Great Valley Advisor Group Inc. Has $18.53 Million Stock Position in Walmart Inc. $WMT

Great Valley Advisor Group Inc. decreased its position in Walmart Inc. (NASDAQ:WMT) by 5.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 166,310 shares of the retailer’s stock after selling 9,941 shares during the period. Great Valley Advisor Group Inc.’s holdings in Walmart were worth $18,528,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new stake in Walmart in the 4th quarter valued at $6,458,529,000. AQR Capital Management LLC lifted its position in Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock valued at $1,199,907,000 after acquiring an additional 7,614,172 shares in the last quarter. Geode Capital Management LLC lifted its position in Walmart by 6.8% in the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after acquiring an additional 6,517,394 shares in the last quarter. Capital International Investors bought a new stake in Walmart in the 4th quarter valued at $592,848,000. Finally, Vanguard Group Inc. lifted its position in Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after acquiring an additional 4,304,436 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity

In other news, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total value of $166,381.05. Following the transaction, the executive vice president owned 636,843 shares in the company, valued at approximately $79,369,743.09. This trade represents a 0.21% decrease in their position. The sale 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 Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 117,008 shares of company stock worth $14,492,704. Insiders own 0.09% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart’s head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

Wall Street Analyst Weigh In

Several research firms recently commented on WMT. Roth Mkm reaffirmed a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research report on Monday. Bank of America began coverage on shares of Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price target on the stock. BTIG Research reissued a “buy” rating and set a $145.00 price target on shares of Walmart in a research report on Wednesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 price target on shares of Walmart in a research report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Walmart Stock Down 0.1%

Shares of WMT stock opened at $120.50 on Friday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The firm’s 50-day moving average is $125.36 and its 200-day moving average is $121.66. The stock has a market cap of $958.95 billion, a price-to-earnings ratio of 42.28, a PEG ratio of 4.50 and a beta of 0.59. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last announced 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 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 analyst estimates of $174.84 billion. During the same quarter in the prior year, the business earned $0.61 EPS. Walmart’s quarterly revenue 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. Sell-side analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

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.