Eagle Wealth Advisors LLC Has $1.41 Million Stock Holdings in Walmart Inc. $WMT

Eagle Wealth Advisors LLC lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 177.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,310 shares of the retailer’s stock after purchasing an additional 7,229 shares during the period. Walmart accounts for about 1.3% of Eagle Wealth Advisors LLC’s portfolio, making the stock its 16th biggest position. Eagle Wealth Advisors LLC’s holdings in Walmart were worth $1,408,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in WMT. Norges Bank acquired a new position in Walmart in the fourth quarter valued at approximately $6,458,529,000. AQR Capital Management LLC grew its position in shares of Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after buying an additional 7,614,172 shares during the period. Geode Capital Management LLC increased its stake 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 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 shares of Walmart in the 4th quarter valued at $592,848,000. Finally, Vanguard Group Inc. lifted its position in shares of Walmart by 1.0% during 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 during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

WMT opened at $111.84 on Friday. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15. The company has a market cap of $890.03 billion, a price-to-earnings ratio of 39.24, a PEG ratio of 4.06 and a beta of 0.60. The company’s fifty day moving average price is $122.52 and its two-hundred day moving average price is $122.14. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42.

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

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 172,007 WMT call options, well above the normal daily level, suggesting some investors are positioning for a rebound.
• Positive Sentiment: Analysts and commentators highlighted Walmart Connect as a growing margin driver, supported by ad growth, marketplace expansion, seller spending, and e-commerce gains.
• Positive Sentiment: Walmart’s push into agentic shopping with Google’s Gemini and broader AI-enabled commerce is being viewed as a potential long-term catalyst for sales and ecosystem growth. Article Title
• Positive Sentiment: Walmart and Flipkart are preparing to expand quick-commerce capabilities in India, which could strengthen Walmart’s international digital growth story. Article Title
• Neutral Sentiment: Walmart was mentioned in coverage of Medicare obesity-drug coverage, where the company is helping seniors navigate benefits; this is supportive of its health-services positioning but is not a major near-term earnings driver. Article Title
• Negative Sentiment: Research notes and trading commentary said U.S. comparable sales may be slowing, with investors worried Walmart has leaned on price cuts and tariff refunds to manage inventory, potentially pressuring margins. Article Title
• Negative Sentiment: Shares also came under pressure after reports highlighted slowing domestic sales growth and a near eight-month low, reinforcing concerns about near-term fundamental momentum. Article Title
• Negative Sentiment: EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, which is typically routine but can still add a small amount of selling pressure sentiment-wise.

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares of the company’s stock, valued at $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 SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the transaction, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. This represents a 0.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 104,505 shares of company stock worth $12,858,514 in the last 90 days. Company insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on WMT shares. Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. TD Cowen reaffirmed a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Morgan Stanley upped their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. Finally, Wolfe Research restated an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus 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.