Formuepleje A S Makes New Investment in Walmart Inc. $WMT

Key Points

• Formuepleje A S initiated a Walmart position in the second quarter, purchasing 14,912 shares valued at approximately $1.69 million. Institutional investors and hedge funds collectively own 26.76% of Walmart.
• Walmart exceeded quarterly expectations, reporting $0.81 in EPS versus the $0.74 consensus and revenue of $187.94 billion, up 5.9% year over year. The company issued fiscal 2027 EPS guidance of $2.80–$2.87.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and average price target of $131.88, although several firms recently lowered their targets. Insiders have sold $8.84 million in stock over the past 90 days, primarily through prearranged 10b5-1 plans.

Formuepleje A S purchased 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 purchased 14,912 shares of the retailer's stock, valued at approximately $1,689,000.

Several other hedge funds have also made changes to their positions in the business. Entrust Financial LLC purchased a new position in shares of Walmart during the 4th quarter worth about $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart in the first quarter valued at approximately $29,000. Montgomery Financial Services LLC acquired a new position in Walmart during the second quarter worth approximately $32,000. Sankala Group LLC acquired a new position in Walmart during the fourth quarter worth approximately $33,000. Finally, Motiv8 Investments LLC purchased a new position in Walmart during the fourth quarter worth approximately $34,000. Institutional investors and hedge funds own 26.76% of the company's stock.

Insiders Place Their Bets

In related news, EVP Christopher Nicholas sold 2,900 shares of the stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the transaction, the executive vice president owned 569,153 shares of the company's stock, valued at approximately $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David Guggina sold 11,978 shares of the firm's stock in a transaction that occurred 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 owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. This trade represents a 8.74% 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. In the last ninety days, insiders have sold 81,242 shares of company stock worth $8,836,446. 0.09% of the stock is owned by insiders.

Walmart Price Performance

WMT opened at $107.14 on Monday. Walmart Inc. has a twelve month low of $98.88 and a twelve month high of $135.15. The firm has a market cap of $850.02 billion, a price-to-earnings ratio of 38.68, a PEG ratio of 4.09 and a beta of 0.59. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The company has a fifty day simple moving average of $110.81 and a 200 day simple moving average of $119.52.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS 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 analyst estimates 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% compared to the same quarter last year. During the same quarter in the previous year, the business posted $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. Equities research analysts expect that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on WMT. Royal Bank Of Canada decreased their price target on shares of Walmart from $137.00 to $131.00 and set an "outperform" rating on the stock in a report on Friday, August 21st. Telsey Advisory Group restated an "outperform" rating and set a $130.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, August 21st. Truist Financial set a $114.00 target price on Walmart and gave the stock a "buy" rating in a research report on Friday, August 21st. Morgan Stanley reiterated an "overweight" rating and issued a $125.00 target price (down from $140.00) on shares of Walmart in a report on Friday, August 21st. Finally, UBS Group dropped their price target on Walmart from $141.00 to $130.00 and set a "buy" rating for the company in a research note on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $131.88.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

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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