Liberty One Investment Management LLC Boosts Holdings in Walmart Inc. $WMT

Liberty One Investment Management LLC grew its stake in shares of Walmart Inc. (NASDAQ:WMT) by 27.6% during the first quarter, HoldingsChannel reports. The firm owned 50,690 shares of the retailer’s stock after purchasing an additional 10,949 shares during the quarter. Liberty One Investment Management LLC’s holdings in Walmart were worth $6,300,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Advisortrust Partners LLC raised its stake in shares of Walmart by 20.2% during the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock valued at $8,344,000 after purchasing an additional 11,283 shares in the last quarter. Union Bancaire Privee UBP SA grew its position in Walmart by 253.3% in the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock valued at $47,728,000 after buying an additional 275,337 shares in the last quarter. Janney Montgomery Scott LLC grew its position in Walmart by 2.9% in the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after buying an additional 68,632 shares in the last quarter. Vise Technologies Inc. increased its stake in Walmart by 42.1% during the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after buying an additional 81,635 shares during the period. Finally, HORAN Wealth LLC increased its stake in Walmart by 55.7% during the 1st quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock valued at $9,931,000 after buying an additional 29,184 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Royal Bank of Canada reaffirmed an outperform rating on Walmart and raised its price target to $137, signaling meaningful upside potential from current levels. Benzinga report on RBC rating
• Positive Sentiment: Several recent articles highlight Walmart as a wide-moat and growth stock, pointing to durable competitive advantages and steady financial growth that can support investor confidence. Wide-moat stocks article
• Positive Sentiment: Walmart announced a partnership with ReturnPro to refurbish and resell returned products, which could improve e-commerce efficiency, recover losses from returns, and reduce waste. Yahoo Finance ReturnPro partnership article
• Neutral Sentiment: Media coverage on Walmart’s dividend history may attract income-focused investors, but it does not appear to be a new catalyst for the stock today. TheStreet dividend article
• Neutral Sentiment: Technical commentary notes Walmart’s extended downturn could set up a possible rebound, but this is more of a sentiment/valuation call than a fundamental change. MSN comeback article
• Negative Sentiment: RBC and other market commentary suggest Walmart may report a softer fiscal Q2 as lower-income shoppers remain under pressure, raising concerns about near-term sales momentum. Yahoo Finance softer Q2 article
• Negative Sentiment: One article argues Walmart has lagged the market over the past several months, with recent softer results contributing to investor caution. Yahoo Finance stock falls article

Walmart Price Performance

Shares of NASDAQ:WMT opened at $108.40 on Friday. Walmart Inc. has a one year low of $95.35 and a one year high of $135.15. The stock has a fifty day moving average of $117.18 and a 200-day moving average of $122.06. The company has a market capitalization of $862.66 billion, a PE ratio of 38.04, a price-to-earnings-growth ratio of 4.08 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 issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, equities analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on WMT shares. BTIG Research reaffirmed a “buy” rating and issued a $145.00 price target on shares of Walmart in a research note on Wednesday, June 3rd. Royal Bank Of Canada reissued an “outperform” rating and set a $137.00 target price on shares of Walmart in a report on Wednesday. Tigress Financial restated a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Insiders Place Their Bets

In other news, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value 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. The trade was a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 67,729 shares of company stock valued at $8,124,931 over the last 90 days. 0.09% of the stock is owned by corporate insiders.

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.