Asset One Wealth Management LLC Purchases Shares of 40,968 Walmart Inc. $WMT

Key Points

• Asset One Wealth Management acquired 40,968 Walmart shares worth approximately $4.61 million, while institutional investors collectively own 26.76% of the company.
• Walmart insiders sold 77,292 shares valued at about $8.42 million over the past three months; the disclosed executive sales were conducted under pre-arranged Rule 10b5-1 plans.
• Walmart exceeded quarterly earnings and revenue estimates, reporting $0.81 EPS and $187.94 billion in revenue, but its shares were down 1.6%; analysts maintain a consensus “Moderate Buy” rating with a $131.88 price target.

Asset One Wealth Management LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 40,968 shares of the retailer's stock, valued at approximately $4,610,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in WMT. State Street Corp grew its stake in Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer's stock worth $19,046,104,000 after buying an additional 2,242,364 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer's stock valued at $11,426,753,000 after acquiring an additional 6,517,394 shares during the last quarter. Norges Bank bought a new position in shares of Walmart in the fourth quarter valued at approximately $6,458,529,000. Fisher Asset Management LLC boosted its holdings in shares of Walmart by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer's stock worth $4,526,238,000 after acquiring an additional 328,229 shares in the last quarter. Finally, Franklin Resources Inc. boosted its holdings in shares of Walmart by 2.6% in the 4th quarter. Franklin Resources Inc. now owns 36,820,550 shares of the retailer's stock worth $4,102,546,000 after acquiring an additional 920,969 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Transactions at Walmart

In related news, EVP Daniel J. Bartlett sold 3,710 shares of Walmart stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total value of $419,601.00. Following the completion of the sale, the executive vice president directly owned 626,299 shares in the company, valued at $70,834,416.90. This trade represents a 0.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business's stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the sale, the executive vice president directly owned 569,153 shares of the company's stock, valued at $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. 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 77,292 shares of company stock valued at $8,421,143 in the last three months. Company insiders own 0.09% of the company's stock.

Analyst Ratings Changes

A number of research firms recently weighed in on WMT. Erste Group Bank cut Walmart from a "buy" rating to a "hold" rating in a report on Friday, June 5th. Freedom Capital raised Walmart from a "hold" rating to a "strong-buy" rating in a research note on Thursday, August 20th. Jefferies Financial Group restated a "buy" rating and set a $120.00 target price on shares of Walmart in a report on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 target price on Walmart in a research note on Friday, August 21st. Finally, Oppenheimer reiterated a "market perform" rating on shares of Walmart in a research report on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $131.88.

Walmart Stock Down 1.6%

NASDAQ:WMT opened at $102.63 on Friday. The company has a market cap of $816.74 billion, a price-to-earnings ratio of 37.05, a P/E/G ratio of 3.96 and a beta of 0.61. 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's fifty day moving average price is $112.18 and its two-hundred day moving average price is $120.57. Walmart Inc. has a 52-week low of $95.70 and a 52-week high of $135.15.

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 the consensus estimate of $0.74 by $0.07. The company had revenue of $187.94 billion during 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%.The business's revenue for the quarter was up 5.9% on a year-over-year basis. During the same period last year, the firm 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. On average, analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
• Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart's Big Sell-Off Could Be a Buying Opportunity
• Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
• Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam's Club Children's Miracle Network Support
• Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
• Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

Walmart Profile

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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