OneAscent Family Office LLC Makes New Investment in Walmart Inc. $WMT

OneAscent Family Office LLC bought a new position in Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 10,781 shares of the retailer’s stock, valued at approximately $1,221,000.

A number of other large investors have also made changes to their positions in WMT. Merkkuri Wealth Advisors LLC purchased a new position in Walmart during the 1st quarter valued at about $29,000. Entrust Financial LLC purchased a new stake in shares of Walmart in the fourth quarter worth approximately $27,000. Bay Harbor Wealth Management LLC boosted its holdings in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares during the period. Sankala Group LLC acquired a new stake in shares of Walmart during the fourth quarter worth approximately $33,000. Finally, Turim 21 Investimentos Ltda. purchased a new position in Walmart during the first quarter valued at approximately $37,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity at Walmart

In other news, EVP Daniel J. Bartlett sold 3,710 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total value of $419,601.00. Following the sale, the executive vice president directly owned 626,299 shares of the company’s stock, valued at approximately $70,834,416.90. This trade represents a 0.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated 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 in the company, valued at $495,230,306.77. The trade was a 0.46% 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. Over the last three months, insiders sold 57,064 shares of company stock valued at $6,697,788. 0.09% of the stock is owned by corporate insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s Sparky AI shopping assistant reportedly generates 40% higher customer spending among users, while the company is also integrating AI into advertising and exploring technology partnerships with OpenAI and ChatGPT. These efforts could lift conversion, basket sizes and future digital-advertising revenue. Walmart Sparky AI article
• Positive Sentiment: The launch of Scenario, a women’s fashion brand with most products priced below $25, is designed to attract younger, trend-conscious shoppers and strengthen Walmart’s position in apparel. Its value pricing may help the retailer compete more directly with Amazon. Walmart Scenario fashion brand article
• Positive Sentiment: Analysts’ consensus price target of approximately $128 remains well above recent trading levels, suggesting some Wall Street analysts view the selloff as excessive. Walmart also exceeded quarterly EPS and revenue expectations and raised its full-year sales-growth outlook to 4%-5%.
• Neutral Sentiment: Walmart is rolling out NFC tap-to-pay across U.S. stores and clubs, improving checkout convenience and aligning with broader mobile-wallet adoption. The change may support engagement but is unlikely to materially alter near-term earnings. Walmart NFC rollout article
• Negative Sentiment: U.S. comparable sales increased only 2.6%, below the 3.8% consensus estimate and representing Walmart’s slowest comparable-sales growth in six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious, despite the earnings beat. Walmart comparable-sales miss article
• Negative Sentiment: Amazon’s share of U.S. clothing spending doubled to 17% in 2025 from 8.5% in 2019, while Walmart’s share edged lower. The widening gap raises concerns about Walmart’s ability to gain share in an important retail category. Amazon and Walmart clothing-share article
• Negative Sentiment: Commentators argue WMT still trades at a premium valuation—roughly 36 times forward earnings—despite decelerating growth and cautious consumer trends. That leaves less room for disappointment and has amplified the post-earnings decline.

Analysts Set New Price Targets

WMT has been the subject of a number of research analyst reports. DA Davidson set a $132.00 target price on shares of Walmart and gave the stock a “buy” rating in a research report on Friday. Freedom Broker raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Jefferies Financial Group reiterated a “buy” rating and set a $120.00 price objective on shares of Walmart in a report on Friday. Gordon Haskett cut Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Finally, Truist Financial set a $114.00 target price on Walmart and gave the stock a “buy” rating in a research report on Friday. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $131.88.

Walmart Stock Down 1.0%

WMT opened at $105.38 on Wednesday. Walmart Inc. has a twelve month low of $95.42 and a twelve month high of $135.15. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The business has a 50 day moving average price of $112.75 and a 200 day moving average price of $120.93. The firm has a market cap of $838.62 billion, a P/E ratio of 38.04, a price-to-earnings-growth ratio of 4.05 and a beta of 0.61.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share 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 analysts’ expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. Walmart’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Research analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

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.