First Nebraska Trust Co Makes New $19.30 Million Investment in Walmart Inc. $WMT

First Nebraska Trust Co purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 185,735 shares of the retailer’s stock, valued at approximately $19,301,000. Walmart accounts for about 1.6% of First Nebraska Trust Co’s portfolio, making the stock its 14th biggest holding.

Several other large investors have also added to or reduced their stakes in the company. Compton Financial Group LLC lifted its holdings in shares of Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after purchasing an additional 82 shares during the period. Strait & Sound Wealth Management LLC boosted its position in Walmart by 0.3% in the first quarter. Strait & Sound Wealth Management LLC now owns 25,443 shares of the retailer’s stock valued at $3,162,000 after buying an additional 84 shares during the last quarter. Kassira Wealth Management LLC increased its holdings in Walmart by 0.8% in the 3rd quarter. Kassira Wealth Management LLC now owns 11,538 shares of the retailer’s stock worth $1,199,000 after buying an additional 88 shares during the period. Bernicke Wealth Management Ltd. increased its holdings in Walmart by 0.7% in the 2nd quarter. Bernicke Wealth Management Ltd. now owns 12,548 shares of the retailer’s stock worth $1,421,000 after buying an additional 89 shares during the period. Finally, MBE Wealth Management LLC raised its position in Walmart by 1.0% during the 3rd quarter. MBE Wealth Management LLC now owns 9,306 shares of the retailer’s stock worth $967,000 after buying an additional 89 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $124.86 on Wednesday. The stock has a market capitalization of $990.61 billion, a price-to-earnings ratio of 45.08, a PEG ratio of 4.61 and a beta of 0.53. Walmart Inc. has a 12 month low of $98.88 and a 12 month high of $135.15. The firm’s 50 day simple moving average is $111.08 and its 200-day simple moving average is $118.46. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same period in the previous year, the firm earned $0.68 EPS. The business’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Analysts expect that Walmart Inc. will post 2.88 EPS for the current year.

Insider Buying and Selling

In other news, EVP Daniel Danker sold 50,644 shares of the stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This represents a 20.07% decrease in their position. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Suresh Kumar sold 166,342 shares of the firm’s stock in a transaction dated Friday, October 30th. The shares were sold at an average price of $123.21, for a total value of $20,494,997.82. Following the sale, the chief technology officer owned 1,632,223 shares in the company, valued at $201,106,195.83. This trade represents a 9.25% decrease in their ownership of the stock. 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 have sold 268,222 shares of company stock valued at $31,604,051 in the last ninety days. Company insiders own 0.09% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart may be positioned to beat its next earnings estimates, according to Zacks, which points to its history of earnings surprises and factors supporting another potential beat. Why Walmart is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Walmart’s expanded Sparky AI shopping assistant could support holiday sales by helping customers shop and potentially encouraging larger orders. Can Walmart’s Expanded Sparky AI Boost Holiday Shopping and Sales?
• Positive Sentiment: A report says Walmart’s e-commerce sales are growing faster than Amazon’s, suggesting its online business is gaining momentum. 1 Stat That Makes Walmart Hard to Ignore This November
• Neutral Sentiment: CTO Suresh Kumar sold 166,342 shares, and EVP Daniel Bartlett sold 3,346 shares. Both trades were made under pre-arranged Rule 10b5-1 plans; the sales may draw attention, but do not necessarily indicate a change in their views of the company. Kumar SEC filing Bartlett SEC filing
• Negative Sentiment: Bearish commentary highlights Walmart’s high valuation, with one article returning to a “strong sell” rating and another warning that the valuation may be stretched. Valuation concerns could weigh on sentiment even as the business outlook remains constructive. Walmart: Back To The Strong Sell Rating Walmart’s Defensive Reputation and Valuation

Wall Street Analysts Forecast Growth

Several analysts have commented on WMT shares. Robert W. Baird decreased their price objective on shares of Walmart from $140.00 to $120.00 and set an “outperform” rating for the company in a research note on Friday, August 21st. Roth Capital reiterated a “buy” rating on shares of Walmart in a research note on Friday, August 21st. BMO Capital Markets reissued an “outperform” rating and set a $126.00 target price on shares of Walmart in a report on Friday, August 21st. BNP Paribas Exane restated an “outperform” rating and set a $137.00 target price (down from $146.00) on shares of Walmart in a research report on Friday, August 21st. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $120.00 price target on shares of Walmart in a report on Friday, August 21st. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart currently has an average rating of “Buy” and an average price target of $132.41.

Walmart Profile

Walmart Inc (NASDAQ:WMT) operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.

The company organizes its operations into Walmart U.S., Walmart International and Sam’s Club U.S. Walmart U.S.