Stonebrook Private Inc. Sells 35,542 Shares of Walmart Inc. $WMT

Key Points

• Stonebrook Private Inc. cut its Walmart stake by 47.5% in the fourth quarter, selling 35,542 shares and leaving it with 39,263 shares worth about $4.37 million.
• Walmart continues to draw attention for its digital transformation, including retail media expansion, new third-party ad integrations, and broader e-commerce/service offerings like Subway ordering through Express Delivery.
• Despite some concerns about valuation and pricing pressure, analysts remain broadly positive: Walmart has a consensus rating of Moderate Buy with a $138.85 average price target, and its latest earnings topped revenue expectations.

Stonebrook Private Inc. lowered its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 47.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 39,263 shares of the retailer's stock after selling 35,542 shares during the period. Walmart accounts for about 0.9% of Stonebrook Private Inc.'s holdings, making the stock its 23rd biggest position. Stonebrook Private Inc.'s holdings in Walmart were worth $4,374,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in WMT. Brighton Jones LLC boosted its holdings in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management raised its stake in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC raised its stake 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 worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised 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 purchasing an additional 1,048 shares during the last quarter. Institutional investors 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 is expanding its retail media platform and adding new third-party ad integrations, which could increase higher-margin advertising revenue. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation
• Positive Sentiment: The company is widening Express Delivery by adding Subway ordering in about 1,400 stores, reinforcing Walmart’s push into faster, more convenient e-commerce and service-based offerings. Walmart (WMT) Valuation Check As Subway Integration And Higher Margin Services Draw New Attention
• Positive Sentiment: Analysts highlighted Walmart’s digital transformation, including advertising, e-commerce, Sam’s Club innovation, and AI adoption, which supports the case for a higher valuation over time. Walmart's No. 2 Ranking Hides a Digital Transformation Story
• Positive Sentiment: Walmart’s e-commerce sales reportedly rose 26% in Q1 fiscal 2027, showing strong growth in pickup, delivery, and marketplace activity. Walmart's E-commerce Improves 26%: Is Margin Expansion Next?
• Neutral Sentiment: Several articles noted that Walmart remains one of the most watched retail/e-commerce stocks, reflecting continued investor interest rather than a clear new catalyst. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Short-interest data showed no meaningful new information, with reported short interest at zero shares and no actionable signal for traders.
• Negative Sentiment: Some reports raised valuation questions, suggesting the stock may have already priced in much of the optimism around Walmart’s media, delivery, and digital growth plans. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation
• Negative Sentiment: Analysts also pointed to recent share-price weakness and pricing pressure, which may be weighing on sentiment despite Walmart’s long-term strategic progress. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says

Insider Activity at Walmart

In related news, 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 transaction of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares of the company's stock, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the 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 directly owned 661,037 shares of the company's stock, valued at $82,021,470.96. The trade was a 1.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 117,008 shares of company stock valued at $14,492,704 in the last ninety days. Insiders own 0.09% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on WMT shares. BTIG Research reissued a "buy" rating and issued a $145.00 price objective on shares of Walmart in a research note on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on Walmart in a research note on Friday, February 20th. UBS Group set a $141.00 price objective on Walmart and gave the stock a "buy" rating in a research note on Friday, May 22nd. Wolfe Research reissued an "outperform" rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Finally, BMO Capital Markets reissued an "outperform" rating on shares of Walmart in a research note on Friday, May 22nd. One investment 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 stock. According to MarketBeat.com, Walmart currently has a consensus rating of "Moderate Buy" and a consensus price target of $138.85.

Walmart Stock Performance

Shares of WMT opened at $118.88 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 company has a market capitalization of $946.06 billion, a price-to-earnings ratio of 41.71, a PEG ratio of 4.47 and a beta of 0.59. The stock has a 50 day moving average of $125.49 and a 200 day moving average of $121.46. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15.

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

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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