Walmart Inc. $WMT Shares Acquired by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC increased its holdings in Walmart Inc. (NASDAQ:WMT) by 34.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,863 shares of the retailer’s stock after buying an additional 11,760 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Walmart were worth $5,195,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Entrust Financial LLC acquired a new position in Walmart during the fourth quarter worth about $27,000. Merkkuri Wealth Advisors LLC purchased a new position in shares of Walmart during the 1st quarter worth approximately $29,000. Bay Harbor Wealth Management LLC increased its stake in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares in the last quarter. Sankala Group LLC purchased a new position in shares of Walmart during the 4th quarter worth approximately $33,000. Finally, Motiv8 Investments LLC acquired a new position in shares of Walmart during the 4th quarter worth approximately $34,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the sale, the executive vice president directly owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction dated Thursday, May 28th. The shares were 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 owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This trade represents a 8.38% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 70,189 shares of company stock valued at $8,377,320. Corporate insiders own 0.09% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s history of earnings surprises, along with favorable estimates and other indicators tracked by Zacks, suggests the company could exceed consensus expectations again. Why Walmart Could Beat Earnings Estimates Again
• Positive Sentiment: Analysts are highlighting continued e-commerce momentum, improving profit mix and Walmart Connect’s rapidly growing advertising business. Advertising revenue carries higher margins and may help offset price investments, delivery costs and softer store-sales growth. As Retail Stagnates, Ad Dollars Help Walmart Stay the Course
• Positive Sentiment: DA Davidson reaffirmed its buy rating and assigned a $150 price target, indicating substantial potential appreciation if Walmart delivers on its growth and profitability plans. DA Davidson Walmart Rating
• Neutral Sentiment: The upcoming report is viewed as an important read on the U.S. consumer because Walmart serves both value-focused and higher-income shoppers. Its performance could provide broader insight into household spending trends. What Walmart and Target Earnings Could Tell Us About Consumers
• Neutral Sentiment: Walmart’s low-price strategy and thousands of rollbacks may sustain customer traffic, although rising fuel costs are creating pressure for lower-income shoppers. Can Walmart Sustain Growth as Household Budgets Tighten?
• Negative Sentiment: Same-store sales growth has cooled, and investors remain concerned that Walmart’s cautious annual outlook could limit upside. The company is increasingly relying on higher-margin advertising to support profitability as core retail momentum moderates. Walmart Investors Hang Hopes on Retail Media as Sales Cool
• Negative Sentiment: Several previews warn that WMT’s valuation is demanding, while fuel costs, cautious consumers and operating-margin pressure could make it difficult to justify further gains. One report also frames the company’s long dividend-growth streak as potentially vulnerable if earnings and cash flow weaken. Walmart Strong Company but Overvalued Before Earnings

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Evercore reiterated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. Royal Bank Of Canada restated an “outperform” rating and issued a $137.00 price objective on shares of Walmart in a research report on Wednesday, August 12th. Wolfe Research reaffirmed an “outperform” rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Finally, UBS Group reiterated a “buy” rating on shares of Walmart in a research report on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $138.50.

Walmart Stock Up 0.8%

WMT stock opened at $115.20 on Wednesday. The stock has a market capitalization of $916.77 billion, a P/E ratio of 40.42, a PEG ratio of 4.30 and a beta of 0.61. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a one year low of $95.42 and a one year high of $135.15. The company has a 50 day moving average price of $114.15 and a two-hundred day moving average price of $121.52.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the firm posted $0.61 EPS. Walmart’s revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, sell-side analysts expect that Walmart Inc. will post 2.88 EPS for the current year.

Walmart Company 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.