Walmart Inc. $WMT is Tradewinds LLC.’s 3rd Largest Position

Tradewinds LLC. decreased its holdings in Walmart Inc. (NASDAQ:WMT) by 6.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 89,994 shares of the retailer’s stock after selling 5,852 shares during the quarter. Walmart accounts for about 4.4% of Tradewinds LLC.’s holdings, making the stock its 3rd largest holding. Tradewinds LLC.’s holdings in Walmart were worth $11,843,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of WMT. Procyon Advisors LLC grew its holdings in Walmart by 4.2% in the first quarter. Procyon Advisors LLC now owns 26,944 shares of the retailer’s stock valued at $3,349,000 after purchasing an additional 1,074 shares during the period. Avion Wealth raised its stake in shares of Walmart by 6.6% during the 1st quarter. Avion Wealth now owns 5,706 shares of the retailer’s stock worth $709,000 after buying an additional 353 shares during the period. Navigate Wealth Management LLC acquired a new position in shares of Walmart during the 1st quarter worth approximately $556,000. LGT Fund Management Co Ltd. lifted its position in shares of Walmart by 200.1% during the 1st quarter. LGT Fund Management Co Ltd. now owns 114,645 shares of the retailer’s stock valued at $14,248,000 after buying an additional 76,442 shares in the last quarter. Finally, Global Assets Advisory LLC lifted its position in shares of Walmart by 0.7% during the 1st quarter. Global Assets Advisory LLC now owns 24,248 shares of the retailer’s stock valued at $3,014,000 after buying an additional 174 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is rolling out more wellness benefits at Sam’s Club, including Weight Watchers perks, which could deepen member loyalty, support renewals, and boost recurring membership revenue. Article Title
• Positive Sentiment: Walmart is also getting attention for broad price cuts across groceries and household staples, which should help reinforce its reputation as a defensive, inflation-fighting retailer and drive traffic to stores and clubs. Article Title
• Positive Sentiment: Jim Cramer said Walmart is one of the “greatest companies on earth” and called the recent pullback an “incredible buying opportunity,” helping support sentiment around the stock. Article Title
• Neutral Sentiment: Commentary around Walmart’s health event and its AI shopping efforts highlights longer-term strategic investments, but these items are more thematic than immediate catalysts for the stock. Article Title
• Neutral Sentiment: Coverage comparing Walmart’s AI shopping race with Amazon underscores competitive pressure in retail tech, but it does not point to any near-term operational setback for Walmart. Article Title

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on WMT shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. BNP Paribas Exane decreased their price objective on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Truist Financial set a $140.00 price target on shares of Walmart in a research report on Thursday, May 21st. 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 company. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart Price Performance

NASDAQ:WMT opened at $113.90 on Monday. Walmart Inc. has a one year low of $94.23 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a market cap of $906.43 billion, a PE ratio of 39.97, a P/E/G ratio of 4.25 and a beta of 0.60. The stock has a 50 day moving average price of $120.48 and a 200 day moving average price of $122.03.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share 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 return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.61 earnings per share. 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 expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. The trade was a 0.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 the business’s stock in a transaction dated 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 transaction, 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 position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 104,505 shares of company stock worth $12,858,514. Corporate insiders own 0.09% of the company’s stock.

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.