Callan Family Office LLC Invests $20.76 Million in Walmart Inc. $WMT

Callan Family Office LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 183,286 shares of the retailer’s stock, valued at approximately $20,759,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Expressive Wealth LLC bought a new position in Walmart in the 2nd quarter worth approximately $716,000. Gambit Capital Management LLC acquired a new stake in shares of Walmart in the second quarter worth $297,000. Fund Advisors of America Inc FL acquired a new stake in shares of Walmart in the second quarter worth $478,000. Manhattan West Asset Management LLC bought a new position in Walmart during the second quarter worth $811,000. Finally, Shelter Mutual Insurance Co acquired a new position in Walmart during the 2nd quarter valued at $13,791,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s Sparky AI shopping assistant reportedly generates 40% higher customer spending among users, while the company is also integrating AI into advertising and exploring technology partnerships with OpenAI and ChatGPT. These efforts could lift conversion, basket sizes and future digital-advertising revenue. Walmart Sparky AI article
• Positive Sentiment: The launch of Scenario, a women’s fashion brand with most products priced below $25, is designed to attract younger, trend-conscious shoppers and strengthen Walmart’s position in apparel. Its value pricing may help the retailer compete more directly with Amazon. Walmart Scenario fashion brand article
• Positive Sentiment: Analysts’ consensus price target of approximately $128 remains well above recent trading levels, suggesting some Wall Street analysts view the selloff as excessive. Walmart also exceeded quarterly EPS and revenue expectations and raised its full-year sales-growth outlook to 4%-5%.
• Neutral Sentiment: Walmart is rolling out NFC tap-to-pay across U.S. stores and clubs, improving checkout convenience and aligning with broader mobile-wallet adoption. The change may support engagement but is unlikely to materially alter near-term earnings. Walmart NFC rollout article
• Negative Sentiment: U.S. comparable sales increased only 2.6%, below the 3.8% consensus estimate and representing Walmart’s slowest comparable-sales growth in six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious, despite the earnings beat. Walmart comparable-sales miss article
• Negative Sentiment: Amazon’s share of U.S. clothing spending doubled to 17% in 2025 from 8.5% in 2019, while Walmart’s share edged lower. The widening gap raises concerns about Walmart’s ability to gain share in an important retail category. Amazon and Walmart clothing-share article
• Negative Sentiment: Commentators argue WMT still trades at a premium valuation—roughly 36 times forward earnings—despite decelerating growth and cautious consumer trends. That leaves less room for disappointment and has amplified the post-earnings decline.

Walmart Stock Down 1.0%

WMT opened at $105.38 on Wednesday. The firm’s 50-day simple moving average is $112.75 and its 200-day simple moving average is $120.93. 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 Inc. has a twelve month low of $95.42 and a twelve month high of $135.15. The firm has a market cap of $838.62 billion, a price-to-earnings ratio of 38.04, a PEG ratio of 4.05 and a beta of 0.61.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $186.64 billion. During the same period last year, the firm posted $0.68 EPS. The firm’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Equities research analysts anticipate that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the topic of several research analyst reports. Morgan Stanley restated an “overweight” rating and issued a $125.00 price target (down from $140.00) on shares of Walmart in a research report on Friday. DA Davidson set a $132.00 target price on Walmart and gave the stock a “buy” rating in a research report on Friday. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a report on Wednesday, August 12th. Jefferies Financial Group reissued a “buy” rating and set a $120.00 price objective on shares of Walmart in a report on Friday. Finally, Truist Financial set a $114.00 target price on Walmart and gave the company a “buy” rating in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Insider Activity at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 57,064 shares of company stock valued at $6,697,788. Insiders own 0.09% of the company’s stock.

About Walmart

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.