Goldenstone Wealth Management LLC Purchases Shares of 11,137 Walmart Inc. $WMT

Goldenstone Wealth Management LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 11,137 shares of the retailer’s stock, valued at approximately $1,241,000. Walmart comprises about 0.9% of Goldenstone Wealth Management LLC’s portfolio, making the stock its 26th largest position.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. FourThought Financial Partners LLC lifted its holdings in Walmart by 0.6% in the 4th quarter. FourThought Financial Partners LLC now owns 60,254 shares of the retailer’s stock valued at $6,713,000 after acquiring an additional 371 shares during the last quarter. Global Retirement Partners LLC lifted its stake in Walmart by 23.6% during the fourth quarter. Global Retirement Partners LLC now owns 158,266 shares of the retailer’s stock valued at $17,632,000 after buying an additional 30,255 shares in the last quarter. KDT Advisors LLC lifted its stake in Walmart by 23.0% during the fourth quarter. KDT Advisors LLC now owns 2,890 shares of the retailer’s stock valued at $322,000 after buying an additional 540 shares in the last quarter. Twin Capital Management Inc. lifted its stake in Walmart by 1.2% during the fourth quarter. Twin Capital Management Inc. now owns 51,905 shares of the retailer’s stock valued at $5,783,000 after buying an additional 613 shares in the last quarter. Finally, Financial Synergies Wealth Advisors Inc. lifted its stake in Walmart by 4.0% during the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 30,486 shares of the retailer’s stock valued at $3,396,000 after buying an additional 1,160 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bernstein reiterated an Outperform rating, saying Walmart could benefit long term from policy support tied to the “One Big Beautiful Bill Act,” which may help drive comparable sales among higher-income consumers. Walmart Inc. (WMT) Backed by Wall Street and Louis Navellier
• Positive Sentiment: UBS reaffirmed a Buy rating and lifted its price target, citing strong e-commerce growth and Walmart’s improving digital mix. UBS Reaffirms Buy Rating on Walmart (WMT) Amid Strong E-Commerce Growth
• Positive Sentiment: Reuters reported that Walmart is widening its lead over rivals as tariffs, inflation, and tighter household budgets push shoppers toward value-focused retailers. Walmart Gains Ground as Tariffs Pressure Retail Rivals
• Positive Sentiment: Multiple previews ahead of earnings highlight Walmart’s omnichannel momentum, advertising and membership growth, and resilience as consumers seek value. Walmart Looks Strong Ahead of Q1 Earnings: Should Investors Stay Put?

Walmart Trading Down 2.5%

NASDAQ:WMT opened at $130.85 on Thursday. The stock’s 50 day moving average price is $126.91 and its 200 day moving average price is $119.89. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15. The company has a market capitalization of $1.04 trillion, a P/E ratio of 47.76, a P/E/G ratio of 4.96 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, topping analysts’ consensus estimates of $0.65 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. 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, research analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Transactions at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the transaction, the director owned 4,023,209 shares in the company, valued at approximately $509,780,812.39. This represents a 0.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Latriece Watkins sold 10,000 shares of Walmart stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the transaction, the executive vice president directly owned 108,294 shares in the company, valued at approximately $13,153,389.24. This represents a 8.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 154,065 shares of company stock valued at $19,281,401 in the last ninety days. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts have commented on WMT shares. Truist Financial upped their price objective on shares of Walmart from $127.00 to $139.00 and gave the company a “buy” rating in a research note on Friday, February 20th. HSBC lowered shares of Walmart from a “buy” rating to a “hold” rating and increased their price target for the stock from $122.00 to $131.00 in a research report on Friday, February 20th. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. KeyCorp reissued an “overweight” rating and issued a $145.00 price target (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $145.00 price target on shares of Walmart in a research report on Tuesday, May 12th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $138.88.

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.