BAM Wealth Management LLC Has $864,000 Holdings in Walmart Inc. $WMT

BAM Wealth Management LLC cut its position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 56.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,626 shares of the retailer's stock after selling 9,730 shares during the period. BAM Wealth Management LLC's holdings in Walmart were worth $864,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in WMT. Bank of America Corp DE bought a new position in Walmart in the 2nd quarter worth approximately $7,455,131,000. Norges Bank acquired a new stake in shares of Walmart in the fourth quarter worth $6,458,529,000. Legal & General Group Plc bought a new position in Walmart during the second quarter worth $2,905,655,000. AQR Capital Management LLC increased its stake in Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock valued at $1,199,907,000 after acquiring an additional 7,614,172 shares during the period. Finally, Canada Pension Plan Investment Board acquired a new stake in shares of Walmart during the 2nd quarter worth approximately $796,677,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Wells Fargo & Company dropped their price target on shares of Walmart from $140.00 to $120.00 and set an "overweight" rating for the company in a research report on Friday, August 21st. Guggenheim set a $130.00 target price on shares of Walmart and gave the company a "buy" rating in a research note on Friday, August 21st. Erste Group Bank lowered shares of Walmart from a "buy" rating to a "hold" rating in a report on Friday, June 5th. Robert W. Baird cut their target price on shares of Walmart from $140.00 to $120.00 and set an "outperform" rating for the company in a research note on Friday, August 21st. Finally, Citigroup reduced their target price on Walmart from $147.00 to $132.00 and set a "buy" rating on the stock 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 company. Based on data from MarketBeat.com, Walmart has an average rating of "Moderate Buy" and a consensus target price of $131.88.

Walmart News Roundup

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

Walmart Stock Performance

NASDAQ WMT opened at $107.14 on Friday. 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 has a market cap of $850.02 billion, a PE ratio of 38.68, a P/E/G ratio of 4.14 and a beta of 0.59. The firm has a 50-day moving average of $110.81 and a 200-day moving average of $119.62. Walmart Inc. has a 52-week low of $98.88 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company had revenue of $187.94 billion during the quarter, compared to analysts' expectations of $186.64 billion. During the same quarter in the previous year, the business posted $0.68 earnings per share. Walmart'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. On average, sell-side analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the business's stock in a transaction that occurred on 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 sale, the executive vice president directly owned 201,672 shares of the company's stock, valued at $21,246,145.20. The trade was a 20.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 the company's stock in a transaction that occurred on Wednesday, June 10th. The shares were 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 owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. This trade represents a 8.74% 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. In the last three months, insiders have sold 81,242 shares of company stock valued at $8,836,446. 0.09% of the stock is currently owned by company insiders.

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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