91,844 Shares in Walmart Inc. $WMT Purchased by Permanens Capital L.P.

Permanens Capital L.P. acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 91,844 shares of the retailer’s stock, valued at approximately $10,402,000. Walmart comprises 1.1% of Permanens Capital L.P.’s investment portfolio, making the stock its 22nd biggest holding.

Other hedge funds also recently modified their holdings of the company. Merkkuri Wealth Advisors LLC acquired a new position in Walmart in the first quarter valued at approximately $29,000. Entrust Financial LLC acquired a new stake in Walmart during the 4th quarter worth $27,000. Bay Harbor Wealth Management LLC grew its holdings in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares during the period. Sankala Group LLC bought a new stake in shares of Walmart during the 4th quarter valued at $33,000. Finally, Turim 21 Investimentos Ltda. bought a new stake in shares of Walmart during the 1st quarter valued at $37,000. Institutional investors own 26.76% of the company’s stock.

Walmart Trading Up 0.4%

WMT opened at $103.09 on Friday. The stock has a market capitalization of $820.40 billion, a P/E ratio of 37.22, a P/E/G ratio of 3.92 and a beta of 0.61. Walmart Inc. has a 12 month low of $95.79 and a 12 month high of $135.15. The firm’s fifty day simple moving average is $111.90 and its 200 day simple moving average is $120.45. 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 (NASDAQ:WMT) last released its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter in the prior year, the company earned $0.68 EPS. The company’s revenue was up 5.9% on a year-over-year basis. 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, research analysts anticipate that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the sale, the executive vice president owned 630,009 shares in the company, valued at approximately $69,074,186.76. The trade was a 0.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the company’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 value of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 77,292 shares of company stock valued at $8,421,143 over the last three months. 0.09% of the stock is currently owned by corporate insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
• Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
• Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
• Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
• Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
• Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on WMT shares. Evercore set a $125.00 price target on Walmart in a research report on Friday, August 21st. BMO Capital Markets reiterated an “outperform” rating and issued a $126.00 price objective on shares of Walmart in a report on Friday, August 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a research note on Friday, August 21st. Piper Sandler restated an “overweight” rating and set a $128.00 target price (down from $137.00) on shares of Walmart in a report on Friday, August 21st. Finally, DA Davidson set a $132.00 target price on Walmart and gave the stock a “buy” rating in a research report on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $131.88.

About Walmart

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.