Walmart Inc. $WMT Shares Sold by Pursue Wealth Partners LLC

Pursue Wealth Partners LLC reduced its stake in shares of Walmart Inc. (NASDAQ:WMT) by 26.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,285 shares of the retailer’s stock after selling 12,996 shares during the period. Walmart accounts for about 2.2% of Pursue Wealth Partners LLC’s investment portfolio, making the stock its 17th largest position. Pursue Wealth Partners LLC’s holdings in Walmart were worth $3,996,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of WMT. Merkkuri Wealth Advisors LLC acquired a new position in shares of Walmart in the 1st quarter valued at $29,000. Entrust Financial LLC acquired a new stake in shares of Walmart during the 4th quarter worth $27,000. Bay Harbor Wealth Management LLC raised its position in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the period. Sankala Group LLC purchased a new position in shares of Walmart in the 4th quarter worth $33,000. Finally, Turim 21 Investimentos Ltda. acquired a new position in Walmart in the first quarter valued at $37,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This trade represents a 8.38% 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. Also, EVP Daniel J. Bartlett sold 3,710 shares of Walmart stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $113.10, for a total transaction of $419,601.00. Following the sale, the executive vice president owned 626,299 shares in the company, valued at $70,834,416.90. This represents a 0.59% 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. In the last quarter, insiders sold 57,064 shares of company stock worth $6,697,788. Insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on WMT. BNP Paribas Exane reissued an “outperform” rating and set a $137.00 price target (down from $146.00) on shares of Walmart in a research report on Friday. DA Davidson set a $132.00 price objective on Walmart and gave the stock a “buy” rating in a report on Friday. Mizuho set a $130.00 price objective on Walmart in a research note on Monday, July 27th. Cantor Fitzgerald upgraded Walmart to a “buy” rating in a report on Friday. Finally, Gordon Haskett downgraded shares of Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Walmart Stock Down 0.1%

Shares of NASDAQ WMT opened at $103.70 on Friday. The stock has a fifty day moving average price of $113.35 and a 200 day moving average price of $121.26. 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 Inc. has a 12-month low of $95.42 and a 12-month high of $135.15. The company has a market cap of $825.25 billion, a P/E ratio of 37.44, a P/E/G ratio of 3.94 and a beta of 0.61.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS 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 analysts’ expectations of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm’s quarterly revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Research analysts anticipate that Walmart Inc. will post 2.85 EPS for the current fiscal year.

Key Stories Impacting Walmart

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.