Uniting Wealth Partners LLC Reduces Stock Position in Walmart Inc. $WMT

Uniting Wealth Partners LLC decreased its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 791,983 shares of the retailer’s stock after selling 9,032 shares during the period. Walmart comprises about 18.2% of Uniting Wealth Partners LLC’s holdings, making the stock its largest position. Uniting Wealth Partners LLC’s holdings in Walmart were worth $89,700,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Merkkuri Wealth Advisors LLC purchased a new position in Walmart during the 1st quarter worth $29,000. Entrust Financial LLC bought a new stake in shares of Walmart in the 4th quarter worth $27,000. Bay Harbor Wealth Management LLC raised its holdings in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the last quarter. Sankala Group LLC purchased a new stake in shares of Walmart in the fourth quarter valued at about $33,000. Finally, Turim 21 Investimentos Ltda. bought a new position in shares of Walmart during the first quarter valued at about $37,000. Institutional investors own 26.76% of the company’s stock.

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 at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the 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 owned 4,174,579 shares in the company, valued at $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction 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 completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. The trade was a 8.74% 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. Over the last three months, insiders have sold 54,164 shares of company stock worth $6,389,402. Company insiders own 0.09% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on WMT shares. TD Cowen restated a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. UBS Group reissued a “buy” rating on shares of Walmart in a research report on Tuesday, August 4th. Evercore restated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Guggenheim reaffirmed a “buy” rating and issued a $135.00 target price (down from $137.00) on shares of Walmart in a report on Monday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $130.00 price target on shares of Walmart in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $138.26.

Walmart Price Performance

NASDAQ WMT opened at $103.84 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The company has a market cap of $826.37 billion, a PE ratio of 36.44, a price-to-earnings-growth ratio of 4.27 and a beta of 0.61. Walmart Inc. has a 52 week low of $95.42 and a 52 week high of $135.15. The firm’s 50-day simple moving average is $113.69 and its two-hundred day simple moving average is $121.39.

Walmart (NASDAQ:WMT) last posted its earnings results 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 firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.62 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company’s revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the company 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. Research analysts predict that Walmart Inc. will post 2.88 earnings per share for the current year.

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.