Maxele Advisors LLC Makes New Investment in Walmart Inc. $WMT

Maxele Advisors LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 8,401 shares of the retailer’s stock, valued at approximately $951,000. Walmart accounts for about 0.7% of Maxele Advisors LLC’s investment portfolio, making the stock its 25th largest holding.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Entrust Financial LLC acquired a new stake in shares of Walmart in the fourth quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart during the first quarter worth approximately $29,000. Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. Sankala Group LLC bought a new position in Walmart during the 4th quarter worth $33,000. Finally, Motiv8 Investments LLC bought a new position in Walmart during the 4th quarter worth $34,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

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 Stock Performance

Shares of Walmart stock opened at $103.09 on Monday. The company’s 50 day moving average price is $111.90 and its two-hundred day moving average price is $120.39. 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. Walmart Inc. has a fifty-two week low of $95.79 and a fifty-two 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 announced its quarterly 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 company had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. During the same period in the prior year, the business earned $0.68 earnings per share. The company’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. On average, equities analysts forecast that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This represents a 8.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the transaction, the executive vice president 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 SEC filing for this sale provides additional information. 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. Over the last quarter, insiders have sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on WMT. Wolfe Research reiterated an “outperform” rating and set a $115.00 target price on shares of Walmart in a research report on Friday, August 21st. Cantor Fitzgerald upgraded Walmart to a “buy” rating in a research report on Friday, August 21st. Evercore set a $125.00 price target on Walmart in a research note on Friday, August 21st. Oppenheimer reaffirmed a “market perform” rating on shares of Walmart in a research report on Tuesday, August 25th. Finally, Roth Capital reaffirmed a “buy” rating 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 assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

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.