14,114 Shares in Walmart Inc. $WMT Bought by Planning Project LLC

Key Points

• Planning Project LLC acquired 14,114 Walmart shares worth approximately $1.48 million in the second quarter, making Walmart about 0.3% of its portfolio. Institutional investors own 26.76% of Walmart’s stock.
• Walmart exceeded quarterly expectations, reporting adjusted EPS of $0.81 versus the $0.74 consensus and revenue of $187.94 billion, up 5.9% year over year. The company provided fiscal 2027 EPS guidance of $2.80–$2.87.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $131.88 versus the stock’s reported price of $107.14. However, insider selling, tariff-related margin concerns and regulatory scrutiny remain potential risks.

Planning Project LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 14,114 shares of the retailer's stock, valued at approximately $1,480,000. Walmart makes up approximately 0.3% of Planning Project LLC's portfolio, making the stock its 14th largest position.

A number of other institutional investors and hedge funds also recently bought and sold shares of WMT. California State Teachers Retirement System lifted its stake in Walmart by 11,189.0% in the 2nd quarter. California State Teachers Retirement System now owns 755,604,916 shares of the retailer's stock worth $85,579,813,000 after purchasing an additional 748,911,635 shares in the last quarter. Bank of America Corp DE purchased a new position in shares of Walmart during the second quarter valued at about $7,455,131,000. Norges Bank bought a new stake in shares of Walmart in the fourth quarter worth about $6,458,529,000. Legal & General Group Plc bought a new stake in shares of Walmart in the second quarter worth about $2,905,655,000. Finally, AQR Capital Management LLC lifted its position in shares of Walmart by 188.1% in the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock worth $1,199,907,000 after buying an additional 7,614,172 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP David W. Guggina sold 11,978 shares of the firm's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher Nicholas sold 2,900 shares of Walmart stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total transaction of $308,386.00. Following the transaction, the executive vice president directly owned 569,153 shares of the company's stock, valued at $60,523,730.02. The trade was a 0.51% 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 have sold a total of 81,242 shares of company stock worth $8,836,446 in the last 90 days. Company insiders own 0.09% of the company's stock.

Walmart Stock Performance

WMT opened at $107.14 on Monday. The firm has a market cap of $850.02 billion, a P/E ratio of 38.68, a P/E/G ratio of 4.09 and a beta of 0.59. Walmart Inc. has a 12 month low of $98.88 and a 12 month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The stock has a 50-day moving average of $110.81 and a 200 day moving average of $119.52.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion for the quarter, compared to analysts' expectations of $186.64 billion. During the same period in the previous year, the firm posted $0.68 earnings per share. The firm's revenue for the quarter 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. As a group, research analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Freedom Broker upgraded Walmart from a "hold" rating to a "strong-buy" rating in a report on Thursday, August 20th. Truist Financial set a $114.00 price objective on Walmart and gave the stock a "buy" rating in a research note on Friday, August 21st. BNP Paribas Exane reaffirmed an "outperform" rating and set a $137.00 price objective (down from $146.00) on shares of Walmart in a report on Friday, August 21st. Sanford C. Bernstein reiterated an "outperform" rating on shares of Walmart in a research report on Friday, August 21st. Finally, TD Cowen reissued a "buy" rating on shares of Walmart in a report on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of "Moderate Buy" and an average target price of $131.88.

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.

Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source