Collaborative Wealth Managment Inc. Sells 4,840 Shares of Walmart Inc. $WMT

Collaborative Wealth Managment Inc. trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 67.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,308 shares of the retailer’s stock after selling 4,840 shares during the period. Collaborative Wealth Managment Inc.’s holdings in Walmart were worth $287,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of WMT. Vanguard Group Inc. increased its stake in shares of Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after buying an additional 4,304,436 shares during the period. State Street Corp lifted its stake in shares of Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares during the period. Geode Capital Management LLC boosted its holdings in Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after acquiring an additional 6,517,394 shares during the last quarter. Norges Bank bought a new stake in Walmart in the fourth quarter valued at approximately $6,458,529,000. Finally, Fisher Asset Management LLC increased its position in Walmart by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock valued at $4,526,238,000 after purchasing an additional 328,229 shares during the period. 26.76% of the stock is owned by institutional investors.

Walmart Price Performance

WMT stock opened at $112.53 on Thursday. 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 company’s 50-day moving average is $119.44 and its 200-day moving average is $122.08. The stock has a market capitalization of $895.52 billion, a PE ratio of 39.48, a price-to-earnings-growth ratio of 4.24 and a beta of 0.60. Walmart Inc. has a 1 year low of $94.43 and a 1 year high of $135.15.

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

Insider Transactions at Walmart

In related news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction on 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 sale, the executive vice president owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $118.19, for a total transaction of $342,751.00. Following the sale, the executive vice president owned 574,953 shares of the company’s stock, valued at $67,953,695.07. This trade represents a 0.50% 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. In the last ninety days, insiders have sold 87,145 shares of company stock valued at $10,691,920. Company insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on WMT. Wolfe Research restated an “outperform” rating and issued a $137.00 price target (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. KeyCorp reissued an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Piper Sandler reiterated an “overweight” rating on shares of Walmart in a report on Monday, June 8th. One 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 company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart, General Mills, and ADM announced a collaboration to expand regenerative agriculture across 40,000 Midwest wheat acres, a move that supports the company’s sustainability goals and could strengthen supplier relationships over time. General Mills, ADM, Walmart Partner to Accelerate Regenerative Agriculture Across 40,000 Midwest Wheat Acres
• Positive Sentiment: Walmart highlighted its back-to-school push, emphasizing low prices, convenience, and style, which could support near-term traffic and seasonal sales as families shop for the new school year. Walmart Helps Americans Navigate Their Annual Back-to-School Reset with Unmatched Value, Convenience and Style
• Positive Sentiment: Walmart declared its 53rd dividend increase, reinforcing its reputation as a dependable income stock and signaling management confidence in cash generation. Walmart just declared its 53rd dividend increase
• Neutral Sentiment: Coverage comparing Walmart with Johnson & Johnson framed both as defensive names with different strategies, but it did not introduce a clear new catalyst for WMT shares. Walmart vs Johnson & Johnson: Two Defensive Plays, Diverging Strategies and One Winner
• Neutral Sentiment: Analyst and media pieces again raised valuation concerns, noting Walmart’s high earnings multiple and suggesting the stock may be expensive after a strong multi-year run, which can cap upside even if fundamentals remain solid. Walmart (WMT) Stock Could Be 16% Overvalued Following Dividend Hike
• Negative Sentiment: A Zacks note said Walmart stock sank while the broader market gained, pointing to relative weakness and reinforcing investor concern that the shares may be losing momentum. Walmart (WMT) Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: Competitive commentary from Jefferies favoring Amazon as a cheaper way to gain exposure to AI infrastructure and retail may pressure Walmart by reminding investors of stronger alternatives in retail-related exposure. AMZN Stock Is Cheaper Than WMT And GOOGL
• Negative Sentiment: Reports that some Spark delivery workers are frustrated by a new app feature could indicate operational friction in Walmart’s delivery network, though the financial impact is unclear for now. Walmart delivery workers say a new app feature is sending them running around stores

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.