MSH Capital Advisors LLC Buys 5,999 Shares of Walmart Inc. $WMT

MSH Capital Advisors LLC grew its stake in Walmart Inc. (NASDAQ:WMT) by 38.0% in the fourth quarter, HoldingsChannel reports. The fund owned 21,782 shares of the retailer’s stock after acquiring an additional 5,999 shares during the period. MSH Capital Advisors LLC’s holdings in Walmart were worth $2,427,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC grew its position in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management grew its position in shares of Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the period. Sivia Capital Partners LLC grew its position in shares of Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares during the period. 26.76% of the stock is owned by institutional investors.

Walmart Price Performance

Shares of NASDAQ WMT opened at $120.27 on Tuesday. The stock has a market cap of $958.67 billion, a P/E ratio of 42.20, a P/E/G ratio of 4.45 and a beta of 0.65. The firm has a 50 day moving average price of $126.67 and a 200 day moving average price of $120.29. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.24 and a current ratio of 0.77. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Insider Activity

In related news, CEO John R. Furner sold 13,125 shares of the business’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 transaction of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares in the company, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the transaction, the director owned 4,193,995 shares of the company’s stock, valued at approximately $554,488,078.95. This represents a 0.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 126,008 shares of company stock valued at $15,896,715. 0.10% of the stock is currently owned by company insiders.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart posted strong first-quarter revenue of $177.8 billion, up 7.3% year over year, with global e-commerce sales jumping 26% and advertising growing 37%, reinforcing the company’s growth beyond traditional retail. Walmart Stock Fell After Its Earnings Beat. Is the Post-Earnings Dip a Buying Opportunity?
• Positive Sentiment: UBS said its long-term view on Walmart’s higher-margin “second P&L” remains intact, highlighting advertising, marketplace fees, and membership income as key growth drivers. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Positive Sentiment: Higher gasoline prices could support Walmart’s value-focused traffic, as consumers tend to trade down to low-price retailers when inflation and fuel costs rise. Walmart CEO issues blunt message on rising fuel prices
• Neutral Sentiment: UBS lowered its price target to $141 from $147 after the quarter, but still kept a constructive longer-term stance, suggesting the report was good but not enough to justify prior elevated expectations. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Neutral Sentiment: Analysts and market commentary largely focused on whether Walmart’s strong e-commerce and membership growth can keep offsetting a more cautious consumer backdrop. Walmart’s Q1 Sales Jump 7.3%: Can E-commerce Sustain 26% Growth?
• Negative Sentiment: Walmart’s cautious second-quarter guidance and pressure from rising fuel costs were cited as a reason the stock sold off after earnings, despite the upbeat revenue results. Walmart Stock Fell After Its Earnings Beat. Is the Post-Earnings Dip a Buying Opportunity?
• Negative Sentiment: Morgan Stanley also turned more cautious on Walmart amid high inflation, reinforcing concerns that margins and near-term upside may be limited after the recent run-up. Morgan Stanley resets Walmart forecast on high inflation
• Negative Sentiment: Reports of senior executive departures after John Furner’s arrival added a small layer of leadership uncertainty, though this appears less important than the earnings and outlook issues. Walmart Sees Executives Depart Following New CEO’s Arrival

Analysts Set New Price Targets

WMT has been the subject of several analyst reports. Mizuho lifted their price target on shares of Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a research report on Monday, February 9th. Argus upgraded shares of Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. Guggenheim lifted their price target on shares of Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Jefferies Financial Group set a $145.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, Roth Mkm reiterated a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $138.71.

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.