6,384 Shares in Walmart Inc. $WMT Bought by Fiduciary Financial Advisors

Fiduciary Financial Advisors bought a new stake in Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,384 shares of the retailer’s stock, valued at approximately $722,000.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased 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 valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management increased its stake in Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in Walmart by 0.9% during 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 in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Walmart by 1.2% in 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. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Trading Up 0.4%

NASDAQ WMT opened at $103.09 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The stock has a market capitalization of $820.40 billion, a P/E ratio of 37.22, a P/E/G ratio of 3.90 and a beta of 0.61. Walmart Inc. has a 52-week low of $95.79 and a 52-week high of $135.15. The firm has a 50-day moving average price of $111.90 and a 200 day moving average price of $120.45.

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 the consensus estimate of $0.74 by $0.07. The company had revenue of $187.94 billion for the quarter, compared to analysts’ expectations 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 previous year, the firm posted $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. Equities research analysts expect that Walmart Inc. will post 2.87 EPS for the current year.

Walmart News Summary

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

Insiders Place Their Bets

In related news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total transaction of $308,386.00. Following the transaction, the executive vice president owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at 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 stock in a transaction 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 completion of the transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at $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 77,292 shares of company stock valued at $8,421,143 in the last three months. 0.09% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

WMT has been the topic of several research analyst reports. Mizuho set a $130.00 price target on shares of Walmart in a research note on Monday, July 27th. BNP Paribas Exane reaffirmed an “outperform” rating and set a $137.00 price objective (down from $146.00) on shares of Walmart in a report on Friday, August 21st. Weiss Ratings cut Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, July 31st. Oppenheimer reissued a “market perform” rating on shares of Walmart in a report on Tuesday. Finally, JPMorgan Chase & Co. decreased their target price on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research 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 assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and an average price target of $131.88.

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.