Walmart Inc. $WMT Shares Purchased by UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC

Key Points

• UBS Asset Management increased its stake in Walmart Inc. by 3.1%, acquiring an additional 809,213 shares, bringing its total holdings to approximately $2.35 billion.
• Walmart recently reported a quarterly earnings per share (EPS) of $0.68, missing analysts' expectations, with revenues of $169.34 billion compared to forecasts of $174.02 billion.
• Analysts have set various price targets for Walmart, with Goldman Sachs increasing theirs to $114, while maintaining a "buy" rating for the stock.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Walmart Inc. (NYSE:WMT - Free Report) by 3.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,726,559 shares of the retailer's stock after purchasing an additional 809,213 shares during the period. Walmart comprises approximately 0.6% of UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC's holdings, making the stock its 22nd biggest holding. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned 0.33% of Walmart worth $2,346,325,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Operose Advisors LLC increased its holdings in shares of Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer's stock worth $28,000 after buying an additional 243 shares during the last quarter. Bear Mountain Capital Inc. boosted its position in Walmart by 98.2% during the 1st quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer's stock worth $32,000 after purchasing an additional 167 shares during the period. Clal Insurance Enterprises Holdings Ltd boosted its position in Walmart by 432.4% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer's stock worth $32,000 after purchasing an additional 294 shares during the period. EQ Wealth Advisors LLC purchased a new stake in Walmart during the 1st quarter worth $35,000. Finally, Lipe & Dalton boosted its position in Walmart by 95.2% during the 1st quarter. Lipe & Dalton now owns 410 shares of the retailer's stock worth $36,000 after purchasing an additional 200 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Trading Up 1.7%

Shares of NYSE WMT opened at $102.26 on Tuesday. Walmart Inc. has a 1-year low of $76.49 and a 1-year high of $105.30. The company has a 50-day moving average of $98.38 and a two-hundred day moving average of $95.22. The company has a current ratio of 0.79, a quick ratio of 0.23 and a debt-to-equity ratio of 0.43. The company has a market cap of $815.33 billion, a PE ratio of 38.44, a P/E/G ratio of 4.83 and a beta of 0.65.

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 business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm's quarterly revenue was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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, equities analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP John R. Furner sold 13,125 shares of the business's stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $98.55, for a total value of $1,293,468.75. Following the sale, the executive vice president owned 919,189 shares of the company's stock, valued at $90,586,075.95. The trade was a 1.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the company's stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $95.97, for a total transaction of $1,863,353.52. Following the sale, the chief executive officer directly owned 4,392,985 shares in the company, valued at $421,594,770.45. This trade represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 121,382 shares of company stock valued at $11,718,441 over the last 90 days. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

WMT has been the subject of a number of analyst reports. Robert W. Baird increased their price target on Walmart from $100.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, May 16th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $106.00 price objective on shares of Walmart in a report on Friday, August 22nd. The Goldman Sachs Group raised their target price on shares of Walmart from $101.00 to $114.00 and gave the stock a "buy" rating in a report on Friday, August 22nd. Tigress Financial increased their price objective on Walmart from $120.00 to $125.00 and gave the stock a "buy" rating in a research note on Wednesday, September 3rd. Finally, JPMorgan Chase & Co. lowered their target price on shares of Walmart from $130.00 to $127.00 and set an "overweight" rating on the stock in a research note on Friday, August 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Buy" and an average target price of $110.76.

About Walmart

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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