Walmart Inc. $WMT Stock Holdings Lowered by Davidson Investment Advisors

Davidson Investment Advisors cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 4.8% in the 2nd quarter, Holdings Channel reports. The firm owned 214,078 shares of the retailer’s stock after selling 10,798 shares during the period. Davidson Investment Advisors’ holdings in Walmart were worth $24,247,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in WMT. Entrust Financial LLC acquired a new stake in shares of Walmart during the 4th quarter valued at $27,000. Merkkuri Wealth Advisors LLC bought a new stake in shares of Walmart during the 1st quarter worth $29,000. Bay Harbor Wealth Management LLC grew its holdings in shares of 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 acquired a new position in shares of Walmart in the 4th quarter worth $33,000. Finally, Motiv8 Investments LLC acquired a new stake in shares of Walmart during the fourth quarter worth $34,000. 26.76% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently commented on WMT shares. DA Davidson set a $132.00 target price on Walmart and gave the company a “buy” rating in a report on Friday, August 21st. BTIG Research dropped their price target on Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. Oppenheimer reissued a “market perform” rating on shares of Walmart in a research note on Tuesday, August 25th. Robert W. Baird cut their price objective on Walmart from $140.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Finally, Wells Fargo & Company reduced their price objective on shares of Walmart from $140.00 to $120.00 and set an “overweight” rating for the company in a research note on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Walmart has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Walmart Price Performance

WMT opened at $105.92 on Wednesday. The firm has a market capitalization of $840.34 billion, a P/E ratio of 38.24, a PEG ratio of 4.00 and a beta of 0.59. The stock has a fifty day moving average of $111.38 and a 200-day moving average of $120.08. 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 Inc. has a 12-month low of $96.51 and a 12-month high of $135.15.

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

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Opioid lawsuit ends with limited financial impact: Walmart agreed to pay approximately $50 million to resolve a Justice Department lawsuit involving its pharmacies’ opioid-distribution practices. The settlement is described as immaterial relative to Walmart’s profits and substantially below the potentially multibillion-dollar penalties once threatened, reducing a major legal overhang. Walmart escapes major legal penalty for a fraction of the cost
• Positive Sentiment: Marketplace growth remains strong: Walmart’s U.S. marketplace sales reportedly increased 52%, helped by a broader product assortment, increased fulfillment adoption and expansion into Mexico and Canada. Continued marketplace momentum could improve customer engagement and support higher-margin advertising and third-party seller revenue. Walmart’s Marketplace Momentum Builds
• Positive Sentiment: International digital operations are improving: Rising e-commerce penetration and reduced losses in Walmart International are improving the segment’s economics. However, ongoing investment and margin pressure could limit the near-term earnings benefit. Walmart International’s Digital Mix Rises
• Positive Sentiment: Analyst remains bullish: Tigress Financial reaffirmed its “buy” rating and set a $155 price target, implying substantial upside from recent trading levels. SAIC, Walmart And 3 Stocks To Watch
• Neutral Sentiment: Value comparison offers limited direction: Articles comparing Walmart with J. Sainsbury PLC focus on relative valuation rather than a new company-specific catalyst. Walmart’s strong operating profile is balanced by a comparatively elevated earnings multiple, making valuation-sensitive investors more selective. JSAIY vs. WMT: Which Stock Is the Better Value Option?
• Negative Sentiment: EPS estimates were trimmed: Erste Group Bank lowered its fiscal 2027 earnings-per-share estimates for Walmart, reinforcing concerns that elevated investment, e-commerce costs or margin pressure could constrain profit growth. FY2027 EPS Estimates for Walmart Cut by Erste Group Bank

Insiders Place Their Bets

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the firm’s stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the completion of the sale, the executive vice president directly owned 201,672 shares in the company, valued at approximately $21,246,145.20. This trade represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is owned by insiders.

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.