Concurrent Investment Advisors LLC Has $72.36 Million Stock Position in Walmart Inc. $WMT

Concurrent Investment Advisors LLC lowered its stake in Walmart Inc. (NASDAQ:WMT) by 0.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 638,924 shares of the retailer’s stock after selling 5,259 shares during the period. Walmart accounts for about 0.6% of Concurrent Investment Advisors LLC’s holdings, making the stock its 22nd biggest holding. Concurrent Investment Advisors LLC’s holdings in Walmart were worth $72,365,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in WMT. NEOS Investment Management LLC lifted its position in Walmart by 8.0% in the 2nd quarter. NEOS Investment Management LLC now owns 3,574,219 shares of the retailer’s stock valued at $404,816,000 after acquiring an additional 265,808 shares in the last quarter. Burford Brothers Inc. increased its holdings in Walmart by 0.7% during the 2nd quarter. Burford Brothers Inc. now owns 23,921 shares of the retailer’s stock worth $2,709,000 after purchasing an additional 160 shares in the last quarter. AXQ Capital LP increased its holdings in Walmart by 214.8% during the 2nd quarter. AXQ Capital LP now owns 28,488 shares of the retailer’s stock worth $3,227,000 after purchasing an additional 19,438 shares in the last quarter. High Net Worth Advisory Group LLC raised its stake in shares of Walmart by 6.6% in the 2nd quarter. High Net Worth Advisory Group LLC now owns 26,063 shares of the retailer’s stock valued at $2,952,000 after purchasing an additional 1,605 shares during the period. Finally, Beacon Capital Management LLC raised its stake in shares of Walmart by 16.0% in the 2nd quarter. Beacon Capital Management LLC now owns 19,367 shares of the retailer’s stock valued at $2,194,000 after purchasing an additional 2,666 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

WMT has been the subject of several recent research reports. Freedom Broker raised Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Roth Capital restated a “buy” rating on shares of Walmart in a research note on Friday, August 21st. TD Cowen reaffirmed a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target on shares of Walmart in a research note on Monday, August 31st. Finally, Oppenheimer reissued a “market perform” rating on shares of Walmart in a research report on Tuesday, August 25th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

Insider Activity

In related news, EVP Daniel Bartlett sold 3,950 shares of the firm’s 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 directly owned 622,349 shares in the company, valued at approximately $65,433,773.86. This trade represents a 0.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of Walmart stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the transaction, the executive vice president owned 201,672 shares of the company’s stock, valued at $21,246,145.20. The trade was a 20.07% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Insiders have sold 81,242 shares of company stock valued at $8,836,446 over the last quarter. 0.09% of the stock is currently owned by company insiders.

Walmart Stock Down 1.2%

NASDAQ:WMT opened at $107.14 on Friday. The firm has a market capitalization of $850.02 billion, a price-to-earnings ratio of 38.68, a price-to-earnings-growth ratio of 4.14 and a beta of 0.59. Walmart Inc. has a twelve month low of $98.88 and a twelve month high of $135.15. The stock’s 50 day moving average price is $110.81 and its two-hundred day moving average price is $119.62. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during 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 firm’s revenue was up 5.9% on a year-over-year basis. During the same period last year, the business 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 research analysts expect that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

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.