Saranac Partners Ltd Takes Position in Walmart Inc. $WMT

Saranac Partners Ltd bought a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 67,120 shares of the retailer's stock, valued at approximately $7,614,000. Walmart accounts for about 2.2% of Saranac Partners Ltd's holdings, making the stock its 15th largest position.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Merkkuri Wealth Advisors LLC acquired a new position in shares of Walmart during the 1st quarter worth about $29,000. Entrust Financial LLC purchased a new position in shares of Walmart during the fourth quarter worth approximately $27,000. Bay Harbor Wealth Management LLC increased its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock valued at $32,000 after purchasing an additional 105 shares during the period. Sankala Group LLC acquired a new position in Walmart in the 4th quarter valued at about $33,000. Finally, Turim 21 Investimentos Ltda. purchased a new stake in shares of Walmart during the first quarter worth approximately $37,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the firm's stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the sale, the executive vice president owned 630,009 shares in the company, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 the company's stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 125,067 shares in the company, valued at approximately $14,985,527.94. The trade was a 8.74% 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 sold a total of 77,292 shares of company stock worth $8,421,143 over the last ninety days. Corporate insiders own 0.09% of the company's stock.

Walmart Stock Down 1.6%

WMT stock opened at $102.63 on Friday. Walmart Inc. has a 52-week low of $95.70 and a 52-week high of $135.15. The firm has a market capitalization of $816.74 billion, a P/E ratio of 37.05, a P/E/G ratio of 3.96 and a beta of 0.61. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The company's 50 day simple moving average is $112.18 and its 200-day simple moving average is $120.57.

Walmart (NASDAQ:WMT - Get Free Report) last issued 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 firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business's quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.68 earnings per share. 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 anticipate that Walmart Inc. will post 2.87 EPS for the current year.

Analysts Set New Price Targets

A number of research firms have recently weighed in on WMT. BTIG Research lowered their price target on shares of Walmart from $145.00 to $140.00 and set a "buy" rating on the stock in a research note on Friday, August 21st. Wolfe Research reaffirmed an "outperform" rating and set a $115.00 price target on shares of Walmart in a research report on Friday, August 21st. Gordon Haskett downgraded Walmart from a "buy" rating to an "accumulate" rating in a report on Thursday, August 20th. Deutsche Bank Aktiengesellschaft set a $113.00 target price on Walmart in a research note on Friday, August 21st. Finally, BNP Paribas Exane restated an "outperform" rating and set a $137.00 price objective (down from $146.00) on shares of Walmart in a research note on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company 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: 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 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.

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