Simplicity Wealth LLC Buys 134,621 Shares of Walmart Inc. $WMT

Simplicity Wealth LLC grew its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 272.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 184,119 shares of the retailer's stock after purchasing an additional 134,621 shares during the period. Walmart makes up 0.7% of Simplicity Wealth LLC's investment portfolio, making the stock its 27th largest holding. Simplicity Wealth LLC's holdings in Walmart were worth $20,853,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC boosted its position in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock valued at $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after acquiring an additional 485 shares during the period. Peterson Wealth Management raised its position in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock worth $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock valued at $8,931,000 after purchasing an additional 1,048 shares during the period. Hedge funds and other institutional investors own 26.76% of the company's stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal second-quarter adjusted EPS of $0.81, above the $0.74 consensus, while revenue rose 5.9% year over year to $187.94 billion and exceeded estimates. Walmart quarterly earnings report
• Positive Sentiment: Growth areas remained strong: global e-commerce increased 23%, advertising revenue rose 38%, and global membership revenue grew 17%. Gross margin also benefited from tariff-refund impacts. Walmart reports second-quarter revenue growth
• Positive Sentiment: Management raised its fiscal-year earnings outlook and expects to use approximately $2.9 billion in tariff refunds to support lower prices, potentially strengthening customer traffic and market share. Walmart tariff refunds and prices
• Neutral Sentiment: UBS analyst Michael Lasser remained bullish, citing Walmart’s e-commerce, advertising and membership momentum, while technical coverage noted the stock had entered oversold territory near potential support around $100. Analyst remains bullish on Walmart
• Negative Sentiment: U.S. comparable sales grew 2.6%, well below expectations near 3.5%–3.7% and the weakest growth in more than six years. Higher gas and other living costs appear to be causing consumers to make trade-offs, raising concerns about the broader U.S. consumer. Reuters report on Walmart sales miss
• Negative Sentiment: Fiscal third-quarter EPS guidance of $0.62–$0.64 and revenue guidance of $183.1–$184.5 billion fell short of consensus estimates of $0.68 and $188.2 billion, respectively. The timing of Flipkart’s major promotional event is also expected to create a sales headwind. Walmart guidance disappoints investors
• Negative Sentiment: Gordon Haskett downgraded Walmart from “buy” to “accumulate.” The stock’s premium valuation amplified the market’s reaction, while rising bond yields pressured the broader equity market. U.S. stocks slide as Walmart disappoints

Walmart Trading Down 9.2%

Walmart stock opened at $103.84 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The business's fifty day simple moving average is $113.69 and its two-hundred day simple moving average is $121.39. Walmart Inc. has a 12 month low of $95.42 and a 12 month high of $135.15. The company has a market capitalization of $826.37 billion, a price-to-earnings ratio of 36.44, a price-to-earnings-growth ratio of 4.27 and a beta of 0.61.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.07. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.62 billion. During the same period last year, the company earned $0.68 earnings per share. The company's revenue 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, equities analysts predict that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

Insider Activity at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,710 shares of the firm's stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $113.10, for a total transaction of $419,601.00. Following the completion of the sale, the executive vice president directly owned 626,299 shares in the company, valued at approximately $70,834,416.90. This trade represents a 0.59% decrease in their position. The transaction was disclosed in a document filed 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 David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company's stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. 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 sold a total of 54,164 shares of company stock worth $6,389,402 in the last ninety days. 0.09% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on WMT. UBS Group reaffirmed a "buy" rating on shares of Walmart in a research note on Tuesday, August 4th. BTIG Research restated a "buy" rating and set a $145.00 target price on shares of Walmart in a report on Wednesday, June 3rd. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $130.00 target price on shares of Walmart in a research report on Friday. Royal Bank Of Canada reiterated an "outperform" rating and issued a $137.00 price target on shares of Walmart in a research note on Wednesday, August 12th. Finally, Guggenheim reissued a "buy" rating and set a $135.00 price target (down from $137.00) on shares of Walmart in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $138.26.

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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