TCM Advisors LLC Invests $849,000 in Walmart Inc. $WMT

TCM Advisors LLC purchased a new position in Walmart Inc. (NASDAQ:WMT) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,500 shares of the retailer’s stock, valued at approximately $849,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Cibc World Market Inc. acquired a new stake in Walmart during the second quarter worth about $229,409,000. OMERS ADMINISTRATION Corp bought a new stake in shares of Walmart during the 2nd quarter worth approximately $151,133,000. Conquis Financial LLC bought a new stake in shares of Walmart during the 2nd quarter worth approximately $136,000. Osmosis Investment Management UK Ltd acquired a new stake in shares of Walmart during the 2nd quarter worth approximately $8,160,000. Finally, Sanctuary Advisors LLC acquired a new stake in shares of Walmart during the 2nd quarter worth approximately $122,981,000. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of several recent analyst reports. Truist Financial set a $114.00 target price on Walmart and gave the stock a “buy” rating in a research note on Friday, August 21st. Roth Capital reiterated a “buy” rating on shares of Walmart in a research note on Friday, August 21st. Freedom Capital upgraded Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Wells Fargo & Company decreased their target price on Walmart from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday, August 21st. Finally, Weiss Ratings downgraded Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Key Stories Impacting 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

Walmart Trading Down 1.6%

NASDAQ WMT opened at $102.63 on Friday. The company has a market cap of $816.74 billion, a price-to-earnings ratio of 37.05, a price-to-earnings-growth ratio of 3.96 and a beta of 0.61. Walmart Inc. has a twelve month low of $95.70 and a twelve month high of $135.15. 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 business’s fifty day moving average is $112.18 and its 200 day moving average is $120.57.

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. As a group, sell-side analysts expect that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the transaction, the executive vice president owned 569,153 shares in the company, valued at approximately $60,523,730.02. The trade was a 0.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. This represents a 0.60% 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 77,292 shares of company stock worth $8,421,143 in the last 90 days. Corporate insiders own 0.09% of the company’s stock.

About Walmart

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.