Foundations Investment Advisors LLC Has $11.46 Million Position in Walmart Inc. $WMT

Foundations Investment Advisors LLC boosted its holdings in Walmart Inc. (NASDAQ:WMT) by 6.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 102,867 shares of the retailer’s stock after buying an additional 6,009 shares during the period. Foundations Investment Advisors LLC’s holdings in Walmart were worth $11,460,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Entrust Financial LLC acquired a new position in Walmart in the fourth quarter valued at approximately $27,000. Collier Financial acquired a new position in Walmart in the third quarter valued at approximately $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart in the third quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new position in Walmart in the fourth quarter valued at approximately $30,000. Finally, Redmont Wealth Advisors LLC acquired a new position in Walmart in the third quarter valued at approximately $30,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: TD Cowen raised its price target on Walmart to $150 from $145 and kept a Buy rating, citing continued strength in grocery traffic and resilient demand. TD Cowen Boosts Target on Walmart (WMT) Amid Strong Grocery Traffic
• Positive Sentiment: Walmart’s Sam’s Club business said its Member’s Mark community has grown to more than 150,000 participants, reinforcing customer engagement and supporting private-label product development. Sam’s Club’s Member’s Mark™ Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from Jim Cramer and other bullish coverage continues to frame Walmart as a defensive winner, with investors seeing the recent weakness as a potential buying opportunity. Jim Cramer Reveals Why He’d Buy Walmart (WMT)
• Neutral Sentiment: Coverage comparing Walmart with Target and other retailers highlighted Walmart’s 26% global e-commerce growth and improving higher-margin businesses, but it was more of an industry comparison than a direct catalyst. Target vs. Walmart: Which Retail Stock Is the Better Buy After Earnings?
• Neutral Sentiment: Reports that Walmart may be preparing for price increases and navigating tariff-related inflation pressures point to ongoing margin management, but the impact is uncertain. Walmart signals potential price increases as food producers focus on margins (WMT)
• Negative Sentiment: Several pieces focused on slower consumer spending, delayed discretionary purchases, and Walmart’s stock trading well below recent highs, which may be weighing on sentiment despite the company’s defensive profile. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Short-interest-related reporting and “in the red zone” commentary suggest some traders remain cautious on Walmart in the near term, even though the short-interest data itself appears inconsistent. Walmart tries cost-cutting supply chain model as stock stays in red zone

Walmart Trading Up 0.3%

WMT opened at $118.90 on Friday. The firm’s fifty day moving average is $126.24 and its two-hundred day moving average is $120.64. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market cap of $947.75 billion, a PE ratio of 41.72, a price-to-earnings-growth ratio of 4.42 and a beta of 0.65. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.15.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the business posted $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. Equities research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Insider Activity at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the completion of the sale, the chief executive officer owned 661,037 shares of the company’s stock, valued at $82,021,470.96. This represents a 1.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,250 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $133.77, for a total transaction of $167,212.50. Following the sale, the executive vice president directly owned 635,593 shares of the company’s stock, valued at $85,023,275.61. This represents a 0.20% 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 106,592 shares of company stock valued at $13,436,513 over the last three months. Insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Roth Mkm restated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Wells Fargo & Company restated an “overweight” rating and issued a $140.00 price objective (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Evercore restated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. 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, Walmart currently has a consensus rating of “Moderate Buy” and a consensus 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.