WealthPLAN Partners LLC Cuts Stock Position in Walmart Inc. $WMT

WealthPLAN Partners LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 38.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,210 shares of the retailer’s stock after selling 24,812 shares during the quarter. Walmart makes up approximately 1.0% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 26th largest position. WealthPLAN Partners LLC’s holdings in Walmart were worth $4,997,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in WMT. Norges Bank acquired a new stake in Walmart in the 4th quarter valued at $6,458,529,000. AQR Capital Management LLC raised its position in Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after acquiring an additional 7,614,172 shares during the period. Geode Capital Management LLC lifted its holdings in Walmart by 6.8% during the fourth 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 in the last quarter. Capital International Investors purchased a new position in Walmart during the fourth quarter valued at $592,848,000. Finally, Vanguard Group Inc. lifted its holdings in Walmart by 1.0% during 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. Hedge funds and other institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s aggressive price cuts are being viewed as a strategy to win inflation-weary shoppers and strengthen its grocery leadership, which analysts and commentators say could support sales volume and customer loyalty. Walmart stock gains after price cuts as analysts back grocery strategy
• Positive Sentiment: Several pieces framed Walmart as a blue-chip retail winner in volatile markets, with its scale, dividend, and resilient business model making it a preferred defensive name for investors. 3 Blue-Chip Retail Stocks to Trust as Volatility Favors Quality
• Positive Sentiment: Commentary from Jim Cramer and others characterized the recent pullback in WMT as a buying opportunity, suggesting investors may be looking past near-term volatility and focusing on Walmart’s durable earnings profile. Jim Cramer calls Walmart selloff an ‘incredible buying opportunity,’ says fears ‘have gone out the window’
• Neutral Sentiment: Walmart is also being compared favorably with Target and other retailers on revenue consistency and scale, reinforcing its quality profile but without a clear new catalyst. Walmart and Target: Comparing Revenue Consistency and Scale
• Neutral Sentiment: Trump’s public praise for Walmart’s price cuts has added visibility to the stock, but the move is still fundamentally about pricing strategy rather than a direct financial update. President Trump says Walmart will lower prices by ‘a lot’ — but the retail beast has already been slashing prices
• Negative Sentiment: Some articles warned that deeper discounting could pressure margins, and Walmart also faces ongoing legal headlines, including a $13 million driver-pay settlement and a new AI-related lawsuit. Walmart (WMT) Pays $13 Million To Settle Driver Pay Case As New AI Suit Lands

Walmart Price Performance

Shares of NASDAQ WMT opened at $113.10 on Thursday. The firm has a 50-day simple moving average of $121.07 and a 200-day simple moving average of $122.03. 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 stock has a market capitalization of $900.06 billion, a price-to-earnings ratio of 39.68, a price-to-earnings-growth ratio of 4.16 and a beta of 0.60. Walmart Inc. has a 52 week low of $94.23 and a 52 week 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 analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period in the previous year, the business posted $0.61 earnings per share. Walmart’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. On average, equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently commented on WMT. UBS Group set a $141.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. BTIG Research reiterated a “buy” rating and issued a $145.00 price objective on shares of Walmart in a report on Wednesday, June 3rd. TD Cowen reiterated a “buy” rating and set a $150.00 price objective (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Finally, Evercore reissued an “outperform” rating on shares of Walmart in a report on Monday, May 18th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average price target of $138.85.

Insiders Place Their Bets

In related news, CEO John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total value of $1,638,525.00. Following the completion of the sale, the chief executive officer owned 674,162 shares of the company’s stock, valued at approximately $84,162,384.08. This trade represents a 1.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. This trade represents a 0.60% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is currently owned by 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.