RFG Advisory LLC Decreases Stake in Walmart Inc. $WMT

RFG Advisory LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 6.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 107,817 shares of the retailer’s stock after selling 7,447 shares during the quarter. RFG Advisory LLC’s holdings in Walmart were worth $13,399,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Entrust Financial LLC purchased a new position in Walmart in the 4th quarter worth about $27,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart during the 4th quarter valued at about $30,000. Bay Harbor Wealth Management LLC grew its stake in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares during the period. Clayton Financial Group LLC grew its stake in shares of Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after acquiring an additional 193 shares during the period. Finally, Sankala Group LLC purchased a new position in shares of Walmart during the fourth quarter valued at approximately $33,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the completion of the sale, the executive vice president owned 574,953 shares of the company’s stock, valued at approximately $67,953,695.07. The trade was a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,385 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $119.83, for a total value of $165,964.55. Following the completion of the sale, the executive vice president owned 633,784 shares of the company’s stock, valued at approximately $75,946,336.72. The trade was a 0.22% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 100,730 shares of company stock worth $12,444,624 over the last three months. 0.09% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on WMT. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. Craig Hallum set a $150.00 price target on Walmart in a report on Friday, March 6th. Bank of America initiated coverage on Walmart in a research note on Friday, February 27th. They issued a “buy” rating and a $150.00 price target on the stock. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Walmart Stock Performance

WMT opened at $115.69 on Friday. The company’s 50 day moving average is $123.74 and its 200 day moving average is $122.17. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The company has a market cap of $920.67 billion, a price-to-earnings ratio of 40.59, a PEG ratio of 4.32 and a beta of 0.59. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15.

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