Greenspring Advisors LLC Takes $1.33 Million Position in Walmart Inc. $WMT

Greenspring Advisors LLC bought a new stake in Walmart Inc. (NASDAQ:WMT) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 11,744 shares of the retailer’s stock, valued at approximately $1,330,000.

Other institutional investors have also added to or reduced their stakes in the company. Bell & Brown Wealth Advisors LLC acquired a new position in shares of Walmart during the second quarter valued at about $6,451,000. Advisortrust Partners LLC increased its position in shares of Walmart by 20.2% during the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after acquiring an additional 11,283 shares in the last quarter. Union Bancaire Privee UBP SA raised its holdings in shares of Walmart by 253.3% in 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 raised its holdings in shares of Walmart by 2.9% in the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after acquiring an additional 68,632 shares during the last quarter. Finally, Vise Technologies Inc. lifted 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 in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Trading Down 1.0%

NASDAQ:WMT opened at $105.38 on Wednesday. Walmart Inc. has a 52 week low of $95.42 and a 52 week high of $135.15. The firm has a 50-day moving average price of $112.75 and a two-hundred day moving average price of $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. The firm has a market cap of $838.62 billion, a price-to-earnings ratio of 38.04, a price-to-earnings-growth ratio of 4.05 and a beta of 0.61.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company’s revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.68 EPS. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, equities analysts expect that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have issued reports on WMT. Royal Bank Of Canada cut their price target on Walmart from $137.00 to $131.00 and set an “outperform” rating for the company in a research note on Friday, August 21st. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a report on Friday. Tigress Financial reaffirmed a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Wolfe Research reiterated an “outperform” rating and set a $115.00 price target on shares of Walmart in a report on Friday. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $120.00 price target on shares of Walmart in a research report on Friday. Three 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 company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Insiders Place Their Bets

In other news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the transaction, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. This trade represents a 0.60% 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. In the last 90 days, insiders have sold 57,064 shares of company stock valued at $6,697,788. 0.09% of the stock is currently owned by insiders.

More 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 Company 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.