Oxbow Advisors LLC Sells 9,274 Shares of Walmart Inc. $WMT

Oxbow Advisors LLC reduced its holdings in Walmart Inc. (NASDAQ:WMT) by 32.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 19,397 shares of the retailer’s stock after selling 9,274 shares during the quarter. Oxbow Advisors LLC’s holdings in Walmart were worth $2,411,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of WMT. Norges Bank bought a new stake in Walmart in the 4th quarter valued at $6,458,529,000. AQR Capital Management LLC raised its stake in shares of Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock valued at $1,199,907,000 after purchasing an additional 7,614,172 shares during the period. Geode Capital Management LLC raised its stake in shares of Walmart by 6.8% in the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares during the period. Capital International Investors bought a new stake in shares of Walmart in the fourth quarter valued at about $592,848,000. Finally, Vanguard Group Inc. lifted its holdings in shares of Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after purchasing an additional 4,304,436 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value 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 trade represents a 8.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 104,505 shares of company stock valued at $12,858,514 in the last 90 days. Company insiders own 0.09% of the company’s stock.

Walmart Stock Up 2.0%

NASDAQ WMT traded up $2.23 during trading hours on Tuesday, hitting $112.88. 4,227,692 shares of the company traded hands, compared to its average volume of 25,999,137. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The business’s 50-day moving average is $122.15 and its 200-day moving average is $122.11. The stock has a market capitalization of $898.29 billion, a price-to-earnings ratio of 39.56, a P/E/G ratio of 4.17 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 posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the previous year, the firm earned $0.61 EPS. The business’s quarterly revenue 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. Sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on WMT shares. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. Morgan Stanley upped their price target on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report 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 given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $138.85.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is getting attention for its growing e-commerce and membership momentum at Sam’s Club, with faster fulfillment and stronger digital sales supporting the case that the company can keep expanding despite cost pressure.
• Positive Sentiment: Analysts and industry commentary continue to point to Walmart’s scale, higher-margin businesses, and advertising growth as offsetting factors that could help sustain earnings resilience. Article Title
• Neutral Sentiment: Several items focus on Walmart as a defensive retail name amid questions about U.S. consumer strength, suggesting investors are still viewing WMT as a potential relative winner if spending slows.
• Neutral Sentiment: Market commentary also notes that Walmart’s valuation remains elevated, which may limit upside in the short term even if fundamentals stay solid.
• Negative Sentiment: The biggest headline driver is Walmart’s decision to cut prices on hundreds of summer barbecue essentials, including beef, soda, and snacks, after President Trump said the move came at his administration’s request. That may pressure margins near term and has drawn attention to pricing pressure at the company.
• Negative Sentiment: Investors may also be reacting to the broader message that Walmart is leaning harder into discounting, which could reinforce concerns that competitive pricing could weigh on profitability even if it supports traffic. Article Title

About Walmart

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.