Nwam LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 27.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 25,895 shares of the retailer’s stock after buying an additional 5,600 shares during the quarter. Nwam LLC’s holdings in Walmart were worth $2,933,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also bought and sold shares of WMT. Brighton Jones LLC grew its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its position in Walmart by 5.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares in the last quarter. Peterson Wealth Management raised its position in Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after acquiring an additional 1,048 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
WMT has been the topic of a number of recent research reports. Royal Bank Of Canada decreased their target price on Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Weiss Ratings downgraded shares of Walmart from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, July 31st. JPMorgan Chase & Co. reduced their price target on shares of Walmart from $137.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, August 21st. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a report on Friday, August 21st. Finally, UBS Group reduced their price objective on Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.
Trending Headlines about Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: New products support Walmart’s broader growth strategy. Recent launches spanning fashion, groceries, health and home reinforce Walmart’s role in consumers’ everyday spending and could help sustain sales growth across multiple categories. However, investors are weighing these initiatives against the stock’s relatively elevated valuation. Is Walmart Undervalued Following Its Latest Product Launches?
- Positive Sentiment: International e-commerce economics are improving. Walmart International’s rising digital mix, stronger e-commerce growth and reduced losses could eventually support margin expansion, although ongoing investment and competitive pressures remain constraints. Walmart International’s Digital Mix Rises
- Positive Sentiment: Tigress Financial reiterated its Buy rating. The favorable analyst view provides support for the stock, particularly after its recent pullback. Tigress Financial Reiterates Buy Rating for Walmart
- Neutral Sentiment: Executive selling was modest and conducted under a Rule 10b5-1 plan. EVP Daniel Bartlett sold approximately $415,000 of shares, reducing his holdings by just 0.63%. The pre-arranged nature of the transaction makes it a limited trading signal. SEC Insider Trading Filing
- Negative Sentiment: The Department of Justice expanded its beef-price investigation to Walmart and other major retailers. The inquiry into rising retail beef prices could create legal, reputational or compliance risks, although no wrongdoing has been established. DOJ Expands Beef Price Investigation
Insider Transactions at Walmart
In other Walmart news, EVP Daniel Danker sold 50,644 shares of the firm’s stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the transaction, the executive vice president owned 201,672 shares of the company’s stock, valued at approximately $21,246,145.20. This trade represents a 20.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction that occurred on 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 in the company, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their position. 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 a total of 81,242 shares of company stock worth $8,836,446 over the last three months. Company insiders own 0.09% of the company’s stock.
Walmart Stock Performance
Walmart stock opened at $106.09 on Thursday. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The firm has a market capitalization of $841.69 billion, a P/E ratio of 38.30, a price-to-earnings-growth ratio of 4.04 and a beta of 0.59. Walmart Inc. has a 1-year low of $97.50 and a 1-year high of $135.15. The company’s 50-day moving average is $111.12 and its 200 day moving average is $119.88.
Walmart (NASDAQ:WMT – Get Free Report) last released its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter in the prior year, the firm posted $0.68 earnings per share. The company’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Research analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.
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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