CrossGen Wealth LLC Makes New Investment in Walmart Inc. $WMT

CrossGen Wealth LLC acquired a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 39,672 shares of the retailer's stock, valued at approximately $4,420,000. Walmart makes up about 3.9% of CrossGen Wealth LLC's holdings, making the stock its 7th largest holding.

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

Insider Transactions at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company's stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value of $359,368.00. Following the transaction, the executive vice president owned 577,853 shares of the company's stock, valued at approximately $71,607,543.76. This represents a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a 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. Also, CEO John R. Furner sold 13,125 shares of the firm's stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total value of $1,638,525.00. Following the sale, the chief executive officer directly owned 674,162 shares of the company's stock, valued at approximately $84,162,384.08. This represents a 1.91% decrease in their ownership of the stock. 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 valued at $14,493,147 in the last 90 days. 0.09% of the stock is owned by corporate insiders.

Trending Headlines about 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

Walmart Trading Down 0.8%

Shares of WMT stock opened at $117.18 on Friday. The stock has a 50-day simple moving average of $124.81 and a 200 day simple moving average of $122.07. The stock has a market capitalization of $932.53 billion, a P/E ratio of 41.12, a P/E/G ratio of 4.41 and a beta of 0.59. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two 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 data on Thursday, May 21st. The retailer reported $0.66 earnings per share 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 company had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter last year, the firm posted $0.61 EPS. The business's revenue for the quarter 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. On average, sell-side analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of research reports. Weiss Ratings reissued a "buy (b)" rating on shares of Walmart in a report on Monday, April 20th. Guggenheim raised their price target on Walmart from $120.00 to $137.00 and gave the company a "buy" rating in a report on Monday, April 13th. Royal Bank Of Canada restated an "outperform" rating and set a $137.00 price objective (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Walmart in a report on Monday, June 8th. Finally, Freedom Capital raised shares of Walmart from a "strong sell" rating to a "hold" rating in a research note on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target 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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