Expressive Wealth LLC Invests $671,000 in Walmart Inc. $WMT

Expressive Wealth LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 6,023 shares of the retailer’s stock, valued at approximately $671,000.

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

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Neutral Sentiment: Walmart is set to join the top 10 of the Russell 3000 during the June 2026 reconstitution, a sign of its large market footprint and institutional relevance. Walmart Joins Russell 3000 Elite As Investors Weigh Q1 Shakeup
• Positive Sentiment: Walmart launched a logistics program to streamline its distribution network, which could improve supplier flow, efficiency, and long-term operating performance. Walmart Debuts Program to Streamline Distribution Network
• Positive Sentiment: Analysts continue to point to Walmart’s expanding higher-margin “second P&L” businesses, including advertising, marketplace fees, and membership income, which support the stock’s long-term growth case. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Positive Sentiment: Walmart’s Q1 revenue rose 7.3% to $177.8 billion, and global e-commerce jumped 26%, showing that customer demand and digital growth remain strong. Walmart’s Q1 Sales Jump 7.3%: Can E-commerce Sustain 26% Growth?
• Neutral Sentiment: Walmart is drawing increased investor attention as a trending stock, reflecting elevated trading interest after earnings. Walmart Inc. (WMT) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Several reports highlight that Walmart’s shares have pulled back sharply after Q1 because fuel and other costs are squeezing margins and management’s outlook came in below expectations. Walmart Sinks 8.1% Post Q1 Earnings: Exit WMT Stock or Stay Put?
• Negative Sentiment: UBS lowered its price target on Walmart after the quarter, reinforcing concerns that investor expectations had gotten too high. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Negative Sentiment: Walmart issued a nationwide recall for Blackstone parmesan ranch seasoning over a fatal infection risk, creating a reputational and product-safety overhang. Walmart issues nationwide recall for Blackstone parmesan ranch seasoning over fatal infection risk

Walmart Price Performance

WMT opened at $118.57 on Wednesday. The business’s 50-day moving average is $126.51 and its two-hundred day moving average is $120.41. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $135.15. The firm has a market capitalization of $945.12 billion, a PE ratio of 41.60, a price-to-earnings-growth ratio of 4.45 and a beta of 0.65.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 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 company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period last year, the business posted $0.61 earnings per share. The firm’s 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. Research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Walmart news, EVP Daniel J. Bartlett sold 1,250 shares of the stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $133.77, for a total value of $167,212.50. Following the completion of the sale, the executive vice president directly owned 635,593 shares in the company, valued at approximately $85,023,275.61. This trade represents a 0.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the completion of the sale, the chief executive officer owned 661,037 shares of the company’s stock, valued at approximately $82,021,470.96. This trade represents a 1.95% 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. Insiders sold a total of 126,008 shares of company stock valued at $15,896,715 in the last 90 days. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on WMT shares. Piper Sandler restated an “overweight” rating and set a $137.00 price objective (up from $130.00) on shares of Walmart in a research note on Friday, May 15th. Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. UBS Group set a $141.00 target price on Walmart and gave the company a “buy” rating in a research note on Friday. HSBC lowered Walmart from a “buy” rating to a “hold” rating and lifted their target price for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average price target 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.