Walmart Inc. (NYSE:WMT) Shares Purchased by Coastline Trust Co

02 Jul 2025, 12:56 by Scott Moore · The Cerbat Gem

Coastline Trust Co raised its stake in Walmart Inc. (NYSE:WMT – Free Report) by 30.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,753 shares of the retailer’s stock after purchasing an additional 13,091 shares during the period. Coastline Trust Co’s holdings in Walmart were worth $4,895,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in WMT. Whelan Financial boosted its position in shares of Walmart by 2.3% during the 4th quarter. Whelan Financial now owns 4,339 shares of the retailer’s stock worth $392,000 after acquiring an additional 97 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its stake in Walmart by 1.7% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 5,937 shares of the retailer’s stock worth $538,000 after purchasing an additional 98 shares during the last quarter. Scott & Selber Inc. increased its stake in Walmart by 3.7% in the first quarter. Scott & Selber Inc. now owns 2,920 shares of the retailer’s stock valued at $256,000 after purchasing an additional 105 shares during the last quarter. Capital Advisors Wealth Management LLC raised its holdings in Walmart by 1.4% during the first quarter. Capital Advisors Wealth Management LLC now owns 7,794 shares of the retailer’s stock worth $684,000 after purchasing an additional 105 shares in the last quarter. Finally, Van Strum & Towne Inc. raised its holdings in Walmart by 1.6% during the fourth quarter. Van Strum & Towne Inc. now owns 6,849 shares of the retailer’s stock worth $619,000 after purchasing an additional 108 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the subject of several research analyst reports. Citigroup restated a “buy” rating on shares of Walmart in a report on Tuesday, May 6th. Raymond James Financial decreased their price objective on shares of Walmart from $115.00 to $105.00 and set an “outperform” rating for the company in a research note on Friday, April 11th. DA Davidson reissued a “buy” rating and issued a $117.00 target price on shares of Walmart in a report on Friday, May 16th. UBS Group dropped their price target on Walmart from $112.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, April 10th. Finally, Robert W. Baird increased their price objective on Walmart from $100.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 16th. Two equities research analysts have rated the stock with a hold rating, thirty have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and a consensus price target of $106.50.

Read Our Latest Report on Walmart

Insiders Place Their Bets

In other Walmart news, CEO C Douglas Mcmillon sold 29,148 shares of the company’s stock in a transaction that occurred on Thursday, May 22nd. The stock was sold at an average price of $96.58, for a total value of $2,815,113.84. Following the sale, the chief executive officer owned 4,451,199 shares in the company, valued at $429,896,799.42. This represents a 0.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathryn J. Mclay sold 28,000 shares of Walmart stock in a transaction that occurred on Wednesday, May 21st. The stock was sold at an average price of $97.00, for a total value of $2,716,000.00. Following the transaction, the executive vice president owned 1,064,455 shares of the company’s stock, valued at $103,252,135. This represents a 2.56% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 140,511 shares of company stock worth $13,493,751. Company insiders own 45.58% of the company’s stock.

Walmart Stock Performance

WMT opened at $98.25 on Wednesday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.22 and a current ratio of 0.78. The business’s 50-day simple moving average is $96.97 and its 200 day simple moving average is $94.29. The firm has a market capitalization of $784.08 billion, a PE ratio of 41.99, a PEG ratio of 4.77 and a beta of 0.68. Walmart Inc. has a 52-week low of $66.67 and a 52-week high of $105.30.

Walmart (NYSE:WMT – Get Free Report) last issued its earnings results on Thursday, May 15th. The retailer reported $0.61 earnings per share for the quarter, topping analysts’ consensus estimates of $0.58 by $0.03. Walmart had a net margin of 2.75% and a return on equity of 21.76%. The business had revenue of $165.61 billion for the quarter, compared to the consensus estimate of $164.53 billion. During the same period in the previous year, the company earned $0.60 earnings per share. The firm’s revenue for the quarter was up 2.5% on a year-over-year basis. As a group, sell-side analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The company also recently announced a dividend, which was paid on Tuesday, May 27th. Investors of record on Monday, May 12th were paid a $0.235 dividend. The ex-dividend date was Friday, May 9th. This represents a yield of 0.95%. Walmart’s dividend payout ratio (DPR) is currently 40.17%.

Walmart Company Profile

(Free Report)

Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.