Mustard Seed Financial LLC Has $5.53 Million Stock Holdings in Walmart Inc. $WMT

Mustard Seed Financial LLC boosted its position in Walmart Inc. (NASDAQ:WMT) by 18.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 48,792 shares of the retailer’s stock after purchasing an additional 7,482 shares during the period. Walmart comprises approximately 2.9% of Mustard Seed Financial LLC’s portfolio, making the stock its 8th biggest holding. Mustard Seed Financial LLC’s holdings in Walmart were worth $5,526,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Entrust Financial LLC purchased a new position in shares of Walmart during the 4th quarter valued at $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart in the 1st quarter worth about $29,000. Bay Harbor Wealth Management LLC increased its holdings in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares during the last quarter. Sankala Group LLC bought a new stake in Walmart in the 4th quarter valued at about $33,000. Finally, Motiv8 Investments LLC bought a new stake in Walmart in the 4th quarter valued at about $34,000. 26.76% of the stock is owned by institutional investors.

Insider Transactions at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the transaction, the chief executive officer owned 661,037 shares of the company’s stock, valued at approximately $82,021,470.96. This represents a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the 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 sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. 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. Over the last 90 days, insiders sold 70,189 shares of company stock worth $8,377,320. 0.09% of the stock is owned by corporate insiders.

Walmart Stock Up 0.8%

WMT stock opened at $115.20 on Wednesday. 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 firm has a market capitalization of $916.77 billion, a PE ratio of 40.42, a PEG ratio of 4.30 and a beta of 0.61. Walmart Inc. has a twelve month low of $95.42 and a twelve month high of $135.15. The stock has a 50-day simple moving average of $114.15 and a two-hundred day simple moving average of $121.52.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. The firm had revenue of $177.75 billion for 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% on a year-over-year basis. During the same period in the prior year, the firm posted $0.61 earnings per share. 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 predict that Walmart Inc. will post 2.88 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

WMT has been the topic of several recent research reports. Sanford C. Bernstein set a $142.00 price objective on shares of Walmart and gave the company an “outperform” rating in a report on Friday, July 31st. Guggenheim reissued a “buy” rating and issued a $135.00 price target (down from $137.00) on shares of Walmart in a research report on Monday. UBS Group restated a “buy” rating on shares of Walmart in a research note on Tuesday, August 4th. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a report on Monday, June 8th. 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 investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $138.50.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s history of earnings surprises, along with favorable estimates and other indicators tracked by Zacks, suggests the company could exceed consensus expectations again. Why Walmart Could Beat Earnings Estimates Again
• Positive Sentiment: Analysts are highlighting continued e-commerce momentum, improving profit mix and Walmart Connect’s rapidly growing advertising business. Advertising revenue carries higher margins and may help offset price investments, delivery costs and softer store-sales growth. As Retail Stagnates, Ad Dollars Help Walmart Stay the Course
• Positive Sentiment: DA Davidson reaffirmed its buy rating and assigned a $150 price target, indicating substantial potential appreciation if Walmart delivers on its growth and profitability plans. DA Davidson Walmart Rating
• Neutral Sentiment: The upcoming report is viewed as an important read on the U.S. consumer because Walmart serves both value-focused and higher-income shoppers. Its performance could provide broader insight into household spending trends. What Walmart and Target Earnings Could Tell Us About Consumers
• Neutral Sentiment: Walmart’s low-price strategy and thousands of rollbacks may sustain customer traffic, although rising fuel costs are creating pressure for lower-income shoppers. Can Walmart Sustain Growth as Household Budgets Tighten?
• Negative Sentiment: Same-store sales growth has cooled, and investors remain concerned that Walmart’s cautious annual outlook could limit upside. The company is increasingly relying on higher-margin advertising to support profitability as core retail momentum moderates. Walmart Investors Hang Hopes on Retail Media as Sales Cool
• Negative Sentiment: Several previews warn that WMT’s valuation is demanding, while fuel costs, cautious consumers and operating-margin pressure could make it difficult to justify further gains. One report also frames the company’s long dividend-growth streak as potentially vulnerable if earnings and cash flow weaken. Walmart Strong Company but Overvalued Before Earnings

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.