Mmbg Investment Advisors CO. Takes Position in Walmart Inc. $WMT

Mmbg Investment Advisors CO. bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 167,546 shares of the retailer’s stock, valued at approximately $18,976,000. Walmart comprises about 1.5% of Mmbg Investment Advisors CO.’s holdings, making the stock its 18th largest position.

Other institutional investors have also bought and sold shares of the company. Norges Bank purchased a new position in Walmart during the 4th quarter worth $6,458,529,000. AQR Capital Management LLC grew its stake in shares of Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after acquiring an additional 7,614,172 shares in the last quarter. Deutsche Bank AG raised its holdings in shares of Walmart by 54.0% in the second quarter. Deutsche Bank AG now owns 18,607,297 shares of the retailer’s stock valued at $2,107,462,000 after purchasing an additional 6,525,224 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares during the last quarter. Finally, Capital International Investors bought a new position in shares of Walmart during the fourth quarter valued at about $592,848,000. Institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

Insider Activity at Walmart

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% 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, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. This represents a 0.46% 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 57,064 shares of company stock worth $6,697,788 over the last 90 days. Corporate insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on WMT. DA Davidson set a $132.00 price target on shares of Walmart and gave the stock a “buy” rating in a report on Friday. Oppenheimer lowered shares of Walmart from a “market perform” rating to a “cautious” rating in a research note on Wednesday. Jefferies Financial Group reissued a “buy” rating and set a $120.00 target price on shares of Walmart in a research report on Friday. Piper Sandler restated an “overweight” rating and issued a $128.00 target price (down from $137.00) on shares of Walmart in a research note on Friday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $130.00 target price on shares of Walmart in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $131.88.

Walmart Price Performance

WMT opened at $103.70 on Monday. The firm has a market cap of $825.25 billion, a P/E ratio of 37.44, a PEG ratio of 3.91 and a beta of 0.61. The firm has a 50-day moving average of $113.35 and a 200 day moving average of $121.24. 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 Inc. has a fifty-two week low of $95.42 and a fifty-two week high of $135.15.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The business 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 firm’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter last year, the company posted $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, research analysts expect that Walmart Inc. will post 2.86 EPS for the current year.

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.