Trivium Point Advisory LLC boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 19.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 66,341 shares of the retailer's stock after purchasing an additional 10,723 shares during the quarter. Trivium Point Advisory LLC's holdings in Walmart were worth $7,514,000 at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Walmart during the 4th quarter worth approximately $6,458,529,000. AQR Capital Management LLC grew its stake in Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock valued at $1,199,907,000 after acquiring an additional 7,614,172 shares during the period. Geode Capital Management LLC increased its holdings in Walmart by 6.8% in the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer's stock worth $11,426,753,000 after acquiring an additional 6,517,394 shares in the last quarter. Capital International Investors purchased a new stake in Walmart in the 4th quarter worth $592,848,000. Finally, Vanguard Group Inc. raised its position in Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock worth $49,015,626,000 after acquiring an additional 4,304,436 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the sale, the director owned 4,174,579 shares of the company's stock, valued at $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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 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 completion of the sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This represents a 8.74% 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 54,164 shares of company stock valued at $6,389,402 in the last ninety days. Company insiders own 0.09% of the company's stock.
Analyst Ratings Changes
WMT has been the topic of several recent analyst reports. DA Davidson reaffirmed a "buy" rating and set a $150.00 price objective on shares of Walmart in a report on Monday. Piper Sandler restated an "overweight" rating on shares of Walmart in a research report on Monday, June 8th. UBS Group reaffirmed a "buy" rating on shares of Walmart in a research note on Tuesday, August 4th. TD Cowen reiterated a "buy" rating and issued a $150.00 price objective (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $130.00 price objective on shares of Walmart in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $138.26.
Check Out Our Latest Report on Walmart
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 Stock Performance
NASDAQ:WMT opened at $103.84 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The firm has a market capitalization of $826.37 billion, a price-to-earnings ratio of 36.44, a PEG ratio of 4.27 and a beta of 0.61. The company's 50-day moving average is $113.69 and its two-hundred day moving average is $121.39. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15.
Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.62 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business's revenue was up 5.9% compared to the same quarter last year. During the same quarter last year, the firm 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. Analysts forecast that Walmart Inc. will post 2.88 EPS for the current year.
Walmart Company Profile
(
Free Report)
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.
Further Reading
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