Ferguson Wellman Capital Management Inc. Has $118.55 Million Holdings in Walmart Inc. $WMT

Ferguson Wellman Capital Management Inc. trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 15.3% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 953,909 shares of the retailer's stock after selling 172,545 shares during the period. Walmart makes up 1.6% of Ferguson Wellman Capital Management Inc.'s investment portfolio, making the stock its 18th largest holding. Ferguson Wellman Capital Management Inc.'s holdings in Walmart were worth $118,552,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of WMT. Brighton Jones LLC increased its stake in Walmart by 28.8% in the fourth 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 in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after acquiring an additional 485 shares during the last quarter. Peterson Wealth Management lifted its holdings in shares of Walmart by 3.5% in 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 in the last quarter. Sivia Capital Partners LLC lifted its stake in Walmart by 0.9% during the 2nd 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. lifted its position in shares of 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 purchasing an additional 1,048 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Insider Transactions at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction 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 directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business's stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 104,505 shares of company stock valued at $12,858,514. 0.09% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have commented on WMT shares. Freedom Capital raised shares of Walmart from a "strong sell" rating to a "hold" rating in a research report on Thursday, May 21st. Guggenheim lifted 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. BNP Paribas Exane reduced their price objective on Walmart from $147.00 to $146.00 and set an "outperform" rating for the company in a report on Friday, May 22nd. UBS Group set a $141.00 target price on Walmart and gave the stock a "buy" rating in a research report on Friday, May 22nd. Finally, Truist Financial set a $140.00 target price on Walmart in a research note on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Walmart has a consensus rating of "Moderate Buy" and an average price target of $138.85.

Walmart Stock Performance

NASDAQ WMT opened at $113.90 on Monday. The firm has a market cap of $906.43 billion, a P/E ratio of 39.97, a price-to-earnings-growth ratio of 4.25 and a beta of 0.60. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The company's 50 day moving average is $120.48 and its 200-day moving average is $122.03. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last released 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 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 previous year, the business earned $0.61 EPS. Walmart's revenue 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. Sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is rolling out more wellness benefits at Sam’s Club, including Weight Watchers perks, which could deepen member loyalty, support renewals, and boost recurring membership revenue. Article Title
• Positive Sentiment: Walmart is also getting attention for broad price cuts across groceries and household staples, which should help reinforce its reputation as a defensive, inflation-fighting retailer and drive traffic to stores and clubs. Article Title
• Positive Sentiment: Jim Cramer said Walmart is one of the “greatest companies on earth” and called the recent pullback an “incredible buying opportunity,” helping support sentiment around the stock. Article Title
• Neutral Sentiment: Commentary around Walmart’s health event and its AI shopping efforts highlights longer-term strategic investments, but these items are more thematic than immediate catalysts for the stock. Article Title
• Neutral Sentiment: Coverage comparing Walmart’s AI shopping race with Amazon underscores competitive pressure in retail tech, but it does not point to any near-term operational setback for Walmart. Article Title

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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