10,009 Shares in Walmart Inc. $WMT Bought by Stonehage Fleming Financial Services Holdings Ltd

Stonehage Fleming Financial Services Holdings Ltd bought a new position in Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, Holdings Channel reports. The fund bought 10,009 shares of the retailer’s stock, valued at approximately $1,134,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in WMT. Brighton Jones LLC boosted its stake in 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 purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of 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 shares of 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 acquiring an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its position 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 acquiring an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after acquiring an additional 1,048 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Walmart

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

Walmart Price Performance

NASDAQ:WMT opened at $103.09 on Monday. The company has a 50-day moving average of $111.90 and a 200-day moving average of $120.39. The company has a market capitalization of $820.40 billion, a price-to-earnings ratio of 37.22, a PEG ratio of 3.92 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 company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating 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 analysts’ expectations of $186.64 billion. During the same quarter in the previous year, the firm posted $0.68 earnings per share. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. 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 anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Daniel J. Bartlett sold 3,710 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the completion of the transaction, the executive vice president owned 626,299 shares in the company, valued at $70,834,416.90. This trade represents a 0.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the sale, the executive vice president directly owned 569,153 shares in the company, valued at approximately $60,523,730.02. This represents a 0.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 77,292 shares of company stock valued at $8,421,143 over the last ninety days. Company insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have weighed in on WMT shares. Morgan Stanley reissued an “overweight” rating and issued a $125.00 price target (down from $140.00) on shares of Walmart in a report on Friday, August 21st. Truist Financial set a $114.00 price objective on shares of Walmart and gave the company a “buy” rating in a research report on Friday, August 21st. BNP Paribas Exane reissued 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. Oppenheimer restated a “market perform” rating on shares of Walmart in a research note on Tuesday, August 25th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a 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 issued a Hold rating to the company. According to data from MarketBeat.com, Walmart currently has an average rating of “Moderate Buy” and a consensus 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.