71 West Capital Partners boosted its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 53.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,352 shares of the retailer's stock after purchasing an additional 10,604 shares during the period. 71 West Capital Partners' holdings in Walmart were worth $3,438,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently added to or reduced their stakes in WMT. Brighton Jones LLC lifted its holdings in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock valued at $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC grew its holdings in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after acquiring an additional 485 shares during the period. Peterson Wealth Management grew its holdings in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after acquiring an additional 1,715 shares during the period. Sivia Capital Partners LLC raised its position 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 acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its position in 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 in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.
Insider Activity at Walmart
In other news, EVP David W. Guggina sold 11,978 shares of the company'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 sale, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares in the company, valued at approximately $82,021,470.96. The trade was a 1.95% 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. Insiders have sold a total of 70,189 shares of company stock valued at $8,377,320 in the last ninety days. 0.09% of the stock is owned by insiders.
Walmart News Roundup
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: DA Davidson reaffirmed its Buy rating and set a $150 price target, implying substantial upside from recent trading levels. The bullish view supports the stock by pointing to Walmart’s defensive business model and continued customer traffic. Benzinga analyst rating report
- Positive Sentiment: Analysts say Walmart has not yet seen a major change in shopping behavior despite gasoline prices rising above $4 per gallon. The retailer is also gaining share among higher-income customers, which could help offset pressure on lower-income households. TheStreet gas price and Walmart shoppers article
- Neutral Sentiment: Walmart leads a closely watched retail earnings week. Its results, along with reports from Target, Home Depot and Lowe’s, are expected to provide fresh evidence about consumer health, promotional activity and the effects of inflation and fuel costs. Yahoo Finance consumer landscape preview
- Negative Sentiment: Investor expectations appear cautious ahead of earnings. Oppenheimer downgraded Walmart to Perform and reportedly expects U.S. comparable sales growth of about 3%, below the roughly 3.8% consensus, with slower General Merchandise and Health & Wellness growth. Seeking Alpha Walmart earnings preview
- Negative Sentiment: Higher fuel prices could eventually squeeze discretionary spending among Walmart’s lower-income customers. Analysts also cite cautious guidance, elevated costs and a demanding valuation as reasons the stock may remain vulnerable if quarterly results or the outlook disappoint. Walmart’s previously reaffirmed fiscal 2027 guidance calls for 3.5%–4.5% net sales growth and adjusted EPS of $2.75–$2.85, rather than an upgrade. Seeking Alpha Walmart earnings setup
Walmart Stock Down 0.8%
WMT opened at $114.33 on Tuesday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The company has a market cap of $909.85 billion, a price-to-earnings ratio of 40.12, a PEG ratio of 4.30 and a beta of 0.61. Walmart Inc. has a one year low of $95.42 and a one year high of $135.15. The business's fifty day moving average is $114.23 and its two-hundred day moving average is $121.53.
Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts' consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business had revenue of $177.75 billion during the quarter, compared to analysts' expectations of $174.84 billion. During the same quarter last year, the business posted $0.61 earnings per share. The business's revenue for the quarter was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts anticipate that Walmart Inc. will post 2.88 EPS for the current fiscal year.
Analysts Set New Price Targets
WMT has been the topic of several research analyst reports. Mizuho set a $130.00 target price on shares of Walmart in a research report on Monday, July 27th. Sanford C. Bernstein set a $142.00 price target on shares of Walmart and gave the company an "outperform" rating in a report on Friday, July 31st. Freedom Capital upgraded shares of Walmart from a "strong sell" rating to a "hold" rating in a research note on Thursday, May 21st. Erste Group Bank downgraded shares of Walmart from a "buy" rating to a "hold" rating in a report on Friday, June 5th. Finally, DA Davidson restated a "buy" rating and set a $150.00 target price on shares of Walmart in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, Walmart presently has an average rating of "Moderate Buy" and an average price target of $138.50.
Read Our Latest Stock Report on Walmart
About Walmart
(
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.
Further Reading
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.
Before you consider Walmart, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Walmart wasn't on the list.
While Walmart currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.
Get This Free Report
