14,912 Shares in Walmart Inc. $WMT Purchased by Formuepleje A S

Formuepleje A S acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 14,912 shares of the retailer’s stock, valued at approximately $1,689,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of WMT. MFA Wealth Services increased its holdings 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 acquiring an additional 80 shares during the last quarter. Realta Investment Advisors lifted its stake in Walmart by 2.0% during the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after purchasing an additional 81 shares during the last quarter. Compton Financial Group LLC boosted its holdings in Walmart by 4.1% in the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after purchasing an additional 82 shares during the period. Renaissance Group LLC boosted its holdings in Walmart by 0.9% in the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after purchasing an additional 83 shares during the period. Finally, Calton & Associates Inc. increased 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 purchasing an additional 84 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Stories Impacting Walmart

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

Analysts Set New Price Targets

A number of brokerages have weighed in on WMT. Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a report on Friday, August 21st. Royal Bank Of Canada lowered their price objective on shares of Walmart from $137.00 to $131.00 and set an “outperform” rating for the company in a research report on Friday, August 21st. Oppenheimer reiterated a “market perform” rating on shares of Walmart in a research note on Tuesday, August 25th. BNP Paribas Exane reissued an “outperform” rating and issued a $137.00 target price (down from $146.00) on shares of Walmart in a report on Friday, August 21st. Finally, Morgan Stanley restated an “overweight” rating and issued a $125.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $131.88.

Insider Activity at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares of the company’s stock, valued at $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,950 shares of the stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $105.14, for a total value of $415,303.00. Following the transaction, the executive vice president directly owned 622,349 shares of the company’s stock, valued at approximately $65,433,773.86. The trade was a 0.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 81,242 shares of company stock valued at $8,836,446. Insiders own 0.09% of the company’s stock.

Walmart Price Performance

Shares of WMT opened at $107.14 on Monday. Walmart Inc. has a one year low of $98.88 and a one year high of $135.15. The stock’s fifty day moving average is $110.81 and its 200-day moving average is $119.52. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market capitalization of $850.02 billion, a price-to-earnings ratio of 38.68, a price-to-earnings-growth ratio of 4.09 and a beta of 0.59.

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 the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Equities analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year.

Walmart 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.