D.B. Root & Company LLC Acquires Shares of 30,420 Walmart Inc. $WMT

D.B. Root & Company LLC bought a new position in Walmart Inc. (NASDAQ:WMT) during the second quarter, Holdings Channel.com reports. The institutional investor bought 30,420 shares of the retailer’s stock, valued at approximately $3,445,000. Walmart accounts for approximately 0.7% of D.B. Root & Company LLC’s portfolio, making the stock its 22nd largest holding.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Flavin Financial Services Inc. purchased a new stake in shares of Walmart in the second quarter valued at approximately $5,185,000. GSG Advisors LLC purchased a new position in Walmart during the second quarter worth approximately $605,000. Asset One Wealth Management LLC purchased a new position in Walmart during the second quarter worth approximately $4,610,000. Investor s Fiduciary Advisor Network LLC purchased a new position in Walmart during the second quarter worth approximately $1,044,000. Finally, Safeguard Investment Advisory Group LLC acquired a new position in Walmart during the second quarter worth $784,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart News Summary

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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on WMT shares. Truist Financial set a $114.00 target price on Walmart and gave the company a “buy” rating in a report on Friday, August 21st. TD Cowen reiterated a “buy” rating on shares of Walmart in a report on Friday, August 21st. The Goldman Sachs Group reissued a “buy” rating and set a $130.00 price target on shares of Walmart in a research report on Friday, August 21st. Evercore set a $125.00 price objective on shares of Walmart in a report on Friday, August 21st. Finally, Guggenheim set a $130.00 price objective on shares of Walmart and gave the stock a “buy” rating in a research 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. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $131.88.

Insiders Place Their Bets

In related news, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 business’s stock in a transaction dated 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 approximately $21,246,145.20. This trade represents a 20.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. In the last quarter, insiders have sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is owned by company insiders.

Walmart Trading Down 1.6%

Shares of Walmart stock opened at $102.63 on Friday. The firm has a market capitalization of $816.74 billion, a price-to-earnings ratio of 37.05, a PEG ratio of 3.96 and a beta of 0.61. Walmart Inc. has a fifty-two week low of $95.70 and a fifty-two week high of $135.15. 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 50 day moving average of $112.18 and a 200 day moving average of $120.57.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter last year, the firm earned $0.68 earnings per share. The firm’s quarterly revenue was up 5.9% compared to the same quarter last year. 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, research analysts predict that Walmart Inc. will post 2.87 earnings per share 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.