Evansbrook LLC Purchases Shares of 14,096 Walmart Inc. $WMT

Evansbrook LLC acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 14,096 shares of the retailer’s stock, valued at approximately $1,570,000. Walmart makes up about 1.1% of Evansbrook LLC’s investment portfolio, making the stock its 18th largest position.

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

Insider Activity at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the completion of the transaction, the executive vice president directly owned 577,853 shares in the company, valued at $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. 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 117,246 shares of company stock worth $14,493,147. 0.09% of the stock is currently owned by company insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels.
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile.
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Walmart Stock Performance

WMT stock opened at $117.18 on Friday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a market cap of $932.53 billion, a P/E ratio of 41.12, a P/E/G ratio of 4.41 and a beta of 0.59. The firm has a 50 day simple moving average of $124.81 and a 200 day simple moving average of $122.07. Walmart Inc. has a 52 week low of $94.23 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Research analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the topic of a number of recent research reports. Erste Group Bank cut Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. TD Cowen reaffirmed a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. The Goldman Sachs Group reiterated a “buy” rating and issued a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, BNP Paribas Exane dropped their price target on Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a research note on Friday, May 22nd. 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 data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

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.