Walmart Inc. $WMT Shares Bought by Sierra Summit Advisors LLC

Sierra Summit Advisors LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 98.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,909 shares of the retailer’s stock after purchasing an additional 4,914 shares during the quarter. Sierra Summit Advisors LLC’s holdings in Walmart were worth $1,231,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of WMT. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart during the first quarter worth approximately $29,000. Entrust Financial LLC purchased a new position in shares of Walmart in the 4th quarter valued at $27,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the 4th quarter valued at $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 acquiring an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC boosted its position in Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred 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 in the company, valued at $84,162,384.08. The trade was a 1.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 that occurred 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 transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 104,505 shares of company stock valued at $12,858,514. Insiders own 0.09% of the company’s stock.

Walmart Stock Performance

Walmart stock 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 market capitalization of $890.03 billion, a price-to-earnings ratio of 39.24, a price-to-earnings-growth ratio of 4.17 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The firm’s fifty day moving average price is $122.15 and its 200 day moving average price is $122.11.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the prior year, the company posted $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. On average, research analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on WMT. Erste Group Bank downgraded Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. UBS Group set a $141.00 price objective on Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. One equities research 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 presently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Trending Headlines about 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

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.