Walmart Inc. $WMT Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its holdings in Walmart Inc. (NASDAQ:WMT - Free Report) by 0.2% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 27,015,680 shares of the retailer's stock after selling 63,025 shares during the quarter. Walmart comprises 0.6% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's investment portfolio, making the stock its 27th biggest holding. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.34% of Walmart worth $3,059,796,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. MFA Wealth Services increased its stake in Walmart by 0.7% in the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer's stock valued at $1,356,000 after purchasing an additional 80 shares during the last quarter. Realta Investment Advisors lifted its position in shares of Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer's stock worth $508,000 after buying an additional 81 shares during the last quarter. Compton Financial Group LLC lifted its position in shares of Walmart by 4.1% during the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer's stock worth $259,000 after buying an additional 82 shares during the last quarter. Renaissance Group LLC boosted its holdings in shares of Walmart by 0.9% in the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer's stock valued at $1,074,000 after buying an additional 83 shares in the last quarter. Finally, Calton & Associates Inc. boosted its holdings in shares of Walmart by 0.3% in the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer's stock valued at $3,033,000 after buying an additional 84 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Stock Up 1.0%

WMT stock opened at $105.92 on Wednesday. The company has a market cap of $840.34 billion, a price-to-earnings ratio of 38.24, a price-to-earnings-growth ratio of 4.00 and a beta of 0.59. The company has a fifty day moving average price of $111.38 and a 200 day moving average price of $120.08. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 12 month low of $96.51 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.07. The company had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. Walmart's revenue for the quarter was up 5.9% on a year-over-year basis. During the same period last year, the firm 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. Sell-side analysts expect that Walmart Inc. will post 2.87 earnings per share for the current year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Opioid lawsuit ends with limited financial impact: Walmart agreed to pay approximately $50 million to resolve a Justice Department lawsuit involving its pharmacies’ opioid-distribution practices. The settlement is described as immaterial relative to Walmart’s profits and substantially below the potentially multibillion-dollar penalties once threatened, reducing a major legal overhang. Walmart escapes major legal penalty for a fraction of the cost
• Positive Sentiment: Marketplace growth remains strong: Walmart’s U.S. marketplace sales reportedly increased 52%, helped by a broader product assortment, increased fulfillment adoption and expansion into Mexico and Canada. Continued marketplace momentum could improve customer engagement and support higher-margin advertising and third-party seller revenue. Walmart's Marketplace Momentum Builds
• Positive Sentiment: International digital operations are improving: Rising e-commerce penetration and reduced losses in Walmart International are improving the segment’s economics. However, ongoing investment and margin pressure could limit the near-term earnings benefit. Walmart International's Digital Mix Rises
• Positive Sentiment: Analyst remains bullish: Tigress Financial reaffirmed its “buy” rating and set a $155 price target, implying substantial upside from recent trading levels. SAIC, Walmart And 3 Stocks To Watch
• Neutral Sentiment: Value comparison offers limited direction: Articles comparing Walmart with J. Sainsbury PLC focus on relative valuation rather than a new company-specific catalyst. Walmart’s strong operating profile is balanced by a comparatively elevated earnings multiple, making valuation-sensitive investors more selective. JSAIY vs. WMT: Which Stock Is the Better Value Option?
• Negative Sentiment: EPS estimates were trimmed: Erste Group Bank lowered its fiscal 2027 earnings-per-share estimates for Walmart, reinforcing concerns that elevated investment, e-commerce costs or margin pressure could constrain profit growth. FY2027 EPS Estimates for Walmart Cut by Erste Group Bank

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,710 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the completion of the sale, the executive vice president directly owned 626,299 shares of the company's stock, valued at $70,834,416.90. This represents a 0.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the sale, the executive vice president directly owned 201,672 shares of the company's stock, valued at $21,246,145.20. The trade was a 20.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Insiders have sold a total of 77,292 shares of company stock worth $8,421,143 over the last three months. 0.09% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on WMT shares. Morgan Stanley reiterated an "overweight" rating and set a $125.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Truist Financial set a $114.00 price objective on Walmart and gave the stock a "buy" rating in a report on Friday, August 21st. BNP Paribas Exane reiterated an "outperform" rating and set a $137.00 target price (down from $146.00) on shares of Walmart in a research report on Friday, August 21st. Sanford C. Bernstein reiterated an "outperform" rating on shares of Walmart in a research report on Friday, August 21st. Finally, Tigress Financial reissued a "buy" rating and issued a $155.00 target price on shares of Walmart in a report on Monday. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Walmart has an average rating of "Moderate Buy" and a consensus target price of $131.88.

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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