Y Intercept Hong Kong Ltd Buys 119,795 Shares of Walmart Inc. $WMT

Y Intercept Hong Kong Ltd lifted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 1,891.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 126,130 shares of the retailer’s stock after buying an additional 119,795 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Walmart were worth $15,675,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of WMT. Janney Montgomery Scott LLC grew its position 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 buying an additional 68,632 shares during the period. Union Bancaire Privee UBP SA increased its holdings 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 during the last quarter. Vise Technologies Inc. raised 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 acquiring an additional 81,635 shares during the period. Van ECK Associates Corp raised its position in Walmart by 2.9% in the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after acquiring an additional 28,026 shares during the period. Finally, Life Cycle Investment Partners Ltd purchased a new position in Walmart in the fourth quarter valued at about $40,855,000. Institutional investors own 26.76% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on WMT shares. TD Cowen reissued a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. Wolfe Research reissued an “outperform” rating and set a $137.00 price objective (up from $135.00) on shares of Walmart in a report on Monday, May 11th. KeyCorp reissued an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Insider Transactions at Walmart

In other news, EVP Daniel J. Bartlett sold 3,775 shares of the firm’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 value of $413,891.00. Following the completion of the transaction, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. This trade represents a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a legal 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 Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 104,505 shares of company stock valued at $12,858,514. Company insiders own 0.09% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

Walmart Stock Performance

Shares of WMT opened at $111.84 on Friday. The stock’s 50-day simple moving average is $122.15 and its 200 day simple moving average is $122.07. The stock has a market capitalization of $890.03 billion, a price-to-earnings ratio of 39.24, a price-to-earnings-growth ratio of 4.17 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a 52-week low of $94.23 and a 52-week high of $135.15.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. The business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Research analysts forecast that Walmart Inc. will post 2.89 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.