Leo Wealth LLC Buys New Holdings in Walmart Inc. $WMT

Leo Wealth LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the third quarter, HoldingsChannel.com reports. The fund purchased 10,288 shares of the retailer’s stock, valued at approximately $1,069,000.

Several other large investors have also made changes to their positions in WMT. Bank of America Corp DE bought a new stake in Walmart during the second quarter worth $7,455,131,000. Legal & General Group Plc bought a new position in shares of Walmart in the 2nd quarter valued at $2,905,655,000. Canada Pension Plan Investment Board bought a new position in shares of Walmart in the 2nd quarter valued at $796,677,000. Deutsche Bank AG increased its stake in shares of Walmart by 54.0% in the 2nd quarter. Deutsche Bank AG now owns 18,607,297 shares of the retailer’s stock valued at $2,107,462,000 after purchasing an additional 6,525,224 shares during the last quarter. Finally, Amundi raised its holdings in shares of Walmart by 44.4% during the 2nd quarter. Amundi now owns 20,796,957 shares of the retailer’s stock worth $2,355,463,000 after buying an additional 6,393,326 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Price Performance

Shares of WMT opened at $120.29 on Tuesday. Walmart Inc. has a 12-month low of $98.88 and a 12-month high of $135.15. The business has a 50-day simple moving average of $109.43 and a two-hundred day simple moving average of $118.25. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The stock has a market cap of $954.35 billion, a PE ratio of 42.36, a PEG ratio of 4.33 and a beta of 0.58.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $186.64 billion. During the same period last year, the company earned $0.68 earnings per share. The business’s quarterly revenue 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. Analysts anticipate that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Christopher Nicholas sold 2,900 shares of the firm’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $120.60, for a total value of $349,740.00. Following the completion of the transaction, the executive vice president owned 563,353 shares in the company, valued at $67,940,371.80. This trade represents a 0.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 14th. The shares were sold at an average price of $115.00, for a total transaction of $575,000.00. Following the completion of the transaction, the executive vice president owned 110,432 shares of the company’s stock, valued at approximately $12,699,680. This trade represents a 4.33% 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. Insiders have sold a total of 102,244 shares of company stock valued at $11,112,044 over the last three months. Insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on WMT shares. Oppenheimer restated a “market perform” rating on shares of Walmart in a research report on Tuesday, August 25th. Piper Sandler reiterated an “overweight” rating and issued a $128.00 target price (down from $137.00) on shares of Walmart in a research report on Friday, August 21st. TD Cowen reiterated a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Guggenheim set a $130.00 target price on Walmart and gave the stock a “buy” rating in a research note on Friday, August 21st. Finally, Deutsche Bank Aktiengesellschaft raised shares of Walmart from a “hold” rating to a “buy” rating and increased their target price for the stock from $113.00 to $136.00 in a report on Thursday, October 15th. Three analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $132.41.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday event could support near-term sales. Walmart announced three major holiday shopping events, giving investors a potential catalyst for stronger seasonal traffic, e-commerce activity and market-share gains. The upbeat outlook is particularly important because WMT’s valuation already reflects substantial future growth. Walmart Just Announced Its Triple Holiday Event
• Positive Sentiment: AI and e-commerce initiatives could expand digital growth. Walmart is joining Meta’s AI-commerce push and is developing agent-based shopping tools intended to improve product discovery, personalization and customer engagement. Analysts also see continued e-commerce momentum as a driver of longer-term growth. Can Walmart’s AI Strategy Unlock the Next Phase of Digital Growth?
• Positive Sentiment: New services broaden Walmart’s ecosystem. Lower-cost delivery partnerships with Subway, Dunkin’ and Papa John’s, expanded Better Care Services, and an exclusive Affirm buy-now-pay-later arrangement at Sam’s Club could increase customer convenience, engagement and recurring transaction opportunities ahead of the holidays. Walmart Makes Sam’s Club Its Exclusive Buy Now Pay Later Checkout Option
• Neutral Sentiment: Trading data offers limited directional information. A report lists short interest at zero shares and a zero-day days-to-cover ratio, which may indicate a data-quality issue rather than a meaningful change in investor positioning. Walmart also lined up U.S. and Canadian debt issuance, potentially supporting funding needs but increasing leverage.
• Negative Sentiment: Valuation and investor selling are key risks. WMT’s reported P/E near 42 and PEG ratio above 4 leave limited room for execution disappointments. Michael Burry said he may sell, reduce or donate long-held positions whose valuations appear stretched, potentially adding sentiment pressure. Michael Burry Eyes the Exit on Walmart

Walmart Company Profile

Walmart Inc (NASDAQ:WMT) operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.

The company organizes its operations into Walmart U.S., Walmart International and Sam’s Club U.S. Walmart U.S.