Whalen Wealth Management Inc. purchased a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 36,477 shares of the retailer's stock, valued at approximately $4,131,000. Walmart accounts for 1.9% of Whalen Wealth Management Inc.'s investment portfolio, making the stock its 9th largest position.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its position in Walmart by 28.8% in the fourth 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 during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Walmart by 5.8% during the fourth 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 in the last quarter. Peterson Wealth Management grew its holdings in shares of Walmart by 3.5% during the first 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 during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock valued at $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. grew its holdings in Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock worth $8,931,000 after acquiring an additional 1,048 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.
Walmart Stock Performance
Shares of Walmart stock opened at $103.09 on Friday. The business has a 50-day simple moving average of $111.90 and a 200 day simple moving average of $120.45. The firm has a market capitalization of $820.40 billion, a price-to-earnings ratio of 37.22, a PEG ratio of 3.90 and a beta of 0.61. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a one year low of $95.79 and a one 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 EPS for the quarter, beating analysts' consensus estimates of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The business had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same quarter in the previous year, the business posted $0.68 EPS. Walmart's quarterly 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. On average, research analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
WMT has been the subject of several recent research reports. Tigress Financial restated a "buy" rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Gordon Haskett downgraded Walmart from a "buy" rating to an "accumulate" rating in a report on Thursday, August 20th. Morgan Stanley reaffirmed an "overweight" rating and set a $125.00 target price (down from $140.00) on shares of Walmart in a report on Friday, August 21st. JPMorgan Chase & Co. decreased their price target on Walmart from $137.00 to $125.00 and set an "overweight" rating for the company in a research note on Friday, August 21st. Finally, Robert W. Baird decreased their target price on shares of Walmart from $140.00 to $120.00 and set an "outperform" rating for the company in a research report 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 issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $131.88.
Read Our Latest Research Report on Walmart
Insider Activity
In other Walmart news, EVP Daniel Danker sold 50,644 shares of Walmart stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the transaction, the executive vice president owned 201,672 shares of the company's stock, valued at $21,246,145.20. This trade represents a 20.07% decrease in their position. The transaction was disclosed in a 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction that occurred 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 sale, the executive vice president directly owned 125,067 shares of the company's stock, valued at $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is owned by insiders.
Walmart News Roundup
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
- Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
- Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
- Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
- Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
- Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing
About Walmart
(
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.
See Also
Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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