Yukon Wealth Management Inc. Purchases New Stake in Walmart Inc. $WMT

Yukon Wealth Management Inc. purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 5,522 shares of the retailer’s stock, valued at approximately $626,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. E Wealth Partners LLC acquired a new position in shares of Walmart in the second quarter valued at $366,000. Brooks Moore & Associates Inc. acquired a new stake in shares of Walmart during the 2nd quarter worth about $4,459,000. WNY Asset Management LLC acquired a new stake in shares of Walmart during the 2nd quarter worth about $1,206,000. Bank OZK bought a new stake in shares of Walmart during the 2nd quarter worth about $2,151,000. Finally, Hamilton Capital LLC bought a new stake in shares of Walmart during the 2nd quarter worth about $1,330,000. 26.76% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on WMT. Tigress Financial reissued a “buy” rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a report on Friday, May 29th. UBS Group reduced their price objective on Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a report on Friday, August 21st. Cantor Fitzgerald raised Walmart to a “buy” rating in a research report on Friday, August 21st. KeyCorp reiterated an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Finally, TD Cowen reissued a “buy” rating on shares of Walmart in a report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Walmart Stock Performance

Shares of NASDAQ:WMT opened at $103.09 on Monday. The company’s 50 day simple moving average is $111.90 and its 200 day simple moving average is $120.39. The stock has a market capitalization of $820.40 billion, a price-to-earnings ratio of 37.22, a price-to-earnings-growth ratio of 3.92 and a beta of 0.61. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 1 year low of $95.79 and a 1 year high of $135.15.

Walmart (NASDAQ:WMT) last released 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. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. During the same period in the prior year, the company earned $0.68 earnings per share. The company’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. As a group, research analysts predict 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: 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

Insiders Place Their Bets

In related 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 value of $5,335,345.40. Following the sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This trade represents a 20.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 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 completion of the transaction, the executive vice president owned 125,067 shares in the company, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. 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 sold a total of 77,292 shares of company stock worth $8,421,143 over the last 90 days. Corporate insiders own 0.09% of the company’s stock.

Walmart 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.