Easterly Investment Partners LLC Trims Stock Position in Walmart Inc. $WMT

Easterly Investment Partners LLC lowered its position in shares of Walmart Inc. (NASDAQ:WMT) by 18.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,390 shares of the retailer’s stock after selling 9,240 shares during the period. Easterly Investment Partners LLC’s holdings in Walmart were worth $4,611,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the company. Ellevest Inc. grew its stake in Walmart by 7.9% during the fourth quarter. Ellevest Inc. now owns 2,347 shares of the retailer’s stock valued at $261,000 after acquiring an additional 172 shares in the last quarter. Florida Financial Advisors LLC increased its holdings in shares of Walmart by 12.7% in the 4th quarter. Florida Financial Advisors LLC now owns 39,548 shares of the retailer’s stock worth $4,400,000 after buying an additional 4,450 shares during the last quarter. Frederick Financial Consultants LLC boosted its stake in shares of Walmart by 6.5% in the 4th quarter. Frederick Financial Consultants LLC now owns 2,421 shares of the retailer’s stock valued at $270,000 after purchasing an additional 147 shares in the last quarter. Rothschild Wealth LLC boosted its stake in shares of Walmart by 95.7% in the 4th quarter. Rothschild Wealth LLC now owns 14,959 shares of the retailer’s stock valued at $1,667,000 after purchasing an additional 7,314 shares in the last quarter. Finally, Clear Harbor Asset Management LLC boosted its stake in shares of Walmart by 5.6% in the 4th quarter. Clear Harbor Asset Management LLC now owns 7,186 shares of the retailer’s stock valued at $801,000 after purchasing an additional 384 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the firm’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 sale, the director owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. This trade represents a 0.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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, May 21st. The shares were sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares in the company, valued at approximately $82,021,470.96. The trade was a 1.95% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 117,008 shares of company stock worth $14,492,704 in the last 90 days. Insiders own 0.09% of the company’s stock.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent analyst reports. Truist Financial set a $140.00 price target on shares of Walmart in a report on Thursday, May 21st. Craig Hallum set a $150.00 price objective on shares of Walmart in a report on Friday, March 6th. Piper Sandler restated an “overweight” rating and issued a $137.00 price objective (up from $130.00) on shares of Walmart in a report on Friday, May 15th. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Walmart in a report on Friday, February 20th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
• Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
• Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
• Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

Walmart Price Performance

NASDAQ:WMT opened at $115.75 on Monday. The firm has a market cap of $922.64 billion, a P/E ratio of 40.61, a P/E/G ratio of 4.32 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15. The firm has a 50-day simple moving average of $126.11 and a two-hundred day simple moving average of $120.73.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart’s revenue was up 7.4% compared to the same quarter last year. During the same period last year, the business earned $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

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.