Rothschild Wealth LLC Buys 7,314 Shares of Walmart Inc. $WMT

Rothschild Wealth LLC grew its stake in Walmart Inc. (NASDAQ:WMT) by 95.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,959 shares of the retailer’s stock after purchasing an additional 7,314 shares during the period. Rothschild Wealth LLC’s holdings in Walmart were worth $1,667,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Collier Financial acquired a new position in shares of Walmart in the 3rd quarter worth approximately $25,000. Entrust Financial LLC acquired a new position in shares of Walmart in the 4th quarter worth approximately $27,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart in the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart in the 4th quarter worth approximately $30,000. Finally, Bay Harbor Wealth Management LLC boosted its holdings 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 worth $32,000 after acquiring an additional 105 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
• Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
• Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
• Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

Walmart Price Performance

NASDAQ:WMT opened at $115.75 on Monday. The stock’s fifty day moving average price is $126.11 and its two-hundred day moving average price is $120.73. Walmart Inc. has a 52-week low of $93.43 and a 52-week 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 company has a market cap of $922.64 billion, a price-to-earnings ratio of 40.61, a P/E/G ratio of 4.32 and a beta of 0.60.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data 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 firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the prior year, the business earned $0.61 EPS. The business’s revenue for the quarter 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 anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently commented on WMT shares. Sanford C. Bernstein reissued an “outperform” rating and issued a $145.00 target price on shares of Walmart in a report on Tuesday, May 12th. Rothschild & Co Redburn set a $150.00 target price on Walmart in a report on Tuesday, February 17th. Telsey Advisory Group boosted their target price on Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a report on Friday, February 20th. Tigress Financial reissued a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday. Finally, HSBC downgraded Walmart from a “buy” rating to a “hold” rating and upped their price objective for the stock from $122.00 to $131.00 in a report on Friday, February 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Insider Activity

In other news, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value of $359,368.00. Following the transaction, the executive vice president owned 577,853 shares of the company’s stock, valued at $71,607,543.76. This represents a 0.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through 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 stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the transaction, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 117,008 shares of company stock worth $14,492,704. 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.