Vertrix Wealth Management LLC Acquires New Holdings in Walmart Inc. $WMT

Vertrix Wealth Management LLC bought a new stake in Walmart Inc. (NASDAQ:WMT) during the first quarter, Holdings Channel.com reports. The firm bought 52,310 shares of the retailer’s stock, valued at approximately $6,501,000. Walmart makes up approximately 2.4% of Vertrix Wealth Management LLC’s holdings, making the stock its 9th largest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in shares of Walmart by 28.8% during 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 in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management increased its stake in shares of Walmart by 3.5% in the first 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 during the period. Sivia Capital Partners LLC raised its holdings in Walmart by 0.9% in the 2nd 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 last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Walmart by 1.2% in the 2nd 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 last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on WMT shares. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. Craig Hallum set a $150.00 target price on Walmart in a report on Friday, March 6th. TD Cowen reiterated a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. One equities research 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 company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Insider Transactions at Walmart

In other news, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the transaction, the executive vice president directly owned 630,009 shares of the company’s stock, valued at $69,074,186.76. This represents a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is owned by insiders.

Walmart Stock Performance

WMT opened at $111.84 on Friday. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15. The company has a market cap of $890.03 billion, a price-to-earnings ratio of 39.24, a PEG ratio of 4.17 and a beta of 0.60. The company’s fifty day moving average price is $122.15 and its two-hundred day moving average price 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.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) 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 business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the prior year, the company posted $0.61 earnings per share. Walmart’s revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

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.