HORAN Wealth LLC Sells 40,938 Shares of Walmart Inc. $WMT

Key Points

• HORAN Wealth LLC cut its Walmart stake by 50.2%, selling 40,938 shares in the second quarter and retaining 40,606 shares valued at approximately $4.6 million.
• Walmart beat quarterly expectations with $0.81 EPS and $187.94 billion in revenue, while revenue rose 5.9% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $131.88.
• Institutional ownership remains significant at 26.76%, although investment sentiment is mixed: several funds increased their positions, while Walmart faces tariff and margin concerns, regulatory scrutiny, and a relatively elevated valuation.

HORAN Wealth LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 50.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 40,606 shares of the retailer's stock after selling 40,938 shares during the period. HORAN Wealth LLC's holdings in Walmart were worth $4,599,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Amundi raised its position in Walmart by 44.4% in the second quarter. Amundi now owns 20,796,957 shares of the retailer's stock worth $2,355,463,000 after purchasing an additional 6,393,326 shares in the last quarter. Schulz Wealth LTD. acquired a new stake in Walmart during the second quarter valued at approximately $477,000. Wellington Grp LLC grew its stake in shares of Walmart by 5.8% in the 2nd quarter. Wellington Grp LLC now owns 12,487 shares of the retailer's stock valued at $1,414,000 after purchasing an additional 686 shares during the period. Groupe la Francaise grew its stake in shares of Walmart by 3.3% in the 2nd quarter. Groupe la Francaise now owns 651,544 shares of the retailer's stock valued at $73,240,000 after purchasing an additional 21,059 shares during the period. Finally, Kingsbury Capital Investment Advisors LLC grew its stake in shares of Walmart by 11.3% in the 2nd quarter. Kingsbury Capital Investment Advisors LLC now owns 10,736 shares of the retailer's stock valued at $1,216,000 after purchasing an additional 1,087 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Price Performance

Shares of WMT opened at $107.14 on Monday. The company has a market capitalization of $850.02 billion, a P/E ratio of 38.68, a PEG ratio of 4.09 and a beta of 0.59. Walmart Inc. has a one year low of $98.88 and a one year high of $135.15. The business's 50 day simple moving average is $110.81 and its 200-day simple moving average is $119.52. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating analysts' consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to analysts' expectations of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business's revenue was up 5.9% on a year-over-year basis. During the same period last year, the firm 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. As a group, sell-side analysts predict that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms recently commented on WMT. Piper Sandler restated an "overweight" rating and set a $128.00 target price (down from $137.00) on shares of Walmart in a research report on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 price target on Walmart in a research report on Friday, August 21st. Wolfe Research reiterated an "outperform" rating and set a $115.00 price objective on shares of Walmart in a research note on Friday, August 21st. Morgan Stanley reissued an "overweight" rating and set a $125.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, August 21st. Finally, TD Cowen reaffirmed a "buy" rating on shares of Walmart in a report on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $131.88.

Walmart News Summary

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

Insiders Place Their Bets

In other Walmart news, EVP Christopher Nicholas sold 2,900 shares of the stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the sale, the executive vice president owned 569,153 shares of the company's stock, valued at $60,523,730.02. This represents a 0.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,950 shares of the firm's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $105.14, for a total transaction of $415,303.00. Following the completion of the sale, the executive vice president owned 622,349 shares of the company's stock, valued at $65,433,773.86. The trade was a 0.63% 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. Over the last ninety days, insiders sold 81,242 shares of company stock valued at $8,836,446. 0.09% of the stock is owned by corporate insiders.

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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