Baer Investment Advisory LLC Invests $2.12 Million in Walmart Inc. $WMT

Baer Investment Advisory LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the first quarter, HoldingsChannel reports. The fund acquired 17,017 shares of the retailer’s stock, valued at approximately $2,115,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Counterweight Ventures LLC boosted its holdings in shares of Walmart by 15.3% in the 1st quarter. Counterweight Ventures LLC now owns 2,882 shares of the retailer’s stock valued at $358,000 after buying an additional 382 shares during the last quarter. Lodestar Private Asset Management LLC lifted its stake in Walmart by 0.9% in the 1st quarter. Lodestar Private Asset Management LLC now owns 9,577 shares of the retailer’s stock valued at $1,190,000 after purchasing an additional 87 shares during the last quarter. Carter Financial Group INC. lifted its stake in Walmart by 21.1% in the 1st quarter. Carter Financial Group INC. now owns 8,219 shares of the retailer’s stock valued at $1,021,000 after purchasing an additional 1,431 shares during the last quarter. Turtle Creek Wealth Advisors LLC increased its holdings in shares of Walmart by 13.8% during the 1st quarter. Turtle Creek Wealth Advisors LLC now owns 49,747 shares of the retailer’s stock worth $6,183,000 after acquiring an additional 6,041 shares during the last quarter. Finally, USAdvisors Wealth Management LLC increased its holdings in shares of Walmart by 6.0% during the 1st quarter. USAdvisors Wealth Management LLC now owns 10,729 shares of the retailer’s stock worth $1,325,000 after acquiring an additional 607 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Wolfe Research reaffirmed 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. BTIG Research reiterated a “buy” rating and set a $145.00 price objective on shares of Walmart in a research report on Wednesday, June 3rd. Finally, Tigress Financial reissued a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday, May 29th. One equities 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’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $138.85.

Walmart Stock Performance

Shares of WMT stock opened at $111.84 on Monday. The stock has a market cap of $890.03 billion, a P/E ratio of 39.24, a price-to-earnings-growth ratio of 4.17 and a beta of 0.60. Walmart Inc. has a 1 year low of $94.23 and a 1 year high of $135.15. 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 50 day simple moving average of $122.15 and a 200 day simple moving average of $122.11.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion for 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 revenue was up 7.4% on a year-over-year basis. During the same quarter 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. On average, research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Activity at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $118.19, for a total value of $342,751.00. Following the completion of the transaction, the executive vice president owned 574,953 shares of the company’s stock, valued at $67,953,695.07. This represents a 0.50% decrease in their position. 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 business’s stock in a transaction dated 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 sale, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 104,505 shares of company stock worth $12,858,514 over the last 90 days. 0.09% of the stock is currently owned by company insiders.

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.