Coppell Advisory Solutions LLC Makes New Investment in Walmart Inc. $WMT

Key Points

• Coppell Advisory Solutions LLC initiated a Walmart position by purchasing 38,904 shares worth approximately $4.4 million, making Walmart its 24th-largest holding and about 0.8% of its portfolio.
• Walmart reported quarterly earnings of $0.81 per share, beating estimates of $0.74, while revenue rose 5.9% year over year to $187.94 billion. Shares opened at $108.42, below the 50-day and 200-day moving averages.
• Analysts maintain a generally positive outlook, with Walmart carrying a “Moderate Buy” consensus rating and an average price target of $131.88, though several firms recently reduced their targets and the company faces potential legal and reputational risks from a U.S. beef-pricing investigation.

Coppell Advisory Solutions LLC purchased a new stake in shares of 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 purchased 38,904 shares of the retailer's stock, valued at approximately $4,406,000. Walmart comprises about 0.8% of Coppell Advisory Solutions LLC's investment portfolio, making the stock its 24th biggest holding.

Several other institutional investors have also recently made changes to their positions in the business. MFA Wealth Services increased its holdings in Walmart by 0.7% during the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer's stock valued at $1,356,000 after buying an additional 80 shares during the last quarter. Realta Investment Advisors grew its position in shares of Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer's stock valued at $508,000 after acquiring an additional 81 shares during the period. Compton Financial Group LLC increased its stake in shares of Walmart by 4.1% in the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer's stock worth $259,000 after purchasing an additional 82 shares in the last quarter. Renaissance Group LLC increased its stake in shares of Walmart by 0.9% in the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer's stock worth $1,074,000 after purchasing an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. raised its holdings in Walmart by 0.3% in 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 own 26.76% of the company's stock.

Insider Buying and Selling at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of the business'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 sale, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at 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 company's stock in a transaction dated 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 sale, the executive vice president owned 201,672 shares in the company, valued at $21,246,145.20. This represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 81,242 shares of company stock worth $8,836,446 over the last three months. 0.09% of the stock is owned by company insiders.

Walmart Price Performance

Shares of Walmart stock opened at $108.42 on Friday. The firm has a market cap of $860.18 billion, a PE ratio of 39.14, a PEG ratio of 4.05 and a beta of 0.59. The stock has a 50 day moving average of $110.98 and a 200 day moving average of $119.70. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. Walmart Inc. has a 12 month low of $98.88 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last posted its earnings results 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. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same period last year, the firm posted $0.68 earnings per share. Walmart'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, research analysts expect that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding restaurant delivery through a Dunkin’ partnership. The agreement adds Dunkin’ locations to Walmart’s three-month-old restaurant-delivery service, following its partnership with Subway. The move broadens Walmart’s convenience ecosystem and could increase delivery frequency, customer engagement and fee-based revenue while positioning the company against DoorDash and Uber Eats. Walmart Teams With Dunkin’ to Expand Restaurant Delivery
• Positive Sentiment: Walmart and Amazon are commercializing fraud-prevention tools. Turning security and scam-prevention capabilities into retail products could create new business opportunities and strengthen customer trust, though the financial impact for WMT is not yet clear. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Positive Sentiment: Recent product launches continue to widen Walmart’s role in everyday spending. New offerings across fashion, groceries, health and home support the company’s strategy of increasing sales across multiple categories. Analysts remain constructive, including Tigress Financial’s reiterated Buy rating, although Walmart’s elevated earnings multiple limits room for disappointment. Is Walmart Undervalued Following Its Latest Product Launches?
• Neutral Sentiment: Haleon negotiated improved shelf placement at Walmart and Target. The arrangement could improve product visibility and shopper traffic in Walmart stores, but it primarily benefits Haleon and does not materially change Walmart’s earnings outlook. Haleon Secures Better Shelf Space at Walmart and Target
• Neutral Sentiment: Executive Daniel Bartlett sold 3,950 shares worth about $415,000. The sale reduced his holdings by only 0.63% and was conducted under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s view of WMT. SEC Insider Trading Filing
• Negative Sentiment: The U.S. Department of Justice expanded its investigation into rising beef prices to Walmart and other large retailers. The inquiry creates potential legal, reputational and compliance risks, although the reports do not establish wrongdoing by Walmart. DOJ Expands Beef Price Investigation

Wall Street Analyst Weigh In

Several research firms have issued reports on WMT. Citigroup cut their price target on Walmart from $147.00 to $132.00 and set a "buy" rating for the company in a report on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 price objective on Walmart in a research note on Friday, August 21st. Mizuho set a $130.00 price objective on Walmart in a research report on Monday, July 27th. Erste Group Bank downgraded Walmart from a "buy" rating to a "hold" rating in a research note on Friday, June 5th. Finally, UBS Group reduced their target price on shares of Walmart from $141.00 to $130.00 and set a "buy" rating for the company in a report on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Walmart presently has an average rating of "Moderate Buy" and a consensus target price of $131.88.

Walmart 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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