Walmart Inc. $WMT Holdings Lifted by Tucker Asset Management LLC

Tucker Asset Management LLC increased its position in shares of Walmart Inc. (NASDAQ:WMT) by 263.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,408 shares of the retailer’s stock after purchasing an additional 5,372 shares during the quarter. Tucker Asset Management LLC’s holdings in Walmart were worth $770,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. VCI Wealth Management LLC boosted its position in Walmart by 2.1% in the third quarter. VCI Wealth Management LLC now owns 32,458 shares of the retailer’s stock valued at $3,373,000 after buying an additional 656 shares during the last quarter. Garde Capital Inc. increased its holdings in Walmart by 2.7% in the 3rd quarter. Garde Capital Inc. now owns 6,494 shares of the retailer’s stock worth $675,000 after buying an additional 170 shares during the period. Torren Management LLC increased its holdings in Walmart by 305.8% in the 3rd quarter. Torren Management LLC now owns 633 shares of the retailer’s stock worth $66,000 after buying an additional 477 shares during the period. Next Level Wealth Planning LLC acquired a new position in Walmart in the 3rd quarter worth approximately $165,000. Finally, Frederick Financial Consultants LLC raised its position in Walmart by 5.5% during the 3rd quarter. Frederick Financial Consultants LLC now owns 2,301 shares of the retailer’s stock worth $239,000 after buying an additional 119 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Trading Up 3.4%

Shares of NASDAQ:WMT opened at $127.69 on Tuesday. The business’s 50 day moving average price is $110.71 and its 200-day moving average price is $118.44. Walmart Inc. has a 1 year low of $98.88 and a 1 year high of $135.15. The firm has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 46.10, a price-to-earnings-growth ratio of 4.29 and a beta of 0.58. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.74 by $0.07. The company had revenue of $187.94 billion during 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 revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the firm 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 research analysts forecast that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, CEO John Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $106.66, for a total value of $1,399,912.50. Following the sale, the chief executive officer owned 647,912 shares in the company, valued at $69,106,293.92. This trade represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of Walmart stock in a transaction dated Wednesday, August 26th. The shares were 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 owned 201,672 shares in the company, valued at approximately $21,246,145.20. This trade represents a 20.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Over the last quarter, insiders sold 98,534 shares of company stock valued at $10,692,443. Insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

WMT has been the subject of several research reports. 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. Wolfe Research reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of Walmart in a report on Friday, August 21st. Royal Bank Of Canada cut their price objective on shares of Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a research note on Friday, August 21st. DA Davidson reiterated a “buy” rating and issued a $132.00 price objective on shares of Walmart in a research note on Thursday, September 10th. Finally, Oppenheimer reissued a “market perform” rating on shares of Walmart in a report on Tuesday, August 25th. Four analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Walmart has a consensus rating of “Buy” and an average target price of $132.41.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Potential earnings beat: Walmart’s strong history of exceeding analyst estimates, improving sales trends and favorable earnings-per-share expectations could support the stock ahead of its next quarterly report. Why Walmart Is Poised to Beat Earnings Estimates Again
• Positive Sentiment: E-commerce and AI growth: Walmart’s online sales are reportedly gaining market share faster than Amazon’s, while its expanded Sparky AI shopping assistant could increase holiday conversion rates, order frequency and average spending. Stat That Makes Walmart Hard to Ignore Can Walmart’s Expanded Sparky AI Boost Holiday Shopping and Sales?
• Positive Sentiment: Defensive retail positioning: Walmart and Costco are gaining grocery market share as consumers seek lower prices, a trend that may benefit Walmart if household budgets remain pressured. Grocery Wars Update
• Positive Sentiment: Strategic expansion: Walmart’s home-backup energy partnership with Base Power and planned investments in Texas robotics could broaden its ecosystem and improve operating efficiency over time. Walmart Probes Flipkart Claims
• Neutral Sentiment: Analyst attention: TD Cowen has initiated research coverage, while broader investor interest remains elevated. The ultimate effect will depend on the firm’s rating, price target and estimates. Walmart Research Coverage Started at TD Cowen
• Negative Sentiment: Valuation risk: With Walmart trading at roughly 42–43 times earnings, skeptics argue that its defensive reputation and growth outlook are already substantially reflected in the share price, leaving less room for disappointment. Walmart’s Defensive Reputation and Valuation
• Negative Sentiment: Reputation and compliance concerns: Walmart is investigating alleged vendor kickbacks at Flipkart, while separate coverage highlights scrutiny of employee prescription-drug benefits and a Federal Trade Commission-related customer payment. These issues could create legal, regulatory or reputational costs, although their financial impact is not yet clear. Walmart Probes Flipkart Claims Walmart Retirement Drug Benefit Report

Walmart Profile

Walmart Inc (NASDAQ:WMT) operates a global retail business through a network of supercenters, supermarkets, discount stores, neighborhood markets, warehouse clubs and e-commerce platforms. Its stores and websites sell a broad assortment of merchandise, including groceries, consumables, health and wellness products, apparel, electronics, home goods, toys and other general merchandise.

The company organizes its operations into Walmart U.S., Walmart International and Sam’s Club U.S. Walmart U.S.