Total Wealth Planning & Management Inc. Makes New $1.07 Million Investment in Walmart Inc. $WMT

Total Wealth Planning & Management Inc. bought a new position in shares of Walmart Inc. (NASDAQ:WMT) during the fourth quarter, Holdings Channel.com reports. The fund bought 9,570 shares of the retailer’s stock, valued at approximately $1,066,000. Walmart accounts for 0.8% of Total Wealth Planning & Management Inc.’s investment portfolio, making the stock its 27th largest holding.

Other institutional investors also recently modified their holdings of the company. Entrust Financial LLC acquired a new position in shares of Walmart during the fourth quarter worth approximately $27,000. Collier Financial acquired a new position in shares of Walmart during the third quarter worth approximately $25,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart during the fourth quarter worth approximately $30,000. Redmont Wealth Advisors LLC acquired a new position in shares of Walmart during the third quarter worth approximately $30,000. Finally, Bay Harbor Wealth Management LLC raised its position 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 purchasing an additional 105 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Daniel J. Bartlett sold 1,250 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $133.77, for a total transaction of $167,212.50. Following the completion of the sale, the executive vice president directly owned 635,593 shares of the company’s stock, valued at $85,023,275.61. This trade represents a 0.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the sale, the executive vice president directly owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This represents a 0.50% 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. Insiders sold a total of 117,008 shares of company stock worth $14,492,704 in the last three months. 0.09% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on WMT shares. Wells Fargo & Company reaffirmed an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Erste Group Bank raised Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. Finally, BTIG Research reissued a “buy” rating and issued a $145.00 price target on shares of Walmart in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart expanded its express delivery offering to include Subway meals, giving shoppers a new fast-delivery option and strengthening its omnichannel and marketplace strategy. Article Title
• Positive Sentiment: BTIG reaffirmed a buy rating on Walmart and raised its price target to $145, signaling continued analyst confidence in the company’s growth and digital expansion. Article Title
• Positive Sentiment: Tigress Financial also lifted its price target, citing Walmart’s AI-driven platform and digital investments as key drivers of longer-term value. Article Title
• Neutral Sentiment: Walmart announced preliminary voting results from its 2026 annual shareholders’ meeting, with 89.88% of outstanding shares represented; management highlighted strong FY26 performance and its omnichannel model. Article Title
• Neutral Sentiment: Broader commentary remains mixed, with some analysts and media noting skepticism about consumer health and Walmart’s valuation after recent earnings. Article Title
• Negative Sentiment: Amazon overtaking Walmart as the top company in the Fortune 500 is a symbolic competitive setback and underscores intensifying pressure in e-commerce and retail scale. Article Title

Walmart Trading Up 0.7%

NASDAQ WMT opened at $117.74 on Friday. The firm has a market capitalization of $936.98 billion, a P/E ratio of 41.31, a PEG ratio of 4.36 and a beta of 0.59. The business has a fifty day simple moving average of $125.70 and a 200 day simple moving average of $121.09. Walmart Inc. has a 12 month low of $93.43 and a 12 month 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.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the prior year, the firm 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, analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

About Walmart

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.