Flossbach Von Storch SE Invests $20.04 Million in Walmart Inc. $WMT

Flossbach Von Storch SE bought a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 176,957 shares of the retailer's stock, valued at approximately $20,042,000.

Several other large investors have also added to or reduced their stakes in the business. 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 worth $8,868,000 after purchasing an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock valued at $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management boosted 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 valued at $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock valued at $1,272,000 after buying an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Walmart by 1.2% during 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 last quarter. Institutional investors own 26.76% of the company's stock.

Walmart Stock Performance

Shares of Walmart stock opened at $103.70 on Monday. The business's fifty day simple moving average is $113.35 and its 200 day simple moving average is $121.24. The firm has a market capitalization of $825.25 billion, a P/E ratio of 37.44, a price-to-earnings-growth ratio of 3.91 and a beta of 0.61. Walmart Inc. has a 12 month low of $95.42 and a 12 month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the prior year, the company earned $0.68 EPS. The business's revenue for the quarter was up 5.9% on a year-over-year basis. 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 anticipate that Walmart Inc. will post 2.86 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts recently commented on WMT shares. BTIG Research lowered their price target on Walmart from $145.00 to $140.00 and set a "buy" rating for the company in a research report on Friday. Evercore set a $125.00 price objective on shares of Walmart in a report on Friday. Royal Bank Of Canada reduced their target price on shares of Walmart from $137.00 to $131.00 and set an "outperform" rating for the company in a research note on Friday. UBS Group lowered their target price on shares of Walmart from $141.00 to $130.00 and set a "buy" rating for the company in a report on Friday. Finally, Roth Capital reiterated a "buy" rating on shares of Walmart in a 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 issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $131.88.

More Walmart News

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 related news, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the transaction, the executive vice president owned 630,009 shares in the company, valued at approximately $69,074,186.76. This represents a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the firm's stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction 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. This trade represents a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 57,064 shares of company stock worth $6,697,788 in the last ninety days. Corporate insiders own 0.09% of the company's stock.

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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