Walmart Inc. $WMT Shares Bought by Performance Wealth Partners LLC

Performance Wealth Partners LLC boosted its holdings in Walmart Inc. (NASDAQ:WMT) by 8.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 157,048 shares of the retailer’s stock after acquiring an additional 12,389 shares during the quarter. Walmart comprises about 0.4% of Performance Wealth Partners LLC’s investment portfolio, making the stock its 19th biggest holding. Performance Wealth Partners LLC’s holdings in Walmart were worth $17,787,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Entrust Financial LLC acquired a new position in shares of Walmart in the 4th quarter valued at $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Walmart in the 1st quarter valued at approximately $29,000. Bay Harbor Wealth Management LLC raised 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 acquiring an additional 105 shares in the last quarter. Sankala Group LLC purchased a new stake in shares of Walmart during the 4th quarter worth about $33,000. Finally, Motiv8 Investments LLC bought a new position in Walmart during the fourth quarter valued at approximately $34,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Price Performance

Shares of WMT stock opened at $103.70 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The firm has a market cap of $825.25 billion, a price-to-earnings ratio of 37.44, a PEG ratio of 3.94 and a beta of 0.61. The stock has a 50-day moving average price of $113.35 and a 200 day moving average price of $121.26. Walmart Inc. has a 12 month low of $95.42 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. Walmart’s revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business posted $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 expect that Walmart Inc. will post 2.85 EPS for the current year.

Analysts Set New Price Targets

A number of brokerages have weighed in on WMT. Roth Capital reaffirmed a “buy” rating on shares of Walmart in a research report on Friday. Truist Financial set a $114.00 price target on shares of Walmart and gave the stock a “buy” rating in a research report on Friday. BNP Paribas Exane reissued an “outperform” rating and set a $137.00 price objective (down from $146.00) on shares of Walmart in a report on Friday. KeyCorp reissued an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Finally, DA Davidson set a $132.00 price objective on Walmart and gave the stock a “buy” rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. The trade was a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 57,064 shares of company stock worth $6,697,788 over the last ninety days. 0.09% of the stock is owned by corporate insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

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.