Continuum Advisory LLC Has $40.55 Million Stock Position in Walmart Inc. $WMT

Continuum Advisory LLC increased its stake in Walmart Inc. (NASDAQ:WMT) by 3.5% during the second quarter, HoldingsChannel.com reports. The fund owned 357,980 shares of the retailer’s stock after buying an additional 12,104 shares during the period. Walmart makes up approximately 3.3% of Continuum Advisory LLC’s holdings, making the stock its 3rd biggest position. Continuum Advisory LLC’s holdings in Walmart were worth $40,545,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of WMT. MFA Wealth Services boosted its position in shares of Walmart by 0.7% in the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after purchasing an additional 80 shares during the period. Realta Investment Advisors raised its holdings in Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after buying an additional 81 shares during the period. Compton Financial Group LLC raised its holdings in Walmart by 4.1% during the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after buying an additional 82 shares during the period. Renaissance Group LLC raised its holdings in Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after buying an additional 83 shares during the period. Finally, Calton & Associates Inc. lifted its stake in Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after buying an additional 84 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Up 2.2%

Shares of NASDAQ WMT opened at $108.42 on Friday. 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 one year low of $98.88 and a one year high of $135.15. The business has a 50-day moving average price of $110.98 and a two-hundred day moving average price of $119.70. The firm has a market capitalization of $860.18 billion, a PE ratio of 39.14, a PEG ratio of 4.05 and a beta of 0.59.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The company 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 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. As a group, analysts predict that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Wolfe Research reiterated an “outperform” rating and issued a $115.00 target price on shares of Walmart in a report on Friday, August 21st. Evercore set a $125.00 price target on shares of Walmart in a report on Friday, August 21st. Freedom Capital upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Cantor Fitzgerald raised shares of Walmart to a “buy” rating in a research note on Friday, August 21st. Finally, BMO Capital Markets reiterated an “outperform” rating and set a $126.00 price objective on shares of Walmart in a research report on Friday, August 21st. Three 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 stock. Based on data from MarketBeat.com, Walmart has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Insider Activity at Walmart

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the stock in a transaction that occurred on Wednesday, August 26th. The shares were 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 owned 201,672 shares in the company, valued at $21,246,145.20. This represents a 20.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 Daniel J. Bartlett sold 3,950 shares of Walmart stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $105.14, for a total transaction of $415,303.00. Following the sale, the executive vice president directly owned 622,349 shares of the company’s stock, valued at $65,433,773.86. This trade represents a 0.63% 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. Over the last ninety days, insiders sold 81,242 shares of company stock valued at $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: Walmart is expanding restaurant delivery through a Dunkin’ partnership. The agreement adds Dunkin’ locations to Walmart’s three-month-old restaurant-delivery service, following its partnership with Subway. The move broadens Walmart’s convenience ecosystem and could increase delivery frequency, customer engagement and fee-based revenue while positioning the company against DoorDash and Uber Eats. Walmart Teams With Dunkin’ to Expand Restaurant Delivery
• Positive Sentiment: Walmart and Amazon are commercializing fraud-prevention tools. Turning security and scam-prevention capabilities into retail products could create new business opportunities and strengthen customer trust, though the financial impact for WMT is not yet clear. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Positive Sentiment: Recent product launches continue to widen Walmart’s role in everyday spending. New offerings across fashion, groceries, health and home support the company’s strategy of increasing sales across multiple categories. Analysts remain constructive, including Tigress Financial’s reiterated Buy rating, although Walmart’s elevated earnings multiple limits room for disappointment. Is Walmart Undervalued Following Its Latest Product Launches?
• Neutral Sentiment: Haleon negotiated improved shelf placement at Walmart and Target. The arrangement could improve product visibility and shopper traffic in Walmart stores, but it primarily benefits Haleon and does not materially change Walmart’s earnings outlook. Haleon Secures Better Shelf Space at Walmart and Target
• Neutral Sentiment: Executive Daniel Bartlett sold 3,950 shares worth about $415,000. The sale reduced his holdings by only 0.63% and was conducted under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s view of WMT. SEC Insider Trading Filing
• Negative Sentiment: The U.S. Department of Justice expanded its investigation into rising beef prices to Walmart and other large retailers. The inquiry creates potential legal, reputational and compliance risks, although the reports do not establish wrongdoing by Walmart. DOJ Expands Beef Price Investigation

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.