4,811 Shares in Walmart Inc. $WMT Acquired by Lynch Investment Planning LLC

Lynch Investment Planning LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 4,811 shares of the retailer’s stock, valued at approximately $537,000.

A number of other institutional investors also recently bought and sold shares of the company. Entrust Financial LLC acquired a new position in shares of Walmart during the 4th quarter worth $27,000. Redmont Wealth Advisors LLC acquired a new stake in Walmart in the 3rd quarter valued at about $30,000. Beacon Financial Strategies CORP purchased a new position in Walmart during the 4th quarter valued at about $30,000. Bay Harbor Wealth Management LLC grew its position in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC increased its stake in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after purchasing an additional 193 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Performance

NASDAQ WMT opened at $117.18 on Friday. The company has a market cap of $932.53 billion, a P/E ratio of 41.12, a P/E/G ratio of 4.37 and a beta of 0.59. Walmart Inc. has a 12 month low of $94.23 and a 12 month high of $135.15. 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 has a 50-day moving average of $124.61 and a 200-day moving average of $122.04.

Walmart (NASDAQ:WMT) last released 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. The firm had revenue of $177.75 billion during 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%. Walmart’s revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $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. As a group, equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total value of $1,638,525.00. Following the transaction, the chief executive officer owned 674,162 shares in the company, valued at approximately $84,162,384.08. This trade represents a 1.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 117,246 shares of company stock worth $14,493,147. Corporate insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on WMT. BNP Paribas Exane cut their price objective on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. Wolfe Research reissued an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Evercore restated an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus 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.