Opal Capital LLC Purchases Shares of 30,260 Walmart Inc. $WMT

Key Points

• Opal Capital LLC initiated a new position in Walmart during the fourth quarter, buying 30,260 shares valued at about $3.37 million.
• Walmart’s latest quarterly results showed EPS of $0.66, matching expectations, while revenue of $177.75 billion came in above forecasts and rose 7.4% year over year.
• Analysts remain broadly upbeat, with Walmart holding a Moderate Buy consensus and a $138.85 average price target, despite some recent insider selling and mixed commentary on the stock’s valuation.

Opal Capital LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund purchased 30,260 shares of the retailer's stock, valued at approximately $3,371,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Renaissance Group LLC boosted its stake in Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer's stock valued at $1,074,000 after purchasing an additional 83 shares during the last quarter. Calton & Associates Inc. boosted its stake in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer's stock valued at $3,033,000 after purchasing an additional 84 shares during the last quarter. Advocacy Wealth Management LLC boosted its stake in Walmart by 2.5% during the 4th quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer's stock valued at $378,000 after purchasing an additional 84 shares during the last quarter. Stockman Wealth Management Inc. boosted its stake in Walmart by 3.5% during the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer's stock valued at $285,000 after purchasing an additional 87 shares during the last quarter. Finally, Capstone Wealth Management LLC boosted its stake in Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer's stock valued at $552,000 after purchasing an additional 89 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s advertising business is reportedly surging as marketplace activity, seller spending, and digital engagement boost retail media revenue, reinforcing a fast-growing higher-margin profit stream. Walmart's Advertising Revenues Soar: Is Retail Media Paying Off?
• Positive Sentiment: New delivery options, including Subway meals through Walmart delivery, suggest the company is continuing to expand convenience offerings and deepen customer engagement. Walmart Inc (WMT) Adds Subway Meals Delivery. Get the Bigger Picture
• Positive Sentiment: Walmart was highlighted among the best S&P 500 stocks to buy now according to analysts, signaling continued confidence in its defensive business model and growth profile. Walmart (WMT) – Among the 14 Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Quarterly earnings season coverage showed Walmart outperforming many large-format grocery and general merchandise peers, reinforcing relative strength versus competitors. Q1 Earnings Outperformers: Walmart NASDAQ: WMT And The Rest of the Large-format Grocery & General Merchandise Retailer Stocks
• Neutral Sentiment: Several articles debated whether Walmart’s recent rally is fully justified and whether the stock’s party is over, but these pieces were more commentary than a direct business catalyst. Walmart (WMT) Stock After Recent Retail Sentiment Shifts Is The Rally Justified
• Neutral Sentiment: One executive stock sale and a price-prediction style article could create some headline noise, but they do not appear to materially change the company’s operating outlook. Walmart NASDAQ: WMT EVP Sells $1,435,203.96 in Stock
• Negative Sentiment: One article argued another e-commerce and fintech company may be a better buy than Walmart, which could slightly temper enthusiasm at the margin, though it does not alter Walmart’s fundamentals. Forget Walmart: This E-Commerce and Fintech Giant Is Growing 40% YoY and Is a Better Buy

Walmart Trading Up 0.2%

NASDAQ:WMT opened at $121.03 on Wednesday. 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 stock has a market capitalization of $963.17 billion, a PE ratio of 42.47, a price-to-earnings-growth ratio of 4.51 and a beta of 0.59. The firm's 50 day moving average is $125.09 and its 200 day moving average is $121.96. Walmart Inc. has a 12 month low of $93.62 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts' consensus estimates of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analysts' expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart's revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Sell-side analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the sale, the chief executive officer owned 661,037 shares of the company's stock, valued at approximately $82,021,470.96. The trade was a 1.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart 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 completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 128,986 shares of company stock worth $15,927,908 in the last three months. Insiders own 0.09% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on WMT shares. Argus upgraded Walmart to a "strong-buy" rating in a research note on Wednesday, February 18th. Jefferies Financial Group set a $145.00 price target on Walmart in a research note on Friday, February 20th. Guggenheim lifted their price target on Walmart from $120.00 to $137.00 and gave the company a "buy" rating in a research note on Monday, April 13th. BMO Capital Markets reissued an "outperform" rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Erste Group Bank cut shares of Walmart from a "buy" rating to a "hold" rating in a research report on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $138.85.

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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