Oxford Financial Group LTD. LLC Makes New Investment in Walmart Inc. $WMT

Oxford Financial Group LTD. LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 12,238 shares of the retailer’s stock, valued at approximately $1,386,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in WMT. Kilter Group LLC bought a new stake in shares of Walmart during the 2nd quarter valued at $247,000. Portfolio Design Labs LLC purchased a new position in Walmart during the 2nd quarter valued at about $2,871,000. Hara Capital LLC bought a new stake in shares of Walmart during the second quarter valued at about $48,000. Fischer Financial Services Inc. purchased a new stake in shares of Walmart in the second quarter worth about $4,957,000. Finally, Ninepoint Partners LP purchased a new stake in shares of Walmart in the second quarter worth about $813,000. 26.76% of the stock is currently owned by institutional investors.

Insider Transactions at Walmart

In other news, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. This represents a 0.60% decrease in their position. The sale was disclosed in a document filed 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 Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 57,064 shares of company stock worth $6,697,788. Company insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Raymond James Financial reaffirmed an “outperform” rating and set a $130.00 price objective on shares of Walmart in a research note on Friday. Piper Sandler restated an “overweight” rating and set a $128.00 price target (down from $137.00) on shares of Walmart in a research report on Friday. DA Davidson set a $132.00 price target on shares of Walmart and gave the stock a “buy” rating in a report on Friday. Gordon Haskett downgraded Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $131.88.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusually heavy call-option activity may indicate increased near-term bullish interest. Investors purchased 166,747 call options, about 33% above the typical daily volume. However, options activity is speculative and does not guarantee further gains.
• Positive Sentiment: Walmart is rolling out tap-to-pay and NFC capabilities across its U.S. stores and clubs. The move could improve checkout convenience, support mobile-wallet adoption and strengthen customer engagement as digital sales and membership become more important. Can Walmart’s Tap to Pay Push Strengthen Customer Engagement?
• Positive Sentiment: The company is introducing Scenario, a mostly sub-$25 fashion brand aimed at younger shoppers. Walmart hopes the offering will attract value-conscious consumers and improve its competitive position against Amazon in apparel. Walmart Aims to Take On Amazon With Trendier Apparel
• Neutral Sentiment: Walmart’s latest quarter exceeded expectations, with adjusted earnings of $0.81 per share versus roughly $0.74 expected and revenue of $187.94 billion, up 5.9% year over year. Full-year sales guidance was also raised to 4%-5%, but the outlook implies moderating growth.
• Negative Sentiment: U.S. comparable sales growth slowed to 2.6%, compared with 4.1% in the prior quarter and 4.6% a year earlier. Investors remain concerned that cautious consumers and uneven spending are pressuring traffic and discretionary purchases.
• Negative Sentiment: Several analysts reduced Walmart’s price targets or issued more cautious forecasts after the earnings report. Critics also argue that the stock remains expensive at roughly 36 times forward earnings despite decelerating growth, limiting upside.

Walmart Stock Performance

NASDAQ WMT opened at $106.49 on Tuesday. Walmart Inc. has a 52-week low of $95.42 and a 52-week high of $135.15. The company has a fifty day moving average of $113.06 and a 200-day moving average of $121.09. The company has a market capitalization of $847.46 billion, a P/E ratio of 38.44, a P/E/G ratio of 3.91 and a beta of 0.61. 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 released its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter in the prior year, the firm earned $0.68 earnings per share. The firm’s 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. As a group, equities research analysts predict that Walmart Inc. will post 2.86 EPS for the current fiscal year.

Walmart Company 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.