Redwood Investment Management LLC Makes New Investment in Walmart Inc. $WMT

Redwood Investment Management LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 20,826 shares of the retailer’s stock, valued at approximately $2,359,000.

Several other hedge funds also recently modified their holdings of WMT. Bell & Brown Wealth Advisors LLC acquired a new position in Walmart in the 2nd quarter valued at about $6,451,000. Advisortrust Partners LLC boosted its holdings in shares of Walmart by 20.2% during the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after acquiring an additional 11,283 shares during the period. Union Bancaire Privee UBP SA boosted its holdings in shares of Walmart by 253.3% during the first quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after acquiring an additional 275,337 shares during the period. Janney Montgomery Scott LLC grew its position in shares of Walmart by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after purchasing an additional 68,632 shares during the last quarter. Finally, Vise Technologies Inc. grew its position in shares of Walmart by 42.1% in the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after purchasing an additional 81,635 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling

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

Analyst Upgrades and Downgrades

Several research firms recently weighed in on WMT. Freedom Broker raised Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, August 20th. Oppenheimer reaffirmed a “market perform” rating on shares of Walmart in a report on Tuesday, August 25th. Wells Fargo & Company lowered their price objective on Walmart from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday, August 21st. Telsey Advisory Group reissued an “outperform” rating and set a $130.00 target price (down from $140.00) on shares of Walmart in a report on Friday, August 21st. Finally, JPMorgan Chase & Co. decreased their price target on shares of Walmart from $137.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Walmart Price Performance

Walmart stock opened at $103.09 on Monday. The firm has a market cap of $820.40 billion, a PE ratio of 37.22, a price-to-earnings-growth ratio of 3.92 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. The stock’s fifty day moving average price is $111.90 and its two-hundred day moving average price is $120.39. Walmart Inc. has a one year low of $95.79 and a one year high of $135.15.

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

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
• Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
• Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
• Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
• Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
• Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing

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.