Walmart Inc. $WMT Shares Bought by Elevated Capital Advisors LLC

Elevated Capital Advisors LLC boosted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 284.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,815 shares of the retailer’s stock after buying an additional 5,044 shares during the quarter. Elevated Capital Advisors LLC’s holdings in Walmart were worth $847,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. MFA Wealth Services lifted its holdings in shares of Walmart by 0.7% in the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after acquiring an additional 80 shares during the last quarter. Realta Investment Advisors increased its holdings in Walmart by 2.0% in the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after purchasing an additional 81 shares during the last quarter. Compton Financial Group LLC increased its holdings in Walmart by 4.1% in the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after purchasing an additional 82 shares during the last quarter. Renaissance Group LLC raised its position in Walmart by 0.9% in the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after purchasing an additional 83 shares during the period. Finally, Calton & Associates Inc. raised its position in Walmart by 0.3% in the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is rolling out more wellness benefits at Sam’s Club, including Weight Watchers perks, which could deepen member loyalty, support renewals, and boost recurring membership revenue. Article Title
• Positive Sentiment: Walmart is also getting attention for broad price cuts across groceries and household staples, which should help reinforce its reputation as a defensive, inflation-fighting retailer and drive traffic to stores and clubs. Article Title
• Positive Sentiment: Jim Cramer said Walmart is one of the “greatest companies on earth” and called the recent pullback an “incredible buying opportunity,” helping support sentiment around the stock. Article Title
• Neutral Sentiment: Commentary around Walmart’s health event and its AI shopping efforts highlights longer-term strategic investments, but these items are more thematic than immediate catalysts for the stock. Article Title
• Neutral Sentiment: Coverage comparing Walmart’s AI shopping race with Amazon underscores competitive pressure in retail tech, but it does not point to any near-term operational setback for Walmart. Article Title

Analyst Upgrades and Downgrades

WMT has been the topic of a number of research reports. Tigress Financial restated a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Finally, BTIG Research restated a “buy” rating and set a $145.00 target price on shares of Walmart in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the sale, the executive vice president owned 630,009 shares of the company’s stock, valued at $69,074,186.76. This trade represents a 0.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction dated 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 completion of the transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 104,505 shares of company stock valued at $12,858,514 in the last 90 days. Insiders own 0.09% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $113.90 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 52 week low of $94.23 and a 52 week high of $135.15. The stock has a market capitalization of $906.43 billion, a PE ratio of 39.97, a P/E/G ratio of 4.18 and a beta of 0.60. The firm has a 50 day moving average of $120.48 and a two-hundred day moving average of $121.96.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting 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 during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the previous year, the firm posted $0.61 earnings per share. The company’s quarterly revenue was up 7.4% compared to the same quarter last year. 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 fiscal year.

Walmart 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.