Triad Wealth Partners LLC Sells 8,537 Shares of Walmart Inc. $WMT

Triad Wealth Partners LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 21.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,838 shares of the retailer’s stock after selling 8,537 shares during the quarter. Triad Wealth Partners LLC’s holdings in Walmart were worth $3,957,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Brighton Jones LLC boosted its position in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after acquiring an additional 485 shares during the period. Peterson Wealth Management raised its stake in shares of Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

WMT has been the topic of several research reports. TD Cowen restated a “buy” rating and set a $150.00 price objective (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Craig Hallum set a $150.00 target price on Walmart in a report on Friday, March 6th. Evercore reissued an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Truist Financial set a $140.00 price target on Walmart in a research note on Thursday, May 21st. Finally, KeyCorp restated an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Insider Activity at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $118.19, for a total value of $342,751.00. Following the transaction, the executive vice president owned 574,953 shares in the company, valued at $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 Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 120,146 shares of company stock valued at $14,835,898 over the last 90 days. Company insiders own 0.09% of the company’s stock.

Walmart Price Performance

Walmart stock opened at $117.18 on Tuesday. The business has a fifty day moving average of $124.37 and a two-hundred day moving average of $122.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The firm 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. Walmart Inc. has a twelve month low of $94.23 and a twelve month high of $135.15.

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

Walmart News Roundup

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.

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.