First Nebraska Trust Co bought a new stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 189,779 shares of the retailer’s stock, valued at approximately $21,494,000. Walmart makes up about 1.7% of First Nebraska Trust Co’s investment portfolio, making the stock its 13th largest holding.
Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Entrust Financial LLC bought a new stake in Walmart during the 4th quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC purchased a new position in shares of Walmart during the 1st quarter worth approximately $29,000. Bay Harbor Wealth Management LLC raised its position in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Sankala Group LLC bought a new position in shares of Walmart in the 4th quarter worth approximately $33,000. Finally, Motiv8 Investments LLC purchased a new position in shares of Walmart in the 4th quarter valued at approximately $34,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.
Analyst Ratings Changes
Several equities research analysts recently weighed in on the company. Jefferies Financial Group restated a “buy” rating and set a $120.00 price target on shares of Walmart in a research report on Friday, August 21st. Wells Fargo & Company decreased their price objective on Walmart from $140.00 to $120.00 and set an “overweight” rating for the company in a report on Friday, August 21st. DA Davidson set a $132.00 price objective on Walmart and gave the company a “buy” rating in a research report on Friday, August 21st. BTIG Research dropped their target price on shares of Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Walmart in a research report on Tuesday. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.
Insider Activity
In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This trade represents a 8.74% 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. Insiders sold 26,648 shares of company stock worth $3,085,798 over the last three months. 0.09% of the stock is currently owned by corporate insiders.
Walmart Stock Performance
Shares of WMT opened at $104.34 on Thursday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The stock has a market cap of $830.35 billion, a P/E ratio of 37.67, a P/E/G ratio of 4.00 and a beta of 0.61. The business’s 50 day moving average price is $112.47 and its 200-day moving average price is $120.78. Walmart Inc. has a 52 week low of $95.60 and a 52 week high of $135.15.
Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The company had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter last year, the company earned $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. Equities research analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.
Key Headlines Impacting Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Analysts continue to project upside for WMT, with reports citing consensus price targets of $138.50 and $128.43—well above recent trading levels. Large call-option purchases also suggest some traders are positioning for a rebound. Walmart consensus price target Walmart call options activity
- Positive Sentiment: Walmart’s digital sales, automation and AI initiatives remain key parts of the growth story. Its Sparky shopping assistant has reportedly produced customer baskets about 40% larger than those of customers shopping without the tool, while Walmart is also exploring advertising and technology opportunities with OpenAI and ChatGPT. Walmart Sparky AI assistant
- Positive Sentiment: The new Scenario women’s fashion brand, with most items priced below $25, could help Walmart attract younger shoppers and expand its apparel business. The company is also increasing rapid-delivery capabilities through Flipkart in India. Walmart launches Scenario fashion brand
- Neutral Sentiment: Investors are comparing Walmart’s digital and business-mix expansion with MercadoLibre’s broader ecosystem growth, highlighting Walmart’s improving online opportunity but also the high expectations embedded in its valuation. Walmart versus MercadoLibre growth comparison
- Negative Sentiment: Walmart’s U.S. comparable sales rose 2.6%, below the 3.8% analyst estimate and representing the company’s slowest comparable-sales growth in roughly six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious. Walmart comparable-sales miss
- Negative Sentiment: Valuation remains a concern after Walmart’s substantial five-year gain. Analysts note that the stock trades at a premium relative to peers despite slower store-sales momentum, while Amazon continues to take share of U.S. clothing spending from Walmart. Walmart valuation concerns Amazon clothing share versus Walmart
About Walmart
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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