Corient Private Wealth LP Trims Stock Position in Walmart Inc. $WMT

Corient Private Wealth LP lessened its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 19.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,636,955 shares of the retailer’s stock after selling 391,673 shares during the period. Corient Private Wealth LP’s holdings in Walmart were worth $185,402,000 as of its most recent filing with the Securities and Exchange Commission.

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A number of other institutional investors have also recently made changes to their positions in WMT. California State Teachers Retirement System increased its stake in shares of Walmart by 11,189.0% in the second quarter. California State Teachers Retirement System now owns 755,604,916 shares of the retailer’s stock worth $85,579,813,000 after buying an additional 748,911,635 shares during the period. State Street Corp grew its holdings in Walmart by 1.2% in the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after acquiring an additional 6,517,394 shares during the period. Bank of America Corp DE purchased a new position in shares of Walmart in the second quarter valued at about $7,455,131,000. Finally, Norges Bank bought a new position in shares of Walmart during the fourth quarter valued at about $6,458,529,000. Institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

Positive Sentiment: DA Davidson reaffirmed its “buy” rating and set a $132 price target, implying meaningful upside from recent levels. BTIG Research likewise maintained a “buy” rating with a $140 target. These endorsements suggest analysts view the recent selloff as an attractive entry point. Analyst rating reports
Positive Sentiment: Walmart is being highlighted as a potential defensive holding if persistent inflation causes the Federal Reserve to raise interest rates again. Its essential-goods exposure and dividend history could make the stock more attractive relative to economically sensitive companies. 3 Dividend Kings to Buy if the Fed Starts Raising Rates
Positive Sentiment: New initiatives could strengthen Walmart’s convenience and omnichannel proposition. The retailer is expanding tap-to-pay support for Apple Pay, Google Pay, Samsung Pay, contactless cards and wearables, while adding Papa John’s to its restaurant-delivery partner network. Walmart Expands Tap to Pay
Neutral Sentiment: Walmart’s recent fashion and brand-marketing activity, including a New York Fashion Week event, may improve visibility but is unlikely to materially affect near-term earnings. Walmart New York Fashion Week event
Neutral Sentiment: Reported September short-interest data shows zero shares and a zero-day days-to-cover ratio, but the figures appear incomplete or unreliable and provide no meaningful trading signal.
Negative Sentiment: Analysts caution that Walmart’s roughly 14% six-month decline does not eliminate concerns about its premium valuation, rising costs and weaker earnings estimates. Higher interest rates could also pressure consumers and test the stock’s technical support. Should You Buy Walmart Stock After a 14% Decline in Six Months?

Analyst Upgrades and Downgrades

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Several analysts recently issued reports on the company. KeyCorp reissued an “overweight” rating on shares of Walmart in a research note on Thursday. Raymond James Financial reiterated an “outperform” rating and issued a $130.00 price objective on shares of Walmart in a report on Friday, August 21st. Morgan Stanley reiterated an “overweight” rating and issued a $125.00 price objective (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Jefferies Financial Group reissued a “buy” rating and set a $120.00 target price on shares of Walmart in a research note on Friday, August 21st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $130.00 target price on shares of Walmart in a research report on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $131.88.

Read Our Latest Analysis on Walmart

Insider Buying and Selling at Walmart

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In other Walmart news, EVP Christopher Nicholas sold 2,900 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the sale, the executive vice president owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. This trade represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Bartlett sold 3,950 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $105.14, for a total transaction of $415,303.00. Following the completion of the transaction, the executive vice president directly owned 622,349 shares of the company’s stock, valued at approximately $65,433,773.86. This represents a 0.63% 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 ninety days, insiders sold 69,264 shares of company stock valued at $7,401,242. 0.09% of the stock is currently owned by insiders.

Walmart Stock Performance

NASDAQ:WMT opened at $107.15 on Friday. The company has a market cap of $850.10 billion, a price-to-earnings ratio of 38.68, a PEG ratio of 4.03 and a beta of 0.59. Walmart Inc. has a 1 year low of $98.88 and a 1 year high of $135.15. The stock’s 50 day simple moving average is $110.24 and its two-hundred day simple moving average is $118.88. 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 (NASDAQ:WMT – Get Free Report) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. During the same period in the prior year, the company earned $0.68 EPS. The business’s revenue 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. As a group, equities analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

About Walmart

(Free Report)

Walmart Inc is a multinational retail and technology company that operates supercenters, discount stores, neighborhood markets, e-commerce platforms and membership warehouse clubs. Its merchandise includes groceries, apparel, electronics, home goods, health and beauty products, general merchandise and other consumer products.

Founded by Sam Walton in 1962 and incorporated in 1969, Walmart is headquartered in Bentonville, Arkansas. The company serves customers through operations in the United States and international markets, including Mexico, Canada, China, India and several countries in Central America and Africa.

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