Capital Square LLC Buys Shares of 11,317 Walmart Inc. $WMT

Capital Square LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the second quarter, according to its most recent filing with the SEC. The firm purchased 11,317 shares of the retailer's stock, valued at approximately $1,289,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Entrust Financial LLC bought a new stake in Walmart during the 4th quarter valued at $27,000. Merkkuri Wealth Advisors LLC purchased a new position in shares of Walmart in the 1st quarter worth about $29,000. Bay Harbor Wealth Management LLC lifted its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock valued at $32,000 after purchasing an additional 105 shares during the last quarter. Sankala Group LLC bought a new position in Walmart during the fourth quarter worth about $33,000. Finally, Motiv8 Investments LLC bought a new position in shares of Walmart in the fourth quarter worth $34,000. 26.76% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on WMT shares. Jefferies Financial Group restated a "buy" rating and set a $120.00 target price on shares of Walmart in a research report on Friday, August 21st. Sanford C. Bernstein reiterated an "outperform" rating on shares of Walmart in a research report on Friday, August 21st. Oppenheimer reaffirmed a "market perform" rating on shares of Walmart in a research note on Tuesday. Guggenheim set a $130.00 price objective on Walmart and gave the company a "buy" rating in a research report on Friday, August 21st. Finally, Mizuho set a $130.00 target price on Walmart in a report on Monday, July 27th. Three 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 company. Based on data from MarketBeat.com, Walmart presently has an average rating of "Moderate Buy" and an average target price of $131.88.

Walmart Trading Down 1.6%

Walmart stock 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 company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The firm's 50 day moving average price is $112.18 and its 200-day moving average price is $120.57. The stock has a market cap of $816.74 billion, a P/E ratio of 37.05, a PEG ratio of 3.96 and a beta of 0.61.

Walmart (NASDAQ:WMT - Get Free Report) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping analysts' consensus estimates of $0.74 by $0.07. The company 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 revenue for the quarter was up 5.9% on a year-over-year basis. During the same period 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, equities analysts predict that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Activity

In other news, EVP David W. Guggina sold 11,978 shares of the firm's stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the sale, the executive vice president owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the firm's stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the sale, the executive vice president directly owned 201,672 shares of the company's stock, valued at $21,246,145.20. This represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 77,292 shares of company stock worth $8,421,143. Insiders own 0.09% of the company's stock.

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

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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