Corient Private Wealth LLC Boosts Position in Walmart Inc. $WMT

Corient Private Wealth LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 48.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 2,846,490 shares of the retailer’s stock after purchasing an additional 933,690 shares during the period. Corient Private Wealth LLC’s holdings in Walmart were worth $317,127,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its holdings in 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 purchasing an additional 485 shares during the period. Peterson Wealth Management raised its position in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised its position in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Walmart by 1.2% in 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 hedge funds and other institutional investors.

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

Insider Transactions at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of Walmart 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 completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the sale, the chief executive officer owned 674,162 shares of the company’s stock, valued at $84,162,384.08. The trade was a 1.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 117,246 shares of company stock worth $14,493,147 over the last ninety days. 0.09% of the stock is currently owned by insiders.

Walmart Stock Performance

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

Walmart (NASDAQ:WMT) last announced 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. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the business earned $0.61 EPS. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. 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 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on WMT. Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a research note on Friday, February 20th. Truist Financial set a $140.00 target price on shares of Walmart in a report on Thursday, May 21st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $138.85.

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.