Continuum Advisory LLC Boosts Position in Walmart Inc. $WMT

Continuum Advisory LLC grew its position in shares of Walmart Inc. (NASDAQ:WMT) by 374.7% in the 1st quarter, HoldingsChannel.com reports. The fund owned 345,876 shares of the retailer’s stock after purchasing an additional 273,008 shares during the quarter. Walmart accounts for about 4.1% of Continuum Advisory LLC’s holdings, making the stock its biggest holding. Continuum Advisory LLC’s holdings in Walmart were worth $42,985,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of WMT. MFA Wealth Services boosted its stake in Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after purchasing an additional 80 shares during the period. Realta Investment Advisors grew its position in Walmart by 2.0% in the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after purchasing an additional 81 shares during the last quarter. Renaissance Group LLC increased its stake in shares of 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. Calton & Associates Inc. raised its holdings in shares of Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after buying an additional 84 shares during the last quarter. Finally, Advocacy Wealth Management LLC raised its holdings in shares of Walmart by 2.5% during the fourth quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock valued at $378,000 after buying an additional 84 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart said usage of its AI assistant Sparky has doubled, and the tool appears to be helping drive larger digital baskets, which supports the company’s omnichannel growth story. Walmart’s Sparky Usage Doubles: Is AI Driving Bigger Orders?
• Positive Sentiment: Walmart+ fuel discounts remain a popular membership perk, highlighting continued engagement with the subscription program and potential support for retention and recurring revenue. Walmart+ Executive Says Fuel Discounts Supercharge Member Engagement
• Positive Sentiment: Walmart is expanding in-house career pathways to train opticians, a move that could ease labor shortages in its Vision Center and Sam’s Club optical businesses while supporting service expansion. Walmart Expands In-House Career Pathways to Train Opticians
• Neutral Sentiment: Walmart is drawing elevated investor attention, but the coverage mainly reflects renewed interest rather than a clear new fundamental driver. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Recent commentary notes Walmart’s shares are being compared with peers like Costco, underscoring that investors are still debating the best retail valuation and growth mix rather than reacting to a company-specific shock. Walmart vs Costco: This Is The Better Stock To Buy
• Negative Sentiment: One article says Walmart’s valuation remains rich relative to its growth outlook, which may be pressuring the stock as investors question how much upside is left at current levels. Walmart (WMT) Stock Weighs Rich Valuation Against E-Commerce And Store Investment Potential
• Negative Sentiment: The stock also slipped in the latest session despite a broader market uptick, reinforcing near-term selling pressure. Walmart (WMT) Stock Falls Amid Market Uptick: What Investors Need to Know

Analyst Ratings Changes

A number of brokerages recently issued reports on WMT. Wolfe Research reissued an “outperform” rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Tigress Financial reaffirmed a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. BNP Paribas Exane reduced their price target on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. UBS Group set a $141.00 price target on Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Finally, Evercore reissued an “outperform” rating on shares of Walmart in a report on Monday, May 18th. One research 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, Walmart has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Trading Down 1.2%

Shares of NASDAQ:WMT opened at $113.26 on Wednesday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a market capitalization of $901.33 billion, a price-to-earnings ratio of 39.74, a PEG ratio of 4.27 and a beta of 0.59. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15. The company has a 50 day moving average price of $123.25 and a 200 day moving average price of $122.22.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate 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 for the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter in the prior year, the company earned $0.61 earnings per share. The firm’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. On average, research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the sale, the chief executive officer directly owned 674,162 shares of the company’s stock, valued at $84,162,384.08. The trade was a 1.91% decrease in their ownership of the stock. The sale 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 the company’s stock in a transaction 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 sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 100,730 shares of company stock worth $12,444,624. Corporate insiders own 0.09% of the company’s stock.

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.