Transamerica Financial Advisors LLC Takes Position in Walmart Inc. $WMT

Posted by Stanley Muller on Aug 30th, 2026

Walmart logo Transamerica Financial Advisors LLC acquired a new position in Walmart Inc. (NASDAQ:WMT – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 5,851 shares of the retailer’s stock, valued at approximately $663,000.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC raised its holdings in shares of Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after buying an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after acquiring an additional 485 shares during the period. Peterson Wealth Management raised its holdings in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares during the period. Institutional investors own 26.76% of the company’s stock.

More Walmart News

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

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. Raymond James Financial reissued an “outperform” rating and issued a $130.00 price objective on shares of Walmart in a research note on Friday, August 21st. TD Cowen reissued a “buy” rating on shares of Walmart in a report on Friday, August 21st. Wolfe Research restated an “outperform” rating and issued a $115.00 target price on shares of Walmart in a research note on Friday, August 21st. Tigress Financial restated 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. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $120.00 target price on shares of Walmart in a report on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Get Our Latest Stock Analysis on WMT

Insider Activity

In other Walmart news, EVP Daniel J. Bartlett sold 3,710 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $113.10, for a total value of $419,601.00. Following the completion of the transaction, the executive vice president directly owned 626,299 shares in the company, valued at approximately $70,834,416.90. This represents a 0.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 Walmart 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 completion of the sale, the executive vice president owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This represents a 20.07% decrease in their position. The SEC filing for this sale provides additional information. 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. Over the last three months, insiders sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is owned by company insiders.

Walmart Stock Up 0.4%

NASDAQ:WMT opened at $103.09 on Friday. The stock has a 50-day simple moving average of $111.90 and a 200 day simple moving average of $120.45. Walmart Inc. has a 52-week low of $95.79 and a 52-week high of $135.15. 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 has a market cap of $820.40 billion, a PE ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61.

Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business’s revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business 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, sell-side analysts expect that Walmart Inc. will post 2.87 EPS for the current fiscal year.

About Walmart

(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.