Walmart Inc. $WMT Shares Sold by Grace & White Inc. NY

Grace & White Inc. NY decreased its position in Walmart Inc. (NASDAQ:WMT) by 33.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,500 shares of the retailer’s stock after selling 6,750 shares during the period. Grace & White Inc. NY’s holdings in Walmart were worth $1,678,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Entrust Financial LLC purchased a new position in Walmart in the fourth quarter worth approximately $27,000. Beacon Financial Strategies CORP purchased a new stake in Walmart in the fourth quarter valued at $30,000. Bay Harbor Wealth Management LLC lifted its stake 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 purchasing an additional 105 shares during the last quarter. Clayton Financial Group LLC grew its holdings in shares of 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 purchasing an additional 193 shares during the period. Finally, Sankala Group LLC acquired a new stake in shares of Walmart during the 4th quarter worth about $33,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insiders Place Their Bets

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the sale, the executive vice president owned 574,953 shares in the company, valued at $67,953,695.07. This represents a 0.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,385 shares of Walmart stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $119.83, for a total value of $165,964.55. Following the completion of the transaction, the executive vice president owned 633,784 shares of the company’s stock, valued at $75,946,336.72. The trade was a 0.22% decrease in their position. 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 90 days, insiders sold 100,730 shares of company stock valued at $12,444,624. 0.09% of the stock is owned by company insiders.

Key Stories Impacting Walmart

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

Walmart Stock Performance

Shares of WMT stock opened at $115.69 on Monday. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The company has a 50 day moving average price of $123.74 and a 200 day moving average price of $122.23. The stock has a market capitalization of $920.67 billion, a P/E ratio of 40.59, a price-to-earnings-growth ratio of 4.31 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 (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting 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 net margin of 3.13% and a return on equity of 21.25%. The firm’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the prior 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. Equities research analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the topic of a number of recent analyst reports. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Craig Hallum set a $150.00 price objective on shares of Walmart in a report on Friday, March 6th. Morgan Stanley lifted their target price on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Truist Financial set a $140.00 target price on Walmart in a research report on Thursday, May 21st. Finally, Wolfe Research restated an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average price target of $138.85.

About Walmart

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.