Delos Wealth Advisors LLC Takes $6.38 Million Position in Walmart Inc. $WMT

Key Points

• Delos Wealth Advisors initiated a $6.38 million Walmart position by purchasing 56,329 shares, making Walmart its 11th-largest holding and roughly 3.3% of its portfolio. Other institutional investors also added shares, with institutions owning 26.76% of Walmart.
• Walmart exceeded quarterly expectations, reporting $0.81 EPS versus the $0.74 consensus and $187.94 billion in revenue, up 5.9% year over year. E-commerce grew 23% and advertising revenue increased 38%, supporting the company’s broader growth strategy.
• Analysts maintain a generally positive outlook, with Walmart receiving a “Moderate Buy” consensus rating and an average price target of $131.88, although the stock’s high valuation, slower comparable-sales growth and recent decline remain concerns.

Delos Wealth Advisors LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 56,329 shares of the retailer's stock, valued at approximately $6,380,000. Walmart makes up approximately 3.3% of Delos Wealth Advisors LLC's holdings, making the stock its 11th biggest holding.

Several other institutional investors and hedge funds also recently bought and sold shares of WMT. Primecap Management Co. CA purchased a new position in Walmart in the 2nd quarter valued at approximately $16,377,000. Palisade Capital Management LP bought a new stake in Walmart during the 2nd quarter valued at $2,680,000. Cooper Haims Advisors LLC purchased a new stake in shares of Walmart during the second quarter worth $305,000. Canada Pension Plan Investment Board purchased a new stake in shares of Walmart during the second quarter worth $796,677,000. Finally, Castlekeep Investment Advisors LLC bought a new position in shares of Walmart in the second quarter worth $943,000. 26.76% of the stock is owned by institutional investors.

Walmart Trading Up 0.4%

Walmart stock opened at $103.09 on Friday. The stock has a market cap of $820.40 billion, a P/E ratio of 37.22, a PEG ratio of 3.90 and a beta of 0.61. Walmart Inc. has a fifty-two week low of $95.79 and a fifty-two week high of $135.15. The firm's fifty day moving average price is $111.90 and its 200-day moving average price is $120.45. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data 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 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 was up 5.9% compared to the same quarter last year. During the same quarter last year, the business posted $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. Equities research analysts forecast that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the firm's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares of the company's stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the sale, the executive vice president owned 630,009 shares of the company's stock, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 77,292 shares of company stock valued at $8,421,143 over the last 90 days. 0.09% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

WMT has been the subject of several recent research reports. TD Cowen reiterated a "buy" rating on shares of Walmart in a research report on Friday, August 21st. Freedom Broker raised Walmart from a "hold" rating to a "strong-buy" rating in a report on Thursday, August 20th. BNP Paribas Exane restated an "outperform" rating and issued a $137.00 target price (down from $146.00) on shares of Walmart in a research note on Friday, August 21st. DA Davidson set a $132.00 target price on Walmart and gave the company a "buy" rating in a report on Friday, August 21st. Finally, BMO Capital Markets reiterated an "outperform" rating and set a $126.00 price target 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 issued a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, Walmart presently has an average rating of "Moderate Buy" and an average price target of $131.88.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
• Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
• Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
• Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
• Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
• Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source