Compass Capital Management Inc. Decreases Position in Walmart Inc. $WMT

Compass Capital Management Inc. cut its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 5.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 466,507 shares of the retailer's stock after selling 25,681 shares during the period. Walmart makes up 3.2% of Compass Capital Management Inc.'s portfolio, making the stock its 13th largest position. Compass Capital Management Inc.'s holdings in Walmart were worth $52,837,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in WMT. Entrust Financial LLC purchased a new position in shares of Walmart in the fourth quarter worth about $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart during the 1st quarter valued at about $29,000. Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock worth $32,000 after acquiring an additional 105 shares during the last quarter. Sankala Group LLC bought a new position in Walmart during the 4th quarter worth approximately $33,000. Finally, Motiv8 Investments LLC purchased a new position in Walmart in the 4th quarter worth approximately $34,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal second-quarter adjusted EPS of $0.81, above the $0.74 consensus, while revenue rose 5.9% year over year to $187.94 billion and exceeded estimates. Walmart quarterly earnings report
• Positive Sentiment: Growth areas remained strong: global e-commerce increased 23%, advertising revenue rose 38%, and global membership revenue grew 17%. Gross margin also benefited from tariff-refund impacts. Walmart reports second-quarter revenue growth
• Positive Sentiment: Management raised its fiscal-year earnings outlook and expects to use approximately $2.9 billion in tariff refunds to support lower prices, potentially strengthening customer traffic and market share. Walmart tariff refunds and prices
• Neutral Sentiment: UBS analyst Michael Lasser remained bullish, citing Walmart’s e-commerce, advertising and membership momentum, while technical coverage noted the stock had entered oversold territory near potential support around $100. Analyst remains bullish on Walmart
• Negative Sentiment: U.S. comparable sales grew 2.6%, well below expectations near 3.5%–3.7% and the weakest growth in more than six years. Higher gas and other living costs appear to be causing consumers to make trade-offs, raising concerns about the broader U.S. consumer. Reuters report on Walmart sales miss
• Negative Sentiment: Fiscal third-quarter EPS guidance of $0.62–$0.64 and revenue guidance of $183.1–$184.5 billion fell short of consensus estimates of $0.68 and $188.2 billion, respectively. The timing of Flipkart’s major promotional event is also expected to create a sales headwind. Walmart guidance disappoints investors
• Negative Sentiment: Gordon Haskett downgraded Walmart from “buy” to “accumulate.” The stock’s premium valuation amplified the market’s reaction, while rising bond yields pressured the broader equity market. U.S. stocks slide as Walmart disappoints

Walmart Price Performance

Shares of WMT stock opened at $103.84 on Friday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a fifty-two week low of $95.42 and a fifty-two week high of $135.15. The firm has a market cap of $826.37 billion, a P/E ratio of 36.44, a P/E/G ratio of 4.27 and a beta of 0.61. The business's 50 day moving average price is $113.69 and its 200-day moving average price is $121.39.

Walmart (NASDAQ:WMT - Get Free Report) last announced 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 21.25% and a net margin of 3.13%.The company had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.62 billion. During the same quarter in the prior year, the company earned $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. On average, equities research analysts anticipate that Walmart Inc. will post 2.88 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. BNP Paribas Exane dropped their price objective on Walmart from $147.00 to $146.00 and set an "outperform" rating for the company in a research note on Friday, May 22nd. Tigress Financial reaffirmed a "buy" rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Mizuho set a $130.00 price target on shares of Walmart in a report on Monday, July 27th. TD Cowen reissued a "buy" rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Finally, Royal Bank Of Canada reissued an "outperform" rating and issued a $137.00 price target on shares of Walmart in a report on Wednesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $138.50.

Insider Buying and Selling at Walmart

In other news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the sale, the executive vice president owned 630,009 shares of the company's stock, valued at approximately $69,074,186.76. The trade was a 0.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business's stock in a transaction dated 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 transaction, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This represents 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. In the last quarter, insiders sold 54,164 shares of company stock worth $6,389,402. 0.09% of the stock is owned by corporate insiders.

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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