HORAN Wealth LLC Sells 40,938 Shares of Walmart Inc. $WMT

HORAN Wealth LLC lessened its position in shares of Walmart Inc. (NASDAQ:WMT) by 50.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 40,606 shares of the retailer’s stock after selling 40,938 shares during the quarter. HORAN Wealth LLC’s holdings in Walmart were worth $4,599,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in WMT. Entrust Financial LLC bought a new stake in Walmart during the 4th quarter worth about $27,000. Merkkuri Wealth Advisors LLC bought a new position in shares of Walmart in the 1st quarter valued at about $29,000. Montgomery Financial Services LLC bought a new position in shares of Walmart in the 2nd quarter valued at about $32,000. Sankala Group LLC acquired a new stake in shares of Walmart during the 4th quarter worth approximately $33,000. Finally, Motiv8 Investments LLC acquired a new stake in shares of Walmart during the 4th quarter worth approximately $34,000. Institutional investors own 26.76% of the company’s stock.

Analysts Set New Price Targets

WMT has been the topic of several analyst reports. BTIG Research cut their price objective on shares of Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Morgan Stanley reiterated an “overweight” rating and set a $125.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Weiss Ratings downgraded Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Finally, Wolfe Research restated an “outperform” rating and issued a $115.00 price target on shares of Walmart in a research report 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 issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $131.88.

Insiders Place Their Bets

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 201,672 shares in the company, valued at $21,246,145.20. This represents a 20.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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 Guggina sold 11,978 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 81,242 shares of company stock valued at $8,836,446 in the last three months. Insiders own 0.09% of the company’s stock.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $107.14 on Monday. The company’s fifty day moving average is $110.81 and its 200-day moving average is $119.52. The stock has a market cap of $850.02 billion, a price-to-earnings ratio of 38.68, a P/E/G ratio of 4.09 and a beta of 0.59. Walmart Inc. has a twelve month low of $98.88 and a twelve month high of $135.15. 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 (NASDAQ:WMT) last released its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm’s quarterly revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $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 predict that Walmart Inc. will post 2.87 EPS for the current year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

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.