Fox Hill Wealth Management Purchases New Position in Walmart Inc. $WMT

Key Points

• Fox Hill Wealth Management acquired 20,245 Walmart shares worth approximately $2.29 million during the second quarter. Institutional investors collectively own 26.76% of Walmart’s outstanding stock.
• Walmart exceeded quarterly expectations, reporting $0.81 in EPS versus the $0.74 consensus and revenue of $187.94 billion, up 5.9% year over year. The stock opened at $104.87, below its 50-day and 200-day moving averages.
• Analysts maintain a broadly positive view, with Walmart carrying a “Moderate Buy” consensus rating and an average price target of $131.88, although several firms recently reduced their targets. Company insiders sold 77,292 shares worth $8.42 million over the past three months.

Fox Hill Wealth Management acquired a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 20,245 shares of the retailer's stock, valued at approximately $2,293,000.

Several other institutional investors have also added to or reduced their stakes in the business. Merkkuri Wealth Advisors LLC bought a new stake in Walmart in the 1st quarter worth about $29,000. Entrust Financial LLC bought a new position in Walmart during the 4th quarter valued at about $27,000. Bay Harbor Wealth Management LLC boosted its holdings 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 valued at $32,000 after acquiring an additional 105 shares during the last quarter. Sankala Group LLC bought a new stake in shares of Walmart in the fourth quarter worth approximately $33,000. Finally, Turim 21 Investimentos Ltda. bought a new stake in shares of Walmart in the first quarter worth approximately $37,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Up 1.7%

WMT opened at $104.87 on Tuesday. 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 1-year low of $95.79 and a 1-year high of $135.15. The company has a market capitalization of $834.56 billion, a PE ratio of 37.86, a PEG ratio of 3.92 and a beta of 0.61. The firm's 50 day simple moving average is $111.65 and its two-hundred day simple moving average is $120.24.

Walmart (NASDAQ:WMT - Get Free Report) last issued 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. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The business had revenue of $187.94 billion for the quarter, compared to analysts' expectations of $186.64 billion. During the same quarter last year, the company posted $0.68 EPS. The company's revenue 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. As a group, equities analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

Insider Buying and Selling

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the business's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the sale, the executive vice president owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the company's stock in a transaction dated Thursday, August 20th. The stock was 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 of the company's stock, valued at approximately $60,523,730.02. The trade was a 0.51% 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 a total of 77,292 shares of company stock valued at $8,421,143 over the last three months. 0.09% of the stock is currently owned by company insiders.

Analyst Ratings Changes

WMT has been the topic of a number of research analyst reports. Telsey Advisory Group restated an "outperform" rating and set a $130.00 price objective (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Raymond James Financial reaffirmed an "outperform" rating and issued a $130.00 target price on shares of Walmart in a research report on Friday, August 21st. Erste Group Bank lowered shares of Walmart from a "buy" rating to a "hold" rating in a research note on Friday, June 5th. Morgan Stanley restated an "overweight" rating and issued a $125.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Finally, Evercore set a $125.00 price objective on Walmart in a 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 issued a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $131.88.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart agreed to pay $50 million to settle U.S. Justice Department allegations involving improperly filled opioid prescriptions. Although the settlement carries a financial cost and reputational risk, it is viewed favorably because it resolves litigation that had exposed the company to potentially billions of dollars in civil penalties. Walmart described the payment as immaterial. Walmart escapes major legal penalty for a fraction of the cost
• Positive Sentiment: Walmart’s U.S. marketplace sales increased 52%, supported by a broader product selection, greater use of fulfillment services and international expansion in Mexico and Canada. Sustaining this momentum could improve e-commerce growth and marketplace profitability. Walmart's Marketplace Momentum Builds
• Positive Sentiment: Tigress Financial reaffirmed its buy rating and set a $155 price target, implying substantial upside from recent trading levels. This reflects confidence in Walmart’s long-term earnings and growth prospects. Benzinga analyst rating
• Neutral Sentiment: Commentary highlights Walmart’s 53-year record of dividend increases and notes that the stock is well below its peak. However, its dividend yield remains relatively low and its valuation is still elevated compared with the broader market. Walmart dividend analysis
• Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS estimates, signaling expectations for slower earnings growth or increased cost pressure. Walmart’s recent earnings-related share-price weakness also indicates that investors remain sensitive to the company’s premium valuation. FY2027 EPS Estimates for Walmart Cut

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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