Decker Wealth Management LLC Makes New $8.95 Million Investment in Walmart Inc. $WMT

Key Points

• Decker Wealth Management LLC opened a new position in Walmart during the first quarter, buying 71,982 shares worth about $8.95 million. The stake makes Walmart about 2.0% of the firm’s portfolio and its 15th-largest holding.
• Walmart’s latest quarterly results showed EPS of $0.66, matching analyst expectations, while revenue came in at $177.75 billion, above estimates and up 7.4% from a year earlier. The company also maintained guidance for fiscal 2027.
• Sentiment around the stock is mixed: analysts still largely rate Walmart a Moderate Buy, but some recent commentary warns its premium valuation could limit upside. There has also been recent insider selling, including transactions by a director and an executive vice president.

Decker Wealth Management LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 71,982 shares of the retailer's stock, valued at approximately $8,946,000. Walmart accounts for approximately 2.0% of Decker Wealth Management LLC's portfolio, making the stock its 15th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of WMT. Entrust Financial LLC bought a new position in Walmart in the fourth quarter worth approximately $27,000. Merkkuri Wealth Advisors LLC bought a new stake in Walmart during the 1st quarter valued at $29,000. Beacon Financial Strategies CORP bought a new stake in Walmart during the 4th quarter valued at $30,000. Bay Harbor Wealth Management LLC lifted its holdings in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock worth $32,000 after buying an additional 105 shares during the period. Finally, Clayton Financial Group LLC lifted its holdings in shares of Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer's stock worth $33,000 after buying an additional 193 shares during the period. 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: June U.S. retail sales held up, suggesting consumers are still spending as Walmart heads into the back-to-school season; that could support traffic and sales volumes if the company remains aggressive on pricing. Retail Sales Hold Up as Walmart and Amazon Go Back to School
• Neutral Sentiment: Walmart is also being discussed in multiple market and analyst roundups, with commentary focusing on its strong digital growth and role as a defensive stock, but these pieces do not appear to include a major new business update. Walmart Commands a 36.74X Forward P/E: Is the Stock Worth Buying?
• Neutral Sentiment: An article about AI and retail highlighted that Walmart is investing in automation while still emphasizing workers, which reinforces its long-term strategy but is unlikely to move the stock on its own. Walmart's people chief says these 10 jobs are still hot in the age of AI
• Negative Sentiment: Some analysts argue Walmart’s premium valuation leaves limited room for disappointment, with one note saying momentum alone may not justify the stock’s high forward P/E. Walmart's Momentum Cannot Justify The Premium
• Negative Sentiment: Walmart has also been the subject of bearish commentary saying the recent sell-off may not be over, adding to investor caution around the shares. Walmart: The Sell-Off Isn't Over Yet (Rating Upgrade)

Walmart Stock Performance

WMT opened at $114.24 on Monday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The firm has a market cap of $909.13 billion, a price-to-earnings ratio of 40.08, a PEG ratio of 4.26 and a beta of 0.60. Walmart Inc. has a 12 month low of $94.43 and a 12 month high of $135.15. The stock has a fifty day moving average price of $118.82 and a 200-day moving average price of $122.11.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts' consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter last year, the company earned $0.61 earnings per share. The firm's revenue for the quarter was up 7.4% compared to the same quarter last year. 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 anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares of the company's stock, valued at $495,230,306.77. The trade was a 0.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business's stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 87,145 shares of company stock valued at $10,691,920. 0.09% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

WMT has been the topic of a number of recent research reports. Erste Group Bank downgraded Walmart from a "buy" rating to a "hold" rating in a research report on Friday, June 5th. Tigress Financial reaffirmed a "buy" rating and issued a $155.00 price objective (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Guggenheim increased their target price on shares of Walmart from $120.00 to $137.00 and gave the stock a "buy" rating in a report on Monday, April 13th. KeyCorp reissued an "overweight" rating on shares of Walmart in a research report on Friday, May 22nd. Finally, TD Cowen restated a "buy" rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. One investment 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. Based on data from MarketBeat, Walmart currently has a consensus rating of "Moderate Buy" and a consensus target price of $138.85.

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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