Pin Oak Investment Advisors Inc. Purchases Shares of 15,839 Walmart Inc. $WMT

Pin Oak Investment Advisors Inc. acquired a new position in Walmart Inc. (NASDAQ:WMT) during the second quarter, HoldingsChannel reports. The institutional investor acquired 15,839 shares of the retailer’s stock, valued at approximately $1,794,000.

Several other hedge funds have also modified their holdings of the company. Entrust Financial LLC purchased a new position in shares of Walmart in the fourth quarter valued at $27,000. Merkkuri Wealth Advisors LLC purchased a new position in shares of Walmart in the 1st quarter worth $29,000. Bay Harbor Wealth Management LLC increased its holdings in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the last quarter. Sankala Group LLC purchased a new stake in shares of Walmart during the 4th quarter valued at about $33,000. Finally, Motiv8 Investments LLC purchased a new stake in shares of Walmart during the 4th quarter valued at about $34,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. This represents a 0.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 that occurred on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the sale, 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 position. 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. Insiders have sold 77,292 shares of company stock worth $8,421,143 in the last 90 days. 0.09% of the stock is owned by insiders.

Walmart Stock Performance

Walmart stock opened at $104.87 on Tuesday. 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 market capitalization of $834.56 billion, a P/E ratio of 37.86, a price-to-earnings-growth ratio of 3.92 and a beta of 0.61. Walmart Inc. has a 1-year low of $95.79 and a 1-year high of $135.15. The company’s 50-day moving average is $111.65 and its 200 day moving average is $120.24.

Walmart (NASDAQ:WMT) last announced its earnings results 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 business had revenue of $187.94 billion during 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%.The company’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Research analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart agreed to pay $50 million to settle U.S. Justice Department allegations involving improperly filled opioid prescriptions. Although the settlement carries a financial cost and reputational risk, it is viewed favorably because it resolves litigation that had exposed the company to potentially billions of dollars in civil penalties. Walmart described the payment as immaterial. Walmart escapes major legal penalty for a fraction of the cost
• Positive Sentiment: Walmart’s U.S. marketplace sales increased 52%, supported by a broader product selection, greater use of fulfillment services and international expansion in Mexico and Canada. Sustaining this momentum could improve e-commerce growth and marketplace profitability. Walmart’s Marketplace Momentum Builds
• Positive Sentiment: Tigress Financial reaffirmed its buy rating and set a $155 price target, implying substantial upside from recent trading levels. This reflects confidence in Walmart’s long-term earnings and growth prospects. Benzinga analyst rating
• Neutral Sentiment: Commentary highlights Walmart’s 53-year record of dividend increases and notes that the stock is well below its peak. However, its dividend yield remains relatively low and its valuation is still elevated compared with the broader market. Walmart dividend analysis
• Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS estimates, signaling expectations for slower earnings growth or increased cost pressure. Walmart’s recent earnings-related share-price weakness also indicates that investors remain sensitive to the company’s premium valuation. FY2027 EPS Estimates for Walmart Cut

Wall Street Analyst Weigh In

Several research firms recently commented on WMT. Royal Bank Of Canada dropped their price target on Walmart from $137.00 to $131.00 and set an “outperform” rating for the company in a research report on Friday, August 21st. The Goldman Sachs Group restated a “buy” rating and set a $130.00 price objective on shares of Walmart in a research report on Friday, August 21st. Gordon Haskett lowered Walmart from a “buy” rating to an “accumulate” rating in a research note on Thursday, August 20th. JPMorgan Chase & Co. dropped their target price on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a report on Friday, August 21st. Finally, Deutsche Bank Aktiengesellschaft set a $113.00 target price on Walmart in a research 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 MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average price target of $131.88.

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.