Yukon Wealth Management Inc. Invests $626,000 in Walmart Inc. $WMT

Yukon Wealth Management Inc. purchased a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,522 shares of the retailer’s stock, valued at approximately $626,000.

Other large investors have also made changes to their positions in the company. MFA Wealth Services grew its stake in Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after acquiring an additional 80 shares during the period. Realta Investment Advisors raised its position in shares of Walmart by 2.0% during the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after purchasing an additional 81 shares during the period. Compton Financial Group LLC raised its position in shares of Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after purchasing an additional 82 shares during the period. Renaissance Group LLC lifted its holdings in shares of Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after purchasing an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. lifted its holdings in shares of Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the transaction, the executive vice president owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This trade represents a 0.51% decrease in their position. The sale 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 business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This represents 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. In the last ninety days, insiders have sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages have weighed in on WMT. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Guggenheim set a $130.00 price objective on shares of Walmart and gave the company a “buy” rating in a research report on Friday, August 21st. Weiss Ratings cut Walmart from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, July 31st. Deutsche Bank Aktiengesellschaft set a $113.00 price target on Walmart in a research note on Friday, August 21st. Finally, Gordon Haskett lowered Walmart from a “buy” rating to an “accumulate” rating in a report on Thursday, August 20th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
• Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
• Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
• Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
• Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
• Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing

Walmart Stock Performance

NASDAQ WMT opened at $103.09 on Monday. The company has a market cap of $820.40 billion, a PE ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. Walmart Inc. has a 12 month low of $95.79 and a 12 month high of $135.15. The stock has a 50 day moving average of $111.90 and a 200-day moving average of $120.39.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm’s revenue was up 5.9% on a year-over-year basis. During the same period last year, the business 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. On average, equities research analysts anticipate that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Walmart Company 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.