Philadelphia Investment Partners LLC Buys Shares of 8,872 Walmart Inc. $WMT

Philadelphia Investment Partners LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 8,872 shares of the retailer’s stock, valued at approximately $1,005,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart during the 1st quarter worth $29,000. Entrust Financial LLC acquired a new position in Walmart in the fourth quarter valued at about $27,000. Bay Harbor Wealth Management LLC increased its holdings in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares in the last quarter. Sankala Group LLC acquired a new stake in shares of Walmart in the 4th quarter valued at about $33,000. Finally, Turim 21 Investimentos Ltda. bought a new stake in shares of Walmart in the first quarter valued at about $37,000. 26.76% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on WMT shares. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Cantor Fitzgerald raised shares of Walmart to a “buy” rating in a research report on Friday, August 21st. Gordon Haskett cut shares of Walmart from a “buy” rating to an “accumulate” rating in a report on Thursday, August 20th. Royal Bank Of Canada cut their price target on shares of Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a research report on Friday, August 21st. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $130.00 target price on shares of Walmart in a research report 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 stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $131.88.

More Walmart News

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 Stock Up 0.4%

Shares of NASDAQ:WMT opened at $103.09 on Friday. The company has a fifty day moving average of $111.90 and a 200-day moving average of $120.45. The company has a market capitalization of $820.40 billion, a PE ratio of 37.22, a price-to-earnings-growth ratio of 3.92 and a beta of 0.61. Walmart Inc. has a 52-week low of $95.79 and a 52-week high of $135.15. 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) 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 company had revenue of $187.94 billion for 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%. Walmart’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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 analysts predict that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Daniel Danker sold 50,644 shares of the business’s stock in a transaction on 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 transaction, the executive vice president owned 201,672 shares in the company, valued at $21,246,145.20. The trade was a 20.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 David W. Guggina sold 11,978 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. 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 sold a total of 77,292 shares of company stock valued at $8,421,143 in the last ninety days. 0.09% of the stock is owned by corporate insiders.

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.