4,406 Walmart Inc. $WMT Shares Sold by Parcion Private Wealth LLC

Parcion Private Wealth LLC lowered its position in Walmart Inc. (NASDAQ:WMT) by 30.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,252 shares of the retailer’s stock after selling 4,406 shares during the period. Parcion Private Wealth LLC’s holdings in Walmart were worth $1,065,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of WMT. State Street Corp lifted its stake in Walmart by 1.1% during the 2nd quarter. State Street Corp now owns 188,036,646 shares of the retailer’s stock valued at $21,297,031,000 after acquiring an additional 2,107,781 shares during the period. Bank of America Corp DE acquired a new stake in shares of Walmart in the second quarter worth $7,455,131,000. Bank of New York Mellon Corp increased its stake in shares of Walmart by 6.4% in the first quarter. Bank of New York Mellon Corp now owns 28,142,040 shares of the retailer’s stock worth $3,497,493,000 after acquiring an additional 1,681,353 shares during the period. Legal & General Group Plc purchased a new position in shares of Walmart during the second quarter worth $2,905,655,000. Finally, Amundi raised its holdings in shares of Walmart by 44.4% during the second quarter. Amundi now owns 20,796,957 shares of the retailer’s stock worth $2,355,463,000 after purchasing an additional 6,393,326 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total value of $5,335,345.40. Following the transaction, the executive vice president directly 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 document filed with the SEC, which is available through this hyperlink. 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 Christopher Nicholas sold 2,900 shares of Walmart stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $120.60, for a total value of $349,740.00. Following the transaction, the executive vice president owned 563,353 shares in the company, valued at approximately $67,940,371.80. The trade was a 0.51% decrease in their position. 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 102,244 shares of company stock valued at $11,112,044. Insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on WMT shares. Roth Capital restated a “buy” rating on shares of Walmart in a research note on Friday, August 21st. Telsey Advisory Group reissued an “outperform” rating and issued a $130.00 price target (down from $140.00) on shares of Walmart in a report on Friday, August 21st. Gordon Haskett downgraded Walmart from a “buy” rating to an “accumulate” rating in a report on Thursday, August 20th. Mizuho lowered their price objective on Walmart from $130.00 to $125.00 and set an “outperform” rating on the stock in a research report on Tuesday, September 29th. Finally, Tigress Financial reaffirmed a “buy” rating and set a $155.00 price objective on shares of Walmart in a research note on Monday, August 31st. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Walmart currently has an average rating of “Buy” and an average price target of $132.41.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Energy investment expands Walmart’s customer offerings: Walmart is making a strategic investment in Base Power and will offer the company’s home battery systems to Walmart customers and Sam’s Club members beginning in November. The systems are designed to reduce energy costs and provide backup power, creating a potential new customer benefit while expanding Walmart’s ecosystem beyond traditional retail. Walmart and Base Power announce strategic agreement
• Positive Sentiment: Major automation agreement with Symbotic: Walmart expanded its commercial relationship with warehouse-automation provider Symbotic in a deal valued at approximately $6 billion. Greater automation could improve fulfillment capacity, labor efficiency and inventory management, although the investment also carries execution and capital-spending risks. Symbotic stock jumps on Walmart automation deal
• Positive Sentiment: Strong fundamentals continue to support the stock: Walmart’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with revenue rising year over year. Analysts and market commentary continue to highlight earnings growth and price strength as reasons to remain constructive on WMT. Earnings growth and price strength make Walmart a stock to watch
• Neutral Sentiment: Healthcare expansion offers a longer-term growth avenue: Walmart has broadened its Better Care Services platform into a healthcare marketplace connecting customers with third-party providers. The initiative could increase customer engagement, but its financial contribution is not yet clear. Walmart launched a healthcare services marketplace
• Negative Sentiment: Competitive and regulatory concerns remain: DoorDash’s proposed $17 billion acquisition of Instacart is intended partly to strengthen competition with Walmart and Amazon in local commerce and grocery delivery. Separately, the FTC is seeking information from Walmart about the use of personal data in personalized pricing, creating potential compliance and reputational risks. FTC orders Walmart and others to share pricing data information
• Negative Sentiment: Valuation comparisons could limit upside: Walmart trades at a substantially higher earnings multiple than Target, while commentary suggests Walmart’s comparable-sales growth may be moderating. That premium leaves the stock more exposed if growth expectations weaken. Target trades at a fraction of Walmart’s valuation

Walmart Stock Performance

WMT opened at $123.51 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 company has a market cap of $979.90 billion, a price-to-earnings ratio of 44.59, a PEG ratio of 4.46 and a beta of 0.58. Walmart Inc. has a 52-week low of $98.88 and a 52-week high of $135.15. The firm’s fifty day simple moving average is $110.23 and its two-hundred day simple moving average is $118.40.

Walmart (NASDAQ:WMT) last released 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. 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 analysts’ expectations of $186.64 billion. During the same quarter in the previous year, the company earned $0.68 earnings per share. The company’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. Equities analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Walmart Company Profile

Walmart Inc (NASDAQ:WMT) operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.

The company organizes its operations into Walmart U.S., Walmart International and Sam’s Club U.S. Walmart U.S.