Clear Harbor Asset Management LLC Makes New $777,000 Investment in Walmart Inc. $WMT

Clear Harbor Asset Management LLC acquired a new position in Walmart Inc. (NASDAQ:WMT) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 6,856 shares of the retailer’s stock, valued at approximately $777,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. MFA Wealth Services boosted its stake in Walmart by 0.7% in the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after purchasing an additional 80 shares during the period. Realta Investment Advisors grew its stake in Walmart by 2.0% during the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after acquiring an additional 81 shares in the last quarter. Compton Financial Group LLC grew its stake in Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after acquiring an additional 82 shares in the last quarter. Renaissance Group LLC increased its holdings in 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 acquiring an additional 83 shares during the last quarter. Finally, Calton & Associates Inc. increased its holdings in 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 acquiring an additional 84 shares during the last quarter. 26.76% of the stock is owned by institutional investors.

Walmart News Summary

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research report on Friday, August 21st. Freedom Capital raised Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Royal Bank Of Canada lowered their price target on Walmart from $137.00 to $131.00 and set an “outperform” rating for the company in a research report on Friday, August 21st. UBS Group cut their price target on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Finally, Erste Group Bank cut Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Walmart Stock Performance

WMT stock opened at $102.63 on Friday. Walmart Inc. has a 1-year low of $95.70 and a 1-year high of $135.15. The business has a 50-day moving average price of $112.18 and a 200 day moving average price of $120.57. The company has a market capitalization of $816.74 billion, a P/E ratio of 37.05, a PEG 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.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter in the prior year, the company earned $0.68 EPS. The company’s revenue was up 5.9% compared to the same quarter last year. 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 forecast that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. The trade was a 0.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the sale, the executive vice president owned 569,153 shares in the company, valued at $60,523,730.02. The trade was a 0.51% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 77,292 shares of company stock worth $8,421,143 over the last ninety days. 0.09% of the stock is currently owned by company insiders.

Walmart 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.