Florida Financial Advisors LLC Grows Stock Position in Walmart Inc. $WMT

Florida Financial Advisors LLC raised its holdings in Walmart Inc. (NASDAQ:WMT) by 12.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 39,548 shares of the retailer’s stock after buying an additional 4,450 shares during the quarter. Walmart comprises 1.2% of Florida Financial Advisors LLC’s holdings, making the stock its 16th largest position. Florida Financial Advisors LLC’s holdings in Walmart were worth $4,400,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in WMT. Brighton Jones LLC increased its holdings in shares of 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 purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management increased its holdings in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. increased its holdings in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of WMT stock opened at $115.75 on Monday. The stock has a 50 day moving average of $126.11 and a 200 day moving average of $120.73. 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 stock has a market cap of $922.64 billion, a P/E ratio of 40.61, a P/E/G ratio of 4.32 and a beta of 0.60. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.15.

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

Insider Activity at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,335 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total value of $166,381.05. Following the sale, the executive vice president directly owned 636,843 shares of the company’s stock, valued at approximately $79,369,743.09. This trade represents a 0.21% 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 hyperlink. 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 that occurred 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 completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 117,008 shares of company stock valued at $14,492,704 in the last 90 days. 0.09% of the stock is currently owned by corporate insiders.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
• Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
• Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
• Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on WMT shares. Oppenheimer reissued an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Rothschild & Co Redburn set a $150.00 price objective on Walmart in a report on Tuesday, February 17th. Piper Sandler reissued an “overweight” rating and issued a $137.00 price objective (up from $130.00) on shares of Walmart in a report on Friday, May 15th. Evercore reiterated an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Finally, Bank of America initiated coverage on Walmart in a research report on Friday, February 27th. They set a “buy” rating and a $150.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

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.