Walmart Inc. $WMT Shares Bought by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC grew its position in shares of Walmart Inc. (NASDAQ:WMT) by 34.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 45,863 shares of the retailer’s stock after purchasing an additional 11,760 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in Walmart were worth $5,195,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Merkkuri Wealth Advisors LLC purchased a new position in Walmart during the 1st quarter worth approximately $29,000. Entrust Financial LLC acquired a new position in Walmart during the fourth quarter worth approximately $27,000. Bay Harbor Wealth Management LLC lifted its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares during the last quarter. Sankala Group LLC purchased a new stake in Walmart in the fourth quarter valued at approximately $33,000. Finally, Turim 21 Investimentos Ltda. acquired a new stake in shares of Walmart in the first quarter valued at approximately $37,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s history of earnings surprises, along with favorable estimates and other indicators tracked by Zacks, suggests the company could exceed consensus expectations again. Why Walmart Could Beat Earnings Estimates Again
• Positive Sentiment: Analysts are highlighting continued e-commerce momentum, improving profit mix and Walmart Connect’s rapidly growing advertising business. Advertising revenue carries higher margins and may help offset price investments, delivery costs and softer store-sales growth. As Retail Stagnates, Ad Dollars Help Walmart Stay the Course
• Positive Sentiment: DA Davidson reaffirmed its buy rating and assigned a $150 price target, indicating substantial potential appreciation if Walmart delivers on its growth and profitability plans. DA Davidson Walmart Rating
• Neutral Sentiment: The upcoming report is viewed as an important read on the U.S. consumer because Walmart serves both value-focused and higher-income shoppers. Its performance could provide broader insight into household spending trends. What Walmart and Target Earnings Could Tell Us About Consumers
• Neutral Sentiment: Walmart’s low-price strategy and thousands of rollbacks may sustain customer traffic, although rising fuel costs are creating pressure for lower-income shoppers. Can Walmart Sustain Growth as Household Budgets Tighten?
• Negative Sentiment: Same-store sales growth has cooled, and investors remain concerned that Walmart’s cautious annual outlook could limit upside. The company is increasingly relying on higher-margin advertising to support profitability as core retail momentum moderates. Walmart Investors Hang Hopes on Retail Media as Sales Cool
• Negative Sentiment: Several previews warn that WMT’s valuation is demanding, while fuel costs, cautious consumers and operating-margin pressure could make it difficult to justify further gains. One report also frames the company’s long dividend-growth streak as potentially vulnerable if earnings and cash flow weaken. Walmart Strong Company but Overvalued Before Earnings

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on WMT shares. Weiss Ratings lowered shares of Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, July 31st. TD Cowen reiterated a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Evercore reiterated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Oppenheimer downgraded shares of Walmart from an “outperform” rating to a “market perform” rating in a research report on Tuesday, August 4th. Finally, Guggenheim restated a “buy” rating and issued a $135.00 price objective (down from $137.00) on shares of Walmart in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $138.50.

Insider Transactions at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $118.19, for a total transaction of $342,751.00. Following the sale, the executive vice president owned 574,953 shares of the company’s stock, valued at approximately $67,953,695.07. The trade was a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,710 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the transaction, the executive vice president owned 626,299 shares in the company, valued at $70,834,416.90. The trade was a 0.59% decrease in their ownership of the stock. 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. Over the last three months, insiders have sold 70,189 shares of company stock valued at $8,377,320. 0.09% of the stock is owned by company insiders.

Walmart Trading Up 0.8%

Shares of WMT stock opened at $115.20 on Wednesday. The business’s fifty day moving average price is $114.15 and its 200 day moving average price is $121.52. The firm has a market capitalization of $916.77 billion, a PE ratio of 40.42, a P/E/G ratio of 4.30 and a beta of 0.61. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.Walmart’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, sell-side analysts forecast that Walmart Inc. will post 2.88 EPS for the current fiscal year.

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.