Walmart Inc. $WMT Shares Sold by OneDigital Investment Advisors LLC

OneDigital Investment Advisors LLC lowered its holdings in Walmart Inc. (NASDAQ:WMT) by 3.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 141,973 shares of the retailer’s stock after selling 5,004 shares during the period. OneDigital Investment Advisors LLC’s holdings in Walmart were worth $16,080,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in WMT. Vanguard Group Inc. boosted its stake in Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after buying an additional 4,304,436 shares during the last quarter. State Street Corp increased its stake in shares of Walmart by 1.2% during the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after acquiring an additional 2,242,364 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Walmart by 6.8% during the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after acquiring an additional 6,517,394 shares during the last quarter. Norges Bank purchased a new position in shares of Walmart during the 4th quarter worth about $6,458,529,000. Finally, Fisher Asset Management LLC lifted its holdings in shares of Walmart by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after acquiring an additional 328,229 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. lowered their target price on shares of Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a report on Friday. Evercore set a $125.00 price target on shares of Walmart in a research note on Friday. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Friday. Mizuho set a $130.00 price objective on shares of Walmart in a research note on Monday, July 27th. Finally, DA Davidson set a $132.00 price objective on Walmart and gave the stock a “buy” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Walmart Stock Down 0.1%

WMT opened at $103.70 on Friday. Walmart Inc. has a 1 year low of $95.42 and a 1 year high of $135.15. The firm has a 50 day moving average price of $113.35 and a 200 day moving average price of $121.26. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The company has a market cap of $825.25 billion, a PE ratio of 37.44, a price-to-earnings-growth ratio of 3.94 and a beta of 0.61.

Walmart (NASDAQ:WMT) last announced 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. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. During the same period in the previous year, the company posted $0.68 earnings per share. Walmart’s revenue was up 5.9% compared to the same quarter last year. 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 expect that Walmart Inc. will post 2.85 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on 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 directly 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 ownership of the stock. 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. In the last 90 days, insiders have sold 57,064 shares of company stock worth $6,697,788. 0.09% of the stock is owned by company insiders.

Trending Headlines about 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.

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.