Walmart Inc. $WMT Stake Lifted by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management LLC increased its Walmart stake by 5.8% in the fourth quarter, bringing its holdings to 276,985 shares valued at about $30.9 million.
• Walmart’s latest earnings beat revenue expectations, with quarterly sales up 7.4% year over year and EPS matching consensus at $0.66.
• Wall Street remains bullish on Walmart, with a consensus “Moderate Buy” rating and an average price target of $138.85, above the stock’s recent $117.18 trading level.

Axxcess Wealth Management LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 5.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 276,985 shares of the retailer's stock after acquiring an additional 15,078 shares during the quarter. Axxcess Wealth Management LLC's holdings in Walmart were worth $30,859,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Renaissance Group LLC lifted its holdings in shares of Walmart by 0.9% in the fourth 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 period. Calton & Associates Inc. raised its position in Walmart by 0.3% in the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer's stock worth $3,033,000 after acquiring an additional 84 shares in the last quarter. Advocacy Wealth Management LLC lifted its holdings in Walmart by 2.5% in the 4th quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer's stock valued at $378,000 after acquiring an additional 84 shares during the last quarter. Stockman Wealth Management Inc. lifted its holdings in Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer's stock valued at $285,000 after acquiring an additional 87 shares during the last quarter. Finally, Capstone Wealth Management LLC boosted its position in shares of Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer's stock valued at $552,000 after purchasing an additional 89 shares in the last quarter. Institutional investors own 26.76% of the company's stock.

Insider Transactions at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president directly owned 577,853 shares in the company, valued at approximately $71,607,543.76. The trade was a 0.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business's stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% 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. In the last ninety days, insiders have sold 117,246 shares of company stock worth $14,493,147. 0.09% of the stock is currently owned by insiders.

Walmart Price Performance

WMT stock opened at $117.18 on Friday. Walmart Inc. has a one year low of $94.23 and a one year high of $135.15. The firm has a 50-day moving average of $124.81 and a two-hundred day moving average of $122.07. The firm has a market capitalization of $932.53 billion, a PE ratio of 41.12, a P/E/G ratio of 4.41 and a beta of 0.59. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT - Get Free Report) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period last year, the firm posted $0.61 earnings per share. The firm's quarterly revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on WMT shares. Roth Mkm reaffirmed a "buy" rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Raymond James Financial reissued an "outperform" rating and set a $135.00 target price on shares of Walmart in a research note on Friday, March 6th. Morgan Stanley raised their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an "overweight" rating in a report on Wednesday, April 22nd. BMO Capital Markets restated an "outperform" rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a report on Friday, February 20th. 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 company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $138.85.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels. Article Title
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile. Article Title
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

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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