6,655 Shares in Walmart Inc. $WMT Bought by OceanIQ Capital LLC

OceanIQ Capital LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 6,655 shares of the retailer’s stock, valued at approximately $754,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WMT. Bell & Brown Wealth Advisors LLC bought a new position in Walmart during the second quarter worth $6,451,000. Advisortrust Partners LLC lifted its stake in shares of Walmart by 20.2% in the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock valued at $8,344,000 after buying an additional 11,283 shares during the period. Union Bancaire Privee UBP SA grew its position in 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 buying an additional 275,337 shares in the last quarter. Janney Montgomery Scott LLC increased its stake in Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after acquiring an additional 68,632 shares during the period. Finally, Vise Technologies Inc. lifted its position in Walmart by 42.1% in the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after purchasing an additional 81,635 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on WMT. Gordon Haskett downgraded shares of Walmart from a “buy” rating to an “accumulate” rating in a report on Thursday, August 20th. BMO Capital Markets reaffirmed an “outperform” rating and set a $126.00 price objective on shares of Walmart in a report on Friday, August 21st. Tigress Financial reiterated a “buy” rating and issued a $155.00 price objective on shares of Walmart in a research note on Monday, August 31st. Cantor Fitzgerald upgraded Walmart to a “buy” rating in a research note on Friday, August 21st. Finally, JPMorgan Chase & Co. cut their price objective on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a report 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 assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

Walmart Price Performance

Walmart stock opened at $107.14 on Friday. The business has a 50-day moving average of $110.81 and a 200-day moving average of $119.62. Walmart Inc. has a 1 year low of $98.88 and a 1 year high of $135.15. The firm has a market capitalization of $850.02 billion, a P/E ratio of 38.68, a PEG ratio of 4.14 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 issued its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating the consensus estimate 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 net margin of 3.00% and a return on equity of 21.83%. The business’s quarterly revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.68 earnings per share. 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, equities analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year.

Insiders Place Their Bets

In other news, EVP Daniel J. Bartlett sold 3,950 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $105.14, for a total value of $415,303.00. Following the sale, the executive vice president directly owned 622,349 shares in the company, valued at $65,433,773.86. The trade was a 0.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher Nicholas sold 2,900 shares of the company’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 transaction, the executive vice president directly owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. 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 sold a total of 81,242 shares of company stock valued at $8,836,446 in the last quarter. 0.09% of the stock is owned by company insiders.

About Walmart

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.