Walmart Inc. $WMT Shares Purchased by Trivium Point Advisory LLC

Trivium Point Advisory LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 19.3% during the second quarter, Holdings Channel reports. The firm owned 66,341 shares of the retailer’s stock after buying an additional 10,723 shares during the quarter. Trivium Point Advisory LLC’s holdings in Walmart were worth $7,514,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Advisortrust Partners LLC raised its holdings in shares of Walmart by 20.2% in the 1st 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 in the last quarter. Union Bancaire Privee UBP SA grew its stake 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 in the last quarter. Janney Montgomery Scott LLC increased its holdings in Walmart by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after buying an additional 68,632 shares during the last quarter. Vise Technologies Inc. increased its holdings in Walmart by 42.1% in the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after buying an additional 81,635 shares during the last quarter. Finally, HORAN Wealth LLC raised its stake in Walmart by 55.7% in the first quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock valued at $9,931,000 after buying an additional 29,184 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal second-quarter adjusted EPS of $0.81, above the $0.74 consensus, while revenue rose 5.9% year over year to $187.94 billion and exceeded estimates. Walmart quarterly earnings report
• Positive Sentiment: Growth areas remained strong: global e-commerce increased 23%, advertising revenue rose 38%, and global membership revenue grew 17%. Gross margin also benefited from tariff-refund impacts. Walmart reports second-quarter revenue growth
• Positive Sentiment: Management raised its fiscal-year earnings outlook and expects to use approximately $2.9 billion in tariff refunds to support lower prices, potentially strengthening customer traffic and market share. Walmart tariff refunds and prices
• Neutral Sentiment: UBS analyst Michael Lasser remained bullish, citing Walmart’s e-commerce, advertising and membership momentum, while technical coverage noted the stock had entered oversold territory near potential support around $100. Analyst remains bullish on Walmart
• Negative Sentiment: U.S. comparable sales grew 2.6%, well below expectations near 3.5%–3.7% and the weakest growth in more than six years. Higher gas and other living costs appear to be causing consumers to make trade-offs, raising concerns about the broader U.S. consumer. Reuters report on Walmart sales miss
• Negative Sentiment: Fiscal third-quarter EPS guidance of $0.62–$0.64 and revenue guidance of $183.1–$184.5 billion fell short of consensus estimates of $0.68 and $188.2 billion, respectively. The timing of Flipkart’s major promotional event is also expected to create a sales headwind. Walmart guidance disappoints investors
• Negative Sentiment: Gordon Haskett downgraded Walmart from “buy” to “accumulate.” The stock’s premium valuation amplified the market’s reaction, while rising bond yields pressured the broader equity market. U.S. stocks slide as Walmart disappoints

Insider Buying and Selling

In other news, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total value of $342,751.00. Following the completion of the sale, the executive vice president directly owned 574,953 shares of the company’s stock, valued at approximately $67,953,695.07. This represents a 0.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred 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 transaction, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 54,164 shares of company stock valued at $6,389,402 in the last 90 days. Company insiders own 0.09% of the company’s stock.

Walmart Stock Down 9.2%

WMT opened at $103.84 on Friday. Walmart Inc. has a one year low of $95.42 and a one year high of $135.15. 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 stock has a market capitalization of $826.37 billion, a P/E ratio of 36.44, a price-to-earnings-growth ratio of 4.27 and a beta of 0.61. The business’s 50-day simple moving average is $113.69 and its 200-day simple moving average is $121.39.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.62 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the firm earned $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. Analysts anticipate that Walmart Inc. will post 2.88 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have issued reports on WMT shares. Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Wolfe Research reissued an “outperform” rating and set a $137.00 target price (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. KeyCorp restated an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Guggenheim reaffirmed a “buy” rating and issued a $135.00 price target (down from $137.00) on shares of Walmart in a report on Monday. Finally, Weiss Ratings lowered shares of 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-one have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.26.

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.