Uptick Partners LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 38,034 shares of the retailer's stock, valued at approximately $4,308,000. Walmart accounts for approximately 0.7% of Uptick Partners LLC's portfolio, making the stock its 28th largest position.
A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Advisortrust Partners LLC grew 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 acquiring an additional 11,283 shares during the last quarter. Union Bancaire Privee UBP SA raised its position in shares of Walmart by 253.3% in the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer's stock worth $47,728,000 after purchasing an additional 275,337 shares during the last quarter. Janney Montgomery Scott LLC raised its position in shares of Walmart by 2.9% in the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer's stock worth $300,333,000 after purchasing an additional 68,632 shares during the last quarter. Vise Technologies Inc. boosted its stake in Walmart by 42.1% in the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer's stock worth $30,676,000 after purchasing an additional 81,635 shares in the last quarter. Finally, HORAN Wealth LLC boosted its stake in Walmart by 55.7% in the 1st quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer's stock worth $9,931,000 after purchasing an additional 29,184 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company's stock.
Wall Street Analyst Weigh In
A number of analysts have weighed in on the stock. BMO Capital Markets restated an "outperform" rating and set a $126.00 price objective on shares of Walmart in a research note on Friday. Citigroup dropped their target price on shares of Walmart from $147.00 to $132.00 and set a "buy" rating on the stock in a research note on Friday. TD Cowen reiterated a "buy" rating on shares of Walmart in a research note on Friday. Freedom Capital upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a report on Thursday. Finally, Morgan Stanley reissued an "overweight" rating and set a $125.00 price target (down from $140.00) on shares of Walmart in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Walmart has an average rating of "Moderate Buy" and a consensus target price of $131.88.
View Our Latest Analysis on Walmart
Insider Transactions at Walmart
In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the sale, the executive vice president owned 569,153 shares in the company, valued at approximately $60,523,730.02. This trade represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. This trade represents a 8.74% 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 sold 57,064 shares of company stock valued at $6,697,788. Company insiders own 0.09% of the company's stock.
Walmart Price Performance
NASDAQ WMT opened at $103.70 on Monday. Walmart Inc. has a one year low of $95.42 and a one year high of $135.15. The stock has a 50-day moving average of $113.35 and a 200 day moving average of $121.24. The company has a market capitalization of $825.25 billion, a price-to-earnings ratio of 37.44, a PEG ratio of 3.91 and a beta of 0.61. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77.
Walmart (NASDAQ:WMT - Get Free Report) last issued its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.Walmart's revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm 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. On average, sell-side analysts forecast that Walmart Inc. will post 2.86 EPS for the current year.
Key Stories Impacting Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
- Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
- Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
- Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
- Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
- Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
- Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.
Walmart Company Profile
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Free Report)
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.
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