Uptick Partners LLC Has $2.64 Million Stake in Walmart Inc. $WMT

Uptick Partners LLC increased its holdings in shares of Walmart Inc. (NYSE:WMT) by 1.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,960 shares of the retailer’s stock after purchasing an additional 510 shares during the period. Walmart makes up 0.8% of Uptick Partners LLC’s portfolio, making the stock its 24th biggest position. Uptick Partners LLC’s holdings in Walmart were worth $2,636,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Weatherly Asset Management L. P. lifted its holdings in shares of Walmart by 7.0% during the 2nd quarter. Weatherly Asset Management L. P. now owns 56,140 shares of the retailer’s stock valued at $5,489,000 after purchasing an additional 3,696 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management lifted its holdings in shares of Walmart by 34.6% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 38,213 shares of the retailer’s stock valued at $3,355,000 after purchasing an additional 9,831 shares in the last quarter. Ally Financial Inc. bought a new position in shares of Walmart during the 1st quarter valued at about $2,107,000. Night Squared LP bought a new position in shares of Walmart during the 1st quarter valued at about $1,052,000. Finally, Monument Capital Management lifted its holdings in shares of Walmart by 94.2% during the 1st quarter. Monument Capital Management now owns 55,004 shares of the retailer’s stock valued at $4,829,000 after purchasing an additional 26,685 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Up 1.7%

NYSE:WMT opened at $109.05 on Thursday. The firm has a market capitalization of $869.45 billion, a price-to-earnings ratio of 41.00, a price-to-earnings-growth ratio of 5.05 and a beta of 0.67. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $109.56. The stock’s 50 day moving average price is $101.55 and its two-hundred day moving average price is $97.61. The company has a quick ratio of 0.23, a current ratio of 0.79 and a debt-to-equity ratio of 0.43.

Walmart (NYSE:WMT) last posted its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.06). The business had revenue of $169.34 billion for the quarter, compared to analyst estimates of $174.02 billion. Walmart had a return on equity of 21.45% and a net margin of 3.08%.The firm’s revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.67 earnings per share. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. Equities research analysts expect that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In related news, EVP Kathryn J. Mclay sold 4,000 shares of the business’s stock in a transaction that occurred on Friday, September 19th. The stock was sold at an average price of $103.83, for a total transaction of $415,320.00. Following the transaction, the executive vice president directly owned 1,048,455 shares of the company’s stock, valued at approximately $108,861,082.65. The trade was a 0.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Thursday, July 24th. The stock was sold at an average price of $95.58, for a total value of $1,855,781.28. Following the transaction, the chief executive officer directly owned 4,412,398 shares in the company, valued at $421,737,000.84. The trade was a 0.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 136,363 shares of company stock worth $13,668,438 in the last three months. 0.10% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities analysts have recently weighed in on WMT shares. Tigress Financial lifted their price objective on Walmart from $120.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, September 3rd. Piper Sandler reissued an “overweight” rating and issued a $111.00 target price on shares of Walmart in a research report on Wednesday, September 24th. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Wednesday, October 8th. BTIG Research began coverage on Walmart in a research report on Tuesday. They issued a “buy” rating and a $120.00 target price on the stock. Finally, Sanford C. Bernstein set a $117.00 target price on Walmart and gave the company an “outperform” rating in a research report on Friday, August 22nd. Thirty-one equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Walmart has an average rating of “Moderate Buy” and an average target price of $112.63.

About Walmart

Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.