Walmart Inc. $WMT Shares Sold by Lifeworks Advisors LLC

Lifeworks Advisors LLC lessened its position in Walmart Inc. (NASDAQ:WMT) by 25.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,633 shares of the retailer’s stock after selling 5,894 shares during the quarter. Lifeworks Advisors LLC’s holdings in Walmart were worth $2,191,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in WMT. Merkkuri Wealth Advisors LLC purchased a new position in Walmart in the 1st quarter valued at $29,000. Entrust Financial LLC purchased a new stake in shares of Walmart during the fourth quarter worth $27,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart during the fourth quarter worth $30,000. Bay Harbor Wealth Management LLC raised its position in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC raised its position in shares of Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after buying an additional 193 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

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

Walmart Price Performance

Walmart stock opened at $113.90 on Monday. 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 50-day moving average price of $120.48 and a 200 day moving average price of $122.03. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15. The stock has a market cap of $906.43 billion, a P/E ratio of 39.97, a PEG ratio of 4.25 and a beta of 0.60.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting 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 analyst estimates of $174.84 billion. During the same period in the previous year, the business posted $0.61 EPS. Walmart’s revenue 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. Sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently weighed in on WMT. KeyCorp restated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. BTIG Research reiterated a “buy” rating and issued a $145.00 price objective on shares of Walmart in a report on Wednesday, June 3rd. TD Cowen reissued a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Finally, UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. One investment 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’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Insider Activity

In related news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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 stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total value of $342,751.00. Following the completion of the transaction, the executive vice president owned 574,953 shares of the company’s stock, valued at $67,953,695.07. The trade was a 0.50% 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. In the last quarter, insiders have sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is owned by company insiders.

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.