Aaron Wealth Advisors LLC Cuts Stock Position in Walmart Inc. $WMT

Aaron Wealth Advisors LLC trimmed its position in Walmart Inc. (NASDAQ:WMT) by 10.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 94,896 shares of the retailer’s stock after selling 11,410 shares during the period. Walmart makes up about 0.7% of Aaron Wealth Advisors LLC’s holdings, making the stock its 23rd biggest position. Aaron Wealth Advisors LLC’s holdings in Walmart were worth $11,794,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Entrust Financial LLC acquired a new position in shares of Walmart during the fourth quarter worth about $27,000. Beacon Financial Strategies CORP purchased a new position in Walmart during the fourth quarter worth about $30,000. Bay Harbor Wealth Management LLC lifted its position in Walmart by 57.4% in the fourth 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 period. Clayton Financial Group LLC lifted its position in Walmart by 193.0% in the fourth 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 period. Finally, Sankala Group LLC purchased a new stake in Walmart in the 4th quarter valued at approximately $33,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

WMT has been the topic of several recent analyst reports. KeyCorp reiterated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. BNP Paribas Exane decreased their price target on Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a research note on Friday, May 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $137.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Morgan Stanley increased their price objective on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Raymond James Financial reissued an “outperform” rating and issued a $135.00 target price on shares of Walmart in a report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Walmart Stock Performance

Shares of WMT opened at $115.69 on Friday. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15. The stock has a market cap of $920.67 billion, a P/E ratio of 40.59, a PEG ratio of 4.32 and a beta of 0.59. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The company has a 50-day moving average of $123.74 and a two-hundred day moving average of $122.17.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate 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 period in the prior year, the business 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. As a group, research analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart News Roundup

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

Insider Activity

In other news, EVP Latriece Watkins sold 11,000 shares of the company’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 sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 100,730 shares of company stock worth $12,444,624 in the last quarter. 0.09% of the stock is currently owned by corporate insiders.

About Walmart

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.