Capital Square LLC Makes New Investment in Walmart Inc. $WMT

Capital Square LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, HoldingsChannel.com reports. The firm acquired 11,317 shares of the retailer’s stock, valued at approximately $1,289,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in WMT. Brighton Jones LLC raised its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after purchasing an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management boosted its stake in shares of Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its position in Walmart by 0.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Walmart by 1.2% during the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after buying an additional 1,048 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
• Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart’s Big Sell-Off Could Be a Buying Opportunity
• Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
• Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam’s Club Children’s Miracle Network Support
• Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
• Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

Insider Activity at Walmart

In other news, EVP Daniel Danker sold 50,644 shares of the firm’s stock in a transaction 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 in the company, valued at approximately $21,246,145.20. This trade represents a 20.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the transaction, the executive vice president owned 569,153 shares in the company, valued at $60,523,730.02. The trade was a 0.51% 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. Over the last three months, insiders have sold 77,292 shares of company stock valued at $8,421,143. Company insiders own 0.09% of the company’s stock.

Walmart Price Performance

WMT opened at $102.63 on Friday. The stock’s 50-day moving average price is $112.18 and its 200 day moving average price is $120.57. Walmart Inc. has a 12-month low of $95.70 and a 12-month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The firm has a market cap of $816.74 billion, a price-to-earnings ratio of 37.05, a PEG ratio of 3.96 and a beta of 0.61.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The company had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm’s quarterly revenue was up 5.9% on a year-over-year basis. During the same period in the prior 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. As a group, sell-side analysts expect that Walmart Inc. will post 2.87 earnings per share for the current year.

Wall Street Analyst Weigh In

WMT has been the topic of a number of recent analyst reports. Oppenheimer reiterated a “market perform” rating on shares of Walmart in a research report on Tuesday. Guggenheim set a $130.00 price objective on Walmart and gave the company a “buy” rating in a report on Friday, August 21st. Evercore set a $125.00 target price 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 report on Friday, May 29th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a 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. Based on data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and a consensus 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.