First Nebraska Trust Co Takes $21.49 Million Position in Walmart Inc. $WMT

First Nebraska Trust Co acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 189,779 shares of the retailer’s stock, valued at approximately $21,494,000. Walmart comprises about 1.7% of First Nebraska Trust Co’s holdings, making the stock its 13th largest holding.

Several other large investors also recently bought and sold shares of WMT. Brighton Jones LLC grew its stake 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 position in Walmart by 5.8% during 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 period. Peterson Wealth Management lifted its position in Walmart by 3.5% during 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 period. Sivia Capital Partners LLC boosted its holdings 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 holdings 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. 26.76% of the stock is currently owned by institutional investors.

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 Trading Down 1.0%

Shares of WMT stock opened at $104.34 on Thursday. 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 $830.35 billion, a price-to-earnings ratio of 37.67, a PEG ratio of 4.00 and a beta of 0.61. Walmart Inc. has a 1 year low of $95.60 and a 1 year high of $135.15. The firm has a fifty day moving average price of $112.47 and a 200-day moving average price of $120.78.

Walmart (NASDAQ:WMT) last announced 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. 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%.Walmart’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period last year, the firm 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, equities analysts predict that Walmart Inc. will post 2.87 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on WMT. The Goldman Sachs Group reiterated a “buy” rating and set a $130.00 target price on shares of Walmart in a research note on Friday, August 21st. Wells Fargo & Company cut their price objective on Walmart from $140.00 to $120.00 and set an “overweight” rating for the company in a report on Friday, August 21st. Evercore set a $125.00 price objective on Walmart in a research report on Friday, August 21st. Piper Sandler reissued an “overweight” rating and issued a $128.00 target price (down from $137.00) on shares of Walmart in a report on Friday, August 21st. Finally, Roth Capital reissued a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $131.88.

Insider Transactions at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value 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 trade represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. The trade was a 0.60% 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 26,648 shares of company stock valued at $3,085,798 over the last quarter. 0.09% of the stock is currently owned by company insiders.

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.