Walmart Inc. $WMT Shares Newly Purchased by TSG Advice Partners LLC

TSG Advice Partners LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 9,784 shares of the retailer’s stock, valued at approximately $1,108,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. State Street Corp boosted its stake in shares of Walmart by 1.1% in the 2nd quarter. State Street Corp now owns 188,036,646 shares of the retailer’s stock valued at $21,297,031,000 after purchasing an additional 2,107,781 shares in the last quarter. Bank of America Corp DE acquired a new position in Walmart during the 2nd quarter worth approximately $7,455,131,000. Bank of New York Mellon Corp increased its position in Walmart by 6.4% during the 1st quarter. Bank of New York Mellon Corp now owns 28,142,040 shares of the retailer’s stock worth $3,497,493,000 after purchasing an additional 1,681,353 shares in the last quarter. Legal & General Group Plc acquired a new position in Walmart during the 2nd quarter worth approximately $2,905,655,000. Finally, Amundi lifted its stake in Walmart by 44.4% in the 2nd quarter. Amundi now owns 20,796,957 shares of the retailer’s stock valued at $2,355,463,000 after purchasing an additional 6,393,326 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Potential earnings beat: Walmart’s strong history of exceeding analyst estimates, improving sales trends and favorable earnings-per-share expectations could support the stock ahead of its next quarterly report. Why Walmart Is Poised to Beat Earnings Estimates Again
• Positive Sentiment: E-commerce and AI growth: Walmart’s online sales are reportedly gaining market share faster than Amazon’s, while its expanded Sparky AI shopping assistant could increase holiday conversion rates, order frequency and average spending. Stat That Makes Walmart Hard to Ignore Can Walmart’s Expanded Sparky AI Boost Holiday Shopping and Sales?
• Positive Sentiment: Defensive retail positioning: Walmart and Costco are gaining grocery market share as consumers seek lower prices, a trend that may benefit Walmart if household budgets remain pressured. Grocery Wars Update
• Positive Sentiment: Strategic expansion: Walmart’s home-backup energy partnership with Base Power and planned investments in Texas robotics could broaden its ecosystem and improve operating efficiency over time. Walmart Probes Flipkart Claims
• Neutral Sentiment: Analyst attention: TD Cowen has initiated research coverage, while broader investor interest remains elevated. The ultimate effect will depend on the firm’s rating, price target and estimates. Walmart Research Coverage Started at TD Cowen
• Negative Sentiment: Valuation risk: With Walmart trading at roughly 42–43 times earnings, skeptics argue that its defensive reputation and growth outlook are already substantially reflected in the share price, leaving less room for disappointment. Walmart’s Defensive Reputation and Valuation
• Negative Sentiment: Reputation and compliance concerns: Walmart is investigating alleged vendor kickbacks at Flipkart, while separate coverage highlights scrutiny of employee prescription-drug benefits and a Federal Trade Commission-related customer payment. These issues could create legal, regulatory or reputational costs, although their financial impact is not yet clear. Walmart Probes Flipkart Claims Walmart Retirement Drug Benefit Report

Walmart Trading Up 3.4%

Shares of NASDAQ WMT opened at $127.69 on Tuesday. The firm has a 50 day moving average price of $110.71 and a two-hundred day moving average price of $118.44. The stock has a market cap of $1.01 trillion, a P/E ratio of 46.10, a price-to-earnings-growth ratio of 4.29 and a beta of 0.58. Walmart Inc. has a 52-week low of $98.88 and a 52-week high of $135.15. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. During the same quarter in the previous year, the business earned $0.68 earnings per share. Walmart’s 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. As a group, equities analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Morgan Stanley restated an “overweight” rating and issued a $125.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Deutsche Bank Aktiengesellschaft upgraded shares of Walmart from a “hold” rating to a “buy” rating and upped their price target for the stock from $113.00 to $136.00 in a report on Thursday, October 15th. Mizuho lowered their price target on shares of Walmart from $130.00 to $125.00 and set an “outperform” rating for the company in a report on Tuesday, September 29th. Guggenheim set a $130.00 price target on Walmart and gave the company a “buy” rating in a research note on Friday, August 21st. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $130.00 price objective on shares of Walmart in a report on Friday, August 21st. Four analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Walmart has an average rating of “Buy” and a consensus price target of $132.41.

Insider Buying and Selling at Walmart

In related news, CEO John Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, September 17th. The stock was sold at an average price of $106.66, for a total transaction of $1,399,912.50. Following the completion of the transaction, the chief executive officer directly owned 647,912 shares of the company’s stock, valued at $69,106,293.92. This trade represents a 1.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of Walmart stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the transaction, the executive vice president directly owned 201,672 shares in the company, valued at $21,246,145.20. The trade was a 20.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 98,534 shares of company stock worth $10,692,443 over the last 90 days. Company insiders own 0.09% of the company’s stock.

Walmart Profile

Walmart Inc (NASDAQ:WMT) operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.

The company organizes its operations into Walmart U.S., Walmart International and Sam’s Club U.S. Walmart U.S.