University of Texas Texas AM Investment Management Co. Boosts Holdings in Walmart Inc. $WMT

University of Texas Texas AM Investment Management Co. raised its position in shares of Walmart Inc. (NASDAQ:WMT) by 2,068.7% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,464 shares of the retailer’s stock after acquiring an additional 40,506 shares during the period. University of Texas Texas AM Investment Management Co.’s holdings in Walmart were worth $4,809,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Advisortrust Partners LLC raised its holdings in shares of Walmart by 20.2% in the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after buying an additional 11,283 shares during the period. Union Bancaire Privee UBP SA lifted its stake in shares of Walmart by 253.3% during the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after acquiring an additional 275,337 shares during the last quarter. Janney Montgomery Scott LLC boosted its holdings in Walmart by 2.9% during the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after acquiring an additional 68,632 shares during the period. Vise Technologies Inc. grew its position in Walmart by 42.1% in the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after acquiring an additional 81,635 shares during the last quarter. Finally, HORAN Wealth LLC grew its position in Walmart by 55.7% in the 1st quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock valued at $9,931,000 after acquiring an additional 29,184 shares during the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s e-commerce business continues to be viewed as a significant growth engine, with its digital capabilities increasingly resembling a broader commerce platform rather than a traditional big-box retailer. Walmart’s E-Commerce Engine Roars
• Positive Sentiment: Jefferies said potential tariff refunds could support Walmart’s price-leadership strategy. Reinvesting the money in lower prices could widen its price gap with competitors and help drive market-share gains, particularly in consumables. Walmart set for in-line Q2
• Positive Sentiment: Royal Bank of Canada reaffirmed an “Outperform” rating, providing some support for the long-term investment case despite near-term sales concerns. RBC Reaffirms Outperform Rating
• Neutral Sentiment: Walmart is expected to deliver largely in-line second-quarter results. The key catalysts are management’s second-half outlook, tariff-refund treatment and the potential effect on pricing and margins. Walmart Q2 earnings preview
• Neutral Sentiment: The company will release results before the market opens on August 20 and host a conference call with CEO John Furner and CFO John David Rainey. Walmart to Host Second Quarter Earnings Conference Call
• Negative Sentiment: Deutsche Bank expects Walmart to miss second-quarter comparable-sales estimates, while high gasoline prices are pressuring household budgets and raising the retailer’s operating costs. Walmart Seen Missing Comparable Sales Estimates
• Negative Sentiment: Analysts have cited elevated fuel costs, rising expenses and valuation concerns as reasons for Walmart’s recent weakness, despite solid revenue growth and e-commerce momentum. Walmart Stock Slides About 12% in 3 Months
• Negative Sentiment: Amazon’s AI-powered Alexa shopping tools could intensify competition for grocery-list creation and digital shopping relationships, areas strategically important to Walmart’s e-commerce growth. Amazon’s Alexa Shopping Strategy

Walmart Trading Down 0.4%

Shares of NASDAQ WMT opened at $115.27 on Friday. 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 $917.33 billion, a PE ratio of 40.45, a price-to-earnings-growth ratio of 4.30 and a beta of 0.61. The business has a fifty day simple moving average of $114.34 and a two-hundred day simple moving average of $121.52. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion for 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 business’s revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior 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. Analysts expect that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Oppenheimer downgraded Walmart from an “outperform” rating to a “market perform” rating in a research report on Tuesday, August 4th. TD Cowen restated a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. KeyCorp reiterated an “overweight” rating on shares of Walmart in a report on Wednesday. Finally, Truist Financial set a $140.00 price objective on shares of Walmart in a report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Walmart presently has an average rating of “Moderate Buy” and an average price target of $138.56.

Insider Buying and Selling

In other Walmart news, EVP Daniel J. Bartlett sold 3,710 shares of the stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $113.10, for a total transaction of $419,601.00. Following the transaction, the executive vice president directly owned 626,299 shares in the company, valued at $70,834,416.90. This represents a 0.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. This trade represents a 8.74% 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. Insiders sold 70,189 shares of company stock valued at $8,377,320 over the last quarter. 0.09% of the stock is owned by company insiders.

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.