Compass Financial Management LLC Purchases Shares of 17,336 Walmart Inc. $WMT

Compass Financial Management LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 17,336 shares of the retailer’s stock, valued at approximately $1,941,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its position in shares of Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Walmart by 5.8% during 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 position in shares of Walmart by 3.5% during 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 during the period. Sivia Capital Partners LLC lifted its holdings in shares of 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 purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Trading Down 1.0%

Shares of NASDAQ:WMT opened at $104.34 on Thursday. The firm has a fifty day moving average of $112.47 and a two-hundred day moving average of $120.78. The firm has a market capitalization of $830.35 billion, a P/E ratio of 37.67, a price-to-earnings-growth ratio of 4.00 and a beta of 0.61. Walmart Inc. has a 12-month low of $95.60 and a 12-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 0.41.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The business had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same period in the prior year, the business posted $0.68 earnings per share. Walmart’s revenue for the quarter was up 5.9% compared to the same quarter last year. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, equities analysts expect that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president directly owned 630,009 shares of the company’s stock, valued at $69,074,186.76. This trade represents a 0.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’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 value of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was 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 have sold a total of 26,648 shares of company stock valued at $3,085,798 in the last three months. Insiders own 0.09% of the company’s stock.

Key Headlines Impacting Walmart

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. Piper Sandler reissued an “overweight” rating and issued a $128.00 price target (down from $137.00) on shares of Walmart in a research note on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 price objective on shares of Walmart in a research note on Friday, August 21st. Truist Financial set a $114.00 target price on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, August 21st. TD Cowen restated a “buy” rating on shares of Walmart in a report on Friday, August 21st. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $130.00 price target on shares of Walmart in a report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $131.88.

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.