RKL Wealth Management LLC Sells 4,707 Shares of Walmart Inc. $WMT

RKL Wealth Management LLC trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 15.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,712 shares of the retailer’s stock after selling 4,707 shares during the period. RKL Wealth Management LLC’s holdings in Walmart were worth $3,320,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of WMT. Janney Montgomery Scott LLC raised its holdings in Walmart by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after purchasing an additional 68,632 shares in the last quarter. Union Bancaire Privee UBP SA boosted its holdings in shares of Walmart by 253.3% during the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock valued at $47,728,000 after buying an additional 275,337 shares in the last quarter. Vise Technologies Inc. boosted its holdings in shares of Walmart by 42.1% during the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after buying an additional 81,635 shares in the last quarter. Van ECK Associates Corp grew its position in shares of Walmart by 2.9% in the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after buying an additional 28,026 shares during the period. Finally, Life Cycle Investment Partners Ltd purchased a new stake in shares of Walmart in the 4th quarter worth about $40,855,000. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of Walmart stock opened at $111.84 on Friday. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15. The firm’s 50-day moving average is $122.15 and its 200 day moving average is $122.07. The stock has a market cap of $890.03 billion, a price-to-earnings ratio of 39.24, a PEG ratio of 4.17 and a beta of 0.60. 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 released 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 business 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 was up 7.4% compared to the same quarter last year. During the same period last year, the business 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. Sell-side analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Activity

In related news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction that occurred 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 transaction, 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the sale, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This represents a 0.46% 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. Over the last quarter, insiders have sold 104,505 shares of company stock valued at $12,858,514. Company insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on WMT shares. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Morgan Stanley raised their target price 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. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a report on Monday, June 8th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. One 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 stock. Based on data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

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.