Walmart Inc. $WMT Shares Bought by REAP Financial Group LLC

REAP Financial Group LLC lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 114.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,883 shares of the retailer’s stock after acquiring an additional 4,750 shares during the quarter. Walmart accounts for about 0.2% of REAP Financial Group LLC’s investment portfolio, making the stock its 18th biggest position. REAP Financial Group LLC’s holdings in Walmart were worth $1,006,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. MFA Wealth Services increased its holdings in Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after purchasing an additional 80 shares during the last quarter. Realta Investment Advisors boosted its stake in shares of Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after buying an additional 81 shares during the last quarter. Compton Financial Group LLC boosted its stake in shares of Walmart by 4.1% during the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after buying an additional 82 shares during the last quarter. Renaissance Group LLC grew its position in shares of Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after buying an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. increased its stake in shares of Walmart by 0.3% in the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after buying an additional 84 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This represents a 8.38% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 70,189 shares of company stock valued at $8,377,320. 0.09% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

WMT has been the topic of several recent analyst reports. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a report on Wednesday. UBS Group reissued a “buy” rating on shares of Walmart in a research report on Tuesday, August 4th. TD Cowen restated a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Finally, Weiss Ratings downgraded Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, Walmart has an average rating of “Moderate Buy” and an average target price of $138.56.

Walmart Stock Performance

Walmart stock opened at $115.27 on Monday. Walmart Inc. has a 1 year low of $95.42 and a 1 year high of $135.15. The firm’s 50-day moving average is $114.34 and its 200-day moving average is $121.54. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The company has a market cap of $917.33 billion, a P/E ratio of 40.45, a PEG ratio of 4.30 and a beta of 0.61.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, equities analysts expect that Walmart Inc. will post 2.88 earnings per share for the current year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s e-commerce business continues to be viewed as a significant growth engine, with its digital capabilities increasingly resembling a broader commerce platform rather than a traditional big-box retailer. Walmart’s E-Commerce Engine Roars
• Positive Sentiment: Jefferies said potential tariff refunds could support Walmart’s price-leadership strategy. Reinvesting the money in lower prices could widen its price gap with competitors and help drive market-share gains, particularly in consumables. Walmart set for in-line Q2
• Positive Sentiment: Royal Bank of Canada reaffirmed an “Outperform” rating, providing some support for the long-term investment case despite near-term sales concerns. RBC Reaffirms Outperform Rating
• Neutral Sentiment: Walmart is expected to deliver largely in-line second-quarter results. The key catalysts are management’s second-half outlook, tariff-refund treatment and the potential effect on pricing and margins. Walmart Q2 earnings preview
• Neutral Sentiment: The company will release results before the market opens on August 20 and host a conference call with CEO John Furner and CFO John David Rainey. Walmart to Host Second Quarter Earnings Conference Call
• Negative Sentiment: Deutsche Bank expects Walmart to miss second-quarter comparable-sales estimates, while high gasoline prices are pressuring household budgets and raising the retailer’s operating costs. Walmart Seen Missing Comparable Sales Estimates
• Negative Sentiment: Analysts have cited elevated fuel costs, rising expenses and valuation concerns as reasons for Walmart’s recent weakness, despite solid revenue growth and e-commerce momentum. Walmart Stock Slides About 12% in 3 Months
• Negative Sentiment: Amazon’s AI-powered Alexa shopping tools could intensify competition for grocery-list creation and digital shopping relationships, areas strategically important to Walmart’s e-commerce growth. Amazon’s Alexa Shopping Strategy

About Walmart

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.