Solstein Capital LLC Takes $1.68 Million Position in Walmart Inc. $WMT

Solstein Capital LLC acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 14,799 shares of the retailer’s stock, valued at approximately $1,676,000.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of Walmart by 28.8% in the fourth 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 during the period. Revolve Wealth Partners LLC lifted its holdings in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares during the period. Peterson Wealth Management boosted its position 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 during the last quarter. Sivia Capital Partners LLC boosted its position in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $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 1.6%

Shares of NASDAQ:WMT opened at $102.63 on Friday. The stock has a 50 day moving average of $112.18 and a 200 day moving average of $120.57. The company has a market cap of $816.74 billion, a PE ratio of 37.05, a price-to-earnings-growth ratio of 3.96 and a beta of 0.61. Walmart Inc. has a 12-month low of $95.70 and a 12-month high of $135.15. 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 EPS 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 company had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter last year, the business earned $0.68 EPS. The firm’s revenue 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. As a group, equities research analysts expect that Walmart Inc. will post 2.87 EPS for the current year.

Insider Activity

In related news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction 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 transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. The sale was disclosed in a 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 Daniel J. Bartlett sold 3,710 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total value of $419,601.00. Following the completion of the sale, the executive vice president owned 626,299 shares of the company’s stock, valued at $70,834,416.90. The trade was a 0.59% 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. In the last ninety days, insiders sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is currently owned by company insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
• Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart’s Big Sell-Off Could Be a Buying Opportunity
• Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
• Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam’s Club Children’s Miracle Network Support
• Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
• Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Oppenheimer reaffirmed a “market perform” rating on shares of Walmart in a research report on Tuesday. Freedom Capital raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, August 20th. BNP Paribas Exane restated an “outperform” rating and set a $137.00 target price (down from $146.00) on shares of Walmart in a research report on Friday, August 21st. Piper Sandler reaffirmed 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, Raymond James Financial reiterated an “outperform” rating and issued a $130.00 price target on shares of Walmart in a research report on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target 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.