14,752 Walmart Inc. $WMT Shares Sold by VestGen Advisors LLC

Key Points

• VestGen Advisors cut its Walmart stake by 9%, selling 14,752 shares in the third quarter and retaining 149,466 shares valued at approximately $15.5 million. Other institutional investors mostly increased their positions, with institutions collectively owning 26.76% of Walmart.
• Analysts remain bullish on Walmart, with a consensus “Buy” rating and an average price target of $132.41, despite several firms lowering their targets. Walmart recently exceeded quarterly earnings and revenue expectations, reporting $0.81 EPS and $187.94 billion in revenue.
• Walmart shares opened at $118.77, near their 200-day moving average, while the stock trades at a relatively high P/E ratio of 42.88. Growth opportunities include e-commerce, advertising, automation, AI and healthcare, but valuation, regulatory scrutiny and recent insider selling remain risks.

VestGen Advisors LLC decreased its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 9.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 149,466 shares of the retailer's stock after selling 14,752 shares during the period. VestGen Advisors LLC's holdings in Walmart were worth $15,533,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of WMT. Heritage Wealth Management Inc. CA boosted its position in Walmart by 6.6% during the 3rd quarter. Heritage Wealth Management Inc. CA now owns 13,079 shares of the retailer's stock valued at $1,359,000 after acquiring an additional 806 shares in the last quarter. Stockman Wealth Management Inc. raised its position in shares of Walmart by 13.7% in the 3rd quarter. Stockman Wealth Management Inc. now owns 2,689 shares of the retailer's stock worth $279,000 after acquiring an additional 323 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in shares of Walmart by 1.0% in the 3rd quarter. Laurel Wealth Advisors LLC now owns 116,375 shares of the retailer's stock worth $12,094,000 after acquiring an additional 1,169 shares in the last quarter. Prism Planning Partners LLC bought a new position in shares of Walmart in the 3rd quarter worth $202,000. Finally, BLB&B Advisors LLC lifted its stake in shares of Walmart by 8.8% during the 3rd quarter. BLB&B Advisors LLC now owns 8,599 shares of the retailer's stock worth $894,000 after purchasing an additional 699 shares during 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 lowered the cost of its Thanksgiving meal basket by $5, reinforcing its value proposition as consumers remain sensitive to food prices. Affordable holiday offerings could support traffic and market-share gains. Walmart Thanksgiving menu comparison
• Positive Sentiment: Walmart said AI training has increased technology confidence among its more than 2.1 million associates. Broader employee adoption could improve productivity and customer service over time. Walmart AI training for workers
• Positive Sentiment: The retailer is expanding its digital ecosystem by opening its store to AI shopping agents and adding controls for those transactions. Walmart is also partnering with Care Access to add three clinical-trial centers, supporting longer-term growth in digital commerce and healthcare services. Walmart AI shopping agents
• Neutral Sentiment: Analyst commentary continues to compare Walmart with Tesco and MercadoLibre, highlighting Walmart’s scale and expanding digital operations but also its elevated valuation and profitability considerations. WMT versus MercadoLibre
• Neutral Sentiment: Walmart’s potential to benefit from advertising, e-commerce, automation and healthcare remains part of the investment case, although execution and valuation are key factors for investors.
• Negative Sentiment: The Federal Trade Commission demanded data from Walmart and other companies about personalized pricing. The inquiry could increase compliance costs or create reputational and regulatory risks if regulators find consumers are treated unfairly, though no wrongdoing was alleged. FTC personalized pricing inquiry
• Negative Sentiment: Exchange-traded funds were reported as net sellers of Walmart shares, creating a modest technical headwind and signaling some portfolio rebalancing pressure.
• Negative Sentiment: A lawsuit alleges Walmart inflated the weight of shrimp packages with ice. Although the financial impact is unclear, the claim adds potential legal costs and negative publicity. Walmart shrimp lawsuit

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on WMT shares. Morgan Stanley restated an "overweight" rating and set a $125.00 price objective (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Mizuho cut their target price on Walmart from $130.00 to $125.00 and set an "outperform" rating on the stock in a research note on Tuesday, September 29th. The Goldman Sachs Group reiterated a "buy" rating and issued a $130.00 target price on shares of Walmart in a report on Friday, August 21st. Roth Capital reiterated a "buy" rating on shares of Walmart in a report on Friday, August 21st. Finally, TD Cowen reissued a "buy" rating on shares of Walmart in a research report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Buy" and an average price target of $132.41.

Walmart Stock Performance

Shares of WMT stock opened at $118.77 on Thursday. The business's fifty day simple moving average is $109.70 and its 200-day simple moving average is $118.34. The company has a market cap of $942.29 billion, a PE ratio of 42.88, a PEG ratio of 4.33 and a beta of 0.58. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. Walmart Inc. has a 12-month low of $98.88 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%. The firm had revenue of $187.94 billion during the quarter, compared to analysts' expectations of $186.64 billion. During the same quarter last year, the firm earned $0.68 EPS. The business's quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Analysts expect that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

Insider Activity at Walmart

In other news, EVP Daniel Danker sold 50,644 shares of the business's stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the sale, the executive vice president owned 201,672 shares in the company, valued at approximately $21,246,145.20. The trade was a 20.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Latriece Watkins sold 5,000 shares of the business's stock in a transaction dated Wednesday, October 14th. The stock was sold at an average price of $115.00, for a total value of $575,000.00. Following the sale, the executive vice president owned 110,432 shares in the company, valued at $12,699,680. The trade was a 4.33% 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 a total of 102,244 shares of company stock worth $11,112,044 over the last ninety days. Corporate insiders own 0.09% of the company's stock.

Walmart Company Profile

Walmart Inc NASDAQ: WMT operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.

The company organizes its operations into Walmart U.S., Walmart International and Sam's Club U.S. Walmart U.S.

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