Compound Planning Inc. Acquires 22,940 Shares of Walmart Inc. $WMT

Key Points

• Compound Planning Inc. increased its Walmart stake by 34.3% in the fourth quarter, buying 22,940 additional shares and bringing its total holding to 89,819 shares worth about $10.0 million.
• Walmart reported Q1 earnings and revenue that beat expectations, with EPS of $0.66 matching estimates and revenue of $177.75 billion topping forecasts; sales rose 7.4% year over year.
• Despite a recent pullback in the stock, analysts remain generally bullish on Walmart, with a consensus “Moderate Buy” rating and an average price target of $138.85.

Compound Planning Inc. raised its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 34.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 89,819 shares of the retailer's stock after buying an additional 22,940 shares during the quarter. Compound Planning Inc.'s holdings in Walmart were worth $10,007,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in WMT. Fox Run Management L.L.C. bought a new position in shares of Walmart in the third quarter worth approximately $1,709,000. Vise Technologies Inc. increased its stake in shares of Walmart by 42.1% in the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer's stock worth $30,676,000 after buying an additional 81,635 shares during the period. Van ECK Associates Corp raised its holdings in Walmart by 2.9% during the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer's stock valued at $104,182,000 after buying an additional 28,026 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new stake in Walmart during the 4th quarter valued at $40,855,000. Finally, Tennessee Valley Asset Management Partners boosted its position in Walmart by 466.6% during the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer's stock valued at $1,375,000 after buying an additional 10,988 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Down 0.8%

Shares of NASDAQ WMT opened at $117.18 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12 month low of $94.23 and a 12 month high of $135.15. The firm has a market capitalization of $932.53 billion, a PE ratio of 41.12, a price-to-earnings-growth ratio of 4.41 and a beta of 0.59. The firm has a fifty day simple moving average of $124.81 and a two-hundred day simple moving average of $122.07.

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

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on WMT. Guggenheim raised 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. DA Davidson set a $150.00 price objective on shares of Walmart and gave the company a "buy" rating in a research note on Friday, February 20th. Weiss Ratings reiterated a "buy (b)" rating on shares of Walmart in a report on Monday, April 20th. UBS Group set a $141.00 price target on Walmart and gave the company a "buy" rating in a report on Friday, May 22nd. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a research report on Friday, February 20th. One 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. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $138.85.

Key Headlines 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

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the transaction, the director owned 4,174,579 shares of the company's stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 firm's stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the transaction, the executive vice president owned 577,853 shares of the company's stock, valued at approximately $71,607,543.76. The trade was 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 sold a total of 117,246 shares of company stock valued at $14,493,147 over the last ninety days. 0.09% of the stock is owned by corporate insiders.

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.

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