NBH Bank Acquires New Holdings in Walmart Inc. $WMT

Key Points

• NBH Bank acquired 16,432 Walmart shares worth approximately $1.86 million during the second quarter, making Walmart 0.8% of its portfolio. Institutional investors collectively own 26.76% of Walmart.
• Walmart beat quarterly expectations with $0.81 in EPS versus $0.74 expected and revenue of $187.94 billion, up 5.9% year over year. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $131.88.
• Walmart shares opened at $107.14, below their 50-day and 200-day moving averages. The investment outlook faces tariff and margin pressures, regulatory scrutiny over beef prices, and recent prearranged insider sales.

NBH Bank acquired a new stake in Walmart Inc. (NASDAQ:WMT - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 16,432 shares of the retailer's stock, valued at approximately $1,861,000. Walmart comprises about 0.8% of NBH Bank's investment portfolio, making the stock its 28th biggest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Entrust Financial LLC bought a new stake in shares of Walmart during the fourth quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC bought a new stake in Walmart during the 1st quarter valued at $29,000. Montgomery Financial Services LLC acquired a new position in Walmart during the 2nd quarter worth $32,000. Sankala Group LLC acquired a new position in Walmart during the 4th quarter worth $33,000. Finally, Motiv8 Investments LLC bought a new position in shares of Walmart in the fourth quarter worth $34,000. Institutional investors own 26.76% of the company's stock.

Walmart Trading Down 1.2%

Shares of WMT stock opened at $107.14 on Friday. The stock has a 50-day simple moving average of $110.81 and a 200 day simple moving average of $119.62. The stock has a market capitalization of $850.02 billion, a P/E ratio of 38.68, a P/E/G ratio of 4.09 and a beta of 0.59. Walmart Inc. has a fifty-two week low of $98.88 and a fifty-two week 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.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion for the quarter, compared to analysts' expectations of $186.64 billion. During the same period in the previous year, the business earned $0.68 earnings per share. Walmart's revenue for the quarter was up 5.9% compared to the same quarter last year. 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 expect that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the topic of a number of research analyst reports. Telsey Advisory Group reissued an "outperform" rating and set a $130.00 price target (down from $140.00) on shares of Walmart in a report on Friday, August 21st. Freedom Capital upgraded shares of Walmart from a "hold" rating to a "strong-buy" rating in a research report on Thursday, August 20th. Jefferies Financial Group restated a "buy" rating and set a $120.00 price target on shares of Walmart in a research report on Friday, August 21st. Royal Bank Of Canada reduced their price target on shares of Walmart from $137.00 to $131.00 and set an "outperform" rating for the company in a research note on Friday, August 21st. Finally, BMO Capital Markets reiterated an "outperform" rating and issued a $126.00 price objective on shares of Walmart in a report on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Walmart presently has a consensus rating of "Moderate Buy" and a consensus target price of $131.88.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

Insider Buying and Selling at Walmart

In related news, EVP Daniel Bartlett sold 3,950 shares of the business's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $105.14, for a total value of $415,303.00. Following the sale, the executive vice president directly owned 622,349 shares in the company, valued at $65,433,773.86. The trade was a 0.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David Guggina sold 11,978 shares of the 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 directly owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 81,242 shares of company stock worth $8,836,446. 0.09% of the stock is currently owned by company insiders.

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.

Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT - Free Report).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source