Lifetime Wealth Management P.C. Invests $1.16 Million in Walmart Inc. $WMT

by · The Markets Daily

Lifetime Wealth Management P.C. acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the second quarter, Holdings Channel reports. The firm acquired 10,273 shares of the retailer’s stock, valued at approximately $1,164,000.

Several other hedge funds have also made changes to their positions in WMT. Merkkuri Wealth Advisors LLC bought a new stake in shares of Walmart in the 1st quarter valued at about $29,000. Entrust Financial LLC purchased a new stake in Walmart in the fourth quarter valued at about $27,000. Bay Harbor Wealth Management LLC boosted its stake in 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 purchasing an additional 105 shares in the last quarter. Sankala Group LLC purchased a new stake in shares of Walmart during the fourth quarter valued at $33,000. Finally, Turim 21 Investimentos Ltda. acquired a new position in shares of Walmart in the first quarter valued at about $37,000. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently weighed in on WMT shares. Raymond James Financial reiterated an “outperform” rating and issued a $130.00 price objective on shares of Walmart in a research note on Friday, August 21st. Tigress Financial reaffirmed a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Telsey Advisory Group restated an “outperform” rating and set a $130.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. UBS Group lowered their target price on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $126.00 target price on shares of Walmart in a research note on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Check Out Our Latest Stock Analysis on WMT

Walmart Stock Performance

NASDAQ:WMT opened at $103.09 on Monday. Walmart Inc. has a fifty-two week low of $95.79 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 company has a 50 day moving average price of $111.90 and a 200 day moving average price of $120.39. The stock has a market capitalization of $820.40 billion, a P/E ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61.

Walmart (NASDAQ:WMT – Get Free Report) last posted 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 firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.68 EPS. 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.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

  • Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
  • Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
  • Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
  • Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
  • Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
  • Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing

Insider Buying and Selling at Walmart

In other news, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the sale, the executive vice president owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. This represents a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. 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. In the last three months, insiders have sold 77,292 shares of company stock worth $8,421,143. 0.09% of the stock is currently owned by insiders.

Walmart Company Profile

(Free Report)

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.

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