SmartHarvest Portfolios LLC Trims Stock Holdings in Walmart Inc. $WMT

SmartHarvest Portfolios LLC lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 21.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,620 shares of the retailer’s stock after selling 4,600 shares during the period. Walmart accounts for approximately 0.9% of SmartHarvest Portfolios LLC’s portfolio, making the stock its 16th biggest holding. SmartHarvest Portfolios LLC’s holdings in Walmart were worth $2,066,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. AA Financial Advisors LLC raised its stake in Walmart by 2.4% in the 1st quarter. AA Financial Advisors LLC now owns 12,714 shares of the retailer’s stock valued at $1,580,000 after purchasing an additional 303 shares during the last quarter. Falcon Wealth Planning boosted its stake in shares of Walmart by 34.9% during the 1st quarter. Falcon Wealth Planning now owns 17,059 shares of the retailer’s stock worth $2,120,000 after purchasing an additional 4,410 shares during the last quarter. Grey Ledge Advisors LLC grew its holdings in shares of Walmart by 2.4% during the first quarter. Grey Ledge Advisors LLC now owns 5,563 shares of the retailer’s stock worth $691,000 after buying an additional 129 shares in the last quarter. Maseco LLP grew its holdings in shares of Walmart by 7.2% during the first quarter. Maseco LLP now owns 1,965 shares of the retailer’s stock worth $244,000 after buying an additional 132 shares in the last quarter. Finally, Balance Wealth LLC grew its holdings in shares of Walmart by 37.3% during the first quarter. Balance Wealth LLC now owns 4,321 shares of the retailer’s stock worth $537,000 after buying an additional 1,175 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Walmart stock opened at $115.69 on Friday. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15. The firm has a 50 day moving average price of $123.74 and a 200 day moving average price of $122.17. The company has a market cap of $920.67 billion, a price-to-earnings ratio of 40.59, a PEG ratio of 4.32 and a beta of 0.59. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Buying and Selling at Walmart

In other news, EVP Daniel J. Bartlett sold 1,385 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $119.83, for a total transaction of $165,964.55. Following the completion of the sale, the executive vice president directly owned 633,784 shares in the company, valued at $75,946,336.72. This represents a 0.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 100,730 shares of company stock worth $12,444,624. 0.09% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Morgan Stanley upped their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a report on Monday, June 8th. KeyCorp reissued an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Guggenheim raised their price objective on Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a report on Monday, April 13th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Walmart Company 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.