Elyxium Wealth LLC Has $13.55 Million Stock Holdings in Walmart Inc. $WMT

Key Points

• Elyxium Wealth increased its Walmart stake by 1,881.6% in the second quarter, owning 119,670 shares valued at approximately $13.55 million. Institutional investors and hedge funds collectively own 26.76% of Walmart.
• Walmart reported quarterly revenue of $177.75 billion, up 7.4% year over year, while earnings of $0.66 per share matched estimates. The stock opened at $115.27, below its 200-day moving average, with a market capitalization of about $917 billion.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $138.56. However, insiders sold $8.38 million in shares last quarter, and concerns include fuel costs, valuation and potential weakness in comparable sales.

Elyxium Wealth LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 1,881.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 119,670 shares of the retailer's stock after acquiring an additional 113,631 shares during the quarter. Walmart makes up 1.4% of Elyxium Wealth LLC's holdings, making the stock its 13th biggest holding. Elyxium Wealth LLC's holdings in Walmart were worth $13,554,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Brighton Jones LLC lifted its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock worth $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management increased its position in shares of Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after buying an additional 1,715 shares during the period. Sivia Capital Partners LLC raised its stake in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock worth $1,272,000 after buying an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock valued at $8,931,000 after buying an additional 1,048 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Walmart

In related news, Director C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the sale, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. This represents a 0.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $118.19, for a total transaction of $342,751.00. Following the completion of the transaction, the executive vice president directly owned 574,953 shares in the company, valued at approximately $67,953,695.07. The trade was a 0.50% 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. Insiders sold a total of 70,189 shares of company stock valued at $8,377,320 over the last quarter. 0.09% of the stock is currently owned by company insiders.

Walmart Trading Down 0.4%

NASDAQ WMT opened at $115.27 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 52 week low of $95.42 and a 52 week high of $135.15. The business has a 50 day moving average price of $114.34 and a 200-day moving average price of $121.52. The company has a market cap of $917.33 billion, a price-to-earnings ratio of 40.45, a P/E/G ratio of 4.30 and a beta of 0.61.

Walmart (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter last year, the firm posted $0.61 EPS. Walmart's revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, equities analysts expect that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. BTIG Research reiterated a "buy" rating and set a $145.00 price target on shares of Walmart in a report on Wednesday, June 3rd. Truist Financial set a $140.00 target price on Walmart in a research note on Thursday, May 21st. UBS Group reiterated a "buy" rating on shares of Walmart in a report on Tuesday, August 4th. Piper Sandler reissued an "overweight" rating on shares of Walmart in a research note on Monday, June 8th. Finally, Weiss Ratings cut Walmart from a "buy (b)" rating to a "buy (b-)" rating in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $138.56.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s e-commerce business continues to be viewed as a significant growth engine, with its digital capabilities increasingly resembling a broader commerce platform rather than a traditional big-box retailer. Walmart’s E-Commerce Engine Roars
• Positive Sentiment: Jefferies said potential tariff refunds could support Walmart’s price-leadership strategy. Reinvesting the money in lower prices could widen its price gap with competitors and help drive market-share gains, particularly in consumables. Walmart set for in-line Q2
• Positive Sentiment: Royal Bank of Canada reaffirmed an “Outperform” rating, providing some support for the long-term investment case despite near-term sales concerns. RBC Reaffirms Outperform Rating
• Neutral Sentiment: Walmart is expected to deliver largely in-line second-quarter results. The key catalysts are management’s second-half outlook, tariff-refund treatment and the potential effect on pricing and margins. Walmart Q2 earnings preview
• Neutral Sentiment: The company will release results before the market opens on August 20 and host a conference call with CEO John Furner and CFO John David Rainey. Walmart to Host Second Quarter Earnings Conference Call
• Negative Sentiment: Deutsche Bank expects Walmart to miss second-quarter comparable-sales estimates, while high gasoline prices are pressuring household budgets and raising the retailer’s operating costs. Walmart Seen Missing Comparable Sales Estimates
• Negative Sentiment: Analysts have cited elevated fuel costs, rising expenses and valuation concerns as reasons for Walmart’s recent weakness, despite solid revenue growth and e-commerce momentum. Walmart Stock Slides About 12% in 3 Months
• Negative Sentiment: Amazon’s AI-powered Alexa shopping tools could intensify competition for grocery-list creation and digital shopping relationships, areas strategically important to Walmart’s e-commerce growth. Amazon’s Alexa Shopping Strategy

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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