Rational Advisors Inc. Cuts Stake in Walmart Inc. $WMT

Rational Advisors Inc. cut its stake in Walmart Inc. (NASDAQ:WMT) by 22.6% during the 4th quarter, HoldingsChannel reports. The firm owned 36,506 shares of the retailer’s stock after selling 10,685 shares during the quarter. Rational Advisors Inc.’s holdings in Walmart were worth $4,067,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in WMT. Collier Financial purchased a new position in Walmart in the third quarter valued at about $25,000. Entrust Financial LLC purchased a new stake in shares of Walmart during the fourth quarter worth about $27,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Walmart during the third quarter worth about $30,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart during the fourth quarter worth about $30,000. Finally, Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% during 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 last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Stock Performance

Shares of WMT stock opened at $113.06 on Wednesday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The business has a 50 day moving average of $125.98 and a two-hundred day moving average of $120.81. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15. The company has a market cap of $899.74 billion, a P/E ratio of 39.67, a PEG ratio of 4.28 and a beta of 0.59.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the firm posted $0.61 earnings per share. Walmart’s quarterly 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. As a group, analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart-backed OnePay is looking beyond the retailer’s ecosystem to grow its financial app, which could expand the company’s digital and fintech reach if it attracts more outside users. Walmart-Backed OnePay Looks Beyond Retailer’s Ecosystem to Fuel Expansion
• Positive Sentiment: Walmart said its drones have completed more than 1 million deliveries, highlighting continued progress in faster last-mile fulfillment and its push to improve convenience for customers. Walmart Marks Millionth Drone Drop-Off Amid Increased Delivery Focus
• Positive Sentiment: Walmart expanded 30-minute delivery to 33 U.S. markets, reinforcing its e-commerce and grocery delivery advantage versus rivals. Walmart’s 30-Minute Delivery Expansion Strengthens Its Retail Edge
• Neutral Sentiment: Walmart announced an expanded community initiative in Florida to support first responders and children in crisis, which is positive for brand image but likely limited in direct stock impact. Walmart Helps First Responders Comfort Children in Crisis Across Florida
• Neutral Sentiment: Coverage comparing Target and Walmart suggests Walmart remains strong on scale, ads, and higher-income customer gains, but the piece is more of an industry comparison than a new company-specific catalyst. Target vs Walmart: Both Fighting For The Same Customer, Only One Wins
• Negative Sentiment: Recent commentary focused on whether Walmart’s share-price pullback means much of the upside is already priced in, reflecting investor caution after the stock’s recent decline. Is It Time To Reassess Walmart (WMT) After The Recent Share Price Pullback
• Negative Sentiment: Reports that Walmart limited employee use of an AI tool may raise concerns about internal policy or operational friction, though the direct financial impact appears modest. Update: Market Chatter: Walmart Limits Staff’s Usage of AI Tool After High Demand

Wall Street Analyst Weigh In

WMT has been the topic of a number of analyst reports. Piper Sandler reaffirmed an “overweight” rating and set a $137.00 target price (up from $130.00) on shares of Walmart in a research report on Friday, May 15th. Wolfe Research reaffirmed an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Jefferies Financial Group set a $145.00 target price on Walmart in a research report on Friday, February 20th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Insider Buying and Selling

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the transaction, the chief executive officer directly owned 687,287 shares in the company, valued at $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction that occurred 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 transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 117,008 shares of company stock valued at $14,492,704 over the last 90 days. 0.09% of the stock is owned by corporate insiders.

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.