Little House Capital LLC Has $8.12 Million Holdings in Walmart Inc. $WMT

Key Points

• Little House Capital LLC reduced its Walmart stake by 17.8% in the first quarter, selling 14,111 shares and leaving it with 65,378 shares worth about $8.12 million. Walmart now makes up roughly 2.1% of the firm’s portfolio.
• Insiders have also been selling shares, including EVP David W. Guggina and Director C. Douglas McMillon, with total insider sales of 87,145 shares worth about $10.7 million over the last 90 days.
• Walmart’s business remains solid: the company recently matched EPS expectations and beat revenue estimates, while analysts still maintain a “Moderate Buy” consensus with a $138.85 average price target. However, some recent commentary warns that the stock’s premium valuation could limit upside.

Little House Capital LLC lessened its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 17.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 65,378 shares of the retailer's stock after selling 14,111 shares during the quarter. Walmart comprises about 2.1% of Little House Capital LLC's investment portfolio, making the stock its 17th biggest position. Little House Capital LLC's holdings in Walmart were worth $8,125,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its position in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its holdings 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 worth $800,000 after buying an additional 485 shares during the last quarter. Peterson Wealth Management boosted its position 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 acquiring an additional 1,715 shares during the period. Sivia Capital Partners LLC boosted its position in shares of 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 during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock worth $8,931,000 after acquiring an additional 1,048 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Insider Activity at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. The trade was a 8.74% 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, Director C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the completion of the sale, the director directly owned 4,193,995 shares in the company, valued at approximately $554,488,078.95. The trade was a 0.46% 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 87,145 shares of company stock worth $10,691,920 in the last ninety days. Company insiders own 0.09% of the company's stock.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $114.24 on Friday. The firm has a market capitalization 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 one year low of $94.43 and a one year high of $135.15. The business has a fifty day simple moving average of $118.82 and a 200 day simple moving average of $122.04. 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 (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts' consensus estimates of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business's revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.61 earnings per share. 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 expect that Walmart Inc. will post 2.89 EPS for the current year.

Walmart News Summary

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)

Analyst Upgrades and Downgrades

WMT has been the topic of a number of research reports. BTIG Research reaffirmed a "buy" rating and set a $145.00 target price on shares of Walmart in a research report on Wednesday, June 3rd. Freedom Capital raised shares of Walmart from a "strong sell" rating to a "hold" rating in a report on Thursday, May 21st. Morgan Stanley raised their price target on shares of Walmart from $135.00 to $140.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Sanford C. Bernstein restated an "outperform" rating on shares of Walmart in a report on Monday, June 8th. Finally, Evercore reaffirmed an "outperform" rating on shares of Walmart in a research report on Monday, May 18th. One research 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.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $138.85.

Walmart 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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