PFG Investments LLC Has $12.93 Million Position in Walmart Inc. $WMT

PFG Investments LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 6.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 104,020 shares of the retailer’s stock after selling 7,249 shares during the period. Walmart accounts for 0.6% of PFG Investments LLC’s investment portfolio, making the stock its 26th biggest holding. PFG Investments LLC’s holdings in Walmart were worth $12,928,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Entrust Financial LLC acquired a new stake in Walmart during the fourth quarter valued at $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in shares of Walmart during the 1st quarter worth about $29,000. Beacon Financial Strategies CORP purchased a new stake in shares of Walmart during the 4th quarter worth about $30,000. Bay Harbor Wealth Management LLC lifted its holdings in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC lifted its holdings in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after buying an additional 193 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

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

Wall Street Analyst Weigh In

WMT has been the subject of several recent research reports. Erste Group Bank cut Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Tigress Financial reiterated a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. Evercore restated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Finally, Wolfe Research restated an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Price Performance

NASDAQ WMT opened at $111.84 on Monday. Walmart Inc. has a twelve month low of $94.23 and a twelve month high of $135.15. 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 $890.03 billion, a PE ratio of 39.24, a P/E/G ratio of 4.17 and a beta of 0.60. 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 announced its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Insider Buying and Selling

In other news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred 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 completion of the sale, the director directly owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 firm’s stock in a transaction 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 approximately $14,300,550.91. The trade was a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 104,505 shares of company stock valued at $12,858,514 in the last ninety days. Company insiders own 0.09% of the company’s stock.

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.