Barbara Oil Co. Purchases Shares of 110,000 Walmart Inc. $WMT

Barbara Oil Co. acquired a new position in Walmart Inc. (NASDAQ:WMT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 110,000 shares of the retailer's stock, valued at approximately $12,459,000. Walmart comprises 4.2% of Barbara Oil Co.'s investment portfolio, making the stock its 4th biggest holding.

Other institutional investors and hedge funds have also recently modified their holdings of the company. MFA Wealth Services boosted its holdings in shares of Walmart by 0.7% in the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer's stock valued at $1,356,000 after acquiring an additional 80 shares during the last quarter. Realta Investment Advisors lifted its position in Walmart by 2.0% during the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer's stock valued at $508,000 after purchasing an additional 81 shares during the period. Compton Financial Group LLC lifted its position in Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer's stock valued at $259,000 after purchasing an additional 82 shares during the period. Renaissance Group LLC boosted its holdings in Walmart by 0.9% in the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer's stock valued at $1,074,000 after purchasing an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. grew its position in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer's stock worth $3,033,000 after purchasing an additional 84 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Trading Down 1.6%

NASDAQ:WMT opened at $102.63 on Friday. Walmart Inc. has a 1 year low of $95.70 and a 1 year high of $135.15. The stock has a market cap of $816.74 billion, a P/E ratio of 37.05, a P/E/G ratio of 3.96 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 simple moving average of $112.18 and a 200-day simple moving average of $120.57.

Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) 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 firm's quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter last year, the business 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. As a group, analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the sale, the executive vice president owned 569,153 shares in the company, valued at approximately $60,523,730.02. This trade represents a 0.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,710 shares of the business's stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the transaction, the executive vice president owned 626,299 shares in the company, valued at approximately $70,834,416.90. This trade represents a 0.59% 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 77,292 shares of company stock valued at $8,421,143 in the last ninety days. Company insiders own 0.09% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on WMT. JPMorgan Chase & Co. decreased their price target on Walmart from $137.00 to $125.00 and set an "overweight" rating for the company in a report on Friday, August 21st. Tigress Financial reiterated a "buy" rating and issued a $155.00 price objective (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Cantor Fitzgerald raised shares of Walmart to a "buy" rating in a report on Friday, August 21st. Guggenheim set a $130.00 price target on Walmart and gave the company a "buy" rating in a report on Friday, August 21st. Finally, Erste Group Bank downgraded shares of Walmart from a "buy" rating to a "hold" rating in a research note on Friday, June 5th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Walmart presently has an average rating of "Moderate Buy" and an average target price of $131.88.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
• Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart's Big Sell-Off Could Be a Buying Opportunity
• Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
• Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam's Club Children's Miracle Network Support
• Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
• Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

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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