Mitsubishi UFJ Asset Management Co. Ltd. Acquires 803,237 Shares of Walmart Inc. $WMT

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 7.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,328,435 shares of the retailer’s stock after buying an additional 803,237 shares during the quarter. Walmart makes up approximately 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s investment portfolio, making the stock its 25th largest position. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.14% of Walmart worth $1,283,059,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in WMT. Brighton Jones LLC boosted its position in Walmart by 28.8% during the fourth quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management lifted its stake in shares of Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after buying an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after buying an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in Walmart by 1.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Stock Performance

NASDAQ:WMT opened at $103.70 on Friday. The company has a market cap of $825.25 billion, a price-to-earnings ratio of 37.44, a PEG ratio of 3.94 and a beta of 0.61. Walmart Inc. has a fifty-two week low of $95.42 and a fifty-two week high of $135.15. 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 stock has a fifty day moving average price of $113.35 and a 200-day moving average price of $121.26.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the previous year, the firm earned $0.68 earnings per share. Walmart’s revenue for the quarter was up 5.9% compared to the same quarter last year. 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, equities analysts anticipate that Walmart Inc. will post 2.85 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares of the company’s stock, valued at $69,074,186.76. This trade represents a 0.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 57,064 shares of company stock worth $6,697,788. 0.09% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

WMT has been the subject of several research reports. Wolfe Research restated an “outperform” rating and set a $115.00 price objective on shares of Walmart in a research report on Friday. KeyCorp reissued an “overweight” rating on shares of Walmart in a report on Wednesday, August 12th. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a research note on Friday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $126.00 price objective on shares of Walmart in a report on Friday. Finally, Telsey Advisory Group reissued an “outperform” rating and set a $130.00 target price (down from $140.00) on shares of Walmart in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

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.