Strive Financial Group LLC Has $1.25 Million Holdings in Walmart Inc. $WMT

Key Points

• Strive Financial Group cut its Walmart position by 47.9% in the second quarter, selling 10,149 shares and retaining 11,058 shares valued at approximately $1.25 million.
• Walmart reported quarterly revenue of $177.75 billion, up 7.4% year over year, while earnings of $0.66 per share matched analyst expectations. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $138.56.
• Recent developments present mixed signals: e-commerce growth and potential tariff refunds could support market-share gains, while high fuel costs, valuation concerns and intensifying competition from Amazon pose risks. Insiders sold roughly $8.4 million of Walmart stock over the past 90 days.

Strive Financial Group LLC decreased its position in Walmart Inc. (NASDAQ:WMT - Free Report) by 47.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,058 shares of the retailer's stock after selling 10,149 shares during the quarter. Strive Financial Group LLC's holdings in Walmart were worth $1,252,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Advisortrust Partners LLC increased its stake in Walmart by 20.2% during the 1st quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer's stock worth $8,344,000 after acquiring an additional 11,283 shares during the period. Union Bancaire Privee UBP SA raised its holdings in Walmart by 253.3% in the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer's stock valued at $47,728,000 after acquiring an additional 275,337 shares in the last quarter. Janney Montgomery Scott LLC lifted its position in shares of Walmart by 2.9% during the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer's stock valued at $300,333,000 after acquiring an additional 68,632 shares during the period. Vise Technologies Inc. lifted its position in shares of Walmart by 42.1% during the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer's stock valued at $30,676,000 after acquiring an additional 81,635 shares during the period. Finally, HORAN Wealth LLC grew its holdings in shares of Walmart by 55.7% during the 1st quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer's stock worth $9,931,000 after purchasing an additional 29,184 shares in the last quarter. Institutional investors own 26.76% of the company's stock.

Walmart Stock Performance

NASDAQ WMT opened at $115.27 on Monday. The company has a market cap of $917.33 billion, a price-to-earnings ratio of 40.45, a price-to-earnings-growth ratio of 4.30 and a beta of 0.61. Walmart Inc. has a twelve month low of $95.42 and a twelve month high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The business's fifty day moving average is $114.34 and its 200 day moving average is $121.54.

Walmart (NASDAQ:WMT - Get Free Report) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analysts' expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.61 EPS. 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, sell-side analysts expect that Walmart Inc. will post 2.88 EPS for the current fiscal year.

Insider Activity at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the transaction, the director owned 4,174,579 shares of the company's stock, valued at $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 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 that occurred on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the transaction, the executive vice president owned 120,203 shares of the company's stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 70,189 shares of company stock valued at $8,377,320. Corporate insiders own 0.09% of the company's stock.

Analyst Ratings Changes

WMT has been the subject of several recent analyst reports. Tigress Financial reaffirmed a "buy" rating and set a $155.00 price objective (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Evercore reissued an "outperform" rating on shares of Walmart in a report on Monday, May 18th. Truist Financial set a $140.00 target price on shares of Walmart in a research report on Thursday, May 21st. Oppenheimer downgraded shares of Walmart from an "outperform" rating to a "market perform" rating in a report on Tuesday, August 4th. Finally, Piper Sandler reiterated an "overweight" rating on shares of Walmart in a research report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $138.56.

Key Stories Impacting Walmart

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

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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