BCS Wealth Management Sells 7,659 Shares of Walmart Inc. $WMT

BCS Wealth Management trimmed its holdings in Walmart Inc. (NASDAQ:WMT) by 53.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,775 shares of the retailer’s stock after selling 7,659 shares during the period. BCS Wealth Management’s holdings in Walmart were worth $842,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in WMT. Vanguard Group Inc. grew its position in Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after acquiring an additional 4,304,436 shares in the last quarter. State Street Corp boosted its holdings in shares of Walmart by 1.2% in the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after purchasing an additional 2,242,364 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Walmart by 6.8% in the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after purchasing an additional 6,517,394 shares in the last quarter. Norges Bank bought a new position in shares of Walmart during the 4th quarter valued at about $6,458,529,000. Finally, Fisher Asset Management LLC raised its holdings in shares of Walmart by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock valued at $4,526,238,000 after buying an additional 328,229 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

WMT opened at $115.78 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The stock’s 50 day simple moving average is $123.93 and its 200 day simple moving average is $122.21. The firm has a market cap of $921.39 billion, a price-to-earnings ratio of 40.62, a PEG ratio of 4.44 and a beta of 0.59. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $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. As a group, analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms recently weighed in on WMT. Tigress Financial restated a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. KeyCorp restated an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. TD Cowen reaffirmed a “buy” rating and issued a $150.00 price objective (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Walmart presently has an average rating of “Moderate Buy” and an average price target of $138.85.

Insider Buying and Selling

In other Walmart news, 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 value of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the transaction, the chief executive officer owned 674,162 shares in the company, valued at $84,162,384.08. The trade was a 1.91% 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. Insiders sold 100,730 shares of company stock valued at $12,444,624 over the last quarter. Company insiders own 0.09% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding its Shapermint partnership into 1,600 more U.S. stores, adding another growth driver in apparel and broadening its non-grocery assortment. Article Title
• Positive Sentiment: Reports that Walmart plans to acquire Vibe.co suggest the company is investing to grow its connected-TV and retail-media advertising business, which could improve high-margin revenue. Article Title
• Neutral Sentiment: Analyst-style articles comparing Walmart with Walmart de Mexico focus on relative valuation rather than a new operational catalyst, so the stock impact appears limited. Article Title
• Neutral Sentiment: News that Walmart Business is working to reduce friction for small businesses is supportive of the long-term strategy, but it is not likely to move the shares much on its own. Article Title
• Negative Sentiment: Multiple reports say Amazon has overtaken Walmart as the largest U.S. retailer by gross merchandise value, highlighting competitive pressure and potentially tempering investor sentiment around Walmart’s retail dominance. Article Title
• Negative Sentiment: Another report emphasizing Amazon’s rise as the first retailer larger than Walmart since the Sears era may reinforce concerns that Walmart is losing some scale advantage. Article Title

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.