5,241 Shares in Walmart Inc. $WMT Bought by Pacific Sun Financial Corp

Pacific Sun Financial Corp purchased a new stake in Walmart Inc. (NASDAQ:WMT) in the second quarter, HoldingsChannel reports. The institutional investor purchased 5,241 shares of the retailer’s stock, valued at approximately $594,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Entrust Financial LLC acquired a new stake in shares of Walmart during the fourth quarter worth about $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in shares of Walmart in the 1st quarter valued at about $29,000. Bay Harbor Wealth Management LLC boosted its position in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the period. Sankala Group LLC acquired a new stake in shares of Walmart in the 4th quarter valued at about $33,000. Finally, Motiv8 Investments LLC purchased a new position in Walmart during the 4th quarter worth approximately $34,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total transaction of $308,386.00. Following the completion of the sale, the executive vice president directly owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This trade represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction 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 completion of the transaction, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 57,064 shares of company stock valued at $6,697,788. Corporate insiders own 0.09% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $103.70 on Friday. The stock’s 50-day moving average price is $113.35 and its 200 day moving average price is $121.26. 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 stock has a market capitalization of $825.25 billion, a PE ratio of 37.44, a price-to-earnings-growth ratio of 3.93 and a beta of 0.61. Walmart Inc. has a 52-week low of $95.42 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $186.64 billion. During the same period last year, the firm earned $0.68 EPS. The firm’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 forecast that Walmart Inc. will post 2.86 EPS for the current year.

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 research analysts have commented on WMT shares. Cantor Fitzgerald raised Walmart to a “buy” rating in a research report on Friday. The Goldman Sachs Group reissued a “buy” rating and issued a $130.00 price objective on shares of Walmart in a report on Friday. DA Davidson set a $132.00 target price on shares of Walmart and gave the stock a “buy” rating in a research report on Friday. Wolfe Research reaffirmed an “outperform” rating and issued a $115.00 target price on shares of Walmart in a report on Friday. Finally, Tigress Financial reiterated a “buy” rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

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.