Lifetime Wealth Management P.C. purchased a new position in Walmart Inc. (NASDAQ:WMT – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 10,273 shares of the retailer’s stock, valued at approximately $1,164,000.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in WMT. Bank of America Corp DE purchased a new position in Walmart during the second quarter valued at $7,455,131,000. Norges Bank purchased a new stake in Walmart in the 4th quarter worth $6,458,529,000. Legal & General Group Plc purchased a new stake in Walmart in the 2nd quarter worth $2,905,655,000. AQR Capital Management LLC lifted its stake in Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Finally, Canada Pension Plan Investment Board bought a new position in shares of Walmart during the 2nd quarter valued at about $796,677,000. 26.76% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
WMT has been the topic of several research reports. Wells Fargo & Company reduced their target price on Walmart from $140.00 to $120.00 and set an “overweight” rating on the stock in a report on Friday, August 21st. Tigress Financial reissued a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. UBS Group cut their price target on Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a report on Friday, August 21st. Royal Bank Of Canada reduced their price objective on Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a research note on Friday, August 21st. Finally, TD Cowen reaffirmed a “buy” rating on shares of Walmart in a report on Friday, August 21st. Three equities 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $131.88.
Trending Headlines about Walmart
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
Insider Activity
In related news, EVP Daniel Danker sold 50,644 shares of Walmart stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 201,672 shares of the company’s stock, valued at approximately $21,246,145.20. The trade was a 20.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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 the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the transaction, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is currently owned by insiders.
Walmart Price Performance
Shares of Walmart stock opened at $103.09 on Monday. The stock has a market cap 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 quick ratio of 0.23 and a current ratio of 0.77. The stock has a 50 day moving average price of $111.90 and a 200-day moving average price of $120.39. Walmart Inc. has a one year low of $95.79 and a one year high of $135.15.
Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly 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. The company had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.Walmart’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.68 EPS. 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 expect that Walmart Inc. will post 2.87 EPS for the current year.
About Walmart
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.
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