Oxbow Advisors LLC Has $2.41 Million Position in Walmart Inc. $WMT

Oxbow Advisors LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT) by 32.3% during the first quarter, Holdings Channel reports. The fund owned 19,397 shares of the retailer’s stock after selling 9,274 shares during the period. Oxbow Advisors LLC’s holdings in Walmart were worth $2,411,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in WMT. MFA Wealth Services increased its holdings in shares of Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after purchasing an additional 80 shares during the last quarter. Realta Investment Advisors lifted its stake in shares of Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after buying an additional 81 shares during the last quarter. Renaissance Group LLC boosted its holdings in shares of Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after buying an additional 83 shares during the period. Calton & Associates Inc. boosted its holdings in shares of Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after buying an additional 84 shares during the period. Finally, Advocacy Wealth Management LLC grew its stake in Walmart by 2.5% in the 4th quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock valued at $378,000 after buying an additional 84 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is getting attention for its growing e-commerce and membership momentum at Sam’s Club, with faster fulfillment and stronger digital sales supporting the case that the company can keep expanding despite cost pressure.
• Positive Sentiment: Analysts and industry commentary continue to point to Walmart’s scale, higher-margin businesses, and advertising growth as offsetting factors that could help sustain earnings resilience. Article Title
• Neutral Sentiment: Several items focus on Walmart as a defensive retail name amid questions about U.S. consumer strength, suggesting investors are still viewing WMT as a potential relative winner if spending slows.
• Neutral Sentiment: Market commentary also notes that Walmart’s valuation remains elevated, which may limit upside in the short term even if fundamentals stay solid.
• Negative Sentiment: The biggest headline driver is Walmart’s decision to cut prices on hundreds of summer barbecue essentials, including beef, soda, and snacks, after President Trump said the move came at his administration’s request. That may pressure margins near term and has drawn attention to pricing pressure at the company.
• Negative Sentiment: Investors may also be reacting to the broader message that Walmart is leaning harder into discounting, which could reinforce concerns that competitive pricing could weigh on profitability even if it supports traffic. Article Title

Analysts Set New Price Targets

WMT has been the topic of several research analyst reports. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. BTIG Research restated a “buy” rating and set a $145.00 price objective on shares of Walmart in a report on Wednesday, June 3rd. UBS Group set a $141.00 target price on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. Wolfe Research reiterated an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Finally, Tigress Financial reissued a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a report on Friday, May 29th. 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 company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Stock Performance

Walmart stock traded up $2.23 during midday trading on Tuesday, hitting $112.88. The company’s stock had a trading volume of 4,227,692 shares, compared to its average volume of 25,999,137. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The company has a market cap of $898.29 billion, a price-to-earnings ratio of 39.56, a PEG ratio of 4.17 and a beta of 0.60. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15. The company has a 50-day moving average price of $122.15 and a two-hundred day moving average price of $122.11.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the business earned $0.61 earnings per share. The firm’s quarterly revenue was up 7.4% on a year-over-year basis. 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 predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Activity

In related news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the transaction, the director owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is owned by insiders.

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.