William Allan Corp Cuts Holdings in Walmart Inc. $WMT

William Allan Corp reduced its holdings in Walmart Inc. (NASDAQ:WMT) by 7.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 69,922 shares of the retailer’s stock after selling 5,496 shares during the period. Walmart makes up about 4.4% of William Allan Corp’s investment portfolio, making the stock its 5th largest position. William Allan Corp’s holdings in Walmart were worth $7,790,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Entrust Financial LLC bought a new stake in shares of Walmart during the fourth quarter valued at approximately $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the third quarter valued at approximately $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart during the fourth quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the period. Finally, Clayton Financial Group LLC increased its position in shares of Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares during the period. 26.76% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently commented on WMT. Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Craig Hallum set a $150.00 price target on Walmart in a research note on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. HSBC lowered Walmart from a “buy” rating to a “hold” rating and boosted their price target for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Finally, Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. One 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 stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Insider Activity at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the sale, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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 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 of the company’s stock, 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. Insiders have sold a total of 117,008 shares of company stock valued at $14,492,704 over the last quarter. 0.09% of the stock is currently owned by corporate insiders.

Walmart Price Performance

Walmart stock opened at $120.50 on Friday. 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 firm has a market cap of $958.95 billion, a P/E ratio of 42.28, a P/E/G ratio of 4.50 and a beta of 0.59. The business’s fifty day moving average is $125.36 and its two-hundred day moving average is $121.66. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS 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 business’s revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the firm 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. Equities research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart’s head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

Walmart Profile

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.