SummitTX Capital L.P. Has $5.79 Million Holdings in Walmart Inc. $WMT

SummitTX Capital L.P. trimmed its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 82.0% in the first quarter, according to its most recent filing with the SEC. The fund owned 46,625 shares of the retailer's stock after selling 212,038 shares during the period. SummitTX Capital L.P.'s holdings in Walmart were worth $5,795,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of WMT. MFA Wealth Services raised its position in Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer's stock valued at $1,356,000 after purchasing an additional 80 shares during the last quarter. Realta Investment Advisors grew its holdings in shares of Walmart by 2.0% during the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer's stock worth $508,000 after purchasing an additional 81 shares during the last quarter. Compton Financial Group LLC increased its stake in shares of Walmart by 4.1% in the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer's stock valued at $259,000 after buying an additional 82 shares during the period. Renaissance Group LLC raised its holdings in Walmart by 0.9% in the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer's stock valued at $1,074,000 after buying an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. raised its holdings in Walmart by 0.3% in the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer's stock valued at $3,033,000 after buying an additional 84 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Market momentum and investor interest: Walmart outperformed the broader market during the latest session, providing a near-term boost to the stock. Walmart Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Higher-income customer gains: Walmart is attracting more affluent shoppers through low prices, faster delivery and a broader product assortment. Sustaining this customer mix could support sales growth and improve the company’s competitive position. Can Walmart Sustain Gains Among Higher-Income Customers?
• Positive Sentiment: AI and efficiency potential: Walmart is using artificial intelligence behind the scenes to improve efficiency and reduce costs rather than selling AI products directly. Recent earnings strength and favorable analyst ratings add support to the investment case. These 3 AI Winners Don’t Sell the Tech—They Use It
• Positive Sentiment: Scale and supply-chain initiatives: Walmart, General Mills and ADM launched a regenerative agriculture program covering 40,000 Midwest wheat acres. While not an immediate earnings driver, the effort could strengthen Walmart’s supply-chain relationships and support its sustainability reputation. Walmart Launches Regenerative Agriculture Effort
• Neutral Sentiment: Recent fundamentals: Walmart’s latest quarterly revenue exceeded expectations, while earnings per share met consensus estimates. Revenue growth and the company’s scale remain supportive, although the stock’s elevated valuation makes continued execution important.
• Negative Sentiment: Valuation risk: Commentary warns that Walmart trades at a premium relative to projected forward earnings. Its scale provides a durable cost advantage, but the rich valuation leaves less room for disappointing growth or margins. Walmart Is at $108: Why Investors Should Pause

Analysts Set New Price Targets

A number of research firms have weighed in on WMT. Weiss Ratings reissued a "buy (b)" rating on shares of Walmart in a report on Friday, July 17th. Truist Financial set a $140.00 price target on shares of Walmart in a research note on Thursday, May 21st. Piper Sandler reiterated an "overweight" rating on shares of Walmart in a report on Monday, June 8th. Royal Bank Of Canada reissued an "outperform" rating and issued a $137.00 price objective on shares of Walmart in a research note on Wednesday, July 22nd. Finally, Erste Group Bank lowered Walmart from a "buy" rating to a "hold" rating in a research report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $138.65.

Walmart Stock Up 2.1%

Walmart stock opened at $111.74 on Tuesday. 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 52-week low of $95.42 and a 52-week high of $135.15. The firm has a 50 day moving average price of $116.31 and a two-hundred day moving average price of $122.02. The firm has a market cap of $889.24 billion, a price-to-earnings ratio of 39.21, a PEG ratio of 4.08 and a beta of 0.60.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts' consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period in the prior year, the firm posted $0.61 EPS. The company's quarterly revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Insider Buying and Selling at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated 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 in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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 dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the transaction, the executive vice president directly owned 120,203 shares of the company's stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 67,729 shares of company stock valued at $8,124,931. 0.09% of the stock is owned by corporate insiders.

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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