CFO4Life Group LLC Sells 114,729 Shares of Walmart Inc. $WMT

CFO4Life Group LLC cut its holdings in Walmart Inc. (NASDAQ:WMT) by 66.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 59,221 shares of the retailer’s stock after selling 114,729 shares during the period. Walmart accounts for approximately 0.9% of CFO4Life Group LLC’s portfolio, making the stock its 28th biggest holding. CFO4Life Group LLC’s holdings in Walmart were worth $6,598,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in WMT. Brighton Jones LLC increased its stake in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the period. 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 worth $800,000 after purchasing 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 worth $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Walmart Trading Down 0.9%

Shares of WMT opened at $120.27 on Friday. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The company has a quick ratio of 0.24, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The firm has a market capitalization of $958.67 billion, a price-to-earnings ratio of 42.20, a P/E/G ratio of 4.49 and a beta of 0.65. The stock’s 50-day moving average price is $126.77 and its 200 day moving average price is $120.03.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the business earned $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. As a group, research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart posted solid first-quarter results, with revenue of $177.8 billion and EPS of $0.66, while e-commerce sales rose 26% and advertising revenue jumped 37%, highlighting continued strength in digital and membership-driven businesses.
• Positive Sentiment: Several analysts remained constructive after earnings: Bank of America reiterated a Buy rating and said Walmart is well positioned to gain share in a price-sensitive environment, while BTIG and BNP Paribas Exane also kept positive ratings despite modestly trimming price targets.
• Neutral Sentiment: Walmart disclosed pre-arranged insider sales by CEO John Furner and EVP Christopher James Nicholas, but both transactions were made under 10b5-1 plans, which typically limits how much investors read into them.
• Neutral Sentiment: News reports also noted leadership changes, including the departure of Sam’s Club COO Tom Ward and U.S. stores EVP Cedric Clark, adding some uncertainty but not appearing to change the company’s near-term operating outlook.
• Negative Sentiment: Shares weakened after Walmart issued second-quarter EPS guidance below consensus and reaffirmed full-year targets that also came in below Wall Street expectations, prompting concerns that margin pressure could continue.
• Negative Sentiment: Management said elevated fuel prices are pressuring both consumers and Walmart’s own costs, reinforcing worries that spending could soften and profitability could stay under pressure in the coming quarters.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on WMT. Jefferies Financial Group set a $145.00 price objective on Walmart in a research note on Friday, February 20th. DA Davidson set a $150.00 price target on Walmart and gave the company a “buy” rating in a research note on Friday, February 20th. Rothschild & Co Redburn set a $150.00 price target on Walmart in a research note on Tuesday, February 17th. Wolfe Research restated an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $138.71.

Insider Activity at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,250 shares of Walmart stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $133.77, for a total transaction of $167,212.50. Following the sale, the executive vice president directly owned 635,593 shares of the company’s stock, valued at approximately $85,023,275.61. The trade was a 0.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares in the company, valued at $82,021,470.96. The trade was a 1.95% decrease in their ownership of the stock. 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 ninety days, insiders sold 126,008 shares of company stock valued at $15,896,715. Corporate insiders own 0.10% 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.