Stevens Capital Partners Buys Shares of 5,104 Walmart Inc. $WMT

Stevens Capital Partners purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the second quarter, Holdings Channel.com reports. The fund purchased 5,104 shares of the retailer’s stock, valued at approximately $578,000.

Several other institutional investors and hedge funds have also modified their holdings of WMT. Altiora Financial Group LLC acquired a new stake in Walmart in the second quarter valued at about $277,000. BOK Financial Private Wealth Inc. bought a new position in Walmart in the second quarter valued at about $2,097,000. Danica Pension Livsforsikringsaktieselskab acquired a new position in Walmart during the second quarter worth about $52,148,000. Danske Bank A S acquired a new position in Walmart during the second quarter worth about $475,440,000. Finally, Diversify Advisory Services LLC bought a new position in shares of Walmart in the second quarter worth about $10,987,000. 26.76% of the stock is currently owned by institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

Insider Buying and Selling

In related news, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 57,064 shares of company stock valued at $6,697,788 over the last quarter. 0.09% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. TD Cowen restated a “buy” rating on shares of Walmart in a research note on Friday. BMO Capital Markets reissued an “outperform” rating and issued a $126.00 price objective on shares of Walmart in a research note on Friday. UBS Group cut their target price on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research report on Friday. Truist Financial set a $114.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Friday. 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. Two investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Walmart Stock Down 0.1%

NASDAQ:WMT opened at $103.70 on Friday. Walmart Inc. has a one year low of $95.42 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The company has a market cap of $825.25 billion, a PE ratio of 37.44, a P/E/G ratio of 3.93 and a beta of 0.61. The firm’s 50 day simple moving average is $113.35 and its 200 day simple moving average is $121.26.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the company 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. On average, research analysts anticipate that Walmart Inc. will post 2.86 earnings per share for the current year.

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.