Turtle Creek Wealth Advisors LLC Has $6.18 Million Stake in Walmart Inc. $WMT

Turtle Creek Wealth Advisors LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 13.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,747 shares of the retailer’s stock after acquiring an additional 6,041 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in Walmart were worth $6,183,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. MFA Wealth Services increased its holdings 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 in the last quarter. Realta Investment Advisors boosted its stake in Walmart by 2.0% in the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after purchasing an additional 81 shares in the last quarter. Renaissance Group LLC grew its holdings in shares of Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after purchasing an additional 83 shares during the last quarter. Calton & Associates Inc. grew 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 worth $3,033,000 after purchasing an additional 84 shares during the last quarter. Finally, Advocacy Wealth Management LLC grew 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 worth $378,000 after purchasing an additional 84 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Walmart

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 Upgrades and Downgrades

A number of research analysts recently issued reports on the company. TD Cowen reaffirmed a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Guggenheim increased their price objective on shares of Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Morgan Stanley raised their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, BTIG Research reiterated a “buy” rating and set a $145.00 target price on shares of Walmart in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Insider Activity at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the company’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 completion of the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $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 is available through this hyperlink. Also, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. This represents a 0.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is owned by company insiders.

Walmart Price Performance

NASDAQ:WMT opened at $111.84 on Monday. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15. 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 firm has a market capitalization of $890.03 billion, a P/E ratio of 39.24, a P/E/G ratio of 4.17 and a beta of 0.60. The stock’s fifty day simple moving average is $122.15 and its 200-day simple moving average is $122.11.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 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 business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the previous year, the firm earned $0.61 earnings per share. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. 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 research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

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.