Transamerica Financial Advisors LLC Purchases Shares of 5,851 Walmart Inc. $WMT

Transamerica Financial Advisors LLC purchased a new position in Walmart Inc. (NASDAQ:WMT) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 5,851 shares of the retailer’s stock, valued at approximately $663,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Sanchez Levi Garrett purchased a new stake in shares of Walmart in the 2nd quarter worth about $434,000. Corient Private Wealth LP purchased a new position in Walmart in the 2nd quarter worth approximately $213,685,000. Palogic Value Management L.P. purchased a new stake in shares of Walmart during the second quarter valued at $566,000. Perennial Investment Advisors LLC bought a new stake in shares of Walmart in the second quarter worth approximately $2,343,000. Finally, Permanens Capital L.P. purchased a new stake in Walmart during the 2nd quarter valued at $10,402,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Walmart

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

Analyst Ratings Changes

A number of research analysts have recently weighed in on WMT shares. Gordon Haskett cut Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Truist Financial set a $114.00 target price on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, August 21st. Guggenheim set a $130.00 price target on shares of Walmart and gave the company a “buy” rating in a research report on Friday, August 21st. Citigroup lowered their price objective on shares of Walmart from $147.00 to $132.00 and set a “buy” rating for the company in a research note on Friday, August 21st. Finally, JPMorgan Chase & Co. reduced their price target on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research report on Friday, August 21st. Three research 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 stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $131.88.

Walmart Stock Up 0.4%

Walmart stock opened at $103.09 on Friday. The stock has a market cap of $820.40 billion, a PE ratio of 37.22, a P/E/G ratio of 3.92 and a beta of 0.61. Walmart Inc. has a 1-year low of $95.79 and a 1-year high of $135.15. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The stock’s fifty day moving average is $111.90 and its two-hundred day moving average is $120.45.

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