Shepherd Financial Partners LLC Acquires Shares of 49,701 Walmart Inc. $WMT

Posted by George Bondi on Aug 24th, 2026

Walmart logo Shepherd Financial Partners LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 49,701 shares of the retailer’s stock, valued at approximately $5,629,000.

A number of other large investors have also added to or reduced their stakes in WMT. MFA Wealth Services raised its position in shares of Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after purchasing an additional 80 shares during the period. Realta Investment Advisors boosted its holdings in shares of Walmart by 2.0% during 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 period. Compton Financial Group LLC boosted its holdings in shares of 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 buying an additional 82 shares during the period. Renaissance Group LLC grew its stake in Walmart by 0.9% in 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 last quarter. Finally, Calton & Associates Inc. grew its stake in Walmart by 0.3% in the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after buying an additional 84 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In other news, EVP Latriece Watkins sold 11,000 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Daniel J. Bartlett sold 3,710 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the sale, the executive vice president owned 626,299 shares in the company, valued at $70,834,416.90. This represents a 0.59% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 57,064 shares of company stock valued at $6,697,788. Company insiders own 0.09% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

Walmart Stock Performance

NASDAQ:WMT opened at $103.70 on Monday. The company has a market cap of $825.25 billion, a price-to-earnings ratio of 37.44, a PEG ratio of 3.91 and a beta of 0.61. Walmart Inc. has a fifty-two week low of $95.42 and a fifty-two week high of $135.15. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a fifty day moving average price of $113.35 and a 200-day moving average price of $121.24.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The company had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.Walmart’s revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the business earned $0.68 earnings per share. 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 anticipate that Walmart Inc. will post 2.86 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on WMT shares. Telsey Advisory Group restated an “outperform” rating and set a $130.00 price objective (down from $140.00) on shares of Walmart in a research report on Friday. Wolfe Research reaffirmed an “outperform” rating and issued a $115.00 target price on shares of Walmart in a research report on Friday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday. Evercore set a $125.00 target price on Walmart in a research note on Friday. Finally, UBS Group dropped their price target on Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Read Our Latest Stock Report on WMT

Walmart Profile

(Free Report)

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.