SGL Investment Advisors Inc. Invests $4.39 Million in Walmart Inc. $WMT

Posted by Brenda Bartman on Aug 25th, 2026

Walmart logo SGL Investment Advisors Inc. bought a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 39,012 shares of the retailer’s stock, valued at approximately $4,395,000. Walmart accounts for about 1.5% of SGL Investment Advisors Inc.’s portfolio, making the stock its 26th largest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Entrust Financial LLC acquired a new stake in shares of Walmart during the fourth quarter worth about $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart in the first quarter valued at approximately $29,000. Bay Harbor Wealth Management LLC increased its holdings in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the period. Sankala Group LLC acquired a new position in Walmart in the 4th quarter worth approximately $33,000. Finally, Motiv8 Investments LLC purchased a new position in Walmart during the 4th quarter worth approximately $34,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $106.49 on Tuesday. The company has a market capitalization of $847.46 billion, a PE ratio of 38.44, a price-to-earnings-growth ratio of 3.91 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 company’s fifty day moving average price is $113.06 and its 200 day moving average price is $121.09. Walmart Inc. has a 1 year low of $95.42 and a 1 year high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last released 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. The company had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, research analysts predict that Walmart Inc. will post 2.86 earnings per share for the current year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Unusually heavy call-option activity may indicate increased near-term bullish interest. Investors purchased 166,747 call options, about 33% above the typical daily volume. However, options activity is speculative and does not guarantee further gains.
Positive Sentiment: Walmart is rolling out tap-to-pay and NFC capabilities across its U.S. stores and clubs. The move could improve checkout convenience, support mobile-wallet adoption and strengthen customer engagement as digital sales and membership become more important. Can Walmart’s Tap to Pay Push Strengthen Customer Engagement?
Positive Sentiment: The company is introducing Scenario, a mostly sub-$25 fashion brand aimed at younger shoppers. Walmart hopes the offering will attract value-conscious consumers and improve its competitive position against Amazon in apparel. Walmart Aims to Take On Amazon With Trendier Apparel
Neutral Sentiment: Walmart’s latest quarter exceeded expectations, with adjusted earnings of $0.81 per share versus roughly $0.74 expected and revenue of $187.94 billion, up 5.9% year over year. Full-year sales guidance was also raised to 4%-5%, but the outlook implies moderating growth.
Negative Sentiment: U.S. comparable sales growth slowed to 2.6%, compared with 4.1% in the prior quarter and 4.6% a year earlier. Investors remain concerned that cautious consumers and uneven spending are pressuring traffic and discretionary purchases.
Negative Sentiment: Several analysts reduced Walmart’s price targets or issued more cautious forecasts after the earnings report. Critics also argue that the stock remains expensive at roughly 36 times forward earnings despite decelerating growth, limiting upside.

Analysts Set New Price Targets

A number of research firms have recently weighed in on WMT. Cantor Fitzgerald upgraded shares of Walmart to a “buy” rating in a research note on Friday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $130.00 price target on shares of Walmart in a report on Friday. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Weiss Ratings lowered Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Finally, KeyCorp reissued an “overweight” rating on shares of Walmart in a report on Wednesday, August 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Read Our Latest Stock Analysis on Walmart

Insider Transactions at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was 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 of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. The transaction was disclosed in a document filed 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 3,775 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. This represents a 0.60% 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. Insiders have sold 57,064 shares of company stock worth $6,697,788 over the last quarter. Company insiders own 0.09% of the company’s stock.

Walmart Profile

(Free Report)

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.