Performance Wealth Partners LLC Has $17.79 Million Stake in Walmart Inc. $WMT

Performance Wealth Partners LLC lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 8.6% in the second quarter, HoldingsChannel reports. The institutional investor owned 157,048 shares of the retailer’s stock after buying an additional 12,389 shares during the period. Walmart makes up about 0.4% of Performance Wealth Partners LLC’s holdings, making the stock its 19th largest holding. Performance Wealth Partners LLC’s holdings in Walmart were worth $17,787,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in WMT. Entrust Financial LLC bought a new position in shares of Walmart in the 4th quarter valued at about $27,000. Merkkuri Wealth Advisors LLC acquired a new position in shares of Walmart in the first quarter valued at approximately $29,000. Bay Harbor Wealth Management LLC increased its position in 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 buying an additional 105 shares during the period. Sankala Group LLC acquired a new stake in Walmart in the 4th quarter worth about $33,000. Finally, Motiv8 Investments LLC bought a new position in shares of Walmart during the fourth quarter worth approximately $34,000. 26.76% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Wells Fargo & Company dropped their price target on Walmart from $140.00 to $120.00 and set an “overweight” rating for the company in a research note on Friday. Telsey Advisory Group reiterated an “outperform” rating and issued a $130.00 target price (down from $140.00) on shares of Walmart in a research report on Friday. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Tigress Financial reiterated a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Finally, UBS Group decreased their price target on Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $131.88.

Walmart Trading Down 0.1%

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

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. During the same quarter last year, the company earned $0.68 earnings per share. The company’s revenue for the quarter 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. As a group, equities research analysts expect that Walmart Inc. will post 2.85 EPS for the current fiscal year.

Key Stories 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.

Insider Transactions at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. This trade represents a 0.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,710 shares of Walmart stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total value of $419,601.00. Following the sale, the executive vice president owned 626,299 shares in the company, valued at $70,834,416.90. This trade represents a 0.59% 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. In the last 90 days, insiders have sold 57,064 shares of company stock worth $6,697,788. Company insiders own 0.09% of the company’s stock.

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.