Csenge Advisory Group Makes New Investment in Walmart Inc. $WMT

Csenge Advisory Group purchased a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 40,855 shares of the retailer's stock, valued at approximately $4,627,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Entrust Financial LLC acquired a new stake in Walmart during the fourth quarter worth about $27,000. Merkkuri Wealth Advisors LLC purchased a new position in Walmart during the first quarter worth about $29,000. Bay Harbor Wealth Management LLC boosted its holdings in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock valued at $32,000 after purchasing an additional 105 shares during the last quarter. Sankala Group LLC acquired a new position in Walmart in the 4th quarter valued at about $33,000. Finally, Motiv8 Investments LLC purchased a new stake in shares of Walmart in the 4th quarter valued at approximately $34,000. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

Insider Buying and Selling

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the business's stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares of the company's stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Daniel J. Bartlett sold 3,710 shares of the company's stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total value of $419,601.00. Following the transaction, the executive vice president 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. 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 57,064 shares of company stock valued at $6,697,788 over the last quarter. 0.09% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. The Goldman Sachs Group restated a "buy" rating and set a $130.00 price target on shares of Walmart in a report on Friday. BMO Capital Markets reiterated an "outperform" rating and issued a $126.00 price objective on shares of Walmart in a report on Friday. Citigroup lowered their price objective on Walmart from $147.00 to $132.00 and set a "buy" rating for the company in a research report on Friday. Jefferies Financial Group reissued a "buy" rating and set a $120.00 target price on shares of Walmart in a research note on Friday. Finally, Royal Bank Of Canada reduced their target price on Walmart from $137.00 to $131.00 and set an "outperform" rating on the stock in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $131.88.

Walmart Price Performance

Shares of WMT opened at $103.70 on Monday. The firm has a 50-day simple moving average of $113.35 and a two-hundred day simple moving average of $121.24. The stock has a market cap of $825.25 billion, a PE ratio of 37.44, a P/E/G ratio of 3.91 and a beta of 0.61. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. The business's revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business posted $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. As a group, analysts forecast that Walmart Inc. will post 2.86 EPS for the current year.

Walmart Company 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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