LM Advisors LLC Purchases New Shares in Walmart Inc. $WMT

LM Advisors LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 47,412 shares of the retailer’s stock, valued at approximately $5,377,000. Walmart accounts for about 0.6% of LM Advisors LLC’s investment portfolio, making the stock its 29th biggest holding.

Other institutional investors have also added to or reduced their stakes in the company. MFA Wealth Services lifted its position in shares of Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after buying an additional 80 shares in the last quarter. Realta Investment Advisors grew its holdings in shares of Walmart by 2.0% in the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after acquiring an additional 81 shares in the last quarter. Compton Financial Group LLC increased its position in shares of Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after acquiring an additional 82 shares during the last quarter. Renaissance Group LLC increased its position in shares of Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after acquiring an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. lifted its holdings in Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after acquiring an additional 84 shares during the period. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated 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 transaction, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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. Also, EVP Daniel Danker sold 50,644 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 201,672 shares in the company, valued at approximately $21,246,145.20. This trade represents a 20.07% 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. 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 worth $8,421,143 over the last ninety days. Company insiders own 0.09% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
• Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart’s Big Sell-Off Could Be a Buying Opportunity
• Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
• Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam’s Club Children’s Miracle Network Support
• Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
• Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

Walmart Stock Performance

Shares of WMT opened at $102.63 on Friday. Walmart Inc. has a 1 year low of $95.70 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 price is $112.18 and its two-hundred day moving average price is $120.57. The firm has a market cap of $816.74 billion, a PE ratio of 37.05, a PEG ratio of 3.96 and a beta of 0.61.

Walmart (NASDAQ:WMT) last announced 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. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same quarter last year, the firm posted $0.68 EPS. The firm’s revenue for the quarter 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, equities research analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Evercore set a $125.00 price objective on Walmart in a research note on Friday, August 21st. Erste Group Bank cut Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Wolfe Research reissued an “outperform” rating and issued a $115.00 price target on shares of Walmart in a report on Friday, August 21st. BMO Capital Markets restated an “outperform” rating and set a $126.00 price target on shares of Walmart in a research report on Friday, August 21st. Finally, Robert W. Baird decreased their price objective on shares of Walmart from $140.00 to $120.00 and set an “outperform” rating for the company in a report on Friday, August 21st. Three equities 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.com, the company currently has an average 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.