Walmart Inc. $WMT Shares Purchased by Greenwood Capital Associates LLC

Greenwood Capital Associates LLC raised its position in shares of Walmart Inc. (NASDAQ:WMT) by 11.7% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 53,612 shares of the retailer’s stock after purchasing an additional 5,622 shares during the quarter. Greenwood Capital Associates LLC’s holdings in Walmart were worth $6,072,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the company. Entrust Financial LLC bought a new position in Walmart during the fourth quarter valued at about $27,000. Merkkuri Wealth Advisors LLC bought a new stake in Walmart in the first quarter worth about $29,000. Bay Harbor Wealth Management LLC raised its position in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Sankala Group LLC acquired a new stake in Walmart in the 4th quarter valued at about $33,000. Finally, Motiv8 Investments LLC acquired a new stake in Walmart in the 4th quarter valued at about $34,000. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Walmart

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

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. The Goldman Sachs Group restated a “buy” rating and set a $130.00 price objective on shares of Walmart in a research report on Friday, August 21st. BTIG Research dropped their target price on shares of Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Robert W. Baird cut their target price on shares of Walmart from $140.00 to $120.00 and set an “outperform” rating for the company in a research note on Friday, August 21st. BMO Capital Markets restated an “outperform” rating and set a $126.00 target price on shares of Walmart in a report on Friday, August 21st. Finally, Freedom Broker upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Walmart Price Performance

WMT stock opened at $105.92 on Wednesday. Walmart Inc. has a one year low of $96.51 and a one year high of $135.15. The firm has a 50-day moving average of $111.38 and a two-hundred day moving average of $120.08. The firm has a market capitalization of $840.34 billion, a PE ratio of 38.24, a P/E/G ratio of 4.00 and a beta of 0.59. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT) last released its 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 business had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same period last year, the firm posted $0.68 earnings per share. The firm’s quarterly 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. On average, analysts forecast that Walmart Inc. will post 2.87 earnings per share for the current year.

Insider Activity

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the sale, the executive vice president directly owned 569,153 shares of the company’s stock, valued at $60,523,730.02. The trade was a 0.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 3,775 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the completion of the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 77,292 shares of company stock worth $8,421,143. Company insiders own 0.09% of the company’s stock.

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.