Uptick Partners LLC Purchases Shares of 38,034 Walmart Inc. $WMT

Uptick Partners LLC purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, Holdings Channel reports. The fund purchased 38,034 shares of the retailer’s stock, valued at approximately $4,308,000. Walmart accounts for about 0.7% of Uptick Partners LLC’s investment portfolio, making the stock its 28th biggest position.

Other institutional investors have also recently made changes to their positions in the company. Advisortrust Partners LLC raised its holdings in Walmart by 20.2% in the 1st quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after purchasing an additional 11,283 shares during the period. Union Bancaire Privee UBP SA increased its position in Walmart by 253.3% in 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 position in Walmart by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after buying an additional 68,632 shares in the last quarter. Vise Technologies Inc. raised its stake in shares of 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 buying an additional 81,635 shares during the period. Finally, HORAN Wealth LLC lifted its position in shares of Walmart by 55.7% during the 1st quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock valued at $9,931,000 after buying an additional 29,184 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

Insider Activity at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm’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 completion of the transaction, the executive vice president directly owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. This trade represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 57,064 shares of company stock valued at $6,697,788 in the last ninety days. Corporate insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on WMT. Robert W. Baird dropped their price target on shares of Walmart from $140.00 to $120.00 and set an “outperform” rating for the company in a research report on Friday. Mizuho set a $130.00 price objective on shares of Walmart in a research report on Monday, July 27th. Roth Capital restated a “buy” rating on shares of Walmart in a research note on Friday. Cantor Fitzgerald raised shares of Walmart to a “buy” rating in a report on Friday. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a report on Wednesday, August 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Walmart Stock Performance

WMT stock opened at $103.70 on Monday. 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 1-year low of $95.42 and a 1-year high of $135.15. The business has a 50 day simple moving average of $113.35 and a two-hundred day simple moving average of $121.24. The company has a market capitalization of $825.25 billion, a price-to-earnings ratio of 37.44, a PEG ratio of 3.91 and a beta of 0.61.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter last year, the business posted $0.68 earnings per share. The company’s revenue for the quarter 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. Research analysts anticipate that Walmart Inc. will post 2.86 EPS for the current fiscal year.

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.