Monetary Management Group Inc. Sells 5,100 Shares of Walmart Inc. $WMT

Monetary Management Group Inc. reduced its stake in Walmart Inc. (NASDAQ:WMT) by 15.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 28,458 shares of the retailer’s stock after selling 5,100 shares during the period. Walmart makes up 0.7% of Monetary Management Group Inc.’s portfolio, making the stock its 26th largest holding. Monetary Management Group Inc.’s holdings in Walmart were worth $3,171,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Entrust Financial LLC bought a new stake in Walmart in the 4th quarter valued at $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart in the 3rd quarter worth about $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart in the 4th quarter worth about $30,000. Bay Harbor Wealth Management LLC increased its holdings in shares of 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 buying an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC increased its holdings in shares of 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 buying an additional 193 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC said Walmart could gain a competitive edge through partnerships with quick-service restaurants, which could help drive more traffic, broaden customer engagement, and strengthen its ecosystem. Walmart Poised to Gain Competitive Advantage Through Quick Service Restaurant Partnerships, RBC Says
• Positive Sentiment: Walmart’s e-commerce sales rose 26% in Q1 fiscal 2027, with growth coming from store pickup, delivery, and marketplace expansion, reinforcing the view that its digital business is becoming a bigger profit driver. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
• Positive Sentiment: Walmart Connect is opening new off-site advertising opportunities, expanding a high-margin revenue stream that can lift profitability faster than traditional retail sales. Walmart (WMT) Opens New Opportunities For Advertisers Beyond Its Own Platform
• Positive Sentiment: RBC also said Walmart remains confident in its competitive positioning despite pricing pressure, suggesting it can defend share even if inflation or tariffs squeeze consumers. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says
• Neutral Sentiment: Oppenheimer said Walmart continues to project an upbeat management tone and stay focused on value, reinforcing a steady long-term narrative rather than a major new catalyst. Walmart Maintains Upbeat Tone, Reinforces Value Strategy, Oppenheimer Says
• Neutral Sentiment: Several articles noted Walmart is attracting unusual investor attention, but these pieces were mostly commentary and screening updates rather than fresh fundamental news. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Walmart’s increased use of AI, employee messaging around AI-related job concerns, and philanthropic disaster-response spending support the company’s strategic and brand image, but are not likely to move the stock much on their own.
• Negative Sentiment: Analysts also flagged pricing pressure and tariff-related cost uncertainty, which could weigh on margins and explain some of the recent pullback in the shares.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Bank of America began coverage on shares of Walmart in a report on Friday, February 27th. They issued a “buy” rating and a $150.00 target price on the stock. Rothschild & Co Redburn set a $150.00 price target on shares of Walmart in a research note on Tuesday, February 17th. Royal Bank Of Canada restated 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. Tigress Financial restated a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a research note on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Insider Activity at Walmart

In related news, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Daniel J. Bartlett sold 1,250 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $133.77, for a total transaction of $167,212.50. Following the sale, the executive vice president directly owned 635,593 shares of the company’s stock, valued at $85,023,275.61. The trade was a 0.20% decrease in their position. 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. Insiders have sold a total of 117,008 shares of company stock valued at $14,492,704 over the last three months. Company insiders own 0.09% of the company’s stock.

Walmart Price Performance

Shares of WMT opened at $119.83 on Tuesday. The company has a 50 day moving average price of $125.57 and a 200-day moving average price of $121.33. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15. The stock has a market capitalization of $953.62 billion, a PE ratio of 42.05, a PEG ratio of 4.44 and a beta of 0.60. 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 announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter in the prior year, the company earned $0.61 EPS. The company’s revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

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.