Catalyst Investment Management LLC Takes Position in Walmart Inc. $WMT

Catalyst Investment Management LLC bought a new position in Walmart Inc. (NASDAQ:WMT) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 6,548 shares of the retailer’s stock, valued at approximately $730,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Entrust Financial LLC bought a new position in Walmart in the fourth quarter valued at about $27,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart during the 4th quarter valued at about $30,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the 3rd quarter valued at about $30,000. Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC increased its position in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart Trading Down 0.8%

Walmart stock opened at $117.18 on Friday. The stock has a market cap of $932.53 billion, a P/E ratio of 41.12, a PEG ratio of 4.41 and a beta of 0.59. 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 $94.23 and a 1 year high of $135.15. The firm’s 50 day moving average price is $124.81 and its 200-day moving average price is $122.07.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.61 earnings per share. 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, equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the completion of the transaction, the executive vice president owned 577,853 shares in the company, valued at $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,385 shares of Walmart stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $119.83, for a total value of $165,964.55. Following the completion of the sale, the executive vice president directly owned 633,784 shares in the company, valued at $75,946,336.72. This trade represents a 0.22% 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. Over the last 90 days, insiders have sold 117,246 shares of company stock worth $14,493,147. 0.09% of the stock is owned by corporate insiders.

Key Walmart News

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.
• 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.
• 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

Wall Street Analyst Weigh In

WMT has been the topic of several recent research reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. The Goldman Sachs Group restated a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Truist Financial set a $140.00 target price on shares of Walmart in a report on Thursday, May 21st. DA Davidson set a $150.00 price target on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, February 20th. Finally, Wolfe Research reiterated an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

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.