Wood Tarver Financial Group LLC Makes New $616,000 Investment in Walmart Inc. $WMT

by · The Markets Daily

Wood Tarver Financial Group LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 5,441 shares of the retailer’s stock, valued at approximately $616,000.

A number of other large investors also recently made changes to their positions in WMT. Brighton Jones LLC boosted its position in shares of Walmart by 28.8% in the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after acquiring an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC increased its position 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 purchasing an additional 485 shares during the last quarter. Peterson Wealth Management raised its stake 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 purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC raised its stake in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of WMT stock opened at $103.09 on Friday. Walmart Inc. has a 12 month low of $95.79 and a 12 month high of $135.15. The firm has a market capitalization of $820.40 billion, a P/E ratio of 37.22, a P/E/G ratio of 3.90 and a beta of 0.61. 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 company’s fifty day moving average price is $111.90 and its two-hundred day moving average price is $120.45.

Walmart (NASDAQ:WMT – Get Free Report) 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. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the prior year, the business posted $0.68 earnings per share. Walmart’s revenue for the quarter 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. On average, research analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

WMT has been the subject of several research reports. Weiss Ratings cut shares of Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Wells Fargo & Company cut their target price on Walmart from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday, August 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a research report on Friday, August 21st. Jefferies Financial Group restated a “buy” rating and set a $120.00 price target on shares of Walmart in a research note on Friday, August 21st. Finally, Gordon Haskett downgraded Walmart from a “buy” rating to an “accumulate” rating in a report on Thursday, August 20th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart currently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Check Out Our Latest Stock Report on Walmart

Insiders Place Their Bets

In related news, EVP Daniel Danker sold 50,644 shares of Walmart stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the sale, the executive vice president owned 201,672 shares in the company, valued at approximately $21,246,145.20. The trade was a 20.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 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. Also, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. This represents a 0.60% decrease in their ownership of the stock. 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 77,292 shares of company stock valued at $8,421,143. Company insiders own 0.09% of the company’s stock.

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

Walmart Company Profile

(Free Report)

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.

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