Mmbg Investment Advisors CO. Makes New Investment in Walmart Inc. $WMT

Mmbg Investment Advisors CO. bought a new position in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 167,546 shares of the retailer’s stock, valued at approximately $18,976,000. Walmart makes up approximately 1.5% of Mmbg Investment Advisors CO.’s investment portfolio, making the stock its 18th largest position.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Entrust Financial LLC purchased a new position in Walmart in the 4th quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in shares of Walmart during the first quarter worth $29,000. Bay Harbor Wealth Management LLC boosted its holdings in shares of Walmart by 57.4% in 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 bought a new position in shares of Walmart in the fourth quarter worth $33,000. Finally, Motiv8 Investments LLC purchased a new position in shares of Walmart in the fourth quarter valued at $34,000. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In related news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 57,064 shares of company stock worth $6,697,788. Company insiders own 0.09% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $103.70 on Monday. 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 Inc. has a 52-week low of $95.42 and a 52-week high of $135.15. The company has a market capitalization of $825.25 billion, a PE ratio of 37.44, a price-to-earnings-growth ratio of 3.91 and a beta of 0.61. The business’s fifty day moving average is $113.35 and its 200 day moving average is $121.24.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS 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 return on equity of 21.83% and a net margin of 3.00%.The firm’s revenue was up 5.9% on a year-over-year basis. During the same period in the previous year, the business earned $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. On average, equities research analysts anticipate that Walmart Inc. will post 2.86 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on WMT shares. Wolfe Research reiterated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a research note on Friday. Raymond James Financial restated an “outperform” rating and issued a $130.00 target price on shares of Walmart in a research note on Friday. JPMorgan Chase & Co. reduced their target price on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a report on Friday. TD Cowen reiterated a “buy” rating on shares of Walmart in a research report on Friday. Finally, BTIG Research lowered their price target on shares of Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday. Two analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

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.