Concurrent Investment Advisors LLC Has $72.36 Million Stock Holdings in Walmart Inc. $WMT

Concurrent Investment Advisors LLC cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 0.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 638,924 shares of the retailer’s stock after selling 5,259 shares during the quarter. Walmart comprises 0.6% of Concurrent Investment Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. Concurrent Investment Advisors LLC’s holdings in Walmart were worth $72,365,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in WMT. MFA Wealth Services lifted its position in shares of Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after buying an additional 80 shares during the period. Realta Investment Advisors boosted its stake in shares of Walmart by 2.0% in the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after purchasing an additional 81 shares in the last quarter. Compton Financial Group LLC grew its holdings in shares of Walmart by 4.1% in the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after purchasing an additional 82 shares during the last quarter. Renaissance Group LLC increased its holdings in shares of Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after buying an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. increased its holdings in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after purchasing an additional 84 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insider Buying and Selling

In related news, EVP Daniel Danker sold 50,644 shares of Walmart 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 transaction, the executive vice president owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This trade represents a 20.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 David W. Guggina sold 11,978 shares of the business’s stock in a transaction that occurred on 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. This represents 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. Insiders have sold a total of 81,242 shares of company stock worth $8,836,446 in the last ninety days. 0.09% of the stock is currently owned by corporate insiders.

Walmart Stock Performance

Shares of Walmart stock opened at $107.14 on Friday. The firm has a fifty day moving average of $110.81 and a two-hundred day moving average of $119.62. 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 market capitalization of $850.02 billion, a price-to-earnings ratio of 38.68, a PEG ratio of 4.14 and a beta of 0.59. Walmart Inc. has a 52 week low of $98.88 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $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, equities research analysts predict that Walmart Inc. will post 2.87 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have commented on WMT shares. TD Cowen reissued a “buy” rating on shares of Walmart in a research note on Friday, August 21st. BMO Capital Markets reiterated an “outperform” rating and set a $126.00 target price on shares of Walmart in a research report on Friday, August 21st. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a report on Wednesday, August 12th. 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. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $130.00 price target on shares of Walmart in a report on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $131.88.

Walmart News Roundup

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

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.