Paralel Advisors LLC Has $18.12 Million Stock Position in Walmart Inc. $WMT

Paralel Advisors LLC lowered its position in Walmart Inc. (NASDAQ:WMT) by 40.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 160,000 shares of the retailer’s stock after selling 110,000 shares during the period. Walmart accounts for about 0.7% of Paralel Advisors LLC’s holdings, making the stock its 19th biggest position. Paralel Advisors LLC’s holdings in Walmart were worth $18,122,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of WMT. Brighton Jones LLC grew its position in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC raised its holdings in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after buying an additional 485 shares during the last quarter. Peterson Wealth Management raised its holdings in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after buying an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Daniel Bartlett sold 3,950 shares of the business’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 transaction, the executive vice president directly owned 622,349 shares of the company’s stock, valued at approximately $65,433,773.86. The trade was a 0.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David Guggina sold 11,978 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% 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. In the last quarter, insiders sold 81,242 shares of company stock valued at $8,836,446. 0.09% of the stock is owned by company insiders.

Walmart Price Performance

Shares of NASDAQ WMT opened at $107.14 on Monday. The company has a market capitalization of $850.02 billion, a PE ratio of 38.68, a PEG ratio of 4.09 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. The stock’s 50 day moving average price is $110.81 and its 200-day moving average price is $119.52. Walmart Inc. has a twelve month low of $98.88 and a twelve month high of $135.15.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The company had revenue of $187.94 billion during 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 revenue was up 5.9% on a year-over-year basis. During the same period last year, the business posted $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. On average, equities analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year.

Trending Headlines about 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

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on WMT shares. Evercore set a $125.00 target price on shares of Walmart in a research report on Friday, August 21st. The Goldman Sachs Group reissued a “buy” rating and set a $130.00 price objective on shares of Walmart in a report on Friday, August 21st. Cantor Fitzgerald raised Walmart to a “buy” rating in a research note on Friday, August 21st. Robert W. Baird dropped their target price on Walmart from $140.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Finally, Oppenheimer reiterated a “market perform” rating on shares of Walmart in a report on Tuesday, August 25th. Three 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. Based on data from MarketBeat, the stock presently has a consensus 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.