Bauman Advisory Group LLC Makes New Investment in Walmart Inc. $WMT

Bauman Advisory Group LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 10,239 shares of the retailer’s stock, valued at approximately $1,141,000. Walmart accounts for 0.9% of Bauman Advisory Group LLC’s holdings, making the stock its 20th largest holding.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Entrust Financial LLC purchased a new position in shares of Walmart during the fourth quarter worth $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart in the third quarter valued at $30,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart in the 4th quarter valued at $30,000. Bay Harbor Wealth Management LLC raised its holdings in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares during the period. Finally, Clayton Financial Group LLC lifted its stake in Walmart by 193.0% during the 4th 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. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on WMT shares. HSBC cut Walmart from a “buy” rating to a “hold” rating and raised their target price for the company from $122.00 to $131.00 in a report on Friday, February 20th. Jefferies Financial Group set a $145.00 price target on shares of Walmart in a research report on Friday, February 20th. Telsey Advisory Group raised their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Finally, DA Davidson set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Walmart Trading Down 0.8%

WMT opened at $117.18 on Friday. The business has a fifty day moving average price of $124.81 and a 200 day moving average price of $122.07. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 12 month low of $94.23 and a 12 month high of $135.15. The stock has a market capitalization of $932.53 billion, a price-to-earnings ratio of 41.12, a PEG ratio of 4.41 and a beta of 0.59.

Walmart (NASDAQ:WMT) last posted 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 company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.Walmart’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter last year, the company 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. Sell-side analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Activity

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. 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 three months, insiders sold 117,246 shares of company stock valued at $14,493,147. 0.09% of the stock is owned by corporate 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.