Oxford Financial Group LTD. LLC Purchases Shares of 12,238 Walmart Inc. $WMT

Oxford Financial Group LTD. LLC acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 12,238 shares of the retailer’s stock, valued at approximately $1,386,000.

Other large investors have also recently modified their holdings of the company. Entrust Financial LLC purchased a new stake in Walmart during the 4th quarter valued at about $27,000. Merkkuri Wealth Advisors LLC purchased a new position in Walmart in the 1st quarter worth approximately $29,000. Bay Harbor Wealth Management LLC increased 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 during the period. Sankala Group LLC bought a new stake in Walmart in the fourth quarter valued at approximately $33,000. Finally, Motiv8 Investments LLC bought a new stake in Walmart in the fourth quarter valued at approximately $34,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction dated 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 in the company, valued at $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. In the last ninety days, insiders sold 57,064 shares of company stock worth $6,697,788. Company insiders own 0.09% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Unusually heavy call-option activity may indicate increased near-term bullish interest. Investors purchased 166,747 call options, about 33% above the typical daily volume. However, options activity is speculative and does not guarantee further gains.
• Positive Sentiment: Walmart is rolling out tap-to-pay and NFC capabilities across its U.S. stores and clubs. The move could improve checkout convenience, support mobile-wallet adoption and strengthen customer engagement as digital sales and membership become more important. Can Walmart’s Tap to Pay Push Strengthen Customer Engagement?
• Positive Sentiment: The company is introducing Scenario, a mostly sub-$25 fashion brand aimed at younger shoppers. Walmart hopes the offering will attract value-conscious consumers and improve its competitive position against Amazon in apparel. Walmart Aims to Take On Amazon With Trendier Apparel
• Neutral Sentiment: Walmart’s latest quarter exceeded expectations, with adjusted earnings of $0.81 per share versus roughly $0.74 expected and revenue of $187.94 billion, up 5.9% year over year. Full-year sales guidance was also raised to 4%-5%, but the outlook implies moderating growth.
• Negative Sentiment: U.S. comparable sales growth slowed to 2.6%, compared with 4.1% in the prior quarter and 4.6% a year earlier. Investors remain concerned that cautious consumers and uneven spending are pressuring traffic and discretionary purchases.
• Negative Sentiment: Several analysts reduced Walmart’s price targets or issued more cautious forecasts after the earnings report. Critics also argue that the stock remains expensive at roughly 36 times forward earnings despite decelerating growth, limiting upside.

Walmart Price Performance

Shares of WMT stock opened at $106.49 on Tuesday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a fifty-two week low of $95.42 and a fifty-two week high of $135.15. The firm has a market cap of $847.46 billion, a P/E ratio of 38.44, a P/E/G ratio of 3.91 and a beta of 0.61. The business’s 50 day moving average price is $113.06 and its 200-day moving average price is $121.09.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $186.64 billion. During the same quarter in the prior year, the company earned $0.68 earnings per share. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, equities research analysts anticipate that Walmart Inc. will post 2.86 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. JPMorgan Chase & Co. cut their target price on shares of Walmart from $137.00 to $125.00 and set an “overweight” rating on the stock in a report on Friday. Citigroup decreased their target price on shares of Walmart from $147.00 to $132.00 and set a “buy” rating on the stock in a research note on Friday. Morgan Stanley reissued an “overweight” rating and set a $125.00 price target (down from $140.00) on shares of Walmart in a research report on Friday. Truist Financial set a $114.00 price target on shares of Walmart and gave the stock a “buy” rating in a report on Friday. Finally, Jefferies Financial Group restated a “buy” rating and issued a $120.00 price objective on shares of Walmart in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Walmart currently has a consensus rating of “Moderate Buy” and an average price target of $131.88.

Walmart Company 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.