OneAscent Family Office LLC Takes Position in Walmart Inc. $WMT

OneAscent Family Office LLC bought a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 10,781 shares of the retailer’s stock, valued at approximately $1,221,000.

A number of other institutional investors have also added to or reduced their stakes in WMT. Merkkuri Wealth Advisors LLC bought a new position in Walmart in the first quarter worth $29,000. Entrust Financial LLC bought a new stake in Walmart in the 4th quarter valued at $27,000. Bay Harbor Wealth Management LLC raised its stake 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 buying an additional 105 shares in the last quarter. Sankala Group LLC acquired a new position in shares of Walmart in the 4th quarter valued at $33,000. Finally, Turim 21 Investimentos Ltda. bought a new position in shares of Walmart during the 1st quarter worth about $37,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Stock Performance

NASDAQ WMT opened at $105.38 on Wednesday. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15. The company has a 50 day moving average of $112.75 and a 200-day moving average of $120.93. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The firm has a market cap of $838.62 billion, a price-to-earnings ratio of 38.04, a PEG ratio of 4.05 and a beta of 0.61.

Walmart (NASDAQ:WMT) last released its quarterly 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 return on equity of 21.83% and a net margin of 3.00%.The business had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. During the same period in the prior year, the company earned $0.68 EPS. Walmart’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. On average, equities analysts forecast that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on WMT. Evercore set a $125.00 target price on shares of Walmart in a research note on Friday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a report on Friday. BTIG Research lowered their price objective on Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. KeyCorp reissued an “overweight” rating on shares of Walmart in a report on Wednesday, August 12th. Finally, Robert W. Baird decreased their price target on Walmart from $140.00 to $120.00 and set an “outperform” rating on the stock in a research note on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $131.88.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s Sparky AI shopping assistant reportedly generates 40% higher customer spending among users, while the company is also integrating AI into advertising and exploring technology partnerships with OpenAI and ChatGPT. These efforts could lift conversion, basket sizes and future digital-advertising revenue. Walmart Sparky AI article
• Positive Sentiment: The launch of Scenario, a women’s fashion brand with most products priced below $25, is designed to attract younger, trend-conscious shoppers and strengthen Walmart’s position in apparel. Its value pricing may help the retailer compete more directly with Amazon. Walmart Scenario fashion brand article
• Positive Sentiment: Analysts’ consensus price target of approximately $128 remains well above recent trading levels, suggesting some Wall Street analysts view the selloff as excessive. Walmart also exceeded quarterly EPS and revenue expectations and raised its full-year sales-growth outlook to 4%-5%.
• Neutral Sentiment: Walmart is rolling out NFC tap-to-pay across U.S. stores and clubs, improving checkout convenience and aligning with broader mobile-wallet adoption. The change may support engagement but is unlikely to materially alter near-term earnings. Walmart NFC rollout article
• Negative Sentiment: U.S. comparable sales increased only 2.6%, below the 3.8% consensus estimate and representing Walmart’s slowest comparable-sales growth in six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious, despite the earnings beat. Walmart comparable-sales miss article
• Negative Sentiment: Amazon’s share of U.S. clothing spending doubled to 17% in 2025 from 8.5% in 2019, while Walmart’s share edged lower. The widening gap raises concerns about Walmart’s ability to gain share in an important retail category. Amazon and Walmart clothing-share article
• Negative Sentiment: Commentators argue WMT still trades at a premium valuation—roughly 36 times forward earnings—despite decelerating growth and cautious consumer trends. That leaves less room for disappointment and has amplified the post-earnings decline.

Insider Activity at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. This represents a 0.46% 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. In the last ninety days, insiders have sold 57,064 shares of company stock valued at $6,697,788. 0.09% of the stock is currently owned by company insiders.

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.