216,885 Shares in Walmart Inc. $WMT Acquired by Trajan Wealth LLC

Trajan Wealth LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 216,885 shares of the retailer’s stock, valued at approximately $24,564,000.

Several other institutional investors also recently bought and sold shares of WMT. Entrust Financial LLC acquired a new position in shares of Walmart during the fourth quarter worth $27,000. Merkkuri Wealth Advisors LLC acquired a new stake in shares of Walmart in the 1st quarter worth $29,000. Bay Harbor Wealth Management LLC grew its stake in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the last quarter. Sankala Group LLC purchased a new position in Walmart during the 4th quarter worth $33,000. Finally, Motiv8 Investments LLC purchased a new position in Walmart during the 4th quarter worth $34,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

Shares of WMT stock opened at $103.09 on Friday. The business has a fifty day moving average of $111.90 and a 200 day moving average of $120.45. Walmart Inc. has a 1 year low of $95.79 and a 1 year high of $135.15. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The firm has a market capitalization of $820.40 billion, a price-to-earnings ratio of 37.22, a price-to-earnings-growth ratio of 3.90 and a beta of 0.61.

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 the consensus estimate of $0.74 by $0.07. The business 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%.The company’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.68 EPS. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. As a group, research analysts expect that Walmart Inc. will post 2.87 earnings per share for the current year.

Walmart News Summary

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 Transactions at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction that occurred 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 completion of 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have commented on WMT shares. BTIG Research decreased their price target on Walmart from $145.00 to $140.00 and set a “buy” rating for the company in a research note on Friday, August 21st. Roth Capital restated a “buy” rating on shares of Walmart in a research note on Friday, August 21st. UBS Group cut their price objective on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Truist Financial set a $114.00 price objective on shares of Walmart and gave the company a “buy” rating in a research report on Friday, August 21st. Finally, DA Davidson set a $132.00 target price on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target 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.