Walmart Inc. $WMT Position Trimmed by Savant Capital LLC

Key Points

• Savant Capital LLC trimmed its Walmart stake by 27.5% in the fourth quarter, selling 83,593 shares and leaving it with 220,646 shares valued at about $24.6 million.
• Walmart’s recent operating results were solid, with quarterly EPS of $0.66 matching estimates and revenue of $177.75 billion topping expectations, as revenue rose 7.4% year over year.
• Analyst sentiment remains constructive overall: multiple firms raised or reiterated positive ratings and the stock carries a “Moderate Buy” consensus with an average price target of $138.71, though some reports note softer consumer spending and tariff-related margin pressure.

Savant Capital LLC decreased its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 27.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 220,646 shares of the retailer's stock after selling 83,593 shares during the period. Savant Capital LLC's holdings in Walmart were worth $24,582,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Moors & Cabot Inc. increased its stake in Walmart by 0.9% during the fourth quarter. Moors & Cabot Inc. now owns 266,030 shares of the retailer's stock valued at $29,638,000 after purchasing an additional 2,463 shares during the last quarter. Houlihan Financial Resource Group Ltd. increased its stake in Walmart by 135.6% during the fourth quarter. Houlihan Financial Resource Group Ltd. now owns 6,515 shares of the retailer's stock valued at $747,000 after purchasing an additional 3,750 shares during the last quarter. Latko Wealth Management Ltd. bought a new stake in Walmart during the fourth quarter valued at $200,000. CFS Investment Advisory Services LLC increased its stake in Walmart by 0.8% during the fourth quarter. CFS Investment Advisory Services LLC now owns 49,887 shares of the retailer's stock valued at $5,558,000 after purchasing an additional 418 shares during the last quarter. Finally, Foundations Investment Advisors LLC increased its stake in Walmart by 6.2% during the fourth quarter. Foundations Investment Advisors LLC now owns 102,867 shares of the retailer's stock valued at $11,460,000 after purchasing an additional 6,009 shares during the last quarter. Institutional investors own 26.76% of the company's stock.

Key Walmart News

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

Walmart Stock Performance

WMT stock opened at $118.90 on Friday. The company 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 50-day simple moving average of $126.24 and a 200 day simple moving average of $120.64. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

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

Analyst Ratings Changes

Several equities analysts have recently commented on WMT shares. Erste Group Bank upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a research report on Thursday, April 2nd. Argus upgraded shares of Walmart to a "strong-buy" rating in a research report on Wednesday, February 18th. Freedom Capital upgraded shares of Walmart from a "strong sell" rating to a "hold" rating in a research report on Thursday, May 21st. Jefferies Financial Group set a $145.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, Sanford C. Bernstein restated an "outperform" rating and set a $145.00 price target on shares of Walmart in a research report on Tuesday, May 12th. Two analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $138.71.

Insiders Place Their Bets

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company's stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the sale, the executive vice president directly owned 577,853 shares of the company's stock, valued at approximately $71,607,543.76. This represents a 0.50% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,250 shares of the company's stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $133.77, for a total transaction of $167,212.50. Following the completion of the sale, the executive vice president directly owned 635,593 shares of the company's stock, valued at $85,023,275.61. The trade was a 0.20% decrease in their ownership of the stock. 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. Over the last ninety days, insiders have sold 106,592 shares of company stock valued at $13,436,513. Corporate insiders own 0.10% of the company's stock.

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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