Investor s Fiduciary Advisor Network LLC Purchases Shares of 9,220 Walmart Inc. $WMT

Investor s Fiduciary Advisor Network LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 9,220 shares of the retailer’s stock, valued at approximately $1,044,000.

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

Walmart Trading Down 1.6%

Shares of WMT opened at $102.63 on Friday. Walmart Inc. has a one year low of $95.70 and a one year high of $135.15. The stock has a 50-day moving average price of $112.18 and a 200 day moving average price of $120.57. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The company has a market capitalization of $816.74 billion, a P/E ratio of 37.05, a P/E/G ratio of 3.96 and a beta of 0.61.

Walmart (NASDAQ:WMT) last released its earnings results 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 during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.68 EPS. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Sell-side analysts forecast that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on WMT shares. Truist Financial set a $114.00 price target on Walmart and gave the stock a “buy” rating in a research note on Friday, August 21st. UBS Group reduced their price objective on Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. Morgan Stanley reissued an “overweight” rating and set a $125.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Finally, Gordon Haskett cut shares of Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $131.88.

Walmart News Summary

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

Insider Buying and Selling 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 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 approximately $14,985,527.94. This represents a 8.74% decrease in their position. The transaction 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 Christopher James Nicholas sold 2,900 shares of the stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the transaction, the executive vice president directly owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This trade represents a 0.51% 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. Over the last three months, insiders sold 77,292 shares of company stock worth $8,421,143. Insiders own 0.09% of the company’s stock.

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.