Walmart Inc. $WMT Stock Holdings Lifted by S.E.E.D. Planning Group LLC

by · The Cerbat Gem

S.E.E.D. Planning Group LLC raised its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 59.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 18,455 shares of the retailer’s stock after buying an additional 6,903 shares during the quarter. S.E.E.D. Planning Group LLC’s holdings in Walmart were worth $1,918,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Strong Retirement Solutions LLC grew its holdings in shares of Walmart by 9.1% during the third quarter. Strong Retirement Solutions LLC now owns 31,891 shares of the retailer’s stock valued at $3,314,000 after buying an additional 2,668 shares during the last quarter. Worth Asset Management LLC lifted its stake in shares of Walmart by 60.1% in the 3rd quarter. Worth Asset Management LLC now owns 9,746 shares of the retailer’s stock valued at $1,013,000 after purchasing an additional 3,660 shares during the period. Crumly & Associates Inc. raised its position in shares of Walmart by 5.7% in the third quarter. Crumly & Associates Inc. now owns 16,068 shares of the retailer’s stock worth $1,670,000 after acquiring an additional 868 shares during the period. First Community Trust NA boosted its position in Walmart by 9.2% during the third quarter. First Community Trust NA now owns 27,364 shares of the retailer’s stock worth $2,844,000 after purchasing an additional 2,298 shares in the last quarter. Finally, Nautilus Advisors LLC acquired a new stake in Walmart in the third quarter valued at approximately $255,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling at Walmart

In related news, EVP Christopher Nicholas sold 2,900 shares of the stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $106.65, for a total transaction of $309,285.00. Following the transaction, the executive vice president directly owned 566,253 shares in the company, valued at approximately $60,390,882.45. This represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,990 shares of the business’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $104.41, for a total transaction of $416,595.90. Following the sale, the executive vice president directly owned 618,359 shares of the company’s stock, valued at $64,562,863.19. This represents a 0.64% decrease in their ownership of the stock. 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. Insiders sold 81,219 shares of company stock worth $8,604,429 over the last ninety days. 0.09% of the stock is currently owned by company insiders.

More Walmart News

Here are the key news stories impacting Walmart this week:

  • Positive Sentiment: Walmart Connect is broadening its reach beyond Walmart’s own platforms. The retailer is partnering with Warner Bros. Discovery, Spotify and Yahoo to let advertisers use Walmart shopper data across linear television, streaming audio and connected TV. The expansion could increase high-margin advertising revenue and improve Walmart’s digital profit mix. How Is Walmart Turning Shopper Data Into a Bigger Advertising Business?
  • Positive Sentiment: Investors continue to highlight strong Walmart Connect momentum. Connect revenue reportedly grew 43% excluding VIZIO, while e-commerce, membership and delivery growth are helping improve the economics of Walmart’s digital business. These higher-margin businesses support the view that Walmart is becoming more than a low-margin retailer. Can Walmart Connect Keep Powering WMT’s Digital Profit Growth?
  • Positive Sentiment: Walmart is helping develop a new AI-agent commerce protocol. Meta and Sierra announced an open standard, with Walmart among the participating companies, that would allow consumers’ AI agents to interact with businesses. Walmart could benefit if the protocol increases automated shopping and customer engagement. Meta and Sierra Launch Protocol for AI Agents to Interact With Businesses
  • Neutral Sentiment: Unusually heavy call-option activity suggested bullish speculative interest, with traders purchasing nearly twice Walmart’s average daily call volume. Options activity can support short-term sentiment but does not change the company’s underlying fundamentals.
  • Negative Sentiment: Rising interest rates above 5% could pressure consumer spending, financing costs and richly valued growth-oriented stocks. Walmart’s defensive grocery exposure may help, but its approximately 39 price-to-earnings ratio leaves less room for disappointment.

Walmart Stock Performance

Shares of NASDAQ:WMT traded up $1.02 on Wednesday, reaching $108.22. The company’s stock had a trading volume of 8,055,903 shares, compared to its average volume of 25,222,264. Walmart Inc. has a 52-week low of $98.88 and a 52-week high of $135.15. The stock’s 50-day moving average is $108.55 and its two-hundred day moving average is $116.64. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The stock has a market capitalization of $858.59 billion, a P/E ratio of 39.04, a PEG ratio of 4.01 and a beta of 0.58.

Walmart (NASDAQ:WMT – Get Free Report) last issued 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. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The business had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the previous year, the firm earned $0.68 earnings per share. The business’s quarterly 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, sell-side analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research note on Friday, August 21st. Evercore set a $125.00 price objective on shares of Walmart in a report on Friday, August 21st. JPMorgan Chase & Co. cut their target price on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, August 21st. UBS Group decreased their price objective on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Finally, Wells Fargo & Company lowered 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 research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $131.74.

View Our Latest Report on WMT

Walmart Company Profile

(Free Report)

Walmart Inc (NASDAQ: WMT) is a multinational retailer that operates supercenters, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its merchandise includes groceries, apparel, electronics, home goods, health and wellness products, household essentials and general merchandise. Walmart also provides services such as grocery pickup and delivery, pharmacy services, financial products and digital advertising.

The company serves customers through its Walmart U.S., Walmart International and Sam’s Club segments.

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