Philadelphia Investment Partners LLC Makes New Investment in Walmart Inc. $WMT

Philadelphia Investment Partners LLC bought a new stake in Walmart Inc. (NASDAQ:WMT) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 8,872 shares of the retailer’s stock, valued at approximately $1,005,000.

Other institutional investors have also made changes to their positions in the company. MFA Wealth Services grew its holdings in shares of Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after acquiring an additional 80 shares in the last quarter. Realta Investment Advisors lifted its stake in 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 during the last quarter. Compton Financial Group LLC grew its position in Walmart by 4.1% in the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after acquiring an additional 82 shares in the last quarter. Renaissance Group LLC increased its stake in shares of Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after purchasing an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. increased 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 worth $3,033,000 after purchasing an additional 84 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the stock. BMO Capital Markets reiterated an “outperform” rating and issued a $126.00 price objective on shares of Walmart in a report on Friday, August 21st. TD Cowen reaffirmed a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Guggenheim set a $130.00 price objective on Walmart and gave the company a “buy” rating in a report on Friday, August 21st. KeyCorp reissued an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Finally, Evercore set a $125.00 target price on Walmart in a 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 given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Insiders Place Their Bets

In other news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the transaction, the executive vice president directly owned 569,153 shares in the company, 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 document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president directly owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. This represents a 0.60% 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. In the last 90 days, insiders have sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is owned by company insiders.

Walmart Trading Up 0.4%

Shares of WMT stock opened at $103.09 on Friday. 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 firm has a fifty day moving average of $111.90 and a 200-day moving average of $120.45. The stock has a market cap of $820.40 billion, a price-to-earnings ratio of 37.22, a P/E/G ratio of 3.92 and a beta of 0.61. Walmart Inc. has a 52-week low of $95.79 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last issued 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. The firm had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.68 earnings per share. 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 earnings per share for the current fiscal year.

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 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.