Walmart Inc. $WMT Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its position in Walmart Inc. (NASDAQ:WMT) by 0.2% during the 2nd quarter, Holdings Channel reports. The fund owned 27,015,680 shares of the retailer’s stock after selling 63,025 shares during the quarter. Walmart comprises about 0.6% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings, making the stock its 27th biggest position. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Walmart were worth $3,059,796,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in WMT. Entrust Financial LLC purchased a new stake in Walmart in the 4th quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Walmart during the 1st quarter worth approximately $29,000. Bay Harbor Wealth Management LLC raised its stake in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares in the last quarter. Sankala Group LLC purchased a new position in shares of Walmart during the 4th quarter worth approximately $33,000. Finally, Motiv8 Investments LLC acquired a new stake in shares of Walmart in the 4th quarter valued at approximately $34,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

WMT has been the topic of a number of analyst reports. Gordon Haskett downgraded Walmart from a “buy” rating to an “accumulate” rating in a research note on Thursday, August 20th. Wolfe Research reissued an “outperform” rating and issued a $115.00 target price on shares of Walmart in a report on Friday, August 21st. Freedom Capital upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. DA Davidson set a $132.00 target price on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, August 21st. Finally, UBS Group lowered their price target on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a research note on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $131.88.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Opioid lawsuit ends with limited financial impact: Walmart agreed to pay approximately $50 million to resolve a Justice Department lawsuit involving its pharmacies’ opioid-distribution practices. The settlement is described as immaterial relative to Walmart’s profits and substantially below the potentially multibillion-dollar penalties once threatened, reducing a major legal overhang. Walmart escapes major legal penalty for a fraction of the cost
• Positive Sentiment: Marketplace growth remains strong: Walmart’s U.S. marketplace sales reportedly increased 52%, helped by a broader product assortment, increased fulfillment adoption and expansion into Mexico and Canada. Continued marketplace momentum could improve customer engagement and support higher-margin advertising and third-party seller revenue. Walmart’s Marketplace Momentum Builds
• Positive Sentiment: International digital operations are improving: Rising e-commerce penetration and reduced losses in Walmart International are improving the segment’s economics. However, ongoing investment and margin pressure could limit the near-term earnings benefit. Walmart International’s Digital Mix Rises
• Positive Sentiment: Analyst remains bullish: Tigress Financial reaffirmed its “buy” rating and set a $155 price target, implying substantial upside from recent trading levels. SAIC, Walmart And 3 Stocks To Watch
• Neutral Sentiment: Value comparison offers limited direction: Articles comparing Walmart with J. Sainsbury PLC focus on relative valuation rather than a new company-specific catalyst. Walmart’s strong operating profile is balanced by a comparatively elevated earnings multiple, making valuation-sensitive investors more selective. JSAIY vs. WMT: Which Stock Is the Better Value Option?
• Negative Sentiment: EPS estimates were trimmed: Erste Group Bank lowered its fiscal 2027 earnings-per-share estimates for Walmart, reinforcing concerns that elevated investment, e-commerce costs or margin pressure could constrain profit growth. FY2027 EPS Estimates for Walmart Cut by Erste Group Bank

Insider Buying and Selling at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the company’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 sale, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. The trade was a 0.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 77,292 shares of company stock valued at $8,421,143. Company insiders own 0.09% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $105.92 on Wednesday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The company’s 50-day moving average price is $111.38 and its 200 day moving average price is $120.08. Walmart Inc. has a 52 week low of $96.51 and a 52 week high of $135.15. The stock has a market cap of $840.34 billion, a price-to-earnings ratio of 38.24, a PEG ratio of 4.00 and a beta of 0.59.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (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 during the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter in the previous year, the business posted $0.68 earnings per share. The firm’s quarterly 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, research analysts forecast that Walmart Inc. will post 2.87 earnings per share 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.