Unisphere Establishment Increases Position in Walmart Inc. $WMT

Key Points

• Unisphere Establishment increased its stake in Walmart Inc. by 26.5%, owning 1.5 million shares valued at approximately $131.9 million after purchasing an additional 315,000 shares in the first quarter.
• Several other investors also raised their positions in Walmart, with notable increases including a 94.2% increase by Monument Capital Management during the same period.
• Despite a miss in quarterly earnings with an EPS of $0.68 versus an expected $0.74, Walmart's revenue still showed a 4.8% increase year-over-year, totaling $169.34 billion.

Unisphere Establishment increased its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 26.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,502,000 shares of the retailer's stock after buying an additional 315,000 shares during the quarter. Walmart comprises approximately 1.2% of Unisphere Establishment's investment portfolio, making the stock its 26th biggest holding. Unisphere Establishment's holdings in Walmart were worth $131,861,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Full Sail Capital LLC raised its holdings in shares of Walmart by 6.6% during the fourth quarter. Full Sail Capital LLC now owns 8,702 shares of the retailer's stock worth $786,000 after purchasing an additional 541 shares during the last quarter. Ally Financial Inc. purchased a new position in shares of Walmart during the first quarter worth $2,107,000. Monument Capital Management raised its holdings in shares of Walmart by 94.2% during the first quarter. Monument Capital Management now owns 55,004 shares of the retailer's stock worth $4,829,000 after purchasing an additional 26,685 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Walmart by 11.8% during the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 7,959,752 shares of the retailer's stock worth $698,787,000 after purchasing an additional 838,689 shares during the last quarter. Finally, Gerber Kawasaki Wealth & Investment Management raised its holdings in shares of Walmart by 34.6% during the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer's stock worth $3,355,000 after purchasing an additional 9,831 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, EVP Daniel J. Bartlett sold 1,655 shares of the business's stock in a transaction on Friday, August 15th. The shares were sold at an average price of $100.38, for a total value of $166,128.90. Following the completion of the sale, the executive vice president owned 647,578 shares of the company's stock, valued at approximately $65,003,879.64. The trade was a 0.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathryn J. Mclay sold 4,000 shares of the business's stock in a transaction on Tuesday, August 19th. The stock was sold at an average price of $100.96, for a total transaction of $403,840.00. Following the completion of the sale, the executive vice president directly owned 1,052,455 shares of the company's stock, valued at approximately $106,255,856.80. The trade was a 0.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 99,766 shares of company stock worth $9,640,873 in the last 90 days. 0.10% of the stock is owned by insiders.

Walmart Price Performance

Shares of NYSE WMT opened at $96.97 on Tuesday. The firm has a market cap of $773.85 billion, a PE ratio of 36.45, a PEG ratio of 4.66 and a beta of 0.65. The firm has a fifty day moving average of $98.10 and a 200 day moving average of $95.24. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.23 and a current ratio of 0.79. Walmart Inc. has a one year low of $75.67 and a one year high of $105.30.

Walmart (NYSE:WMT - Get Free Report) last issued its quarterly earnings results on Thursday, August 21st. The retailer reported $0.68 EPS for the quarter, missing the consensus estimate of $0.74 by ($0.06). The company had revenue of $169.34 billion during the quarter, compared to analysts' expectations of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.Walmart's revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.67 EPS. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. As a group, research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on WMT shares. Royal Bank Of Canada reissued an "outperform" rating and set a $106.00 target price on shares of Walmart in a report on Friday, August 22nd. Mizuho reissued an "outperform" rating and set a $115.00 target price on shares of Walmart in a report on Wednesday, August 13th. KeyCorp increased their price target on shares of Walmart from $105.00 to $110.00 and gave the stock an "overweight" rating in a report on Monday, June 9th. Citigroup reissued a "buy" rating on shares of Walmart in a report on Tuesday, May 6th. Finally, Wall Street Zen raised shares of Walmart from a "hold" rating to a "buy" rating in a report on Monday, May 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Buy" and a consensus price target of $110.59.

Walmart Profile

Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.

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