Acumen Wealth Advisors LLC Raises Stock Holdings in Walmart Inc. $WMT

Acumen Wealth Advisors LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 254.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,429 shares of the retailer’s stock after acquiring an additional 7,486 shares during the quarter. Acumen Wealth Advisors LLC’s holdings in Walmart were worth $1,298,000 at the end of the most recent reporting period.

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

Walmart Price Performance

WMT stock opened at $110.39 on Wednesday. The firm has a 50 day moving average of $118.11 and a 200-day moving average of $122.11. The company has a market cap of $878.49 billion, a price-to-earnings ratio of 38.73, a PEG ratio of 4.18 and a beta of 0.60. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12-month low of $95.29 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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%.Walmart’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the business 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. As a group, equities analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is still attracting new brands to its platform, with candy maker Final Boss Sour raising funding and securing shelf space at the retailer. That supports Walmart’s marketplace growth strategy and could help improve traffic and monetization over time. Walmart (WMT) Faces A Fresh Valuation Test As New Brands Join Its Platform
• Positive Sentiment: Analysts highlighted a rebound in Walmart’s general merchandise business, including fashion, hardlines, private brands, and marketplace growth, which could lift margins if the trend continues. Can Walmart’s General Merchandise Revival Unlock Higher Margins?
• Neutral Sentiment: Walmart was mentioned in broader ecommerce-stock watch lists, which is not a direct catalyst but suggests continued investor attention on the retail and online commerce space. Top Ecommerce Stocks To Watch Now – July 18th
• Neutral Sentiment: Broader market headlines about renewed U.S.-Iran tensions and potential energy-price pressure may be weighing on consumer sentiment and creating a modest headwind for Walmart’s near-term trading. As the U.S.-Iran war heats up again, these parts of the stock market and economy could be affected
• Negative Sentiment: Walmart pulled certain lettuce items amid cyclosporiasis-linked recalls, which can create short-term reputational and operational concerns for the grocer. Walmart pulls lettuce items amid cyclosporiasis-linked recalls
• Negative Sentiment: The stock also faces valuation pressure, with recent commentary noting that Walmart’s share performance has lagged and that investors are reassessing how much growth is already priced in. Walmart (WMT) Faces A Fresh Valuation Test As New Brands Join Its Platform

Wall Street Analyst Weigh In

Several research firms have commented on WMT. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. Truist Financial set a $140.00 price target on Walmart in a research note on Thursday, May 21st. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research report on Friday. Finally, BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. 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, Walmart has an average rating of “Moderate Buy” and an average price target of $138.85.

Insider Buying and Selling at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the completion of the transaction, the chief executive officer directly owned 661,037 shares in the company, valued at approximately $82,021,470.96. This trade represents a 1.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction dated 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 directly owned 630,009 shares in the company, valued at $69,074,186.76. This trade represents a 0.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 87,145 shares of company stock worth $10,691,920. 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.