United Bank Invests $1.04 Million in Walmart Inc. $WMT

United Bank bought a new stake in Walmart Inc. (NASDAQ:WMT) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 9,194 shares of the retailer’s stock, valued at approximately $1,041,000.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Walmart by 28.8% during the fourth 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 during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the last quarter. Peterson Wealth Management grew its holdings in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised 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 acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on WMT shares. Freedom Capital raised Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. BTIG Research cut their price target on shares of Walmart from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday. Cantor Fitzgerald raised shares of Walmart to a “buy” rating in a research report on Friday. Finally, Guggenheim set a $130.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Walmart Price Performance

WMT stock opened at $103.70 on Monday. 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 capitalization of $825.25 billion, a PE ratio of 37.44, a PEG ratio of 3.91 and a beta of 0.61. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15. The business’s 50 day simple moving average is $113.35 and its 200 day simple moving average is $121.24.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter last year, the firm posted $0.68 EPS. 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. As a group, research analysts anticipate that Walmart Inc. will post 2.86 EPS for the current year.

Insider Buying and Selling

In other news, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 57,064 shares of company stock valued at $6,697,788. 0.09% of the stock is currently owned by insiders.

Walmart News Roundup

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.

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.