Walmart Inc. $WMT is James Investment Research Inc.’s 7th Largest Position

James Investment Research Inc. cut its position in shares of Walmart Inc. (NASDAQ:WMT) by 7.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 153,209 shares of the retailer’s stock after selling 12,164 shares during the quarter. Walmart comprises 2.1% of James Investment Research Inc.’s portfolio, making the stock its 7th biggest position. James Investment Research Inc.’s holdings in Walmart were worth $19,041,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its position in Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management increased its position in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Royal Bank Of Canada restated an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Tigress Financial reissued a “buy” rating and issued a $155.00 price objective (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. TD Cowen restated a “buy” rating and set a $150.00 price objective (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a research note on Friday, May 22nd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Key Stories 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

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. This represents a 0.46% 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. Insiders sold a total of 104,505 shares of company stock valued at $12,858,514 over the last 90 days. 0.09% of the stock is owned by insiders.

Walmart Price Performance

Shares of NASDAQ WMT opened at $111.84 on Friday. The stock has a market cap 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 firm’s 50-day simple moving average is $122.15 and its 200 day simple moving average is $122.07. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week 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.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the prior year, the firm posted $0.61 EPS. Walmart’s 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 analysts expect that Walmart Inc. will post 2.89 EPS for the current 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.