Compound Planning Inc. Raises Stake in Walmart Inc. $WMT

Compound Planning Inc. increased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 34.3% during the 4th quarter, HoldingsChannel reports. The fund owned 89,819 shares of the retailer’s stock after buying an additional 22,940 shares during the period. Compound Planning Inc.’s holdings in Walmart were worth $10,007,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Entrust Financial LLC bought a new stake in shares of Walmart in the 4th quarter worth approximately $27,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Walmart in the 3rd quarter worth approximately $30,000. Beacon Financial Strategies CORP bought a new position in Walmart during the 4th quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC raised 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 valued at $32,000 after buying an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC raised its stake in 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 buying an additional 193 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Down 0.8%

NASDAQ WMT opened at $117.18 on Friday. The stock’s 50-day moving average price is $124.81 and its 200-day moving average price is $122.07. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 52 week low of $94.23 and a 52 week high of $135.15. The company has a market capitalization of $932.53 billion, a P/E ratio of 41.12, a price-to-earnings-growth ratio of 4.41 and a beta of 0.59.

Walmart (NASDAQ:WMT) last posted 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 firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm earned $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. On average, equities 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: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on WMT. Telsey Advisory Group increased their target price on Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a research note on Friday, February 20th. HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and lifted their target price for the stock from $122.00 to $131.00 in a research report on Friday, February 20th. Bank of America began coverage on shares of Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price target for the company. Royal Bank Of Canada restated an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. Finally, KeyCorp reiterated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $138.85.

Insider Buying and Selling at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $124.84, for a total value of $1,638,525.00. Following the completion of the transaction, the chief executive officer directly owned 674,162 shares in the company, valued at $84,162,384.08. This represents a 1.91% decrease in their ownership of the stock. 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, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Thursday, March 26th. The stock was sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the completion of the sale, the director directly owned 4,213,406 shares of the company’s stock, valued at approximately $518,923,082.96. This trade represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 117,246 shares of company stock valued at $14,493,147. 0.09% of the stock is currently 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.