Roberts Glore & Co. Inc. IL Makes New Investment in Walmart Inc. $WMT

Roberts Glore & Co. Inc. IL purchased a new stake in Walmart Inc. (NASDAQ:WMT) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 32,615 shares of the retailer’s stock, valued at approximately $3,694,000. Walmart accounts for about 0.9% of Roberts Glore & Co. Inc. IL’s portfolio, making the stock its 27th largest position.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Entrust Financial LLC acquired a new stake in shares of Walmart in the fourth quarter valued at $27,000. Merkkuri Wealth Advisors LLC purchased a new position in Walmart during the 1st quarter valued at about $29,000. Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares in the last quarter. Sankala Group LLC acquired a new position in Walmart in the 4th quarter valued at about $33,000. Finally, Motiv8 Investments LLC purchased a new stake in Walmart during the fourth quarter worth about $34,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart News Roundup

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

Analyst Upgrades and Downgrades

WMT has been the subject of a number of research reports. Roth Capital restated a “buy” rating on shares of Walmart in a report on Friday, August 21st. DA Davidson set a $132.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Friday, August 21st. Morgan Stanley restated an “overweight” rating and issued a $125.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Wolfe Research reaffirmed an “outperform” rating and set a $115.00 price objective on shares of Walmart in a research report on Friday, August 21st. Finally, Citigroup reduced their price objective on Walmart from $147.00 to $132.00 and set a “buy” rating on the stock in a research note 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 issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Insiders Place Their Bets

In other news, EVP Daniel Danker sold 50,644 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the completion of the sale, the executive vice president owned 201,672 shares in the company, valued at approximately $21,246,145.20. The trade was a 20.07% decrease in their position. The sale was disclosed in a filing 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction 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 completion of the transaction, the executive vice president directly owned 569,153 shares in the company, 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. Insiders sold a total of 77,292 shares of company stock worth $8,421,143 over the last 90 days. Insiders own 0.09% of the company’s stock.

Walmart Price Performance

Walmart stock opened at $103.09 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The company has a fifty day simple moving average of $111.90 and a 200-day simple moving average of $120.45. The stock has a market cap of $820.40 billion, a P/E ratio of 37.22, a price-to-earnings-growth ratio of 3.92 and a beta of 0.61. Walmart Inc. has a 12-month low of $95.79 and a 12-month high of $135.15.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates 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 quarterly revenue was up 5.9% on a year-over-year basis. During the same period last 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. Equities analysts expect that Walmart Inc. will post 2.87 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.