Magnolia Capital Advisors LLC Invests $5.29 Million in Walmart Inc. $WMT

Magnolia Capital Advisors LLC acquired a new position in Walmart Inc. (NASDAQ:WMT) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 46,734 shares of the retailer’s stock, valued at approximately $5,293,000. Walmart makes up 0.9% of Magnolia Capital Advisors LLC’s holdings, making the stock its 28th largest holding.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in WMT. Bell & Brown Wealth Advisors LLC bought a new position in Walmart during the second quarter valued at approximately $6,451,000. Advisortrust Partners LLC boosted its stake in shares of Walmart by 20.2% in the 1st quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock valued at $8,344,000 after purchasing an additional 11,283 shares in the last quarter. Union Bancaire Privee UBP SA grew its holdings in shares of Walmart by 253.3% during the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock valued at $47,728,000 after purchasing an additional 275,337 shares during the last quarter. Janney Montgomery Scott LLC raised its position in Walmart by 2.9% in the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after purchasing an additional 68,632 shares during the period. Finally, Vise Technologies Inc. raised its position in Walmart by 42.1% in the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after purchasing an additional 81,635 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of recent research reports. Gordon Haskett cut Walmart from a “buy” rating to an “accumulate” rating in a research note on Thursday, August 20th. Wolfe Research restated an “outperform” rating and set a $115.00 target price on shares of Walmart in a report on Friday, August 21st. UBS Group reduced their price target on Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research report on Friday, August 21st. Mizuho set a $130.00 price target on Walmart in a research note on Monday, July 27th. Finally, JPMorgan Chase & Co. dropped their price objective on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Insiders Place Their Bets

In other news, EVP Daniel Danker sold 50,644 shares of the company’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the transaction, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This represents a 20.07% 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. 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. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the sale, the executive vice president directly owned 569,153 shares in the company, valued at $60,523,730.02. This trade represents a 0.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 77,292 shares of company stock worth $8,421,143 over the last three months. Company insiders own 0.09% of the company’s stock.

Walmart Stock Up 0.4%

NASDAQ:WMT opened at $103.09 on Friday. The firm has a market cap of $820.40 billion, a P/E ratio of 37.22, a P/E/G ratio of 3.92 and a beta of 0.61. 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 fifty-two week low of $95.79 and a fifty-two week high of $135.15. The firm has a 50-day simple moving average of $111.90 and a two-hundred day simple moving average of $120.45.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) 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 firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the prior year, the firm posted $0.68 earnings per share. The business’s 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. Analysts predict that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Key Stories Impacting 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

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.