Walmart Inc. $WMT Shares Sold by Strategic Financial Concepts LLC

Key Points

• Strategic Financial Concepts LLC cut its Walmart stake by 63.6% in the fourth quarter, leaving it with 6,922 shares valued at about $771,000.
• Walmart reported fiscal first-quarter revenue of $177.75 billion and EPS of $0.66, both in line with or above expectations, with revenue rising 7.4% year over year.
• Despite the solid results, the stock was under pressure after Walmart issued second-quarter EPS guidance below consensus and reaffirmed full-year targets that also fell short of Wall Street estimates.

Strategic Financial Concepts LLC lessened its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 63.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,922 shares of the retailer's stock after selling 12,117 shares during the quarter. Strategic Financial Concepts LLC's holdings in Walmart were worth $771,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Entrust Financial LLC acquired a new stake in shares of Walmart during the 4th quarter worth approximately $27,000. Collier Financial acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $25,000. Your Advocates Ltd. LLP acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart during the 4th quarter worth approximately $30,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart during the 3rd quarter worth approximately $30,000. Institutional investors and hedge funds own 26.76% of the company's stock.

Insider Buying and Selling

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value of $359,368.00. Following the transaction, the executive vice president owned 577,853 shares in the company, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,335 shares of the firm's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the completion of the transaction, the executive vice president owned 636,843 shares in the company, valued at $79,369,743.09. The trade was a 0.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 126,008 shares of company stock worth $15,896,715 in the last ninety days. Company insiders own 0.10% of the company's stock.

Walmart Trading Down 0.9%

Shares of WMT stock opened at $120.27 on Friday. The stock's fifty day moving average is $126.77 and its two-hundred day moving average is $120.03. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.24 and a current ratio of 0.77. The firm has a market capitalization of $958.67 billion, a P/E ratio of 42.20, a PEG ratio of 4.45 and a beta of 0.65. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15.

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

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart posted solid first-quarter results, with revenue of $177.8 billion and EPS of $0.66, while e-commerce sales rose 26% and advertising revenue jumped 37%, highlighting continued strength in digital and membership-driven businesses.
• Positive Sentiment: Several analysts remained constructive after earnings: Bank of America reiterated a Buy rating and said Walmart is well positioned to gain share in a price-sensitive environment, while BTIG and BNP Paribas Exane also kept positive ratings despite modestly trimming price targets.
• Neutral Sentiment: Walmart disclosed pre-arranged insider sales by CEO John Furner and EVP Christopher James Nicholas, but both transactions were made under 10b5-1 plans, which typically limits how much investors read into them.
• Neutral Sentiment: News reports also noted leadership changes, including the departure of Sam’s Club COO Tom Ward and U.S. stores EVP Cedric Clark, adding some uncertainty but not appearing to change the company’s near-term operating outlook.
• Negative Sentiment: Shares weakened after Walmart issued second-quarter EPS guidance below consensus and reaffirmed full-year targets that also came in below Wall Street expectations, prompting concerns that margin pressure could continue.
• Negative Sentiment: Management said elevated fuel prices are pressuring both consumers and Walmart’s own costs, reinforcing worries that spending could soften and profitability could stay under pressure in the coming quarters.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on WMT. Wolfe Research reaffirmed an "outperform" rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Truist Financial set a $140.00 price objective on shares of Walmart in a research note on Thursday. Telsey Advisory Group raised their price objective on shares of Walmart from $135.00 to $140.00 and gave the stock an "outperform" rating in a research note on Friday, February 20th. Raymond James Financial reissued an "outperform" rating and issued a $135.00 price target on shares of Walmart in a research note on Friday, March 6th. Finally, Sanford C. Bernstein reissued an "outperform" rating and issued a $145.00 price target on shares of Walmart in a research note on Tuesday, May 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $138.71.

Walmart 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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