Insight Wealth Strategies LLC Trims Position in Walmart Inc. $WMT

Insight Wealth Strategies LLC lessened its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 86.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,603 shares of the retailer’s stock after selling 16,957 shares during the quarter. Insight Wealth Strategies LLC’s holdings in Walmart were worth $283,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management raised its holdings in Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its position in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $116.01 on Thursday. The firm has a market cap of $923.22 billion, a P/E ratio of 40.71, a PEG ratio of 4.23 and a beta of 0.61. Walmart Inc. has a twelve month low of $95.42 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 0.42. The company has a 50 day moving average of $114.45 and a 200 day moving average of $121.58.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. The business had revenue of $177.75 billion for 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%.The company’s revenue was up 7.4% compared to the same quarter last year. During the same period last year, the business posted $0.61 EPS. 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, research analysts expect that Walmart Inc. will post 2.88 EPS for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Bank of America analyst Christopher Nardone said Walmart could return to its “beat-and-raise” pattern this quarter, potentially benefiting from resilient overall demand, e-commerce gains and market-share growth despite softer spending among lower-income consumers. Walmart Could Return to Its Beat-And-Raise Playbook This Quarter, Analyst Says
• Positive Sentiment: Royal Bank of Canada reaffirmed its “outperform” rating and assigned a $137 price target, implying substantial potential upside from recent levels. Benzinga analyst rating report
• Positive Sentiment: Walmart’s e-commerce progress and expansion of Walmart Connect could support longer-term growth. Its acquisition of streaming-ad platform Vibe.co gives advertisers easier access to connected-TV campaigns and could increase the value of Walmart’s consumer data and advertising business. Walmart Bets On Streaming Ads
• Neutral Sentiment: Walmart and the Walmart Foundation committed $500,000 in grants and in-kind aid for Spokane wildfire relief. The contribution strengthens the company’s community profile but is unlikely to materially affect earnings. Walmart and the Walmart Foundation Commit $500,000 to Spokane Wildfire Relief
• Neutral Sentiment: Former CEO Doug McMillon joined a Federal Reserve task force examining real-time retail data and artificial intelligence. The role may raise Walmart’s policy influence, though the near-term financial impact is unclear. What Does Walmart Joining Fed Data Talks Mean For Its Pricing Power?
• Negative Sentiment: Valuation remains a concern after Walmart’s strong multiyear return. A discounted-cash-flow analysis and other valuation measures suggest the stock may be priced at a premium, while investments in advertising, delivery and other growth initiatives could pressure margins. Is Walmart Fully Valued If Growth Plans Meet Margin Pressure?
• Negative Sentiment: Erste Group Bank trimmed its fiscal 2027 EPS estimate slightly to $2.89 from $2.90 and maintained a “hold” rating, signaling limited near-term earnings upside. Walmart analyst estimate report

Insider Activity

In related news, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares of the company’s stock, valued at $82,021,470.96. This trade represents a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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 3,775 shares of Walmart stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the sale, the executive vice president owned 630,009 shares of the company’s stock, valued at $69,074,186.76. The trade was a 0.60% 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 90 days, insiders sold 71,439 shares of company stock valued at $8,544,532. Corporate insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on WMT. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price objective (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. UBS Group reiterated a “buy” rating on shares of Walmart in a research note on Tuesday, August 4th. Finally, Evercore reissued an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $138.56.

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.