Coppell Advisory Solutions LLC Purchases New Shares in Walmart Inc. $WMT

Coppell Advisory Solutions LLC purchased a new position in Walmart Inc. (NASDAQ:WMT) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 38,904 shares of the retailer’s stock, valued at approximately $4,406,000. Walmart comprises approximately 0.8% of Coppell Advisory Solutions LLC’s holdings, making the stock its 24th biggest position.

A number of other institutional investors also recently bought and sold shares of WMT. Bank of America Corp DE purchased a new stake in shares of Walmart in the second quarter valued at $7,455,131,000. Norges Bank bought a new stake in shares of Walmart in the 4th quarter worth about $6,458,529,000. Legal & General Group Plc purchased a new position in shares of Walmart during the 2nd quarter worth about $2,905,655,000. AQR Capital Management LLC boosted its stake in shares of Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares during the period. Finally, Canada Pension Plan Investment Board bought a new position in Walmart during the 2nd quarter valued at about $796,677,000. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Up 2.2%

Shares of NASDAQ WMT opened at $108.42 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 market capitalization of $860.18 billion, a price-to-earnings ratio of 39.14, a PEG ratio of 4.05 and a beta of 0.59. The stock has a 50 day moving average price of $110.98 and a 200 day moving average price of $119.70. Walmart Inc. has a 52-week low of $98.88 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data 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. The company had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.Walmart’s revenue was up 5.9% compared to the same quarter last year. During the same quarter 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. Sell-side analysts expect that Walmart Inc. will post 2.87 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Mizuho set a $130.00 price objective on shares of Walmart in a research report on Monday, July 27th. Wolfe Research restated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a report on Friday, August 21st. Truist Financial set a $114.00 target price on Walmart and gave the stock a “buy” rating in a research note on Friday, August 21st. DA Davidson set a $132.00 target price on Walmart and gave the stock a “buy” rating in a research report on Friday, August 21st. Finally, BTIG Research lowered their target price on shares of Walmart from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding restaurant delivery through a Dunkin’ partnership. The agreement adds Dunkin’ locations to Walmart’s three-month-old restaurant-delivery service, following its partnership with Subway. The move broadens Walmart’s convenience ecosystem and could increase delivery frequency, customer engagement and fee-based revenue while positioning the company against DoorDash and Uber Eats. Walmart Teams With Dunkin’ to Expand Restaurant Delivery
• Positive Sentiment: Walmart and Amazon are commercializing fraud-prevention tools. Turning security and scam-prevention capabilities into retail products could create new business opportunities and strengthen customer trust, though the financial impact for WMT is not yet clear. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Positive Sentiment: Recent product launches continue to widen Walmart’s role in everyday spending. New offerings across fashion, groceries, health and home support the company’s strategy of increasing sales across multiple categories. Analysts remain constructive, including Tigress Financial’s reiterated Buy rating, although Walmart’s elevated earnings multiple limits room for disappointment. Is Walmart Undervalued Following Its Latest Product Launches?
• Neutral Sentiment: Haleon negotiated improved shelf placement at Walmart and Target. The arrangement could improve product visibility and shopper traffic in Walmart stores, but it primarily benefits Haleon and does not materially change Walmart’s earnings outlook. Haleon Secures Better Shelf Space at Walmart and Target
• Neutral Sentiment: Executive Daniel Bartlett sold 3,950 shares worth about $415,000. The sale reduced his holdings by only 0.63% and was conducted under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s view of WMT. SEC Insider Trading Filing
• Negative Sentiment: The U.S. Department of Justice expanded its investigation into rising beef prices to Walmart and other large retailers. The inquiry creates potential legal, reputational and compliance risks, although the reports do not establish wrongdoing by Walmart. DOJ Expands Beef Price Investigation

Insider Transactions at Walmart

In other news, EVP Christopher Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total transaction of $308,386.00. Following the transaction, the executive vice president owned 569,153 shares in the company, valued at approximately $60,523,730.02. This trade represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 3,950 shares of Walmart stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $105.14, for a total value of $415,303.00. Following the completion of the sale, the executive vice president owned 622,349 shares of the company’s stock, valued at $65,433,773.86. The trade was a 0.63% 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. Insiders have sold a total of 81,242 shares of company stock valued at $8,836,446 over the last 90 days. 0.09% of the stock is owned by corporate insiders.

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.