Aaron Wealth Advisors LLC Decreases Position in Walmart Inc. $WMT

Key Points

• Aaron Wealth Advisors LLC cut its Walmart stake by 10.7% in the first quarter, selling 11,410 shares and leaving it with 94,896 shares worth about $11.8 million.
• Wall Street remains broadly constructive on Walmart, with a consensus rating of “Moderate Buy” and an average price target of $138.85. Recent analyst actions included multiple buy/outperform ratings and a higher target from Guggenheim.
• Walmart reported solid quarterly results and continued strategic growth initiatives, including revenue of $177.75 billion that beat expectations and year-over-year revenue growth of 7.4%. The company is also expanding advertising and apparel efforts, including a reported Vibe.co deal and broader Shapermint rollout.

Aaron Wealth Advisors LLC decreased its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 10.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 94,896 shares of the retailer's stock after selling 11,410 shares during the quarter. Walmart comprises about 0.7% of Aaron Wealth Advisors LLC's portfolio, making the stock its 23rd biggest position. Aaron Wealth Advisors LLC's holdings in Walmart were worth $11,794,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Entrust Financial LLC purchased a new position in shares of Walmart during the 4th quarter valued at approximately $27,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart in the fourth quarter valued at about $30,000. Bay Harbor Wealth Management LLC grew its position in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock valued at $32,000 after purchasing an additional 105 shares during the period. Clayton Financial Group LLC increased its stake in shares of Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer's stock worth $33,000 after purchasing an additional 193 shares in the last quarter. Finally, Sankala Group LLC acquired a new position in shares of Walmart during the 4th quarter worth about $33,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

WMT has been the subject of several research reports. Guggenheim boosted their price objective on Walmart from $120.00 to $137.00 and gave the stock a "buy" rating in a research note on Monday, April 13th. Piper Sandler restated an "overweight" rating on shares of Walmart in a research report on Monday, June 8th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Freedom Capital upgraded Walmart from a "strong sell" rating to a "hold" rating in a research report on Thursday, May 21st. Finally, Wolfe Research reissued an "outperform" rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Walmart has a consensus rating of "Moderate Buy" and an average target price of $138.85.

Walmart News Roundup

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

Walmart Trading Down 0.1%

WMT opened at $115.69 on Friday. The stock has a market capitalization of $920.67 billion, a PE ratio of 40.59, a P/E/G ratio of 4.32 and a beta of 0.59. Walmart Inc. has a one year low of $94.23 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The business's 50 day moving average price is $123.74 and its 200 day moving average price is $122.17.

Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts' consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analysts' expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company's revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the business posted $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. As a group, equities research analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Insider Activity at Walmart

In related news, EVP Daniel J. Bartlett sold 1,385 shares of the company's stock in a transaction dated Monday, June 15th. The stock was 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 directly owned 633,784 shares of the company's stock, valued at $75,946,336.72. This represents a 0.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business's stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $118.19, for a total value of $342,751.00. Following the completion of the sale, the executive vice president owned 574,953 shares of the company's stock, valued at approximately $67,953,695.07. This represents a 0.50% 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 100,730 shares of company stock valued at $12,444,624 in the last quarter. Company insiders own 0.09% of the company's stock.

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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