Oakmont Investment Advisors Inc. Invests $889,000 in Walmart Inc. $WMT

Oakmont Investment Advisors Inc. acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 7,850 shares of the retailer’s stock, valued at approximately $889,000.

Several other large investors also recently made changes to their positions in WMT. MFA Wealth Services raised its holdings in shares of Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after buying an additional 80 shares during the last quarter. Realta Investment Advisors lifted its position in shares of Walmart by 2.0% during the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock worth $508,000 after purchasing an additional 81 shares in the last quarter. Compton Financial Group LLC grew its stake in shares of Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after purchasing an additional 82 shares during the last quarter. Renaissance Group LLC grew its stake in shares of Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after purchasing an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. increased its holdings in shares of Walmart by 0.3% in the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In other Walmart news, EVP Daniel Bartlett sold 3,950 shares of the company’s stock in a transaction that occurred on 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 owned 622,349 shares of the company’s stock, valued at approximately $65,433,773.86. This represents a 0.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David Guggina sold 11,978 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were 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 $14,985,527.94. This trade represents a 8.74% 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. Insiders have sold a total of 81,242 shares of company stock worth $8,836,446 in the last ninety days. Company insiders own 0.09% of the company’s stock.

Walmart Stock Down 1.2%

Shares of Walmart stock opened at $107.14 on Friday. The business has a fifty day simple moving average of $110.81 and a 200 day simple moving average of $119.62. The stock has a market cap of $850.02 billion, a PE ratio of 38.68, a price-to-earnings-growth ratio of 4.14 and a beta of 0.59. 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 Inc. has a 12 month low of $98.88 and a 12 month high of $135.15.

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. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. During the same quarter in the prior year, the firm posted $0.68 earnings per share. The company’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Research analysts predict that Walmart Inc. will post 2.87 EPS for the current year.

Analyst Ratings Changes

Several research firms have issued reports on WMT. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research report on Friday, August 21st. Wolfe Research restated an “outperform” rating and set a $115.00 target price on shares of Walmart in a research report on Friday, August 21st. Gordon Haskett lowered Walmart from a “buy” rating to an “accumulate” rating in a research note on Thursday, August 20th. Deutsche Bank Aktiengesellschaft set a $113.00 price target on Walmart in a report on Friday, August 21st. Finally, Mizuho set a $130.00 price objective on Walmart in a report on Monday, July 27th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Walmart has an average rating of “Moderate Buy” and a consensus price target of $131.88.

More Walmart News

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

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.