Orographic Financial Advisors LLC Buys Shares of 7,091 Walmart Inc. $WMT

Orographic Financial Advisors LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 7,091 shares of the retailer’s stock, valued at approximately $883,000.

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

Insider Buying and Selling

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the transaction, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. The trade was a 0.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at 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 the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. This represents a 8.74% 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. Insiders have sold 67,729 shares of company stock valued at $8,124,931 over the last ninety days. 0.09% of the stock is currently owned by corporate insiders.

Walmart Price Performance

Shares of NASDAQ WMT opened at $111.10 on Friday. 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 market cap of $884.14 billion, a price-to-earnings ratio of 38.98, a price-to-earnings-growth ratio of 4.26 and a beta of 0.60. The stock’s 50-day moving average is $115.35 and its two-hundred day moving average is $122.01. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15.

Walmart (NASDAQ:WMT) last announced 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. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter last year, the business posted $0.61 EPS. The business’s quarterly revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the subject of several research reports. TD Cowen reaffirmed a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Evercore reissued an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Morgan Stanley lifted their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Tigress Financial restated a “buy” rating and issued a $155.00 price objective (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Finally, BNP Paribas Exane cut their target price on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a research note on Friday, May 22nd. One research 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 a consensus target price of $138.65.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Expanded wellness assortment could support growth. Walmart added or expanded placements for products from Magic Science, Kate Farms, Edible Garden AG and Final Boss Sour across stores and Walmart.com ahead of back-to-school shopping. The move reinforces Walmart’s position in health, wellness and everyday essentials, although the near-term financial impact is not yet quantified. How Walmart’s Back-to-School Wellness Push With New Brands Will Impact Walmart Investors
• Positive Sentiment: Potential shareholder-return support from buybacks. Coverage of Walmart’s large repurchase authorization highlights the possibility of reducing shares outstanding, increasing per-share earnings and supporting long-term shareholder returns. The benefit depends on the pace and price of repurchases, particularly given Walmart’s elevated valuation. Walmart’s Stock Buybacks: How Its Massive New Repurchase Program Could Affect Shareholder Returns
• Positive Sentiment: FTC clearance removes a hurdle for the Vibe transaction. The Federal Trade Commission’s decision allowing Walmart’s deal for Vibe to proceed reduces near-term regulatory uncertainty and could provide an additional growth opportunity, though the article provides limited details on the transaction’s expected financial contribution. Walmart’s Deal for Vibe Is Cleared by the FTC to Progress
• Neutral Sentiment: Peer comparisons underscore valuation concerns. Articles comparing Walmart with J. Sainsbury and Costco point to Walmart’s resilient retail model, digital growth and customer loyalty, but also emphasize differences in valuation and earnings drivers. With Walmart trading at a relatively high earnings multiple, investors may require continued strong execution to justify the premium. Walmart vs. Costco: Which Retail Stock Has the Stronger Edge?
• Negative Sentiment: AI shopping-bot findings raised regulatory risk. A study led by former FTC Chair Lina Khan said Amazon and Walmart’s AI assistants can identify potentially false “Made in USA” claims but do not consistently flag them to shoppers. The findings could increase scrutiny over marketplace oversight, consumer protection and the accuracy of Walmart’s AI tools, weighing on sentiment. Amazon, Walmart AI Detect ‘Made in USA’ Fraud but Do Not Flag It, Study Says

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.