Advisory Solutions Group LLC Purchases Shares of 13,467 Walmart Inc. $WMT

Key Points

• Advisory Solutions Group LLC acquired 13,467 Walmart shares during the second quarter, valued at approximately $1.525 million. Institutional investors collectively own 26.76% of Walmart.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $131.88, although several firms recently reduced their targets.
• Walmart’s latest quarterly results exceeded expectations, with earnings of $0.81 per share and revenue of $187.94 billion, up 5.9% year over year. Shares opened at $107.14, below their 50-day and 200-day moving averages.

Advisory Solutions Group LLC bought a new position in Walmart Inc. (NASDAQ:WMT - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 13,467 shares of the retailer's stock, valued at approximately $1,525,000.

A number of other institutional investors have also bought and sold shares of the business. Entrust Financial LLC purchased a new position in shares of Walmart in the fourth quarter valued at about $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in shares of Walmart during the first quarter worth about $29,000. Montgomery Financial Services LLC bought a new stake in Walmart during the 2nd quarter valued at approximately $32,000. Sankala Group LLC bought a new stake in Walmart during the 4th quarter valued at approximately $33,000. Finally, Motiv8 Investments LLC purchased a new position in Walmart in the 4th quarter worth approximately $34,000. Hedge funds and other institutional investors own 26.76% of the company's stock.

Analyst Ratings Changes

WMT has been the topic of several recent analyst reports. Oppenheimer reiterated a "market perform" rating on shares of Walmart in a research report on Tuesday, August 25th. BNP Paribas Exane reaffirmed an "outperform" rating and set a $137.00 target price (down from $146.00) on shares of Walmart in a research note on Friday, August 21st. The Goldman Sachs Group reiterated a "buy" rating and issued a $130.00 price target on shares of Walmart in a research note on Friday, August 21st. JPMorgan Chase & Co. cut their price objective on Walmart from $137.00 to $125.00 and set an "overweight" rating for the company in a research report on Friday, August 21st. Finally, Cantor Fitzgerald raised Walmart to a "buy" rating in a report on Friday, August 21st. Three 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 stock. According to data from MarketBeat.com, Walmart presently has a consensus rating of "Moderate Buy" and an average target price of $131.88.

Walmart Stock Down 1.2%

NASDAQ WMT opened at $107.14 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. Walmart Inc. has a 52 week low of $98.88 and a 52 week high of $135.15. The firm has a market capitalization of $850.02 billion, a price-to-earnings ratio of 38.68, a PEG ratio of 4.09 and a beta of 0.59. The company has a fifty day moving average of $110.81 and a two-hundred day moving average of $119.62.

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 return on equity of 21.83% and a net margin of 3.00%.The business had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same quarter in the previous year, the business earned $0.68 earnings per share. The company's revenue for the quarter 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. On average, analysts predict that Walmart Inc. will post 2.87 earnings per share for the current year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

Insider Buying and Selling at Walmart

In other news, EVP Daniel Bartlett sold 3,950 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $105.14, for a total transaction of $415,303.00. Following the transaction, the executive vice president directly owned 622,349 shares in the company, valued at approximately $65,433,773.86. This trade represents a 0.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher Nicholas sold 2,900 shares of the company's stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the sale, the executive vice president owned 569,153 shares of the company's stock, valued at $60,523,730.02. This trade represents a 0.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 81,242 shares of company stock valued at $8,836,446 in the last ninety days. 0.09% of the stock is owned by insiders.

Walmart Company Profile

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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