Walmart Inc. $WMT Shares Sold by Plan Group Financial LLC

Plan Group Financial LLC cut its holdings in Walmart Inc. (NASDAQ:WMT) by 21.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 17,382 shares of the retailer’s stock after selling 4,702 shares during the quarter. Plan Group Financial LLC’s holdings in Walmart were worth $1,969,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of WMT. Brighton Jones LLC raised its holdings in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management boosted its holdings in Walmart by 3.5% during the first 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 boosted its holdings in Walmart by 0.9% during the second 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. grew its position in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Down 0.4%

Walmart stock opened at $115.27 on Friday. The company has a 50 day moving average price of $114.34 and a 200 day moving average price of $121.52. Walmart Inc. has a 52 week low of $95.42 and a 52 week high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market capitalization of $917.33 billion, a price-to-earnings ratio of 40.45, a P/E/G ratio of 4.32 and a beta of 0.61.

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

Analysts Set New Price Targets

WMT has been the topic of several research reports. TD Cowen reaffirmed a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Evercore restated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. Finally, UBS Group reaffirmed a “buy” rating on shares of Walmart in a report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.56.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s e-commerce business continues to be viewed as a significant growth engine, with its digital capabilities increasingly resembling a broader commerce platform rather than a traditional big-box retailer. Walmart’s E-Commerce Engine Roars
• Positive Sentiment: Jefferies said potential tariff refunds could support Walmart’s price-leadership strategy. Reinvesting the money in lower prices could widen its price gap with competitors and help drive market-share gains, particularly in consumables. Walmart set for in-line Q2
• Positive Sentiment: Royal Bank of Canada reaffirmed an “Outperform” rating, providing some support for the long-term investment case despite near-term sales concerns. RBC Reaffirms Outperform Rating
• Neutral Sentiment: Walmart is expected to deliver largely in-line second-quarter results. The key catalysts are management’s second-half outlook, tariff-refund treatment and the potential effect on pricing and margins. Walmart Q2 earnings preview
• Neutral Sentiment: The company will release results before the market opens on August 20 and host a conference call with CEO John Furner and CFO John David Rainey. Walmart to Host Second Quarter Earnings Conference Call
• Negative Sentiment: Deutsche Bank expects Walmart to miss second-quarter comparable-sales estimates, while high gasoline prices are pressuring household budgets and raising the retailer’s operating costs. Walmart Seen Missing Comparable Sales Estimates
• Negative Sentiment: Analysts have cited elevated fuel costs, rising expenses and valuation concerns as reasons for Walmart’s recent weakness, despite solid revenue growth and e-commerce momentum. Walmart Stock Slides About 12% in 3 Months
• Negative Sentiment: Amazon’s AI-powered Alexa shopping tools could intensify competition for grocery-list creation and digital shopping relationships, areas strategically important to Walmart’s e-commerce growth. Amazon’s Alexa Shopping Strategy

Insiders Place Their Bets

In other news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were 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 in the company, valued at $14,985,527.94. The trade was a 8.74% 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. Insiders have sold a total of 70,189 shares of company stock valued at $8,377,320 over the last quarter. 0.09% of the stock is owned by insiders.

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.