Walmart Inc. $WMT Shares Sold by Triad Wealth Partners LLC

Triad Wealth Partners LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 21.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,838 shares of the retailer’s stock after selling 8,537 shares during the quarter. Triad Wealth Partners LLC’s holdings in Walmart were worth $3,957,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Entrust Financial LLC purchased a new stake in shares of Walmart during the fourth quarter worth about $27,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the 4th quarter valued at approximately $30,000. Bay Harbor Wealth Management LLC boosted its stake in 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 purchasing an additional 105 shares in the last quarter. Clayton Financial Group LLC boosted its stake in Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares in the last quarter. Finally, Sankala Group LLC purchased a new stake in Walmart during the 4th quarter worth approximately $33,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have issued reports on WMT shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Raymond James Financial reissued an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research report on Friday, March 6th. UBS Group set a $141.00 target price on Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Finally, KeyCorp reiterated an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart has an average rating of “Moderate Buy” and an average target price of $138.85.

Insider Activity

In related news, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at 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 firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 120,146 shares of company stock valued at $14,835,898 in the last three months. Corporate insiders own 0.09% of the company’s stock.

Walmart Price Performance

Shares of WMT stock opened at $117.18 on Tuesday. Walmart Inc. has a twelve month low of $94.23 and a twelve month high of $135.15. The stock has a market cap of $932.53 billion, a P/E ratio of 41.12, a P/E/G ratio of 4.37 and a beta of 0.60. The stock has a 50 day moving average of $124.37 and a 200 day moving average of $122.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. The business 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 quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm 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 expect that Walmart Inc. will post 2.89 EPS for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a nationwide effort with Sam’s Club to help Medicare beneficiaries understand new prescription drug coverage options tied to weight management and chronic care, reinforcing its healthcare and pharmacy services strategy.
• Positive Sentiment: Walmart is integrating Walmart Connect and Sam’s Club advertising operations into one framework, a move that signals continued growth and better monetization of its ad business.
• Positive Sentiment: Analyst commentary highlighted improving Walmart International sales, supported by store gains, e-commerce growth, marketplace expansion, and faster fulfillment, suggesting momentum in a key segment.
• Neutral Sentiment: EVP Christopher James Nicholas sold 2,900 shares at an average price of $118.19 under a pre-arranged Rule 10b5-1 plan; the sale was small relative to his holdings and is typically viewed as routine insider activity.
• Negative Sentiment: California consumers filed a proposed class-action lawsuit alleging Walmart and other retailers used an AI pricing tool to illegally raise gas prices, creating potential legal, regulatory, and reputational risk.
• Negative Sentiment: Reuters reported Walmart was among gas-station operators sued over allegations of AI-driven pump-price inflation in California, adding another legal headline that could pressure sentiment.
• Negative Sentiment: Walmart also faces scrutiny in China, where regulators ordered Sam’s Club to strengthen food-safety controls and supply-chain inspections, adding operational pressure in an important international market.

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.