Foundations Investment Advisors LLC Has $11.46 Million Stock Position in Walmart Inc. $WMT

Foundations Investment Advisors LLC raised its holdings in Walmart Inc. (NASDAQ:WMT) by 6.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 102,867 shares of the retailer’s stock after buying an additional 6,009 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Walmart were worth $11,460,000 at the end of the most recent quarter.

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

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. BNP Paribas Exane decreased their price objective on Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. Erste Group Bank upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Citigroup restated a “buy” rating and set a $147.00 target price (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Craig Hallum set a $150.00 target price on Walmart in a research report on Friday, March 6th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart currently has an average rating of “Moderate Buy” and a consensus target price of $138.71.

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares in the company, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction on 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 transaction, the executive vice president owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. The trade was a 0.50% decrease in their position. 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 quarter, insiders have sold 106,592 shares of company stock worth $13,436,513. 0.10% of the stock is owned by company insiders.

Walmart Trading Up 0.3%

Shares of WMT opened at $118.90 on Friday. The stock has a fifty day moving average price of $126.24 and a two-hundred day moving average price of $120.64. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15. The company has a market cap of $947.75 billion, a price-to-earnings ratio of 41.72, a PEG ratio of 4.42 and a beta of 0.65.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate 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 during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the previous year, the company posted $0.61 EPS. The business’s revenue for the quarter 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. Analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Key Headlines Impacting Walmart

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 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.