Elevation Point Wealth Partners LLC Makes New $20.56 Million Investment in Walmart Inc. $WMT

Elevation Point Wealth Partners LLC bought a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 181,556 shares of the retailer's stock, valued at approximately $20,563,000.

Several other large investors also recently modified their holdings of WMT. Entrust Financial LLC acquired a new position in shares of Walmart in the 4th quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart during the 1st quarter worth approximately $29,000. Bay Harbor Wealth Management LLC raised its holdings 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 buying an additional 105 shares during the period. Sankala Group LLC bought a new position in Walmart in the fourth quarter valued at approximately $33,000. Finally, Motiv8 Investments LLC bought a new position in Walmart in the fourth quarter valued at approximately $34,000. 26.76% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Daniel J. Bartlett sold 3,710 shares of Walmart stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total value of $419,601.00. Following the sale, the executive vice president owned 626,299 shares of the company's stock, valued at approximately $70,834,416.90. The trade was a 0.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 company's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. 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 26,648 shares of company stock valued at $3,085,798 in the last three months. 0.09% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on WMT shares. Oppenheimer reissued a "market perform" rating on shares of Walmart in a research report on Tuesday. BMO Capital Markets reaffirmed an "outperform" rating and issued a $126.00 price objective on shares of Walmart in a research report on Friday, August 21st. 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. Gordon Haskett lowered shares of Walmart from a "buy" rating to an "accumulate" rating in a research note on Thursday, August 20th. Finally, Deutsche Bank Aktiengesellschaft set a $113.00 target price on Walmart in a report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $131.88.

Walmart Price Performance

NASDAQ WMT opened at $104.34 on Thursday. The firm's 50 day moving average is $112.47 and its 200-day moving average is $120.78. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The company has a market capitalization of $830.35 billion, a PE ratio of 37.67, a price-to-earnings-growth ratio of 4.00 and a beta of 0.61. Walmart Inc. has a 12-month low of $95.60 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analysts' expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm's revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts continue to project upside for WMT, with reports citing consensus price targets of $138.50 and $128.43—well above recent trading levels. Large call-option purchases also suggest some traders are positioning for a rebound. Walmart consensus price target Walmart call options activity
• Positive Sentiment: Walmart’s digital sales, automation and AI initiatives remain key parts of the growth story. Its Sparky shopping assistant has reportedly produced customer baskets about 40% larger than those of customers shopping without the tool, while Walmart is also exploring advertising and technology opportunities with OpenAI and ChatGPT. Walmart Sparky AI assistant
• Positive Sentiment: The new Scenario women’s fashion brand, with most items priced below $25, could help Walmart attract younger shoppers and expand its apparel business. The company is also increasing rapid-delivery capabilities through Flipkart in India. Walmart launches Scenario fashion brand
• Neutral Sentiment: Investors are comparing Walmart’s digital and business-mix expansion with MercadoLibre’s broader ecosystem growth, highlighting Walmart’s improving online opportunity but also the high expectations embedded in its valuation. Walmart versus MercadoLibre growth comparison
• Negative Sentiment: Walmart’s U.S. comparable sales rose 2.6%, below the 3.8% analyst estimate and representing the company’s slowest comparable-sales growth in roughly six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious. Walmart comparable-sales miss
• Negative Sentiment: Valuation remains a concern after Walmart’s substantial five-year gain. Analysts note that the stock trades at a premium relative to peers despite slower store-sales momentum, while Amazon continues to take share of U.S. clothing spending from Walmart. Walmart valuation concerns Amazon clothing share versus Walmart

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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