Madison Wealth Partners Inc Invests $783,000 in Walmart Inc. $WMT

Madison Wealth Partners Inc acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,912 shares of the retailer’s stock, valued at approximately $783,000.

Several other large investors have also bought and sold shares of WMT. MFA Wealth Services raised its position in Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after acquiring an additional 80 shares in the last quarter. Realta Investment Advisors boosted its position in shares of Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after purchasing an additional 81 shares in the last quarter. Compton Financial Group LLC grew its stake in shares of Walmart by 4.1% in the 1st 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 last quarter. Renaissance Group LLC raised its holdings in shares of Walmart by 0.9% in the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after purchasing an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. raised its holdings in shares of Walmart by 0.3% in the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after purchasing an additional 84 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

WMT has been the subject of a number of research reports. The Goldman Sachs Group restated a “buy” rating and set a $130.00 target price on shares of Walmart in a report on Friday, August 21st. Guggenheim set a $130.00 price objective on Walmart and gave the company a “buy” rating in a research report on Friday, August 21st. Freedom Capital raised Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Robert W. Baird decreased their target price on Walmart from $140.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Finally, TD Cowen reaffirmed a “buy” rating on shares of Walmart 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’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Insider Activity at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the transaction, the executive vice president directly owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. The trade was a 0.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. 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 shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president owned 125,067 shares in the company, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 26,648 shares of company stock valued at $3,085,798. Corporate insiders own 0.09% of the company’s stock.

Walmart Trading Down 1.0%

Shares of NASDAQ WMT opened at $104.34 on Thursday. Walmart Inc. has a one year low of $95.60 and a one year high of $135.15. The firm has a market capitalization of $830.35 billion, a PE ratio of 37.67, a PEG ratio of 4.00 and a beta of 0.61. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The business has a 50-day moving average price of $112.47 and a two-hundred day moving average price of $120.78.

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.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts continue to project upside for WMT, with reports citing consensus price targets of $138.50 and $128.43—well above recent trading levels. Large call-option purchases also suggest some traders are positioning for a rebound. Walmart consensus price target Walmart call options activity
• Positive Sentiment: Walmart’s digital sales, automation and AI initiatives remain key parts of the growth story. Its Sparky shopping assistant has reportedly produced customer baskets about 40% larger than those of customers shopping without the tool, while Walmart is also exploring advertising and technology opportunities with OpenAI and ChatGPT. Walmart Sparky AI assistant
• Positive Sentiment: The new Scenario women’s fashion brand, with most items priced below $25, could help Walmart attract younger shoppers and expand its apparel business. The company is also increasing rapid-delivery capabilities through Flipkart in India. Walmart launches Scenario fashion brand
• Neutral Sentiment: Investors are comparing Walmart’s digital and business-mix expansion with MercadoLibre’s broader ecosystem growth, highlighting Walmart’s improving online opportunity but also the high expectations embedded in its valuation. Walmart versus MercadoLibre growth comparison
• Negative Sentiment: Walmart’s U.S. comparable sales rose 2.6%, below the 3.8% analyst estimate and representing the company’s slowest comparable-sales growth in roughly six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious. Walmart comparable-sales miss
• Negative Sentiment: Valuation remains a concern after Walmart’s substantial five-year gain. Analysts note that the stock trades at a premium relative to peers despite slower store-sales momentum, while Amazon continues to take share of U.S. clothing spending from Walmart. Walmart valuation concerns Amazon clothing share versus Walmart

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.