Blue Trust Inc. Sells 7,774 Shares of Walmart Inc. $WMT

Blue Trust Inc. decreased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 10.7% during the first quarter, HoldingsChannel reports. The fund owned 64,773 shares of the retailer’s stock after selling 7,774 shares during the quarter. Blue Trust Inc.’s holdings in Walmart were worth $8,050,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. Brighton Jones LLC raised its stake in shares of Walmart by 28.8% during the 4th 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 boosted its stake in Walmart by 5.8% in 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 grew its holdings 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 buying an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in shares of Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

NASDAQ:WMT opened at $115.69 on Friday. 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 fifty-two week low of $94.23 and a fifty-two week high of $135.15. The firm has a market cap of $920.67 billion, a PE ratio of 40.59, a price-to-earnings-growth ratio of 4.32 and a beta of 0.59. The business has a 50 day moving average price of $123.74 and a 200-day moving average price of $122.17.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company 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 firm earned $0.61 earnings per share. 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. Equities research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Craig Hallum set a $150.00 target price on shares of Walmart in a research note on Friday, March 6th. BNP Paribas Exane cut their price target on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a report on Friday, May 22nd. Finally, Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $138.85.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Insider Activity

In related news, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction that occurred on 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 directly owned 577,853 shares of the company’s stock, valued at $71,607,543.76. The trade was a 0.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 100,730 shares of company stock valued at $12,444,624. 0.09% of the stock is owned by corporate insiders.

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.