Jacobs Equity LLC Takes $815,000 Position in Walmart Inc. $WMT

Jacobs Equity LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 7,194 shares of the retailer’s stock, valued at approximately $815,000. Walmart comprises 0.6% of Jacobs Equity LLC’s investment portfolio, making the stock its 24th largest holding.

A number of other large investors have also recently bought and sold shares of WMT. Bell & Brown Wealth Advisors LLC acquired a new position in Walmart during the second quarter valued at approximately $6,451,000. Advisortrust Partners LLC lifted its stake in shares of Walmart by 20.2% in the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after buying an additional 11,283 shares during the last quarter. Union Bancaire Privee UBP SA boosted its holdings in shares of Walmart by 253.3% during the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after buying an additional 275,337 shares during the period. Janney Montgomery Scott LLC boosted its holdings in shares of Walmart by 2.9% during the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after buying an additional 68,632 shares during the period. Finally, Vise Technologies Inc. grew its stake in Walmart by 42.1% in the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after buying an additional 81,635 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on WMT. Telsey Advisory Group reissued an “outperform” rating and set a $130.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Mizuho set a $130.00 price target on Walmart in a research report on Monday, July 27th. KeyCorp reiterated an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Freedom Broker raised Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Finally, Deutsche Bank Aktiengesellschaft set a $113.00 target price on Walmart in a research note on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Walmart Stock Performance

NASDAQ WMT opened at $103.09 on Monday. 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 $820.40 billion, a price-to-earnings ratio of 37.22, a P/E/G ratio of 3.92 and a beta of 0.61. The company’s fifty day moving average is $111.90 and its two-hundred day moving average is $120.39. Walmart Inc. has a 52-week low of $95.79 and a 52-week high of $135.15.

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

Walmart News Roundup

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 Transactions at Walmart

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the transaction, the executive vice president owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This represents a 20.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 David W. Guggina sold 11,978 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 125,067 shares of the company’s stock, 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. Over the last three months, insiders have sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is currently owned by insiders.

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.