SCS Capital Management LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 3.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 159,836 shares of the retailer’s stock after selling 6,388 shares during the quarter. SCS Capital Management LLC’s holdings in Walmart were worth $18,103,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors have also added to or reduced their stakes in WMT. CORDA Investment Management LLC. grew its holdings in shares of Walmart by 3.5% during the second quarter. CORDA Investment Management LLC. now owns 15,003 shares of the retailer’s stock valued at $1,699,000 after buying an additional 509 shares during the last quarter. Silverlake Wealth Management LLC lifted its position in Walmart by 0.8% during the 2nd quarter. Silverlake Wealth Management LLC now owns 19,390 shares of the retailer’s stock worth $2,196,000 after acquiring an additional 149 shares during the period. Concentrum Wealth Management lifted its position in Walmart by 1.8% during the 2nd quarter. Concentrum Wealth Management now owns 19,002 shares of the retailer’s stock worth $2,152,000 after acquiring an additional 344 shares during the period. Sandro Wealth Management LLC grew its stake in Walmart by 0.8% during the 2nd quarter. Sandro Wealth Management LLC now owns 27,940 shares of the retailer’s stock valued at $3,164,000 after purchasing an additional 212 shares during the last quarter. Finally, Centric Wealth Management increased its holdings in shares of Walmart by 120.9% in the second quarter. Centric Wealth Management now owns 79,456 shares of the retailer’s stock valued at $9,539,000 after purchasing an additional 43,493 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.
Analyst Ratings Changes
Several research analysts have recently issued reports on the company. Weiss Ratings cut Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Mizuho set a $130.00 price target on shares of Walmart in a research report on Monday, July 27th. Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 price objective on shares of Walmart in a report on Wednesday, August 12th. Finally, Wolfe Research reissued an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $138.26.
Key Stories Impacting Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Walmart reported fiscal second-quarter adjusted EPS of $0.81, above the $0.74 consensus, while revenue rose 5.9% year over year to $187.94 billion and exceeded estimates. Walmart quarterly earnings report
- Positive Sentiment: Growth areas remained strong: global e-commerce increased 23%, advertising revenue rose 38%, and global membership revenue grew 17%. Gross margin also benefited from tariff-refund impacts. Walmart reports second-quarter revenue growth
- Positive Sentiment: Management raised its fiscal-year earnings outlook and expects to use approximately $2.9 billion in tariff refunds to support lower prices, potentially strengthening customer traffic and market share. Walmart tariff refunds and prices
- Neutral Sentiment: UBS analyst Michael Lasser remained bullish, citing Walmart’s e-commerce, advertising and membership momentum, while technical coverage noted the stock had entered oversold territory near potential support around $100. Analyst remains bullish on Walmart
- Negative Sentiment: U.S. comparable sales grew 2.6%, well below expectations near 3.5%–3.7% and the weakest growth in more than six years. Higher gas and other living costs appear to be causing consumers to make trade-offs, raising concerns about the broader U.S. consumer. Reuters report on Walmart sales miss
- Negative Sentiment: Fiscal third-quarter EPS guidance of $0.62–$0.64 and revenue guidance of $183.1–$184.5 billion fell short of consensus estimates of $0.68 and $188.2 billion, respectively. The timing of Flipkart’s major promotional event is also expected to create a sales headwind. Walmart guidance disappoints investors
- Negative Sentiment: Gordon Haskett downgraded Walmart from “buy” to “accumulate.” The stock’s premium valuation amplified the market’s reaction, while rising bond yields pressured the broader equity market. U.S. stocks slide as Walmart disappoints
Walmart Price Performance
NASDAQ:WMT opened at $103.84 on Friday. Walmart Inc. has a 52 week low of $95.42 and a 52 week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The stock has a market capitalization of $826.37 billion, a PE ratio of 36.44, a price-to-earnings-growth ratio of 4.27 and a beta of 0.61. The stock’s 50-day moving average price is $113.69 and its 200-day moving average price is $121.39.
Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The company had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.62 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.Walmart’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.68 EPS. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. As a group, equities analysts expect that Walmart Inc. will post 2.88 EPS for the current fiscal year.
Insiders Place Their Bets
In other news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. 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. Over the last three months, insiders sold 54,164 shares of company stock valued at $6,389,402. 0.09% of the stock is owned by insiders.
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.
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