Cambient Family Office LLC Takes Position in Walmart Inc. $WMT

Cambient Family Office LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,501 shares of the retailer’s stock, valued at approximately $949,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of WMT. Entrust Financial LLC acquired a new position in shares of Walmart during the fourth quarter valued at approximately $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart in the third quarter worth approximately $30,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart in the fourth quarter worth approximately $30,000. Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC raised its stake in Walmart by 193.0% in the 4th 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 last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. UBS Group set a $141.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. TD Cowen reiterated a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. The Goldman Sachs Group restated a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, DA Davidson set a $150.00 price objective on shares of Walmart and gave the company a “buy” rating in a research note on Friday, February 20th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Stock Performance

Shares of Walmart stock opened at $117.18 on Friday. Walmart Inc. has a 52 week low of $94.23 and a 52 week high of $135.15. The business’s fifty day simple moving average is $124.81 and its 200-day simple moving average is $122.07. The firm has a market cap of $932.53 billion, a PE ratio of 41.12, a price-to-earnings-growth ratio of 4.41 and a beta of 0.59. 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 (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period last year, the company earned $0.61 EPS. 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. Equities analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Insiders Place Their Bets

In other news, EVP Latriece Watkins sold 11,000 shares of the company’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 transaction, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Daniel J. Bartlett sold 1,385 shares of Walmart stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $119.83, for a total transaction of $165,964.55. Following the completion of the sale, the executive vice president owned 633,784 shares of the company’s stock, valued at $75,946,336.72. This trade represents a 0.22% 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. In the last ninety days, insiders sold 117,246 shares of company stock worth $14,493,147. Insiders own 0.09% of the company’s stock.

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.