Great Valley Advisor Group Inc. Sells 9,941 Shares of Walmart Inc. $WMT

Great Valley Advisor Group Inc. reduced its stake in Walmart Inc. (NASDAQ:WMT) by 5.6% in the 4th quarter, HoldingsChannel reports. The firm owned 166,310 shares of the retailer’s stock after selling 9,941 shares during the quarter. Great Valley Advisor Group Inc.’s holdings in Walmart were worth $18,528,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Entrust Financial LLC bought a new stake in shares of Walmart during the fourth quarter worth about $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the third quarter worth about $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart during the fourth quarter worth about $30,000. Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC increased its position in shares of Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after acquiring an additional 193 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart’s head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

Walmart Stock Performance

NASDAQ WMT opened at $120.50 on Friday. The company’s 50 day moving average is $125.36 and its 200-day moving average is $121.66. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The firm has a market cap of $958.95 billion, a P/E ratio of 42.28, a price-to-earnings-growth ratio of 4.50 and a beta of 0.59.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66. The business 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%. Walmart’s revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior 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 predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts recently weighed in on WMT shares. Rothschild & Co Redburn set a $150.00 price target on shares of Walmart in a report on Tuesday, February 17th. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Telsey Advisory Group boosted their price target on shares of Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a report on Friday, February 20th. Jefferies Financial Group set a $145.00 price target on shares of Walmart in a report on Friday, February 20th. Finally, Bank of America initiated coverage on shares of Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Insider Buying and Selling at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 117,008 shares of company stock valued at $14,492,704. 0.09% of the stock is currently owned by company insiders.

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.