Talon Private Wealth LLC Buys Shares of 67,323 Walmart Inc. $WMT

Talon Private Wealth LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 1st quarter, HoldingsChannel.com reports. The fund acquired 67,323 shares of the retailer’s stock, valued at approximately $8,367,000. Walmart accounts for about 1.1% of Talon Private Wealth LLC’s portfolio, making the stock its 17th largest position.

Several other institutional investors and hedge funds also recently modified their holdings of the business. MFA Wealth Services lifted its stake in Walmart by 0.7% in the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after buying an additional 80 shares in the last quarter. Realta Investment Advisors boosted its stake in Walmart by 2.0% in the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after buying an additional 81 shares during the last quarter. Compton Financial Group LLC boosted its position in shares of Walmart by 4.1% in the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after acquiring an additional 82 shares during the last quarter. Renaissance Group LLC grew its stake in shares of Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after buying an additional 83 shares during the period. Finally, Calton & Associates Inc. grew its position in Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after acquiring an additional 84 shares during the period. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is attracting more higher-income customers through low prices, faster delivery and a broader product assortment. This could support sales growth and strengthen its competitive position beyond its traditional value-focused customer base. Can Walmart Sustain Gains Among Higher-Income Customers?
• Positive Sentiment: Walmart is using artificial intelligence behind the scenes to reduce costs and improve operating efficiency rather than selling AI products directly. Its scale, strong recent earnings and analyst Buy ratings support the view that technology could enhance profitability over time. These 3 AI Winners Don’t Sell the Tech—They Use It
• Neutral Sentiment: Walmart recently outperformed the broader market during a trading session, indicating continued momentum, although the report provides no new company-specific catalyst. Walmart Beats Stock Market Upswing
• Neutral Sentiment: Amazon overtook Walmart on the Fortune Global 500 revenue ranking, ending Walmart’s 12-year run at No. 1. The change highlights Amazon’s expanding scale and Walmart’s intense competition in retail and ecommerce, but it does not directly alter Walmart’s earnings outlook. Amazon Tops Fortune Global 500 List
• Negative Sentiment: Analysts warn that Walmart may be expensive after its substantial five-year return. A discounted cash-flow analysis suggests the stock trades above intrinsic value, while a reported salad recall adds a potential near-term reputational and operational risk. Walmart Stock Could Be Pricey After the Salad Recall
• Negative Sentiment: Another valuation review says Walmart’s durable scale advantage is not enough to offset an elevated share price relative to projected forward earnings, limiting upside if growth slows. Walmart Is at $108: Why Investors Should Pause

Walmart Trading Up 1.2%

Shares of NASDAQ WMT opened at $113.10 on Wednesday. Walmart Inc. has a 12-month low of $95.42 and a 12-month high of $135.15. The company has a market cap of $900.06 billion, a price-to-earnings ratio of 39.68, a price-to-earnings-growth ratio of 4.17 and a beta of 0.60. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock’s 50 day simple moving average is $115.89 and its 200 day simple moving average is $122.02.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting 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 return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue was up 7.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.61 EPS. 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 year.

Analysts Set New Price Targets

Several research firms have issued reports on WMT. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Friday, July 17th. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. BTIG Research reaffirmed a “buy” rating and issued a $145.00 target price on shares of Walmart in a research report on Wednesday, June 3rd. Guggenheim upped their target price on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Finally, UBS Group set a $141.00 price target on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $138.65.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 630,009 shares in the company, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 67,729 shares of company stock worth $8,124,931 over the last 90 days. Corporate insiders own 0.09% of the company’s stock.

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.