60,497 Shares in Walmart Inc. $WMT Bought by MV Capital Management Inc.

Key Points

• MV Capital Management bought a new stake in Walmart, purchasing 60,497 shares valued at about $6.74 million in the fourth quarter.
• Walmart’s latest earnings were solid, with revenue of $177.75 billion and sales up 7.4% year over year, while EPS matched expectations at $0.66.
• Wall Street remains constructive on the stock, with a consensus “Moderate Buy” rating and an average price target of $138.85, even as the shares have recently pulled back.

MV Capital Management Inc. acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 60,497 shares of the retailer's stock, valued at approximately $6,740,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock valued at $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management lifted its position in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock valued at $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock worth $8,931,000 after buying an additional 1,048 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels. Article Title
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile. Article Title
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Insider Buying and Selling

In other Walmart news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company's stock, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The sale 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, EVP Daniel J. Bartlett sold 1,385 shares of the business's stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $119.83, for a total value of $165,964.55. Following the completion of the sale, the executive vice president owned 633,784 shares of the company's stock, valued at $75,946,336.72. The trade was a 0.22% 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 have sold a total of 117,246 shares of company stock worth $14,493,147 in the last 90 days. 0.09% of the stock is currently owned by company insiders.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $117.18 on Friday. The stock has a market cap of $932.53 billion, a PE ratio of 41.12, a PEG ratio of 4.41 and a beta of 0.59. The company's fifty day moving average is $124.81 and its 200 day moving average is $122.07. 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.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same period in the prior year, the business posted $0.61 earnings per share. The company's 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. Research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of research analyst reports. Guggenheim increased their price target on shares of Walmart from $120.00 to $137.00 and gave the stock a "buy" rating in a report on Monday, April 13th. Raymond James Financial reaffirmed an "outperform" rating and set a $135.00 price objective on shares of Walmart in a report on Friday, March 6th. BMO Capital Markets reiterated an "outperform" rating on shares of Walmart in a research report on Friday, May 22nd. Deutsche Bank Aktiengesellschaft set a $120.00 target price on Walmart in a research note on Friday, February 20th. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Walmart in a research note on Monday, June 8th. One equities 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 stock. According to MarketBeat, Walmart has an average rating of "Moderate Buy" and an average target price of $138.85.

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.

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