CX Institutional Sells 16,902 Shares of Walmart Inc. $WMT

Key Points

• CX Institutional reduced its Walmart stake by 24.9% in the second quarter, selling 16,902 shares and retaining 51,046 shares valued at approximately $5.8 million. Institutional investors collectively own 26.76% of Walmart.
• Analysts remain broadly positive, with one Strong Buy, 30 Buy and five Hold ratings; Walmart has a “Moderate Buy” consensus rating and an average price target of $138.56.
• Walmart’s latest quarter matched EPS expectations at $0.66 while revenue reached $177.75 billion, up 7.4% year over year. The company is also expanding higher-margin advertising through its Vibe.co acquisition, though analysts warn that its elevated valuation could heighten downside risk if comparable-sales growth slows.

CX Institutional lowered its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 24.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,046 shares of the retailer's stock after selling 16,902 shares during the period. CX Institutional's holdings in Walmart were worth $5,782,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock valued at $8,868,000 after acquiring an additional 21,939 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management boosted its stake in shares of Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC grew its holdings in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock valued at $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock valued at $8,931,000 after purchasing an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Analyst Ratings Changes

WMT has been the topic of a number of recent analyst reports. Guggenheim increased their price objective on shares of Walmart from $120.00 to $137.00 and gave the stock a "buy" rating in a research report on Monday, April 13th. Mizuho set a $130.00 target price on Walmart in a research report on Monday, July 27th. UBS Group reaffirmed a "buy" rating on shares of Walmart in a research note on Tuesday. Tigress Financial reiterated a "buy" rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Finally, Piper Sandler reissued an "overweight" rating on shares of Walmart in a research note on Monday, June 8th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $138.56.

Walmart Trading Up 0.8%

Shares of WMT opened at $111.55 on Wednesday. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15. The company has a 50-day moving average of $114.84 and a 200 day moving average of $121.83. The firm has a market capitalization of $887.72 billion, a price-to-earnings ratio of 39.14, a PEG ratio of 4.13 and a beta of 0.61. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT - Get Free Report) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts' consensus estimates of $0.66. The business had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, research analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Insider Transactions at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the transaction, the executive vice president directly owned 574,953 shares in the company, valued at $67,953,695.07. This trade represents a 0.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares of the company's stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,439 shares of company stock valued at $8,544,532 in the last ninety days. Corporate insiders own 0.09% of the company's stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Advertising expansion: Walmart completed its acquisition of Vibe.co, a self-service streaming-TV advertising platform. Integrating the company into Walmart Connect should give advertisers more tools to plan, purchase and measure connected-TV campaigns, potentially strengthening Walmart’s higher-margin advertising business. Walmart Finalizes Purchase of TV Ad Platform Vibe.co
• Positive Sentiment: New growth initiatives: Walmart is expanding drone delivery in Florida through Alphabet’s Wing and offering GLP-1 weight-loss prescriptions with nutrition coaching and AI-based support. These initiatives could improve delivery competitiveness and broaden Walmart’s healthcare opportunity, although their near-term financial impact remains uncertain. Walmart Launches Florida Drone Delivery And GLP 1 Weight Loss Prescriptions
• Neutral Sentiment: Long-term case remains intact: Commentators continue to cite Walmart’s scale, e-commerce investments, advertising growth and dividend stability as reasons to hold the stock over the long term. However, these are broad investment views rather than new earnings catalysts. Is Walmart a Good Long-Term Investment?
• Negative Sentiment: Analyst downgrade and valuation concerns: Oppenheimer downgraded Walmart ahead of its upcoming earnings report, arguing that the stock’s “peakish valuation” leaves it vulnerable to a lower re-rating if U.S. comparable-sales growth slows. With Walmart trading at a relatively high earnings multiple, investors may demand strong guidance and continued momentum. Walmart Downgraded Ahead of Earnings

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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