Walmart Inc. $WMT Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC decreased its position in Walmart Inc. (NASDAQ:WMT) by 11.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,498 shares of the retailer’s stock after selling 6,625 shares during the period. Simplicity Wealth LLC’s holdings in Walmart were worth $6,152,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Union Bancaire Privee UBP SA boosted its holdings in shares of 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 acquiring an additional 275,337 shares during the last quarter. Janney Montgomery Scott LLC raised its holdings in shares of Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after purchasing an additional 68,632 shares during the last quarter. Vise Technologies Inc. lifted its position in Walmart by 42.1% during the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after purchasing an additional 81,635 shares during the period. Life Cycle Investment Partners Ltd acquired a new position in Walmart during the fourth quarter valued at $40,855,000. Finally, Winning Points Advisors LLC purchased a new stake in Walmart in the fourth quarter valued at $1,761,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Price Performance

Shares of WMT stock traded up $1.69 during mid-day trading on Friday, hitting $113.90. 12,452,368 shares of the stock were exchanged, compared to its average volume of 21,901,888. Walmart Inc. has a 52-week low of $94.23 and a 52-week high of $135.15. 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 company has a market cap of $906.43 billion, a PE ratio of 39.97, a price-to-earnings-growth ratio of 4.25 and a beta of 0.60. The firm has a fifty day moving average of $120.48 and a 200 day moving average of $121.96.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 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 company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period last year, the company earned $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. Research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Buying and Selling at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of 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 position. 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, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the transaction, the chief executive officer directly owned 674,162 shares in the company, valued at $84,162,384.08. This represents a 1.91% 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. Over the last quarter, insiders sold 104,505 shares of company stock valued at $12,858,514. Insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. UBS Group set a $141.00 target price on Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Guggenheim raised their target price on Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a report on Monday, April 13th. BNP Paribas Exane reduced their price target on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. Finally, TD Cowen reissued a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is rolling out more wellness benefits at Sam’s Club, including Weight Watchers perks, which could deepen member loyalty, support renewals, and boost recurring membership revenue. Article Title
• Positive Sentiment: Walmart is also getting attention for broad price cuts across groceries and household staples, which should help reinforce its reputation as a defensive, inflation-fighting retailer and drive traffic to stores and clubs. Article Title
• Positive Sentiment: Jim Cramer said Walmart is one of the “greatest companies on earth” and called the recent pullback an “incredible buying opportunity,” helping support sentiment around the stock. Article Title
• Neutral Sentiment: Commentary around Walmart’s health event and its AI shopping efforts highlights longer-term strategic investments, but these items are more thematic than immediate catalysts for the stock. Article Title
• Neutral Sentiment: Coverage comparing Walmart’s AI shopping race with Amazon underscores competitive pressure in retail tech, but it does not point to any near-term operational setback for Walmart. 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.