Walmart Inc. (WMT) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Several reports highlight that Walmart’s shares have pulled back sharply after Q1 because fuel and other costs are squeezing margins and management’s outlook came in below expectations. Walmart Sinks 8.1% Post Q1 Earnings: Exit WMT Stock or Stay Put?
• Negative Sentiment: UBS lowered its price target on Walmart after the quarter, reinforcing concerns that investor expectations had gotten too high. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Negative Sentiment: Walmart issued a nationwide recall for Blackstone parmesan ranch seasoning over a fatal infection risk, creating a reputational and product-safety overhang. Walmart issues nationwide recall for Blackstone parmesan ranch seasoning over fatal infection risk

Analysts Set New Price Targets

A number of analysts recently weighed in on WMT shares. Tigress Financial set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Wednesday, February 25th. KeyCorp restated an “overweight” rating on shares of Walmart in a report on Friday. Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 2nd. Guggenheim raised their target price on shares of Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Finally, Telsey Advisory Group increased their target price on Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a report on Friday, February 20th. Two investment 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’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $138.71.

Walmart Stock Down 1.4%

WMT stock opened at $118.57 on Wednesday. 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 Inc. has a 1 year low of $93.43 and a 1 year high of $135.15. The company has a fifty day simple moving average of $126.51 and a 200 day simple moving average of $120.41. The firm has a market cap of $945.12 billion, a PE ratio of 41.60, a PEG ratio of 4.45 and a beta of 0.65.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate 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 business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Sell-side analysts anticipate 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.