Pacific Sun Financial Corp Buys New Position in Walmart Inc. $WMT

Pacific Sun Financial Corp bought a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 5,241 shares of the retailer’s stock, valued at approximately $594,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of WMT. Brighton Jones LLC grew its holdings in shares of 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 purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management lifted its holdings in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of WMT opened at $103.70 on Friday. The firm has a market capitalization of $825.25 billion, a price-to-earnings ratio of 37.44, a PEG ratio of 3.93 and a beta of 0.61. The firm’s fifty day simple moving average is $113.35 and its 200-day simple moving average is $121.26. Walmart Inc. has a twelve month low of $95.42 and a twelve month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Equities analysts forecast that Walmart Inc. will post 2.86 EPS for the current fiscal year.

Insider Activity at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,710 shares of Walmart stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the completion of the sale, the executive vice president directly owned 626,299 shares of the company’s stock, valued at $70,834,416.90. The trade was a 0.59% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents 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. Insiders sold 57,064 shares of company stock worth $6,697,788 over the last three months. Company insiders own 0.09% of the company’s stock.

Key Headlines Impacting Walmart

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.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Wolfe Research restated an “outperform” rating and issued a $115.00 price target on shares of Walmart in a research note on Friday. Guggenheim set a $130.00 price objective on Walmart and gave the company a “buy” rating in a research note on Friday. Morgan Stanley reiterated an “overweight” rating and issued a $125.00 target price (down from $140.00) on shares of Walmart in a report on Friday. UBS Group lowered their target price on Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a research note on Friday. Finally, Royal Bank Of Canada cut their price target on Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $131.88.

About Walmart

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.