Wellspring Financial Advisors LLC Has $2.45 Million Stock Position in Walmart Inc. $WMT

Key Points

• Wellspring Financial Advisors boosted its Walmart stake by 329.2% in the fourth quarter, ending with 21,945 shares valued at about $2.45 million.
• Institutional ownership in Walmart remains notable, with several other funds also increasing or adding positions; overall, institutions and hedge funds own 26.76% of the company.
• Analysts are broadly positive on Walmart, with a consensus rating of Moderate Buy and an average price target of $138.85, while the company recently reported quarterly revenue and EPS that met or beat expectations.

Wellspring Financial Advisors LLC lifted its position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 329.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 21,945 shares of the retailer's stock after buying an additional 16,832 shares during the quarter. Wellspring Financial Advisors LLC's holdings in Walmart were worth $2,446,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Zions Bancorporation National Association UT increased its position in shares of Walmart by 15.2% in the fourth quarter. Zions Bancorporation National Association UT now owns 26,165 shares of the retailer's stock worth $2,915,000 after purchasing an additional 3,443 shares during the period. Illinois Municipal Retirement Fund grew its stake in Walmart by 0.6% during the fourth quarter. Illinois Municipal Retirement Fund now owns 658,684 shares of the retailer's stock worth $73,384,000 after buying an additional 3,888 shares in the last quarter. RM Financial Services LLC acquired a new stake in Walmart during the fourth quarter worth about $228,000. J.Safra Asset Management Corp increased its holdings in Walmart by 10.3% in the 4th quarter. J.Safra Asset Management Corp now owns 2,777 shares of the retailer's stock valued at $309,000 after buying an additional 260 shares during the period. Finally, GWN Securities Inc. increased its holdings in Walmart by 4.6% in the 4th quarter. GWN Securities Inc. now owns 13,332 shares of the retailer's stock valued at $1,485,000 after buying an additional 583 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Analysts Set New Price Targets

WMT has been the topic of several recent analyst reports. Rothschild & Co Redburn set a $150.00 target price on shares of Walmart in a report on Tuesday, February 17th. Tigress Financial reissued a "buy" rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Wolfe Research reissued an "outperform" rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Argus raised shares of Walmart to a "strong-buy" rating in a report on Wednesday, February 18th. Finally, Roth Mkm reissued a "buy" rating and issued a $138.00 target price on shares of Walmart in a report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Walmart currently has an average rating of "Moderate Buy" and a consensus target price of $138.85.

Walmart Stock Performance

Walmart stock opened at $120.59 on Thursday. Walmart Inc. has a 12-month low of $93.43 and a 12-month 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. The business's 50-day moving average price is $125.43 and its two-hundred day moving average price is $121.56. The stock has a market cap of $959.66 billion, a PE ratio of 42.31, a P/E/G ratio of 4.44 and a beta of 0.59.

Walmart (NASDAQ:WMT - Get Free Report) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion for the quarter, compared to analysts' expectations of $174.84 billion. During the same quarter in the previous year, the business posted $0.61 earnings per share. The business's revenue for the quarter 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. As a group, analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding its drone delivery program with Alphabet’s Wing, adding another fast-delivery capability that could strengthen its e-commerce and convenience moat. Eyes on the sky: Walmart and Alphabet's Wing expand their drone delivery program
• Positive Sentiment: Business Insider reported that Walmart’s AI-powered warehouses are speeding up freight handling and reducing the time store employees need to unload trucks, a sign that automation is improving efficiency and potentially margins. Walmart's AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Positive Sentiment: Recent conference appearances suggest management is highlighting Walmart’s growth in digital, e-commerce, and higher-margin services, which may reinforce the long-term bull case for the stock. Walmart Inc. (WMT) Presents at Oppenheimer 26th Annual Consumer Growth and E-Commerce Conference Transcript Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analysts remain split on Walmart, indicating the market is still weighing the company’s growth initiatives against its valuation. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)
• Neutral Sentiment: Coverage around Walmart’s retail media expansion, Subway integration, and broader digital transformation has raised questions about valuation, but also underscores the company’s push into higher-margin services. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation Walmart (WMT) Valuation Check As Subway Integration And Higher Margin Services Draw New Attention Walmart's No. 2 Ranking Hides a Digital Transformation Story

Insider Transactions at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction dated 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 approximately $79,369,743.09. This represents 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. Over the last 90 days, insiders have sold 117,008 shares of company stock valued at $14,492,704. Company insiders own 0.09% of the company's stock.

Walmart Company 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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