Trans Canada Capital Inc. Invests $19.58 Million in Walmart Inc. $WMT

Trans Canada Capital Inc. acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 172,910 shares of the retailer’s stock, valued at approximately $19,584,000. Walmart accounts for about 1.1% of Trans Canada Capital Inc.’s investment portfolio, making the stock its 13th biggest holding.

Several other large investors have also recently added to or reduced their stakes in the stock. Entrust Financial LLC acquired a new stake in shares of Walmart in the 4th quarter worth about $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Walmart during the 1st quarter valued at about $29,000. Montgomery Financial Services LLC bought a new position in Walmart in the 2nd quarter worth about $32,000. Sankala Group LLC acquired a new stake in shares of Walmart in the fourth quarter valued at approximately $33,000. Finally, Motiv8 Investments LLC bought a new stake in shares of Walmart during the fourth quarter valued at approximately $34,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Price Performance

WMT stock opened at $107.14 on Monday. The firm has a market cap of $850.02 billion, a PE ratio of 38.68, a P/E/G ratio of 4.09 and a beta of 0.59. Walmart Inc. has a 12 month low of $98.88 and a 12 month high of $135.15. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The firm has a 50 day simple moving average of $110.81 and a 200 day simple moving average of $119.52.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.07. The firm had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.68 earnings per share. 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 forecast that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

WMT has been the subject of several analyst reports. BTIG Research reduced their price objective on Walmart from $145.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, August 21st. Evercore set a $125.00 price target on Walmart in a research report on Friday, August 21st. Guggenheim set a $130.00 price target on Walmart and gave the stock a “buy” rating in a research note on Friday, August 21st. Raymond James Financial reissued an “outperform” rating and set a $130.00 price target on shares of Walmart in a report on Friday, August 21st. Finally, BMO Capital Markets restated an “outperform” rating and set a $126.00 price objective on shares of Walmart in a research note on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Insider Buying and Selling

In other news, EVP Daniel Danker sold 50,644 shares of the company’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the completion of the sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This represents a 20.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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. Also, EVP Christopher Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the transaction, the executive vice president directly owned 569,153 shares in the company, valued at $60,523,730.02. This represents a 0.51% 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 90 days, insiders sold 81,242 shares of company stock valued at $8,836,446. 0.09% of the stock is owned by insiders.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

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.