Walmart Inc. $WMT Stock Position Lessened by Fairvoy Private Wealth LLC

Fairvoy Private Wealth LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 13.7% during the first quarter, Holdings Channel.com reports. The firm owned 53,047 shares of the retailer’s stock after selling 8,412 shares during the quarter. Walmart accounts for approximately 1.6% of Fairvoy Private Wealth LLC’s portfolio, making the stock its 17th biggest position. Fairvoy Private Wealth LLC’s holdings in Walmart were worth $6,593,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of WMT. Entrust Financial LLC acquired a new position in Walmart during the 4th quarter valued at about $27,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart in the 4th quarter worth approximately $30,000. Bay Harbor Wealth Management LLC lifted its stake in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares during the period. Clayton Financial Group LLC boosted its holdings in shares of Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after acquiring an additional 193 shares in the last quarter. Finally, Sankala Group LLC bought a new position in shares of Walmart in the fourth quarter valued at approximately $33,000. 26.76% of the stock is currently owned by institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. KeyCorp reissued an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. TD Cowen reiterated a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Walmart Stock Down 0.1%

WMT stock opened at $115.69 on Friday. Walmart Inc. has a 12 month low of $94.23 and a 12 month high of $135.15. The firm has a market cap of $920.67 billion, a PE ratio of 40.59, a P/E/G ratio of 4.32 and a beta of 0.59. The firm has a 50 day simple moving average of $123.74 and a 200 day simple moving average of $122.17. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate 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 quarter in the previous year, the business posted $0.61 earnings per share. The firm’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. Equities research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Activity at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the company’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on 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 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 100,730 shares of company stock valued at $12,444,624 over the last ninety days. Company insiders own 0.09% of the company’s stock.

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.