26,388 Shares in Walmart Inc. $WMT Purchased by PCM Encore LLC

PCM Encore LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 26,388 shares of the retailer’s stock, valued at approximately $2,989,000. Walmart makes up 0.5% of PCM Encore LLC’s holdings, making the stock its 29th biggest holding.

A number of other large investors have also added to or reduced their stakes in WMT. Brighton Jones LLC grew its holdings in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares in the last quarter. Peterson Wealth Management raised its stake in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its position in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on WMT. BMO Capital Markets restated an “outperform” rating and issued a $126.00 target price on shares of Walmart in a report on Friday. Oppenheimer lowered Walmart from a “market perform” rating to a “cautious” rating in a research report on Wednesday, August 19th. Citigroup reduced their price objective on Walmart from $147.00 to $132.00 and set a “buy” rating on the stock in a research note on Friday. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Finally, Gordon Haskett cut Walmart from a “buy” rating to an “accumulate” rating in a report on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Insider Transactions at Walmart

In related news, EVP Daniel J. Bartlett sold 3,710 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the completion of the sale, the executive vice president directly owned 626,299 shares of the company’s stock, valued at approximately $70,834,416.90. This trade represents a 0.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 57,064 shares of company stock valued at $6,697,788. Company insiders own 0.09% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusually heavy call-option activity may indicate increased near-term bullish interest. Investors purchased 166,747 call options, about 33% above the typical daily volume. However, options activity is speculative and does not guarantee further gains.
• Positive Sentiment: Walmart is rolling out tap-to-pay and NFC capabilities across its U.S. stores and clubs. The move could improve checkout convenience, support mobile-wallet adoption and strengthen customer engagement as digital sales and membership become more important. Can Walmart’s Tap to Pay Push Strengthen Customer Engagement?
• Positive Sentiment: The company is introducing Scenario, a mostly sub-$25 fashion brand aimed at younger shoppers. Walmart hopes the offering will attract value-conscious consumers and improve its competitive position against Amazon in apparel. Walmart Aims to Take On Amazon With Trendier Apparel
• Neutral Sentiment: Walmart’s latest quarter exceeded expectations, with adjusted earnings of $0.81 per share versus roughly $0.74 expected and revenue of $187.94 billion, up 5.9% year over year. Full-year sales guidance was also raised to 4%-5%, but the outlook implies moderating growth.
• Negative Sentiment: U.S. comparable sales growth slowed to 2.6%, compared with 4.1% in the prior quarter and 4.6% a year earlier. Investors remain concerned that cautious consumers and uneven spending are pressuring traffic and discretionary purchases.
• Negative Sentiment: Several analysts reduced Walmart’s price targets or issued more cautious forecasts after the earnings report. Critics also argue that the stock remains expensive at roughly 36 times forward earnings despite decelerating growth, limiting upside.

Walmart Price Performance

WMT stock opened at $106.49 on Tuesday. The stock has a market cap of $847.46 billion, a PE ratio of 38.44, a P/E/G ratio of 3.91 and a beta of 0.61. Walmart Inc. has a 12 month low of $95.42 and a 12 month high of $135.15. The company has a 50-day moving average price of $113.06 and a 200 day moving average price of $121.09. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.

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. The company had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period in the prior year, the company 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. Equities research analysts anticipate that Walmart Inc. will post 2.86 earnings per share for the current year.

About Walmart

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.