MQS Management LLC Purchases Shares of 5,642 Walmart Inc. $WMT

MQS Management LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the first quarter, according to its most recent 13F filing with the SEC. The fund purchased 5,642 shares of the retailer’s stock, valued at approximately $701,000.

Several other institutional investors have also recently made changes to their positions in the company. Johnson Wealth Management LLC purchased a new position in Walmart during the first quarter worth about $200,000. Eagle Wealth Advisors LLC raised its holdings in shares of Walmart by 177.1% in the 1st quarter. Eagle Wealth Advisors LLC now owns 11,310 shares of the retailer’s stock valued at $1,408,000 after acquiring an additional 7,229 shares in the last quarter. Lighthouse Wealth Management Inc. boosted its position in shares of Walmart by 189.8% during the 1st quarter. Lighthouse Wealth Management Inc. now owns 7,337 shares of the retailer’s stock valued at $912,000 after acquiring an additional 4,805 shares during the last quarter. Kohmann Bosshard Financial Services LLC boosted its position in shares of Walmart by 1.3% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 7,105 shares of the retailer’s stock valued at $883,000 after acquiring an additional 91 shares during the last quarter. Finally, Daviman Financial LLC grew its holdings in shares of Walmart by 16.8% during the first quarter. Daviman Financial LLC now owns 3,086 shares of the retailer’s stock worth $384,000 after purchasing an additional 445 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In related news, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. The trade was a 0.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 104,505 shares of company stock worth $12,858,514. Corporate insiders own 0.09% of the company’s stock.

Walmart Stock Up 2.8%

WMT opened at $111.84 on Friday. The company has a market cap of $890.03 billion, a P/E ratio of 39.24, a P/E/G ratio of 4.06 and a beta of 0.60. The business’s 50-day moving average price is $122.52 and its 200-day moving average price is $122.14. 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 Inc. has a 12 month low of $94.23 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate 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 for the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter last year, the business earned $0.61 earnings per share. The business’s revenue was up 7.4% on a year-over-year basis. 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, equities analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 172,007 WMT call options, well above the normal daily level, suggesting some investors are positioning for a rebound.
• Positive Sentiment: Analysts and commentators highlighted Walmart Connect as a growing margin driver, supported by ad growth, marketplace expansion, seller spending, and e-commerce gains.
• Positive Sentiment: Walmart’s push into agentic shopping with Google’s Gemini and broader AI-enabled commerce is being viewed as a potential long-term catalyst for sales and ecosystem growth. Article Title
• Positive Sentiment: Walmart and Flipkart are preparing to expand quick-commerce capabilities in India, which could strengthen Walmart’s international digital growth story. Article Title
• Neutral Sentiment: Walmart was mentioned in coverage of Medicare obesity-drug coverage, where the company is helping seniors navigate benefits; this is supportive of its health-services positioning but is not a major near-term earnings driver. Article Title
• Negative Sentiment: Research notes and trading commentary said U.S. comparable sales may be slowing, with investors worried Walmart has leaned on price cuts and tariff refunds to manage inventory, potentially pressuring margins. Article Title
• Negative Sentiment: Shares also came under pressure after reports highlighted slowing domestic sales growth and a near eight-month low, reinforcing concerns about near-term fundamental momentum. Article Title
• Negative Sentiment: EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, which is typically routine but can still add a small amount of selling pressure sentiment-wise.

Analysts Set New Price Targets

Several equities research analysts have issued reports on WMT shares. Royal Bank Of Canada reiterated an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. KeyCorp reissued an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. Raymond James Financial restated an “outperform” rating and set a $135.00 price objective on shares of Walmart in a research report on Friday, March 6th. Morgan Stanley upped their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Wolfe Research restated 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. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.