Old Mission Investment Co LLC Makes New $3.74 Million Investment in Walmart Inc. $WMT

Key Points

• Old Mission Investment Co. LLC acquired 33,020 Walmart shares worth approximately $3.74 million, making Walmart its 26th-largest holding and representing 0.8% of its portfolio.
• Walmart reported quarterly EPS of $0.81, beating estimates of $0.74, while revenue rose 5.9% year over year to $187.94 billion. Institutional investors and hedge funds own 26.76% of the company.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $131.88, although several firms recently lowered their targets amid tariff, margin and regulatory concerns.

Old Mission Investment Co LLC acquired a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 33,020 shares of the retailer's stock, valued at approximately $3,740,000. Walmart comprises 0.8% of Old Mission Investment Co LLC's portfolio, making the stock its 26th biggest holding.

Several other hedge funds have also recently bought and sold shares of the company. Bank of America Corp DE acquired a new position in shares of Walmart during the second quarter worth about $7,455,131,000. Norges Bank purchased a new stake in shares of Walmart in the 4th quarter valued at approximately $6,458,529,000. Legal & General Group Plc acquired a new stake in shares of Walmart in the 2nd quarter valued at $2,905,655,000. AQR Capital Management LLC lifted its position in shares of Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares during the last quarter. Finally, Canada Pension Plan Investment Board acquired a new position in shares of Walmart during the second quarter worth $796,677,000. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $107.14 on Friday. The stock has a market cap 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 twelve month low of $98.88 and a twelve month high of $135.15. The stock has a 50 day moving average of $110.81 and a two-hundred day moving average of $119.62. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 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 net margin of 3.00% and a return on equity of 21.83%. The company's quarterly revenue was up 5.9% on a year-over-year basis. During the same period in the previous year, the company 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. On average, research analysts forecast that Walmart Inc. will post 2.87 earnings per share for the current year.

Insider Buying and Selling at Walmart

In related news, EVP Daniel Danker sold 50,644 shares of the stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the completion of the sale, the executive vice president directly owned 201,672 shares of the company's stock, valued at $21,246,145.20. This trade represents a 20.07% decrease in their ownership of the stock. The sale 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP David W. Guggina sold 11,978 shares of the firm's stock in a transaction 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 owned 125,067 shares of the company's stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 81,242 shares of company stock valued at $8,836,446. Company insiders own 0.09% of the company's stock.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of analyst reports. BMO Capital Markets restated an "outperform" rating and issued a $126.00 price target on shares of Walmart in a research note on Friday, August 21st. JPMorgan Chase & Co. lowered their price objective on Walmart from $137.00 to $125.00 and set an "overweight" rating for the company in a research report on Friday, August 21st. DA Davidson set a $132.00 price objective on Walmart and gave the company a "buy" rating in a report on Friday, August 21st. Wells Fargo & Company cut 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 cut 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 assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target 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

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.

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