Walmart Inc. $WMT Shares Acquired by Uhlmann Price Securities LLC

Uhlmann Price Securities LLC increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 287.6% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,051 shares of the retailer’s stock after purchasing an additional 17,104 shares during the period. Walmart makes up approximately 0.2% of Uhlmann Price Securities LLC’s portfolio, making the stock its 20th largest position. Uhlmann Price Securities LLC’s holdings in Walmart were worth $2,827,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Entrust Financial LLC purchased a new position in shares of Walmart during the 4th quarter worth approximately $27,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart during the 4th quarter worth $30,000. Bay Harbor Wealth Management LLC lifted its position in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the period. Clayton Financial Group LLC lifted its position in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after acquiring an additional 193 shares during the period. Finally, Sankala Group LLC purchased a new position in Walmart in the 4th quarter valued at approximately $33,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a nationwide effort with Sam’s Club to help Medicare beneficiaries understand new prescription drug coverage options tied to weight management and chronic care, reinforcing its healthcare and pharmacy services strategy.
• Positive Sentiment: Walmart is integrating Walmart Connect and Sam’s Club advertising operations into one framework, a move that signals continued growth and better monetization of its ad business.
• Positive Sentiment: Analyst commentary highlighted improving Walmart International sales, supported by store gains, e-commerce growth, marketplace expansion, and faster fulfillment, suggesting momentum in a key segment.
• Neutral Sentiment: EVP Christopher James Nicholas sold 2,900 shares at an average price of $118.19 under a pre-arranged Rule 10b5-1 plan; the sale was small relative to his holdings and is typically viewed as routine insider activity.
• Negative Sentiment: California consumers filed a proposed class-action lawsuit alleging Walmart and other retailers used an AI pricing tool to illegally raise gas prices, creating potential legal, regulatory, and reputational risk.
• Negative Sentiment: Reuters reported Walmart was among gas-station operators sued over allegations of AI-driven pump-price inflation in California, adding another legal headline that could pressure sentiment.
• Negative Sentiment: Walmart also faces scrutiny in China, where regulators ordered Sam’s Club to strengthen food-safety controls and supply-chain inspections, adding operational pressure in an important international market.

Insider Buying and Selling at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $124.84, for a total value of $1,638,525.00. Following the transaction, the chief executive officer owned 674,162 shares in the company, valued at $84,162,384.08. This trade represents a 1.91% decrease in their position. The sale 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, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the sale, the director directly owned 4,213,406 shares of the company’s stock, valued at $518,923,082.96. This represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 120,146 shares of company stock worth $14,835,898. 0.09% of the stock is currently owned by insiders.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $117.18 on Tuesday. The company has a market cap of $932.53 billion, a P/E ratio of 41.12, a P/E/G ratio of 4.37 and a beta of 0.60. The business has a fifty day simple moving average of $124.37 and a 200-day simple moving average of $122.15. Walmart Inc. has a 52 week low of $94.23 and a 52 week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last released its 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 return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the prior year, the business posted $0.61 earnings per share. The firm’s revenue for the quarter 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 research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms have weighed in on WMT. Truist Financial set a $140.00 target price on Walmart in a report on Thursday, May 21st. Guggenheim upped their price target on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a report on Monday, April 13th. BTIG Research reiterated a “buy” rating and issued a $145.00 price target on shares of Walmart in a research report on Wednesday, June 3rd. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. 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. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $138.85.

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.