Expressive Wealth LLC Acquires New Stake in Walmart Inc. $WMT

Expressive Wealth LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, HoldingsChannel reports. The institutional investor bought 6,323 shares of the retailer’s stock, valued at approximately $716,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of 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 in the last quarter. Revolve Wealth Partners LLC increased its stake in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management lifted its holdings in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in 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 during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s Sparky AI shopping assistant reportedly generates 40% higher customer spending among users, while the company is also integrating AI into advertising and exploring technology partnerships with OpenAI and ChatGPT. These efforts could lift conversion, basket sizes and future digital-advertising revenue. Walmart Sparky AI article
• Positive Sentiment: The launch of Scenario, a women’s fashion brand with most products priced below $25, is designed to attract younger, trend-conscious shoppers and strengthen Walmart’s position in apparel. Its value pricing may help the retailer compete more directly with Amazon. Walmart Scenario fashion brand article
• Positive Sentiment: Analysts’ consensus price target of approximately $128 remains well above recent trading levels, suggesting some Wall Street analysts view the selloff as excessive. Walmart also exceeded quarterly EPS and revenue expectations and raised its full-year sales-growth outlook to 4%-5%.
• Neutral Sentiment: Walmart is rolling out NFC tap-to-pay across U.S. stores and clubs, improving checkout convenience and aligning with broader mobile-wallet adoption. The change may support engagement but is unlikely to materially alter near-term earnings. Walmart NFC rollout article
• Negative Sentiment: U.S. comparable sales increased only 2.6%, below the 3.8% consensus estimate and representing Walmart’s slowest comparable-sales growth in six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious, despite the earnings beat. Walmart comparable-sales miss article
• Negative Sentiment: Amazon’s share of U.S. clothing spending doubled to 17% in 2025 from 8.5% in 2019, while Walmart’s share edged lower. The widening gap raises concerns about Walmart’s ability to gain share in an important retail category. Amazon and Walmart clothing-share article
• Negative Sentiment: Commentators argue WMT still trades at a premium valuation—roughly 36 times forward earnings—despite decelerating growth and cautious consumer trends. That leaves less room for disappointment and has amplified the post-earnings decline.

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 that occurred on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the sale, the executive vice president owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. The trade was a 0.51% 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. In the last quarter, insiders have sold 57,064 shares of company stock worth $6,697,788. 0.09% of the stock is currently owned by company insiders.

Walmart Stock Performance

Shares of WMT stock opened at $105.38 on Wednesday. The company has a market cap of $838.62 billion, a P/E ratio of 38.04, a PEG ratio of 4.05 and a beta of 0.61. The firm has a fifty day moving average price of $112.75 and a 200 day moving average price of $120.93. 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 Inc. has a 12 month low of $95.42 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT) last posted its quarterly 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. 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 quarterly revenue was up 5.9% on a year-over-year basis. During the same period last year, the firm earned $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Sell-side analysts predict that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms have commented on WMT. Raymond James Financial restated an “outperform” rating and issued a $130.00 price target on shares of Walmart in a research note on Friday. BNP Paribas Exane reiterated an “outperform” rating and issued a $137.00 target price (down from $146.00) on shares of Walmart in a report on Friday, August 21st. Morgan Stanley reissued an “overweight” rating and set a $125.00 target price (down from $140.00) on shares of Walmart in a research note on Friday. JPMorgan Chase & Co. cut their price target on Walmart from $137.00 to $125.00 and set an “overweight” rating on the stock in a report on Friday, August 21st. Finally, Gordon Haskett lowered Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price 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.