Rothschild Investment LLC Reduces Stock Position in Walmart Inc. $WMT

Key Points

• Rothschild Investment LLC reduced its Walmart stake by 9.7% in the fourth quarter, selling 8,979 shares and leaving it with 83,624 shares worth about $9.3 million.
• Wall Street sentiment remains bullish on Walmart, with multiple analysts raising ratings and price targets; the stock currently carries a Moderate Buy consensus and an average target price of $138.71.
• Walmart’s latest quarter beat revenue expectations, posting $177.75 billion in sales and matching EPS estimates at $0.66, while revenue rose 7.4% year over year.

Rothschild Investment LLC cut its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 9.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 83,624 shares of the retailer's stock after selling 8,979 shares during the period. Rothschild Investment LLC's holdings in Walmart were worth $9,316,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of WMT. Collier Financial purchased a new position in shares of Walmart during the 3rd quarter worth approximately $25,000. Entrust Financial LLC purchased a new position in shares of Walmart during the 4th quarter worth approximately $27,000. Your Advocates Ltd. LLP purchased a new position in shares of Walmart during the 3rd quarter worth approximately $28,000. Redmont Wealth Advisors LLC purchased a new position in shares of Walmart during the 3rd quarter worth approximately $30,000. Finally, Beacon Financial Strategies CORP purchased a new position in shares of Walmart during the 4th quarter worth approximately $30,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

WMT has been the subject of a number of recent research reports. Erste Group Bank raised shares of Walmart from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 2nd. Argus raised shares of Walmart to a "strong-buy" rating in a research note on Wednesday, February 18th. BTIG Research reissued a "buy" rating and set a $145.00 price objective on shares of Walmart in a research note on Friday, May 22nd. Guggenheim raised their price objective on shares of Walmart from $120.00 to $137.00 and gave the stock a "buy" rating in a research note on Monday, April 13th. Finally, Oppenheimer reissued an "outperform" rating and set a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Walmart has an average rating of "Moderate Buy" and a consensus target price of $138.71.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: TD Cowen raised its price target on Walmart to $150 from $145 and kept a Buy rating, citing continued strength in grocery traffic and resilient demand. TD Cowen Boosts Target on Walmart (WMT) Amid Strong Grocery Traffic
• Positive Sentiment: Walmart’s Sam’s Club business said its Member’s Mark community has grown to more than 150,000 participants, reinforcing customer engagement and supporting private-label product development. Sam’s Club's Member's Mark™ Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from Jim Cramer and other bullish coverage continues to frame Walmart as a defensive winner, with investors seeing the recent weakness as a potential buying opportunity. Jim Cramer Reveals Why He’d Buy Walmart (WMT)
• Neutral Sentiment: Coverage comparing Walmart with Target and other retailers highlighted Walmart’s 26% global e-commerce growth and improving higher-margin businesses, but it was more of an industry comparison than a direct catalyst. Target vs. Walmart: Which Retail Stock Is the Better Buy After Earnings?
• Neutral Sentiment: Reports that Walmart may be preparing for price increases and navigating tariff-related inflation pressures point to ongoing margin management, but the impact is uncertain. Walmart signals potential price increases as food producers focus on margins (WMT)
• Negative Sentiment: Several pieces focused on slower consumer spending, delayed discretionary purchases, and Walmart’s stock trading well below recent highs, which may be weighing on sentiment despite the company’s defensive profile. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Short-interest-related reporting and “in the red zone” commentary suggest some traders remain cautious on Walmart in the near term, even though the short-interest data itself appears inconsistent. Walmart tries cost-cutting supply chain model as stock stays in red zone

Insider Transactions at Walmart

In other Walmart news, EVP John D. Rainey sold 20,000 shares of Walmart stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the transaction, the executive vice president owned 486,764 shares in the company, valued at $62,203,571.56. This trade represents a 3.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on 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 transaction, the director owned 4,193,995 shares in the company, valued at approximately $554,488,078.95. This trade represents a 0.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 106,592 shares of company stock worth $13,436,513 in the last three months. 0.10% of the stock is currently owned by company insiders.

Walmart Stock Up 0.3%

WMT stock opened at $118.90 on Friday. The stock has a market capitalization of $947.75 billion, a P/E ratio of 41.72, a PEG ratio of 4.42 and a beta of 0.65. 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 one year low of $93.43 and a one year high of $135.15. The company has a 50 day moving average price of $126.24 and a two-hundred day moving average price of $120.64.

Walmart (NASDAQ:WMT - Get Free Report) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during 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 for the quarter was up 7.4% on a year-over-year basis. During the same period in the previous year, the company 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, sell-side analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

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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