Pinnacle Holdings LLC Invests $1.50 Million in Walmart Inc. $WMT

Pinnacle Holdings LLC bought a new stake in Walmart Inc. (NASDAQ:WMT) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 13,218 shares of the retailer’s stock, valued at approximately $1,497,000.

A number of other institutional investors have also made changes to their positions in the business. Brighton Jones LLC increased 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 acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management grew its stake in shares of Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC increased its holdings 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 purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in shares of Walmart by 1.2% in the second 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 in the last quarter. 26.76% of the stock is owned by institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
• Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart’s Big Sell-Off Could Be a Buying Opportunity
• Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
• Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam’s Club Children’s Miracle Network Support
• Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
• Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

Analyst Ratings Changes

Several research firms have issued reports on WMT. Weiss Ratings downgraded Walmart from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, July 31st. Robert W. Baird dropped their target price on Walmart from $140.00 to $120.00 and set an “outperform” rating for the company in a research report on Friday, August 21st. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Friday, August 21st. Telsey Advisory Group reiterated an “outperform” rating and issued a $130.00 price objective (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Finally, Piper Sandler reissued an “overweight” rating and set a $128.00 price objective (down from $137.00) on shares of Walmart in a report on Friday, August 21st. 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 stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Insider Buying and Selling

In other news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the sale, the executive vice president directly owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This represents a 0.51% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the 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 completion of the sale, the executive vice president owned 201,672 shares in the company, valued at $21,246,145.20. This represents a 20.07% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 77,292 shares of company stock valued at $8,421,143 over the last 90 days. 0.09% of the stock is owned by corporate insiders.

Walmart Stock Performance

WMT stock opened at $102.63 on Friday. 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 twelve month low of $95.70 and a twelve month high of $135.15. The business’s fifty day moving average is $112.18 and its 200-day moving average is $120.57. The company has a market cap of $816.74 billion, a P/E ratio of 37.05, a price-to-earnings-growth ratio of 3.96 and a beta of 0.61.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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 business 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 company posted $0.68 earnings per share. The firm’s 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. Equities research analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

Walmart Profile

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.