OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases Shares of 10,000 Walmart Inc. $WMT

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 10,000 shares of the retailer’s stock, valued at approximately $1,114,000.

Several other large investors have also added to or reduced their stakes in WMT. SHP Wealth Management bought a new position in shares of Walmart during the 4th quarter worth approximately $1,112,000. S Harris Financial Group LLC bought a new stake in shares of Walmart in the 4th quarter valued at $907,000. EJMK Ventures LLC bought a new stake in shares of Walmart in the 4th quarter valued at $804,000. Targeted Financial Services LLC acquired a new position in shares of Walmart during the 4th quarter valued at $2,095,000. Finally, Tulsa Wealth Advisors INC bought a new position in Walmart during the fourth quarter worth $15,984,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on WMT shares. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. 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. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research report on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Finally, KeyCorp reissued an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Stock Performance

NASDAQ WMT opened at $117.18 on Friday. The firm has a market cap of $932.53 billion, a P/E ratio of 41.12, a price-to-earnings-growth ratio of 4.37 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. The company’s 50 day moving average is $124.61 and its 200-day moving average is $122.04. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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 company 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 firm earned $0.61 EPS. Walmart’s revenue for the quarter 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. Sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Insider Activity at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, 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 stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president 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 SEC filing for this sale provides additional information. Insiders have sold 117,246 shares of company stock valued at $14,493,147 in the last quarter. 0.09% of the stock is currently owned by company 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.