Vise Technologies Inc. Acquires 81,635 Shares of Walmart Inc. $WMT

Key Points

• Vise Technologies Inc. increased its Walmart stake by 42.1% in the fourth quarter, buying 81,635 additional shares and bringing its total holding to 275,341 shares valued at about $30.7 million.
• Walmart reported Q1 earnings of $0.66 per share, matching estimates, while revenue came in at $177.75 billion, ahead of expectations and up 7.4% year over year.
• Recent activity around the stock includes analyst support with a consensus “Moderate Buy” rating and a $138.85 target price, even as insiders sold shares and Walmart faced a new lawsuit over hiring practices in Massachusetts.

Vise Technologies Inc. grew its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 42.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 275,341 shares of the retailer's stock after purchasing an additional 81,635 shares during the period. Walmart makes up approximately 0.9% of Vise Technologies Inc.'s holdings, making the stock its 28th largest holding. Vise Technologies Inc.'s holdings in Walmart were worth $30,676,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in WMT. Brighton Jones LLC increased its holdings in shares of Walmart by 28.8% during the fourth 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 boosted its stake in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer's stock worth $800,000 after acquiring an additional 485 shares during the last quarter. Peterson Wealth Management grew its holdings in shares of Walmart by 3.5% in the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer's stock valued at $4,416,000 after buying an additional 1,715 shares during the period. Sivia Capital Partners LLC lifted its holdings in Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer's stock worth $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer's stock valued at $8,931,000 after acquiring an additional 1,048 shares during the period. Institutional investors own 26.76% of the company's stock.

Walmart Stock Performance

Walmart stock opened at $117.74 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The stock has a market cap of $936.98 billion, a PE ratio of 41.31, a P/E/G ratio of 4.36 and a beta of 0.59. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The business's 50-day moving average price is $125.70 and its two-hundred day moving average price is $121.09.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm's revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the sale, the executive vice president owned 577,853 shares of the company's stock, valued at $71,607,543.76. This trade represents a 0.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,250 shares of the company's stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $133.77, for a total value of $167,212.50. Following the completion of the sale, the executive vice president owned 635,593 shares in the company, valued at $85,023,275.61. The trade was a 0.20% 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. In the last quarter, insiders have sold 117,008 shares of company stock valued at $14,492,704. 0.09% of the stock is currently owned by insiders.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart expanded its delivery offering to include Subway from in-store restaurant locations, which could make its app more useful, increase delivery orders, and strengthen its competitive position against DoorDash, Uber Eats, and Amazon. Walmart Adds Express Delivery From In-Store Restaurants, Starting With Subway®
• Positive Sentiment: Shareholders approved management’s direction at the annual meeting, with CEO John Furner highlighting strong FY26 results and continued omnichannel performance, reinforcing confidence in Walmart’s business model. Walmart Announces 2026 Annual Shareholders' Meeting Voting Results
• Neutral Sentiment: Investors rejected a proposal requiring a report on how AI and automation affect workers, removing a potential compliance burden but not changing near-term fundamentals. Walmart Shareholders Reject Bid to Require AI Workplace Impact Report
• Neutral Sentiment: Walmart’s broader AI and retail-tech initiatives, including internal coding tools and efforts to avoid vendor lock-in, support longer-term efficiency gains but are not immediate stock catalysts. Code Puppy: Walmart's secret weapon against AI lock-in
• Negative Sentiment: A new lawsuit over hiring practices in Massachusetts adds a legal and compliance overhang that could create distraction and headline risk for the stock. Walmart Lawsuit Puts Massachusetts Hiring Practices And Investor Risks In Focus

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Mizuho increased their price objective on shares of Walmart from $125.00 to $137.00 and gave the stock an "outperform" rating in a research report on Monday, February 9th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Wells Fargo & Company reissued an "overweight" rating and set a $140.00 price target (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. HSBC downgraded Walmart from a "buy" rating to a "hold" rating and lifted their target price for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Finally, UBS Group set a $141.00 target price on shares of Walmart and gave the company a "buy" rating in a research note on Friday, May 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $138.85.

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.