Parvin Asset Management LLC Takes $734,000 Position in Walmart Inc. $WMT

Parvin Asset Management LLC bought a new stake 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 6,481 shares of the retailer’s stock, valued at approximately $734,000.

Other institutional investors have also added to or reduced their stakes in the company. Entrust Financial LLC bought a new stake in shares of Walmart in the 4th quarter worth approximately $27,000. Merkkuri Wealth Advisors LLC bought a new stake in shares of Walmart during the first quarter valued at approximately $29,000. Bay Harbor Wealth Management LLC raised its stake 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 valued at $32,000 after purchasing an additional 105 shares in the last quarter. Sankala Group LLC acquired a new position in shares of Walmart in the fourth quarter valued at $33,000. Finally, Motiv8 Investments LLC bought a new position in Walmart in the fourth quarter worth $34,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Key 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 Performance

Walmart stock opened at $103.09 on Monday. The firm has a market capitalization 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 stock has a fifty day moving average price of $111.90 and a two-hundred day moving average price of $120.39. 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 current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating 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 company had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the previous year, the company earned $0.68 EPS. The firm’s revenue for the quarter was up 5.9% compared to the same quarter last year. 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, analysts anticipate that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have weighed in on WMT. Raymond James Financial reiterated an “outperform” rating and set a $130.00 price target on shares of Walmart in a research note on Friday, August 21st. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price objective (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Piper Sandler reiterated an “overweight” rating and set a $128.00 target price (down from $137.00) on shares of Walmart in a research report on Friday, August 21st. Jefferies Financial Group reiterated a “buy” rating and set a $120.00 target price on shares of Walmart in a research report on Friday, August 21st. Finally, Oppenheimer reissued a “market perform” rating on shares of Walmart in a research report on Tuesday, August 25th. Three research 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. Based on data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $131.88.

Insider Activity

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company’s 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 sale, the executive vice president directly owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed 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 firm’s stock in a transaction that occurred 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 sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at approximately $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. Insiders have sold 77,292 shares of company stock valued at $8,421,143 in the last ninety days. 0.09% of the stock is currently owned by corporate insiders.

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.