Walmart Inc. $WMT Shares Purchased by Continuum Advisory LLC

Continuum Advisory LLC boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 3.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 357,980 shares of the retailer's stock after purchasing an additional 12,104 shares during the period. Walmart comprises 3.3% of Continuum Advisory LLC's portfolio, making the stock its 4th biggest holding. Continuum Advisory LLC's holdings in Walmart were worth $40,545,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in WMT. Entrust Financial LLC acquired a new position in shares of Walmart in the 4th quarter worth approximately $27,000. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart in the 1st quarter valued at $29,000. Bay Harbor Wealth Management LLC boosted its stake in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock valued at $32,000 after buying an additional 105 shares in the last quarter. Sankala Group LLC bought a new stake in Walmart in the fourth quarter valued at $33,000. Finally, Motiv8 Investments LLC bought a new stake in Walmart in the fourth quarter valued at $34,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Christopher James Nicholas sold 2,900 shares of the company's stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $118.19, for a total transaction of $342,751.00. Following the transaction, the executive vice president owned 574,953 shares in the company, valued at approximately $67,953,695.07. The trade was a 0.50% 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 have sold 54,164 shares of company stock valued at $6,389,402 over the last 90 days. Corporate insiders own 0.09% of the company's stock.

Analyst Ratings Changes

A number of research analysts have issued reports on WMT shares. BNP Paribas Exane cut their price objective on Walmart from $147.00 to $146.00 and set an "outperform" rating for the company in a report on Friday, May 22nd. KeyCorp reaffirmed an "overweight" rating on shares of Walmart in a report on Wednesday, August 12th. Evercore reiterated an "outperform" rating on shares of Walmart in a research report on Monday, May 18th. UBS Group reissued a "buy" rating on shares of Walmart in a report on Tuesday, August 4th. Finally, DA Davidson restated a "buy" rating and issued a $150.00 price target on shares of Walmart in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $138.50.

Walmart Stock Down 9.2%

NASDAQ:WMT opened at $103.84 on Friday. The stock's fifty day moving average price is $113.69 and its two-hundred day moving average price is $121.39. Walmart Inc. has a 52-week low of $95.42 and a 52-week high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The company has a market cap of $826.37 billion, a price-to-earnings ratio of 36.44, a P/E/G ratio of 4.27 and a beta of 0.61.

Walmart (NASDAQ:WMT - Get Free Report) last released its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating the consensus estimate of $0.74 by $0.07. The company had revenue of $187.94 billion during the quarter, compared to analysts' expectations of $186.62 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 5.9% on a year-over-year basis. During the same period 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. On average, analysts anticipate that Walmart Inc. will post 2.88 EPS for the current year.

Key Stories Impacting Walmart

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 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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