Robbins Farley Buys 9,842 Shares of Walmart Inc. $WMT

Robbins Farley grew its stake in Walmart Inc. (NASDAQ:WMT) by 19.1% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 61,484 shares of the retailer’s stock after buying an additional 9,842 shares during the quarter. Walmart accounts for approximately 2.7% of Robbins Farley’s portfolio, making the stock its 8th biggest position. Robbins Farley’s holdings in Walmart were worth $6,964,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in 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 shares of Walmart by 5.8% in the 4th 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 raised its holdings in shares of Walmart by 3.5% in the 1st 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 in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Walmart by 0.9% in the 2nd 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. lifted its position in shares of Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after purchasing an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding restaurant delivery through a Dunkin’ partnership. The agreement adds Dunkin’ locations to Walmart’s three-month-old restaurant-delivery service, following its partnership with Subway. The move broadens Walmart’s convenience ecosystem and could increase delivery frequency, customer engagement and fee-based revenue while positioning the company against DoorDash and Uber Eats. Walmart Teams With Dunkin’ to Expand Restaurant Delivery
• Positive Sentiment: Walmart and Amazon are commercializing fraud-prevention tools. Turning security and scam-prevention capabilities into retail products could create new business opportunities and strengthen customer trust, though the financial impact for WMT is not yet clear. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Positive Sentiment: Recent product launches continue to widen Walmart’s role in everyday spending. New offerings across fashion, groceries, health and home support the company’s strategy of increasing sales across multiple categories. Analysts remain constructive, including Tigress Financial’s reiterated Buy rating, although Walmart’s elevated earnings multiple limits room for disappointment. Is Walmart Undervalued Following Its Latest Product Launches?
• Neutral Sentiment: Haleon negotiated improved shelf placement at Walmart and Target. The arrangement could improve product visibility and shopper traffic in Walmart stores, but it primarily benefits Haleon and does not materially change Walmart’s earnings outlook. Haleon Secures Better Shelf Space at Walmart and Target
• Neutral Sentiment: Executive Daniel Bartlett sold 3,950 shares worth about $415,000. The sale reduced his holdings by only 0.63% and was conducted under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s view of WMT. SEC Insider Trading Filing
• Negative Sentiment: The U.S. Department of Justice expanded its investigation into rising beef prices to Walmart and other large retailers. The inquiry creates potential legal, reputational and compliance risks, although the reports do not establish wrongdoing by Walmart. DOJ Expands Beef Price Investigation

Insider Transactions at Walmart

In other Walmart news, EVP Daniel Danker sold 50,644 shares of Walmart stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the transaction, the executive vice president owned 201,672 shares of the company’s stock, valued at $21,246,145.20. The trade was a 20.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 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 3,950 shares of the business’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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 81,242 shares of company stock valued at $8,836,446 over the last quarter. Company insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on WMT. Morgan Stanley reiterated an “overweight” rating and set a $125.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Royal Bank Of Canada cut their price target on Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a research note on Friday, August 21st. Weiss Ratings downgraded Walmart from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, July 31st. BNP Paribas Exane reaffirmed an “outperform” rating and set a $137.00 price objective (down from $146.00) on shares of Walmart in a research report 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 investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average price target of $131.88.

Walmart Price Performance

Shares of WMT opened at $108.42 on Friday. Walmart Inc. has a 1-year low of $98.88 and a 1-year high of $135.15. The stock has a market cap of $860.18 billion, a PE ratio of 39.14, a price-to-earnings-growth ratio of 4.05 and a beta of 0.59. 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 firm has a fifty day moving average price of $110.98 and a 200 day moving average price of $119.70.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate 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 net margin of 3.00% and a return on equity of 21.83%. Walmart’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the firm 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. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year.

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.