Pinnacle Family Advisors LLC Makes New $819,000 Investment in Walmart Inc. $WMT

Pinnacle Family Advisors LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 7,235 shares of the retailer’s stock, valued at approximately $819,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Merkkuri Wealth Advisors LLC purchased a new position in shares of Walmart in the 1st quarter worth about $29,000. Entrust Financial LLC bought a new position in Walmart during the fourth quarter valued at approximately $27,000. Bay Harbor Wealth Management LLC grew its position in Walmart by 57.4% during the fourth 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 during the last quarter. Sankala Group LLC purchased a new position in shares of Walmart during the fourth quarter worth approximately $33,000. Finally, Turim 21 Investimentos Ltda. bought a new stake in shares of Walmart in the 1st quarter worth approximately $37,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Up 0.4%

Walmart stock opened at $103.09 on Friday. The firm has a market cap of $820.40 billion, a price-to-earnings ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61. The stock has a fifty day simple moving average of $111.90 and a two-hundred day simple moving average of $120.45. Walmart Inc. has a 12 month low of $95.79 and a 12 month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 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 company had revenue of $187.94 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the previous 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 analysts predict that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Trending Headlines about Walmart

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

Insider Activity at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the company’s 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 sale, the executive vice president owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 201,672 shares of the company’s stock, valued at approximately $21,246,145.20. The trade was a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 77,292 shares of company stock worth $8,421,143 in the last quarter. 0.09% of the stock is owned by company insiders.

Analysts Set New Price Targets

WMT has been the topic of several recent research reports. The Goldman Sachs Group restated a “buy” rating and set a $130.00 price target on shares of Walmart in a research report on Friday, August 21st. UBS Group cut their price objective on Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research report on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 target price on Walmart in a research note on Friday, August 21st. Cantor Fitzgerald raised Walmart to a “buy” rating in a research note on Friday, August 21st. Finally, Freedom Capital raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Three 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $131.88.

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.