Mcguire Capital Advisors Inc. Acquires Shares of 22,456 Walmart Inc. $WMT

Key Points

• Mcguire Capital Advisors initiated a new position in Walmart, buying 22,456 shares worth about $2.5 million. The stake represents 1.6% of its portfolio and ranks as its 14th-largest holding.
• Walmart’s latest earnings showed continued strength, with revenue of $177.75 billion topping estimates and sales rising 7.4% year over year. The company also matched consensus EPS at $0.66 and maintained guidance for future periods.
• Wall Street remains broadly positive on the stock, with analysts assigning Walmart a Moderate Buy consensus rating and an average price target of $138.85. Institutional ownership remains high, while recent insider sales may add some near-term caution.

Mcguire Capital Advisors Inc. bought a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 22,456 shares of the retailer's stock, valued at approximately $2,502,000. Walmart makes up 1.6% of Mcguire Capital Advisors Inc.'s investment portfolio, making the stock its 14th largest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Entrust Financial LLC acquired a new stake in Walmart during the fourth quarter worth approximately $27,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the 3rd quarter valued at $30,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart during the 4th quarter worth $30,000. Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock worth $32,000 after purchasing an additional 105 shares during the period. Finally, Clayton Financial Group LLC raised its stake in Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer's stock valued at $33,000 after purchasing an additional 193 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Bank of America assumed coverage on shares of Walmart in a research note on Friday, February 27th. They set a "buy" rating and a $150.00 price objective on the stock. Craig Hallum set a $150.00 price target on shares of Walmart in a report on Friday, March 6th. KeyCorp reiterated an "overweight" rating on shares of Walmart in a research report on Friday, May 22nd. Freedom Capital raised shares of Walmart from a "strong sell" rating to a "hold" rating in a research note on Thursday, May 21st. Finally, Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a research report on Friday, February 20th. 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 company. According to MarketBeat.com, Walmart presently has an average rating of "Moderate Buy" and an average price target of $138.85.

Walmart Stock Performance

NASDAQ WMT opened at $117.18 on Friday. The firm's fifty day moving average price is $124.81 and its two-hundred day moving average price is $122.07. The stock has a market cap of $932.53 billion, a PE ratio of 41.12, a PEG ratio of 4.41 and a beta of 0.59. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business had revenue of $177.75 billion during the quarter, compared to analysts' expectations of $174.84 billion. During the same quarter in the prior year, the firm earned $0.61 EPS. The business'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. On average, equities analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction that occurred on 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 $14,985,527.94. This trade represents a 8.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 117,246 shares of company stock worth $14,493,147 over the last quarter. 0.09% of the stock is currently owned by corporate insiders.

More Walmart News

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

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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