Delos Wealth Advisors LLC Invests $6.38 Million in Walmart Inc. $WMT

Delos Wealth Advisors LLC bought a new position in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, Holdings Channel.com reports. The firm bought 56,329 shares of the retailer’s stock, valued at approximately $6,380,000. Walmart comprises approximately 3.3% of Delos Wealth Advisors LLC’s holdings, making the stock its 11th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in WMT. Entrust Financial LLC purchased a new position in shares of Walmart during the 4th quarter valued at about $27,000. Merkkuri Wealth Advisors LLC purchased a new stake in Walmart in the first quarter worth approximately $29,000. Bay Harbor Wealth Management LLC boosted its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. Sankala Group LLC bought a new position in Walmart during the fourth quarter valued at approximately $33,000. Finally, Motiv8 Investments LLC bought a new position in Walmart during the fourth quarter valued at approximately $34,000. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In other Walmart news, 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 value of $5,335,345.40. Following the transaction, the executive vice president owned 201,672 shares in the company, valued at approximately $21,246,145.20. The trade was a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Daniel J. Bartlett sold 3,710 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $113.10, for a total transaction of $419,601.00. Following the transaction, the executive vice president directly owned 626,299 shares of the company’s stock, valued at approximately $70,834,416.90. This trade represents a 0.59% decrease in their ownership of the stock. 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. Over 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 corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on WMT shares. JPMorgan Chase & Co. lowered their price objective on shares of Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a report on Friday, August 21st. Piper Sandler reaffirmed an “overweight” rating and issued a $128.00 price objective (down from $137.00) on shares of Walmart in a research note on Friday, August 21st. UBS Group reduced their target price on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a report on Friday, August 21st. The Goldman Sachs Group reiterated a “buy” rating and issued a $130.00 target price on shares of Walmart in a research report on Friday, August 21st. Finally, TD Cowen reissued a “buy” rating 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 given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $131.88.

Walmart Price Performance

Shares of Walmart stock opened at $103.09 on Friday. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a one year low of $95.79 and a one year high of $135.15. The business’s 50 day simple moving average is $111.90 and its two-hundred day simple moving average is $120.45. The stock has a market capitalization of $820.40 billion, a P/E ratio of 37.22, a price-to-earnings-growth ratio of 3.90 and a beta of 0.61.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share 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 firm had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. During the same quarter in the prior year, the firm posted $0.68 earnings per share. The business’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. 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

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.