Strive Financial Group LLC Has $1.25 Million Position 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 worth approximately $1.25 million. Institutional investors collectively own 26.76% of Walmart.
• Walmart reported quarterly EPS of $0.81, ahead of the $0.74 consensus, while revenue rose 5.9% year over year to $187.94 billion. Analysts maintain a “Moderate Buy” consensus with an average price target of $131.88.
• Walmart shares opened at $107.14, below both their 50-day and 200-day moving averages. Insiders sold $8.84 million of stock during the last quarter, though the highlighted sales were conducted under prearranged Rule 10b5-1 plans.

Strive Financial Group LLC lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 47.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor 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.

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

Insider Activity at Walmart

In related 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 completion of the transaction, the executive vice president owned 569,153 shares in the company, valued at approximately $60,523,730.02. This represents a 0.51% 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 Daniel Bartlett sold 3,950 shares of the firm's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $105.14, for a total transaction of $415,303.00. Following the sale, the executive vice president owned 622,349 shares of the company's stock, valued at $65,433,773.86. This trade represents a 0.63% decrease in their position. 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 81,242 shares of company stock valued at $8,836,446 over the last quarter. Corporate insiders own 0.09% of the company's stock.

Walmart Stock Performance

Shares of Walmart stock opened at $107.14 on Friday. The business's fifty day simple moving average is $110.81 and its 200 day simple moving average is $119.62. The firm has a market capitalization of $850.02 billion, a P/E ratio of 38.68, a price-to-earnings-growth ratio of 4.14 and a beta of 0.59. Walmart Inc. has a 12 month low of $98.88 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. The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business's revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $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, analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year.

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

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on WMT. Freedom Broker raised Walmart from a "hold" rating to a "strong-buy" rating in a research report on Thursday, August 20th. Roth Capital reissued a "buy" rating on shares of Walmart in a research report on Friday, August 21st. Jefferies Financial Group restated a "buy" rating and set a $120.00 price objective on shares of Walmart in a research note on Friday, August 21st. Telsey Advisory Group reaffirmed 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. Finally, Guggenheim set a $130.00 target price on shares of Walmart and gave the stock a "buy" rating in a research note 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 assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $131.88.

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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