TRB Wealth Management LLC Invests $1.91 Million in Walmart Inc. $WMT

Key Points

• TRB Wealth Management initiated a Walmart position worth approximately $1.91 million, buying 16,882 shares in the second quarter. Institutional investors and hedge funds collectively own 26.76% of Walmart.
• Wall Street remains broadly positive, with an average “Moderate Buy” rating and a consensus price target of $131.88, despite several analysts recently lowering or setting targets between $113 and $130.
• Walmart exceeded quarterly expectations, reporting $0.81 in adjusted EPS and $187.94 billion in revenue, while sales growth and valuation remain concerns as the stock traded near $104.34, below its 50- and 200-day moving averages.

TRB Wealth Management LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 16,882 shares of the retailer's stock, valued at approximately $1,912,000.

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

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Piper Sandler reissued an "overweight" rating and issued a $128.00 price target (down from $137.00) on shares of Walmart in a report on Friday, August 21st. The Goldman Sachs Group reaffirmed a "buy" rating and set a $130.00 target price on shares of Walmart in a report on Friday, August 21st. Raymond James Financial reiterated an "outperform" rating and issued a $130.00 target price on shares of Walmart in a research note on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 price target on shares of Walmart in a report on Friday, August 21st. Finally, Jefferies Financial Group reaffirmed a "buy" rating and issued a $120.00 price objective on shares of Walmart in a report on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $131.88.

Insider Transactions at Walmart

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the firm's stock in a transaction on 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 transaction, 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 sale 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 Daniel J. Bartlett sold 3,710 shares of Walmart stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the sale, the executive vice president directly owned 626,299 shares in the company, valued at approximately $70,834,416.90. This trade represents a 0.59% 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 26,648 shares of company stock valued at $3,085,798 over the last ninety days. Insiders own 0.09% of the company's stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts continue to project upside for WMT, with reports citing consensus price targets of $138.50 and $128.43—well above recent trading levels. Large call-option purchases also suggest some traders are positioning for a rebound. Walmart consensus price target Walmart call options activity
• Positive Sentiment: Walmart’s digital sales, automation and AI initiatives remain key parts of the growth story. Its Sparky shopping assistant has reportedly produced customer baskets about 40% larger than those of customers shopping without the tool, while Walmart is also exploring advertising and technology opportunities with OpenAI and ChatGPT. Walmart Sparky AI assistant
• Positive Sentiment: The new Scenario women’s fashion brand, with most items priced below $25, could help Walmart attract younger shoppers and expand its apparel business. The company is also increasing rapid-delivery capabilities through Flipkart in India. Walmart launches Scenario fashion brand
• Neutral Sentiment: Investors are comparing Walmart’s digital and business-mix expansion with MercadoLibre’s broader ecosystem growth, highlighting Walmart’s improving online opportunity but also the high expectations embedded in its valuation. Walmart versus MercadoLibre growth comparison
• Negative Sentiment: Walmart’s U.S. comparable sales rose 2.6%, below the 3.8% analyst estimate and representing the company’s slowest comparable-sales growth in roughly six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious. Walmart comparable-sales miss
• Negative Sentiment: Valuation remains a concern after Walmart’s substantial five-year gain. Analysts note that the stock trades at a premium relative to peers despite slower store-sales momentum, while Amazon continues to take share of U.S. clothing spending from Walmart. Walmart valuation concerns Amazon clothing share versus Walmart

Walmart Trading Down 1.0%

Shares of Walmart stock opened at $104.34 on Thursday. The firm has a market capitalization of $830.35 billion, a PE ratio of 37.67, a P/E/G ratio of 4.00 and a beta of 0.61. Walmart Inc. has a twelve month low of $95.60 and a twelve month high of $135.15. The firm's 50-day moving average price is $112.47 and its 200 day moving average price is $120.78. 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 (NASDAQ:WMT - Get Free Report) last posted its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same period in the previous year, the business earned $0.68 EPS. Walmart's quarterly revenue was up 5.9% on a year-over-year basis. 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, sell-side analysts predict that Walmart Inc. will post 2.87 EPS for the current fiscal year.

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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