Walmart Inc. $WMT Stock Sold by Westwind Capital

Westwind Capital lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 9.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 109,677 shares of the retailer’s stock after selling 10,819 shares during the quarter. Walmart makes up about 2.7% of Westwind Capital’s investment portfolio, making the stock its 11th largest holding. Westwind Capital’s holdings in Walmart were worth $11,398,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in WMT. Bell & Brown Wealth Advisors LLC acquired a new position in shares of Walmart in the 2nd quarter worth approximately $6,451,000. Advisortrust Partners LLC increased its stake in Walmart by 20.2% during the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock valued at $8,344,000 after purchasing an additional 11,283 shares during the last quarter. Bank of America Corp DE bought a new stake in Walmart during the second quarter valued at $7,455,131,000. Union Bancaire Privee UBP SA raised its holdings in shares of Walmart by 253.3% during the first quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after purchasing an additional 275,337 shares during the period. Finally, Janney Montgomery Scott LLC raised its holdings in shares of Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after purchasing an additional 68,632 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Price Performance

Walmart stock traded up $2.40 during mid-day trading on Thursday, hitting $110.56. The company’s stock had a trading volume of 23,620,297 shares, compared to its average volume of 25,258,205. The stock has a market capitalization of $877.16 billion, a P/E ratio of 39.91, a P/E/G ratio of 4.09 and a beta of 0.58. Walmart Inc. has a twelve month low of $98.88 and a twelve month high of $135.15. The stock’s fifty day moving average price is $108.42 and its two-hundred day moving average price is $116.49. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company’s revenue was up 5.9% compared to the same quarter last year. During the same period last year, the company posted $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. Research analysts forecast that Walmart Inc. will post 2.87 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on WMT shares. BMO Capital Markets reiterated an “outperform” rating and set a $126.00 price objective on shares of Walmart in a research note on Friday, August 21st. Freedom Capital upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a report on Friday, August 21st. Gordon Haskett lowered Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Finally, BTIG Research restated a “buy” rating and set a $140.00 price objective on shares of Walmart in a research note on Thursday, September 10th. Three investment 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. According to MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average target price of $131.74.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: New California fulfillment hub: Walmart is opening a California facility expected to create approximately 1,000 jobs. The investment could improve regional distribution capacity and support faster delivery, although the direct financial impact was not disclosed. Walmart Stock Gains as New California Hub Creates 1,000 Jobs
• Positive Sentiment: Faster pickup and improved in-store technology: Walmart’s new Express Pickup service promises eligible Walmart+ orders in as little as one hour, while “Shop to Light” helps customers locate products. The features could increase Walmart+ engagement, improve convenience during the holiday season and strengthen competition with Amazon and other e-commerce retailers. Walmart’s One-Hour Express Pickup Push
• Positive Sentiment: Retail-media expansion: Walmart Connect is extending its shopper-data advertising platform across connected TV, streaming audio and other third-party channels through partnerships with Warner Bros. Discovery, Spotify and Yahoo. Broader advertising reach and measurable commerce data could help Walmart grow higher-margin revenue beyond its stores. Walmart’s Shopper Data and Advertising Business
• Neutral Sentiment: AI-agent partnership: Walmart is participating in a proposed protocol from Meta and Sierra that would allow consumers’ AI agents to interact with businesses. The initiative could eventually streamline shopping and customer service, but its commercial benefits and timing remain uncertain. Meta and Sierra Launch AI-Agent Protocol
• Negative Sentiment: Valuation risk: Walmart trades at roughly 39 times earnings, well above the broader S&P 500 multiple, despite latest-quarter revenue growth of 5.9%. Investors may require stronger profit growth from advertising, e-commerce, memberships and other higher-margin businesses to justify the premium. Where Could Walmart’s Next Growth Come From?

Insider Buying and Selling

In other Walmart news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $106.66, for a total transaction of $1,399,912.50. Following the completion of the sale, the chief executive officer directly owned 647,912 shares in the company, valued at approximately $69,106,293.92. This trade represents a 1.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the sale, the executive vice president owned 201,672 shares of the company’s stock, valued at approximately $21,246,145.20. This represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 81,219 shares of company stock worth $8,604,429 in the last quarter. 0.09% of the stock is currently owned by corporate insiders.

About Walmart

Walmart Inc (NASDAQ: WMT) is a multinational retailer that operates supercenters, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its merchandise includes groceries, apparel, electronics, home goods, health and wellness products, household essentials and general merchandise. Walmart also provides services such as grocery pickup and delivery, pharmacy services, financial products and digital advertising.

The company serves customers through its Walmart U.S., Walmart International and Sam’s Club segments.