Cerity Partners LLC Has $353.38 Million Position in Walmart Inc. $WMT

Cerity Partners LLC grew its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,171,875 shares of the retailer’s stock after acquiring an additional 160,667 shares during the period. Cerity Partners LLC’s holdings in Walmart were worth $353,381,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Calton & Associates Inc. grew its holdings in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after acquiring an additional 84 shares during the period. Stockman Wealth Management Inc. grew its holdings in Walmart by 3.5% during the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after acquiring an additional 87 shares during the period. Capstone Wealth Management LLC grew its holdings in Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after acquiring an additional 89 shares during the period. Ellenbecker Investment Group grew its stake in shares of Walmart by 0.6% in the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock valued at $1,613,000 after buying an additional 90 shares during the period. Finally, Matrix Trust Co grew its stake in shares of Walmart by 20.0% in the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after buying an additional 91 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have recently commented on WMT shares. Telsey Advisory Group raised their target price on Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. Jefferies Financial Group set a $145.00 target price on Walmart in a research note on Friday, February 20th. Morgan Stanley raised their target price on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Truist Financial set a $140.00 target price on Walmart in a research note on Thursday, May 21st. Finally, UBS Group set a $141.00 target price on Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $138.85.

Walmart Price Performance

WMT stock opened at $119.83 on Tuesday. The company has a market capitalization of $953.62 billion, a P/E ratio of 42.05, a price-to-earnings-growth ratio of 4.44 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 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. The business has a 50-day simple moving average of $125.57 and a two-hundred day simple moving average of $121.33.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. Research analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, March 19th. The stock was 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the transaction, the executive vice president owned 577,853 shares of the company’s stock, valued at $71,607,543.76. This trade represents a 0.50% 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. In the last three months, insiders have sold 117,008 shares of company stock worth $14,492,704. 0.09% of the stock is currently owned by corporate insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC said Walmart could gain a competitive edge through partnerships with quick-service restaurants, which could help drive more traffic, broaden customer engagement, and strengthen its ecosystem. Walmart Poised to Gain Competitive Advantage Through Quick Service Restaurant Partnerships, RBC Says
• Positive Sentiment: Walmart’s e-commerce sales rose 26% in Q1 fiscal 2027, with growth coming from store pickup, delivery, and marketplace expansion, reinforcing the view that its digital business is becoming a bigger profit driver. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
• Positive Sentiment: Walmart Connect is opening new off-site advertising opportunities, expanding a high-margin revenue stream that can lift profitability faster than traditional retail sales. Walmart (WMT) Opens New Opportunities For Advertisers Beyond Its Own Platform
• Positive Sentiment: RBC also said Walmart remains confident in its competitive positioning despite pricing pressure, suggesting it can defend share even if inflation or tariffs squeeze consumers. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says
• Neutral Sentiment: Oppenheimer said Walmart continues to project an upbeat management tone and stay focused on value, reinforcing a steady long-term narrative rather than a major new catalyst. Walmart Maintains Upbeat Tone, Reinforces Value Strategy, Oppenheimer Says
• Neutral Sentiment: Several articles noted Walmart is attracting unusual investor attention, but these pieces were mostly commentary and screening updates rather than fresh fundamental news. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Walmart’s increased use of AI, employee messaging around AI-related job concerns, and philanthropic disaster-response spending support the company’s strategic and brand image, but are not likely to move the stock much on their own.
• Negative Sentiment: Analysts also flagged pricing pressure and tariff-related cost uncertainty, which could weigh on margins and explain some of the recent pullback in the shares.

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.