Strive Financial Group LLC Sells 10,149 Shares of Walmart Inc. $WMT

Strive Financial Group LLC lowered its position in Walmart Inc. (NASDAQ:WMT) by 47.9% in the 2nd quarter, HoldingsChannel reports. The fund owned 11,058 shares of the retailer’s stock after selling 10,149 shares during the period. Strive Financial Group LLC’s holdings in Walmart were worth $1,252,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in WMT. Cassilly Financial Group LLC lifted its holdings in Walmart by 7.0% during the second quarter. Cassilly Financial Group LLC now owns 2,264 shares of the retailer’s stock valued at $256,000 after purchasing an additional 149 shares during the last quarter. MOR Wealth Management LLC boosted its position in Walmart by 64.1% during the second quarter. MOR Wealth Management LLC now owns 5,827 shares of the retailer’s stock worth $660,000 after purchasing an additional 2,276 shares during the period. Plan A Wealth LLC purchased a new position in shares of Walmart in the second quarter worth about $275,000. Baypointe Partners LLC purchased a new position in shares of Walmart in the second quarter worth about $2,022,000. Finally, Raiffeisen Bank International AG raised its position in shares of Walmart by 64.3% in the second quarter. Raiffeisen Bank International AG now owns 138,199 shares of the retailer’s stock valued at $15,832,000 after purchasing an additional 54,101 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on WMT shares. Freedom Broker upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Tigress Financial restated a “buy” rating and set a $155.00 target price on shares of Walmart in a research report on Monday, August 31st. BMO Capital Markets reaffirmed an “outperform” rating and issued a $126.00 price target on shares of Walmart in a report on Friday, August 21st. Telsey Advisory Group reiterated an “outperform” rating and issued a $130.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Finally, Piper Sandler reiterated an “overweight” rating and set a $128.00 price objective (down from $137.00) on shares of Walmart in a research note on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Insider Buying and Selling at Walmart

In other news, EVP David Guggina sold 11,978 shares of the company’s stock in a transaction on 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 sale, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the transaction, the executive vice president directly owned 201,672 shares in the company, valued at approximately $21,246,145.20. This represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 81,242 shares of company stock valued at $8,836,446. Insiders own 0.09% of the company’s stock.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

Walmart Price Performance

WMT opened at $107.14 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The stock has a market capitalization of $850.02 billion, a P/E ratio of 38.68, a PEG ratio of 4.14 and a beta of 0.59. The stock has a 50-day moving average price of $110.81 and a 200-day moving average price of $119.62. Walmart Inc. has a 12-month low of $98.88 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data 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. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. During the same period last year, the firm posted $0.68 EPS. Walmart’s revenue for the quarter was up 5.9% compared to the same quarter last year. 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 predict that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

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.