Visionary Wealth Advisors Makes New $18.97 Million Investment in Walmart Inc. $WMT

Key Points

• Visionary Wealth Advisors acquired 167,459 Walmart shares worth approximately $18.97 million in the second quarter, making Walmart about 0.7% of its portfolio. Institutional investors collectively own 26.76% of the company.
• Analysts maintain a generally positive outlook, with Walmart receiving a consensus “Moderate Buy” rating and an average price target of $131.88. The company also exceeded quarterly expectations, reporting $0.81 adjusted EPS and $187.94 billion in revenue, up 5.9% year over year.
• Walmart executives sold shares totaling about $8.42 million over the past 90 days, including a $5.34 million sale by Daniel Danker under a pre-arranged Rule 10b5-1 plan to cover tax obligations. The stock opened at $103.09, below its 50-day and 200-day moving averages.

Visionary Wealth Advisors acquired a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 167,459 shares of the retailer's stock, valued at approximately $18,966,000. Walmart accounts for about 0.7% of Visionary Wealth Advisors' portfolio, making the stock its 26th largest position.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its stake in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer's stock valued at $8,868,000 after acquiring an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management boosted its position in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock worth $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC boosted its position in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock worth $1,272,000 after purchasing an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. increased its holdings in shares of Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock valued at $8,931,000 after purchasing an additional 1,048 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on WMT shares. Gordon Haskett cut shares of Walmart from a "buy" rating to an "accumulate" rating in a research note on Thursday, August 20th. Freedom Capital upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a research note on Thursday, August 20th. 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. Citigroup cut their price objective on shares of Walmart from $147.00 to $132.00 and set a "buy" rating for the company in a research report on Friday, August 21st. Finally, Freedom Broker upgraded Walmart from a "hold" rating to a "strong-buy" rating in a report on Thursday, August 20th. Three investment 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.com, Walmart presently has an average rating of "Moderate Buy" and a consensus price target of $131.88.

Insider Buying and Selling at Walmart

In related news, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the sale, the executive vice president owned 630,009 shares of the company's stock, valued at $69,074,186.76. This represents a 0.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through 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 stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the sale, the executive vice president directly owned 201,672 shares in the company, valued at $21,246,145.20. This represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 77,292 shares of company stock valued at $8,421,143 over the last ninety days. Company insiders own 0.09% of the company's stock.

Walmart Trading Up 0.4%

WMT stock opened at $103.09 on Friday. Walmart Inc. has a 52 week low of $95.79 and a 52 week high of $135.15. The company has a market capitalization of $820.40 billion, a PE ratio of 37.22, a price-to-earnings-growth ratio of 3.90 and a beta of 0.61. The company's 50-day simple moving average is $111.90 and its 200 day simple moving average 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 for the quarter, topping the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analysts' expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The business's revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the company 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. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current year.

Trending Headlines about Walmart

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

Walmart Company 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.

Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT - Free Report).

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