Blue Trust Inc. Has $8.05 Million Stock Holdings in Walmart Inc. $WMT

Blue Trust Inc. reduced its position in shares of Walmart Inc. (NASDAQ:WMT) by 10.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 64,773 shares of the retailer’s stock after selling 7,774 shares during the period. Blue Trust Inc.’s holdings in Walmart were worth $8,050,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management increased its stake in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in shares of Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. Bank of America began coverage on Walmart in a report on Friday, February 27th. They issued a “buy” rating and a $150.00 price target on the stock. Finally, Morgan Stanley raised their price objective on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Insiders Place Their Bets

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 100,730 shares of company stock valued at $12,444,624 in the last quarter. 0.09% of the stock is currently owned by company insiders.

Walmart Stock Performance

NASDAQ WMT opened at $115.69 on Friday. Walmart Inc. has a 52-week low of $94.23 and a 52-week high of $135.15. The company has a 50-day simple moving average of $123.74 and a 200 day simple moving average of $122.17. 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 company has a market capitalization of $920.67 billion, a PE ratio of 40.59, a price-to-earnings-growth ratio of 4.32 and a beta of 0.59.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share 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 firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the previous year, the company earned $0.61 earnings per share. The company’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. On average, research analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

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.