Strive Financial Group LLC Sells 10,149 Shares of Walmart Inc. $WMT

Strive Financial Group LLC lessened its position in Walmart Inc. (NASDAQ:WMT) by 47.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,058 shares of the retailer’s stock after selling 10,149 shares during the quarter. Strive Financial Group LLC’s holdings in Walmart were worth $1,252,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Walmart by 5.8% in 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 period. Peterson Wealth Management increased its stake in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Walmart by 0.9% in the 2nd 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. lifted its position in Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
• Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
• Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
• Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
• Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
• Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing

Walmart Price Performance

NASDAQ:WMT opened at $103.09 on Monday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market cap of $820.40 billion, a P/E ratio of 37.22, a P/E/G ratio of 3.92 and a beta of 0.61. Walmart Inc. has a fifty-two week low of $95.79 and a fifty-two week high of $135.15. The firm has a 50-day simple moving average of $111.90 and a two-hundred day simple moving average of $120.39.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the prior year, the firm posted $0.68 earnings per share. The business’s 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. Analysts predict that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently commented on WMT. Tigress Financial reissued a “buy” rating and set a $155.00 price objective (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Royal Bank Of Canada decreased their target price on shares of Walmart from $137.00 to $131.00 and set an “outperform” rating for the company in a research note on Friday, August 21st. Cantor Fitzgerald upgraded shares of Walmart to a “buy” rating in a report on Friday, August 21st. Freedom Capital raised Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Finally, UBS Group cut their price target on Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $131.88.

Insiders Place Their Bets

In related news, EVP Daniel Danker sold 50,644 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the transaction, the executive vice president directly owned 201,672 shares of the company’s stock, valued at approximately $21,246,145.20. This represents a 20.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their position. 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 90 days, insiders sold 77,292 shares of company stock valued at $8,421,143. 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.