Walmart Inc. $WMT Shares Sold by Allworth Financial LP

Allworth Financial LP lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 340,091 shares of the retailer’s stock after selling 5,765 shares during the period. Allworth Financial LP’s holdings in Walmart were worth $38,519,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Entrust Financial LLC purchased a new position in shares of Walmart in the 4th quarter worth $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart during the first quarter valued at about $29,000. Montgomery Financial Services LLC purchased a new stake in Walmart during the second quarter valued at about $32,000. Sankala Group LLC acquired a new stake in Walmart during the fourth quarter worth about $33,000. Finally, Motiv8 Investments LLC acquired a new stake in Walmart during the fourth quarter worth about $34,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Stock Down 1.0%

Shares of NASDAQ WMT traded down $1.09 on Tuesday, hitting $106.05. The company had a trading volume of 22,633,471 shares, compared to its average volume of 25,673,854. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. Walmart Inc. has a 12-month low of $98.88 and a 12-month high of $135.15. The firm has a market capitalization of $841.37 billion, a P/E ratio of 38.29, a PEG ratio of 4.09 and a beta of 0.59. The business has a 50 day moving average of $110.66 and a two-hundred day moving average of $119.36.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company’s revenue was up 5.9% on a year-over-year basis. During the same period last year, the business posted $0.68 EPS. 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 2.87 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Christopher Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, August 20th. The shares were 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 approximately $60,523,730.02. This trade represents a 0.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 transaction of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. This trade represents a 8.74% 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 ninety days, insiders have sold 81,242 shares of company stock worth $8,836,446. Company insiders own 0.09% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: AI positioning could support long-term growth. TD Cowen identified Walmart as one of the retailers best positioned to benefit from artificial intelligence, including more personalized shopping, improved inventory management and greater operating efficiency. Walmart, Ulta and Other Retailers That Can Win With AI
• Positive Sentiment: Opioid settlement removes a major legal overhang. Walmart agreed to pay $50 million to resolve a federal opioid case, substantially below the potential multibillion-dollar liability previously suggested by the Justice Department. The relatively modest settlement limits financial damage, although compliance and reputational concerns remain. Walmart Settles a Potential Multibillion-Dollar Opioid Case for $50 Million
• Positive Sentiment: Advertising is improving Walmart’s profit mix. The company’s expanding advertising business is generating higher-margin revenue as digital sales grow, potentially supporting earnings and profitability over time. Walmart’s Ad Business Expands: Can High-Margin Growth Lift Profits?
• Neutral Sentiment: Defensive appeal may attract investors before CPI and the Fed decision. Walmart is being highlighted alongside other defensive companies as a relatively stable retailer during macroeconomic uncertainty. However, interest-rate expectations and inflation data could influence the broader market more than company-specific news. 5 Defensive Stocks to Watch as CPI and the Fed Put the Rally to the Test
• Neutral Sentiment: Analyst commentary remains favorable but highlights relative underperformance. Jim Cramer said he would buy Walmart after its recent weakness, while noting that Target’s turnaround has attracted more attention. The comments may support sentiment but do not change Walmart’s earnings outlook. Jim Cramer Says Buy Walmart as Target’s Turnaround Gains Momentum
• Negative Sentiment: Near-term profit growth could face pressure. While advertising is a promising high-margin growth engine, expected Vibe-related costs may weigh on fiscal 2027 earnings growth. Walmart’s premium valuation makes such cost pressure a potential stock headwind. Walmart’s Ad Business Expands: Can High-Margin Growth Lift Profits?

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on WMT. DA Davidson set a $132.00 price objective on Walmart and gave the company a “buy” rating in a research note on Friday, August 21st. Roth Capital reissued a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Cantor Fitzgerald upgraded shares of Walmart to a “buy” rating in a report on Friday, August 21st. Wells Fargo & Company reduced their price target on shares of Walmart from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday, August 21st. Finally, Freedom Broker upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $131.88.

Walmart Company Profile

Walmart Inc is a multinational retail and technology company that operates supercenters, discount stores, neighborhood markets, e-commerce platforms and membership warehouse clubs. Its merchandise includes groceries, apparel, electronics, home goods, health and beauty products, general merchandise and other consumer products.

Founded by Sam Walton in 1962 and incorporated in 1969, Walmart is headquartered in Bentonville, Arkansas. The company serves customers through operations in the United States and international markets, including Mexico, Canada, China, India and several countries in Central America and Africa.