Tevis Investment Management Sells 5,533 Shares of Walmart Inc. $WMT

Tevis Investment Management trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 47.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,240 shares of the retailer’s stock after selling 5,533 shares during the quarter. Tevis Investment Management’s holdings in Walmart were worth $777,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Union Bancaire Privee UBP SA raised its holdings in Walmart by 253.3% during the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock valued at $47,728,000 after buying an additional 275,337 shares during the period. Janney Montgomery Scott LLC boosted its stake in Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after buying an additional 68,632 shares during the period. Vise Technologies Inc. increased its position in Walmart by 42.1% during the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after acquiring an additional 81,635 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new position in Walmart during the fourth quarter valued at $40,855,000. Finally, Winning Points Advisors LLC purchased a new stake in shares of Walmart in the fourth quarter valued at $1,761,000. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total value of $342,751.00. Following the transaction, the executive vice president directly owned 574,953 shares in the company, valued at approximately $67,953,695.07. This trade represents a 0.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 104,505 shares of company stock worth $12,858,514. 0.09% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on WMT shares. Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 price objective (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 research note on Friday, May 22nd. Finally, Wolfe Research restated an “outperform” rating and set a $137.00 target price (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 given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Price Performance

Shares of WMT opened at $114.78 on Tuesday. 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 company has a 50 day moving average price of $120.14 and a 200-day moving average price of $122.06. Walmart Inc. has a fifty-two week low of $94.38 and a fifty-two week high of $135.15. The stock has a market capitalization of $913.43 billion, a PE ratio of 40.27, a PEG ratio of 4.25 and a beta of 0.60.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates 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 last year, the company 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. Equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts and market commentary are emphasizing Walmart’s defensive profile versus peers, arguing that WMT offers strong recession-resistant exposure and an edge in AI integration and automation. Walmart Vs. Costco: Buy Walmart Over Costco for Defensive Coverage and AI Integration Superiority
• Positive Sentiment: Recent coverage says Walmart+ is helping drive recurring revenue, record membership additions, and stronger digital engagement, supported by faster delivery and broader omnichannel growth. Can Walmart+ Membership Keep WMT’s Growth Momentum Alive?
• Positive Sentiment: Multiple articles frame WMT as a stock investors are watching closely, with one note highlighting that the shares have recently moved higher and asking whether they remain attractive to buy. Walmart (NASDAQ:WMT) Shares Up 1.5% – Time to Buy?
• Neutral Sentiment: Options-market activity suggests traders are positioning for a larger move in Walmart, but the headline does not specify direction, so the near-term impact is uncertain. Are Options Traders Betting on a Big Move in Walmart Stock?
• Neutral Sentiment: Other articles mainly compare Walmart with peers or note that it is trending among investors, which adds visibility but does not point to a clear catalyst on its own. JSAIY or WMT: Which Is the Better Value Stock Right Now?

Walmart 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.