Falcon Wealth Planning Has $2.12 Million Stake in Walmart Inc. $WMT

Falcon Wealth Planning grew its stake in shares of Walmart Inc. (NASDAQ:WMT) by 34.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,059 shares of the retailer’s stock after buying an additional 4,410 shares during the period. Falcon Wealth Planning’s holdings in Walmart were worth $2,120,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Entrust Financial LLC bought a new stake in Walmart in the fourth quarter valued at approximately $27,000. Beacon Financial Strategies CORP acquired a new stake in Walmart during the 4th quarter worth $30,000. Bay Harbor Wealth Management LLC raised its stake in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the period. Clayton Financial Group LLC lifted its holdings in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after acquiring an additional 193 shares in the last quarter. Finally, Sankala Group LLC bought a new position in Walmart during the fourth quarter worth about $33,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Down 0.1%

Walmart stock opened at $115.69 on Friday. The stock has a market cap of $920.67 billion, a P/E ratio of 40.59, a P/E/G ratio of 4.32 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 Inc. has a twelve month low of $94.23 and a twelve month high of $135.15. The company’s 50-day moving average price is $123.74 and its two-hundred day moving average price is $122.17.

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 company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter in the previous year, the company posted $0.61 earnings per share. The business’s 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. As a group, analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Insider Buying and Selling at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction 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 transaction, 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 position. The sale was disclosed in a filing with the SEC, which is available 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 on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the transaction, the executive vice president owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,730 shares of company stock worth $12,444,624 in the last 90 days. Company insiders own 0.09% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Royal Bank Of Canada reiterated an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Truist Financial set a $140.00 target price on Walmart in a research note on Thursday, May 21st. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. BTIG Research reiterated a “buy” rating and set a $145.00 price objective on shares of Walmart in a research note on Wednesday, June 3rd. Finally, UBS Group set a $141.00 target price on shares of Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $138.85.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

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.