Flatrock Wealth Partners LLC Purchases Shares of 15,047 Walmart Inc. $WMT

Flatrock Wealth Partners LLC acquired a new position in Walmart Inc. (NASDAQ:WMT) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 15,047 shares of the retailer’s stock, valued at approximately $1,874,000. Walmart accounts for approximately 0.8% of Flatrock Wealth Partners LLC’s portfolio, making the stock its 29th biggest position.

Several other institutional investors also recently modified their holdings of WMT. Entrust Financial LLC acquired a new stake in shares of Walmart during the 4th quarter valued at about $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Walmart in the first quarter worth about $29,000. Beacon Financial Strategies CORP acquired a new position in Walmart in the fourth quarter worth about $30,000. Bay Harbor Wealth Management LLC lifted its stake in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares during the period. Finally, Clayton Financial Group LLC lifted its stake in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Down 0.8%

NASDAQ WMT opened at $112.21 on Friday. The firm has a market cap of $892.98 billion, a PE ratio of 39.37, a price-to-earnings-growth ratio of 4.22 and a beta of 0.60. Walmart Inc. has a one year low of $94.23 and a one year high of $135.15. The stock’s 50 day simple moving average is $120.76 and its 200 day simple moving average is $122.02. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during 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 business’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 EPS. 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, sell-side analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart said it is offering thousands of lower prices across its stores and Sam’s Club, reinforcing its value leadership and potentially boosting customer traffic. Walmart (WMT) Offers Lower Prices Across Stores and Clubs
• Positive Sentiment: Analysts and commentators continue to favor Walmart as a high-quality defensive retailer, with several pieces calling the pullback a buying opportunity for long-term investors.
• Positive Sentiment: Walmart’s AI shopping push could improve product discovery and personalization, strengthening its e-commerce and omnichannel strategy versus competitors like Amazon. Amazon and Walmart’s AI Shopping Race Is Now a Battle for Context, Not Clicks
• Positive Sentiment: Coverage around Walmart’s health event suggests the company may be building a larger healthcare business, which could become an additional long-term growth driver. Walmart’s (WMT) Health Event Is Secretly A Huge Bet On Healthcare
• Neutral Sentiment: Several media appearances, including Jim Cramer commentary, highlighted Walmart as a “buy the dip” name, but these remarks are sentiment-driven rather than a direct fundamental change.
• Negative Sentiment: Walmart also faced legal overhangs, including a Texas driver-pay settlement and a new California class-action filing tied to an AI pricing allegation, which could create headline risk. Walmart (WMT) Pays $13 Million To Settle Driver Pay Case As New AI Suit Lands

Insider Buying and Selling

In related news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated 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 completion of the transaction, the director directly owned 4,174,579 shares of the company’s stock, 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 filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction dated 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 approximately $69,074,186.76. This trade represents a 0.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 104,505 shares of company stock valued at $12,858,514 in the last 90 days. 0.09% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on WMT. BTIG Research reiterated a “buy” rating and issued a $145.00 price objective on shares of Walmart in a research note on Wednesday, June 3rd. Tigress Financial restated a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Guggenheim upped their price target on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Finally, KeyCorp reiterated an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

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.