Edmond DE Rothschild Holding S.A. Takes $5.86 Million Position in Walmart Inc. $WMT

Edmond DE Rothschild Holding S.A. acquired a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 51,770 shares of the retailer's stock, valued at approximately $5,863,000.

Other large investors also recently made changes to their positions in the company. Entrust Financial LLC bought a new position in Walmart in the fourth quarter worth approximately $27,000. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart in the first quarter valued at approximately $29,000. Bay Harbor Wealth Management LLC grew its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock valued at $32,000 after acquiring an additional 105 shares during the period. Sankala Group LLC bought a new stake in shares of Walmart during the fourth quarter valued at approximately $33,000. Finally, Motiv8 Investments LLC bought a new stake in shares of Walmart during the fourth quarter valued at approximately $34,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total transaction of $308,386.00. Following the completion of the sale, the executive vice president directly owned 569,153 shares of the company's stock, valued at $60,523,730.02. This trade represents a 0.51% decrease in their position. The sale 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 David W. Guggina sold 11,978 shares of the firm's stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. This represents a 8.74% 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 sold a total of 57,064 shares of company stock valued at $6,697,788 in the last ninety days. 0.09% of the stock is owned by corporate insiders.

Key Stories Impacting Walmart

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.

Walmart Stock Performance

NASDAQ:WMT opened at $103.70 on Monday. Walmart Inc. has a 52 week low of $95.42 and a 52 week high of $135.15. The firm has a 50-day moving average price of $113.35 and a two-hundred day moving average price of $121.24. 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 firm has a market cap of $825.25 billion, a price-to-earnings ratio of 37.44, a price-to-earnings-growth ratio of 3.91 and a beta of 0.61.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company's revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business 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, equities analysts expect that Walmart Inc. will post 2.86 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on WMT. Evercore set a $125.00 target price on Walmart in a research report on Friday. The Goldman Sachs Group restated a "buy" rating and set a $130.00 price objective on shares of Walmart in a report on Friday. Cantor Fitzgerald raised shares of Walmart to a "buy" rating in a research note on Friday. Gordon Haskett cut shares of Walmart from a "buy" rating to an "accumulate" rating in a report on Thursday. Finally, Raymond James Financial reissued an "outperform" rating and set a $130.00 target price on shares of Walmart in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $131.88.

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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