D.B. Root & Company LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 30,420 shares of the retailer's stock, valued at approximately $3,445,000. Walmart accounts for approximately 0.7% of D.B. Root & Company LLC's portfolio, making the stock its 22nd biggest position.
A number of other hedge funds and other institutional investors have also made changes to their positions in WMT. Entrust Financial LLC purchased a new position in Walmart in the fourth quarter valued at $27,000. Merkkuri Wealth Advisors LLC acquired a new position in shares of Walmart in the first quarter worth about $29,000. Bay Harbor Wealth Management LLC boosted its stake in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Sankala Group LLC purchased a new stake in shares of Walmart during the 4th quarter worth about $33,000. Finally, Motiv8 Investments LLC purchased a new stake in shares of Walmart during the 4th quarter worth about $34,000. Institutional investors and hedge funds own 26.76% of the company's stock.
Wall Street Analysts Forecast Growth
Several equities analysts recently weighed in on WMT shares. Roth Capital restated a "buy" rating on shares of Walmart in a research note on Friday, August 21st. Tigress Financial reiterated a "buy" rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Mizuho set a $130.00 price objective on Walmart in a report on Monday, July 27th. Royal Bank Of Canada cut their price objective on Walmart from $137.00 to $131.00 and set an "outperform" rating for the company in a research report on Friday, August 21st. Finally, Telsey Advisory Group restated an "outperform" rating and issued a $130.00 price objective (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $131.88.
Read Our Latest Report on WMT
Insider Transactions at Walmart
In other Walmart news, EVP Daniel Danker sold 50,644 shares of the stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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. Also, EVP Daniel J. Bartlett sold 3,710 shares of the stock in a transaction 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 of the company's stock, valued at approximately $70,834,416.90. This 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 have sold a total of 77,292 shares of company stock valued at $8,421,143 in the last 90 days. Corporate insiders own 0.09% of the company's stock.
Key Walmart News
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 Stock Down 1.6%
WMT stock opened at $102.63 on Friday. The stock has a market capitalization 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 firm has a 50-day simple moving average of $112.18 and a 200-day simple moving average of $120.57. 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 $95.70 and a 52 week high of $135.15.
Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company's revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $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. Equities analysts forecast that Walmart Inc. will post 2.87 earnings per share 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.
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