Hamilton Capital LLC Invests $1.33 Million in Walmart Inc. $WMT

Key Points

• Hamilton Capital initiated a Walmart position worth approximately $1.33 million, purchasing 11,742 shares during the second quarter. Institutional investors collectively own 26.76% of Walmart’s stock.
• Analysts maintain a generally positive outlook, with three Strong Buy, 32 Buy and four Hold ratings; Walmart has a consensus “Moderate Buy” rating and an average price target of $131.88.
• Walmart exceeded quarterly expectations with $0.81 in EPS versus $0.74 projected and revenue of $187.94 billion, up 5.9% year over year. However, the stock opened at $103.09, below both its 50-day and 200-day moving averages, while insiders have sold shares under pre-arranged trading plans.

Hamilton Capital LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 11,742 shares of the retailer's stock, valued at approximately $1,330,000. Walmart makes up about 0.1% of Hamilton Capital LLC's investment portfolio, making the stock its 28th largest position.

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

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Robert W. Baird reduced their price objective on Walmart from $140.00 to $120.00 and set an "outperform" rating for the company in a research note on Friday, August 21st. Mizuho set a $130.00 price target on shares of Walmart in a report on Monday, July 27th. BMO Capital Markets restated an "outperform" rating and set a $126.00 price objective on shares of Walmart in a report on Friday, August 21st. Telsey Advisory Group reiterated an "outperform" rating and issued a $130.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Finally, Truist Financial set a $114.00 target price on shares of Walmart and gave the company a "buy" rating in a research report on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $131.88.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of the business'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 of the company's stock, valued at $60,523,730.02. The trade was a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at 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 the company's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their ownership of the stock. 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 over the last three months. Company insiders own 0.09% of the company's stock.

Walmart Price Performance

WMT stock opened at $103.09 on Monday. The stock has a fifty day moving average of $111.90 and a 200-day moving average of $120.39. Walmart Inc. has a fifty-two week low of $95.79 and a fifty-two week high of $135.15. The company has a market capitalization of $820.40 billion, a price-to-earnings ratio of 37.22, a PEG ratio of 3.92 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 announced its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.74 by $0.07. The business had revenue of $187.94 billion for the quarter, compared to analysts' expectations of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm's quarterly revenue was up 5.9% compared to the same quarter last year. During the same period in the previous year, the business 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. As a group, equities research analysts predict that Walmart Inc. will post 2.87 earnings per share for the current year.

Walmart News Summary

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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