Old Mission Investment Co LLC Buys Shares of 33,020 Walmart Inc. $WMT

Old Mission Investment Co LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT) during the 2nd quarter, Holdings Channel reports. The firm purchased 33,020 shares of the retailer’s stock, valued at approximately $3,740,000. Walmart accounts for about 0.8% of Old Mission Investment Co LLC’s holdings, making the stock its 26th largest position.

A number of other large investors have also recently bought and sold shares of the stock. Bell & Brown Wealth Advisors LLC purchased a new position in Walmart in the second quarter valued at approximately $6,451,000. Advisortrust Partners LLC increased its position 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 acquiring an additional 11,283 shares in the last quarter. Union Bancaire Privee UBP SA increased its position in shares of Walmart by 253.3% in the first 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 in the last quarter. Janney Montgomery Scott LLC raised its stake 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 valued at $300,333,000 after acquiring an additional 68,632 shares during the period. Finally, Vise Technologies Inc. lifted its holdings in shares of Walmart by 42.1% during 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. Institutional investors and hedge funds own 26.76% of the company’s stock.

Trending Headlines about 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 Price Performance

Shares of WMT opened at $107.14 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. Walmart Inc. has a 52 week low of $98.88 and a 52 week high of $135.15. The stock has a 50 day moving average of $110.81 and a 200-day moving average of $119.62. The firm has a market cap of $850.02 billion, a price-to-earnings ratio of 38.68, a PEG ratio of 4.09 and a beta of 0.59.

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 analysts’ consensus estimates of $0.74 by $0.07. The company had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period last year, the firm posted $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. As a group, analysts forecast that Walmart Inc. will post 2.87 EPS for the current year.

Wall Street Analyst Weigh In

WMT has been the subject of a number of research reports. Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. KeyCorp restated an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Weiss Ratings downgraded Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, July 31st. JPMorgan Chase & Co. lowered their target price on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, August 21st. Finally, Freedom Capital raised Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 20th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Insider Activity

In other news, EVP Christopher Nicholas sold 2,900 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the completion of the transaction, the executive vice president owned 569,153 shares in the company, valued at approximately $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the stock in a transaction dated 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 in the company, valued at approximately $21,246,145.20. This trade represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 81,242 shares of company stock worth $8,836,446. 0.09% of the stock is owned by insiders.

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.