Walmart Inc. $WMT Stock Acquired by Stokes Capital Advisors LLC

by · The Markets Daily

Stokes Capital Advisors LLC raised its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 108.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 36,203 shares of the retailer’s stock after buying an additional 18,820 shares during the quarter. Stokes Capital Advisors LLC’s holdings in Walmart were worth $3,762,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Capital Advisors Wealth Management LLC lifted its holdings in shares of Walmart by 4.1% during the 3rd quarter. Capital Advisors Wealth Management LLC now owns 9,806 shares of the retailer’s stock worth $1,019,000 after acquiring an additional 390 shares during the period. Sound Income Strategies LLC increased its stake in Walmart by 4.1% in the third quarter. Sound Income Strategies LLC now owns 22,151 shares of the retailer’s stock valued at $2,449,000 after acquiring an additional 880 shares during the last quarter. GK Wealth Management LLC bought a new position in Walmart in the third quarter valued at approximately $75,000. Balefire LLC raised its position in Walmart by 5.5% during the third quarter. Balefire LLC now owns 15,739 shares of the retailer’s stock valued at $1,636,000 after purchasing an additional 826 shares in the last quarter. Finally, Decker Wealth Management LLC raised its position in Walmart by 13.8% during the third quarter. Decker Wealth Management LLC now owns 71,180 shares of the retailer’s stock valued at $7,397,000 after purchasing an additional 8,643 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Evercore set a $125.00 target price on Walmart in a report on Friday, August 21st. Citigroup lowered their price target on Walmart from $147.00 to $132.00 and set a “buy” rating for the company in a report on Friday, August 21st. Roth Capital restated a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Weiss Ratings lowered Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Finally, TD Cowen reissued a “buy” rating on shares of Walmart in a research note on Friday, August 21st. Three equities 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 company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $131.74.

Get Our Latest Analysis on WMT

Walmart Stock Up 0.7%

Shares of WMT opened at $111.35 on Friday. Walmart Inc. has a 52 week low of $98.88 and a 52 week high of $135.15. The stock has a market capitalization of $883.42 billion, a price-to-earnings ratio of 40.20, a PEG ratio of 4.22 and a beta of 0.58. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a fifty day moving average of $108.42 and a 200-day moving average of $116.46.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The business had revenue of $187.94 billion for the quarter, compared to analyst estimates 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 quarter in the previous year, the company posted $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, sell-side analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. The trade was a 20.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 3,990 shares of the company’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $104.41, for a total transaction of $416,595.90. Following the completion of the transaction, the executive vice president owned 618,359 shares of the company’s stock, valued at approximately $64,562,863.19. This trade represents a 0.64% 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. Over the last ninety days, insiders sold 81,219 shares of company stock worth $8,604,429. 0.09% of the stock is owned by corporate insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

  • Positive Sentiment: Walmart is expanding its Express Pickup service, offering Walmart+ members eligible curbside orders in as little as one hour ahead of the holiday shopping season. The initiative could increase customer engagement, strengthen Walmart’s omnichannel position and support sales growth. Walmart’s One-Hour Express Pickup Push Could Be a Game Changer
  • Positive Sentiment: A new California fulfillment and distribution hub is expected to create about 1,000 jobs, expanding Walmart’s logistics capacity and potentially improving delivery efficiency. Walmart Stock Gains as New California Hub Creates 1,000 Jobs
  • Neutral Sentiment: Walmart reversed a six-bin height limit for in-store online-order carts. The change may improve fulfillment flexibility, although the earlier restriction was introduced to address employee and customer safety concerns. Walmart Reverses Order-Cart Limit
  • Neutral Sentiment: Walmart’s market capitalization is close to overtaking a major U.S. bank, making relative market value a short-term trading focus. Investors are awaiting a Tuesday catalyst that could influence the ranking. America’s Biggest Retailer Is About to Pass America’s Biggest Bank
  • Negative Sentiment: Walmart’s multibillion-dollar warehouse-automation program is encountering difficulties handling items such as dog food, cardboard boxes and turkeys. Spending is expected to peak this year and next, while delays could postpone labor savings and pressure near-term capital returns. Walmart’s Automation Push Hits Snags
  • Negative Sentiment: Valuation remains a concern: Walmart trades near 39–40 times earnings versus roughly 21.5 times for the S&P 500. With recent revenue growth of 5.9%, the premium price leaves limited room for execution missteps or slower profit growth. Where Could Walmart’s Next Growth Come From?

Walmart Profile

(Free Report)

Walmart Inc (NASDAQ: WMT) is a multinational retailer that operates supercenters, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its merchandise includes groceries, apparel, electronics, home goods, health and wellness products, household essentials and general merchandise. Walmart also provides services such as grocery pickup and delivery, pharmacy services, financial products and digital advertising.

The company serves customers through its Walmart U.S., Walmart International and Sam’s Club segments.

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