Gateway Wealth Partners LLC Increases Stock Position in Walmart Inc. $WMT

Key Points

• Gateway Wealth Partners increased its Walmart stake by 220.1% in the first quarter, owning 36,969 shares valued at approximately $4.6 million. Other institutions also raised holdings, with institutional investors collectively owning 26.76% of Walmart.
• Walmart reported quarterly revenue of $177.75 billion, ahead of estimates, while EPS of $0.66 matched consensus; revenue increased 7.4% year over year.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $138.65, though Walmart’s elevated valuation and recent insider selling remain potential risks.

Gateway Wealth Partners LLC increased its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 220.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 36,969 shares of the retailer's stock after buying an additional 25,421 shares during the quarter. Gateway Wealth Partners LLC's holdings in Walmart were worth $4,595,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Advisortrust Partners LLC lifted its position in Walmart by 20.2% during the 1st quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer's stock worth $8,344,000 after acquiring an additional 11,283 shares in the last quarter. Union Bancaire Privee UBP SA grew its position in Walmart by 253.3% in the first quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer's stock valued at $47,728,000 after acquiring an additional 275,337 shares in the last quarter. Janney Montgomery Scott LLC raised its stake in shares of Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer's stock valued at $300,333,000 after purchasing an additional 68,632 shares during the period. Vise Technologies Inc. raised its stake in shares of Walmart by 42.1% during the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer's stock valued at $30,676,000 after purchasing an additional 81,635 shares during the period. Finally, HORAN Wealth LLC lifted its position in shares of Walmart by 55.7% during the first quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer's stock worth $9,931,000 after purchasing an additional 29,184 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.

Walmart Trading Up 2.1%

WMT opened at $111.74 on Tuesday. Walmart Inc. has a 12-month low of $95.42 and a 12-month high of $135.15. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The stock has a market capitalization of $889.24 billion, a PE ratio of 39.21, a P/E/G ratio of 4.08 and a beta of 0.60. The firm's fifty day moving average price is $116.31 and its 200 day moving average price is $122.02.

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

Insiders Place Their Bets

In related news, EVP Latriece Watkins sold 11,000 shares of the business's stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares of the company's stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, 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 transaction, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 67,729 shares of company stock valued at $8,124,931. 0.09% of the stock is owned by company insiders.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Market momentum and investor interest: Walmart outperformed the broader market during the latest session, providing a near-term boost to the stock. Walmart Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Higher-income customer gains: Walmart is attracting more affluent shoppers through low prices, faster delivery and a broader product assortment. Sustaining this customer mix could support sales growth and improve the company’s competitive position. Can Walmart Sustain Gains Among Higher-Income Customers?
• Positive Sentiment: AI and efficiency potential: Walmart is using artificial intelligence behind the scenes to improve efficiency and reduce costs rather than selling AI products directly. Recent earnings strength and favorable analyst ratings add support to the investment case. These 3 AI Winners Don’t Sell the Tech—They Use It
• Positive Sentiment: Scale and supply-chain initiatives: Walmart, General Mills and ADM launched a regenerative agriculture program covering 40,000 Midwest wheat acres. While not an immediate earnings driver, the effort could strengthen Walmart’s supply-chain relationships and support its sustainability reputation. Walmart Launches Regenerative Agriculture Effort
• Neutral Sentiment: Recent fundamentals: Walmart’s latest quarterly revenue exceeded expectations, while earnings per share met consensus estimates. Revenue growth and the company’s scale remain supportive, although the stock’s elevated valuation makes continued execution important.
• Negative Sentiment: Valuation risk: Commentary warns that Walmart trades at a premium relative to projected forward earnings. Its scale provides a durable cost advantage, but the rich valuation leaves less room for disappointing growth or margins. Walmart Is at $108: Why Investors Should Pause

Analyst Ratings Changes

Several research analysts have recently weighed in on WMT shares. Erste Group Bank downgraded shares of Walmart from a "buy" rating to a "hold" rating in a research note on Friday, June 5th. BTIG Research reaffirmed a "buy" rating and set a $145.00 price target on shares of Walmart in a research note on Wednesday, June 3rd. Mizuho set a $130.00 price objective on shares of Walmart in a report on Monday. Wolfe Research reissued an "outperform" rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Finally, Truist Financial set a $140.00 target price on Walmart in a research note on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $138.65.

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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