Foster & Motley Inc. Has $7.57 Million Position in Walmart Inc. $WMT

Foster & Motley Inc. lessened its position in shares of Walmart Inc. (NASDAQ:WMT) by 16.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 60,894 shares of the retailer’s stock after selling 12,353 shares during the period. Foster & Motley Inc.’s holdings in Walmart were worth $7,568,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Renaissance Group LLC raised its position in Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after purchasing an additional 83 shares in the last quarter. Calton & Associates Inc. boosted its holdings in shares of Walmart by 0.3% in the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares in the last quarter. Advocacy Wealth Management LLC boosted its holdings in shares of 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 purchasing an additional 84 shares in the last quarter. Stockman Wealth Management Inc. increased its stake in shares of Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after purchasing an additional 87 shares during the last quarter. Finally, Capstone Wealth Management LLC increased its stake in shares of Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after purchasing an additional 89 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on WMT. TD Cowen restated a “buy” rating and set a $150.00 price objective (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Evercore reiterated an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. KeyCorp reissued an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Insider Activity

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $118.19, for a total value of $342,751.00. Following the completion of the transaction, the executive vice president directly owned 574,953 shares in the company, valued at approximately $67,953,695.07. This represents a 0.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 firm’s stock in a transaction 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 transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 100,730 shares of company stock worth $12,444,624. Company insiders own 0.09% of the company’s stock.

Key Stories Impacting Walmart

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

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

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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. Equities research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart 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.