Walmart Inc. $WMT Shares Acquired by Tema ETFs LLC

Tema ETFs LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 10.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 77,771 shares of the retailer’s stock after buying an additional 7,540 shares during the quarter. Tema ETFs LLC’s holdings in Walmart were worth $8,808,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of WMT. Entrust Financial LLC purchased a new stake in shares of Walmart during the fourth quarter valued at approximately $27,000. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart during the 1st quarter valued at $29,000. Bay Harbor Wealth Management LLC increased its stake in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the period. Sankala Group LLC purchased a new stake in Walmart during the 4th quarter worth $33,000. Finally, Motiv8 Investments LLC acquired a new position in Walmart in the 4th quarter worth $34,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total value of $1,628,550.00. Following the transaction, the chief executive officer owned 661,037 shares of the company’s stock, valued at approximately $82,021,470.96. This represents a 1.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 71,439 shares of company stock valued at $8,544,532. Corporate insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on WMT. Truist Financial set a $140.00 price objective on shares of Walmart in a research report on Thursday, May 21st. Weiss Ratings cut Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Oppenheimer downgraded Walmart from an “outperform” rating to a “market perform” rating in a report on Tuesday, August 4th. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Finally, TD Cowen reaffirmed a “buy” rating and issued a $150.00 target price (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $138.56.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart completed its acquisition of Vibe.co, a self-service streaming-TV advertising platform, strengthening Walmart Connect’s ability to sell targeted advertisements using its retail and shopping data. The move could support higher-margin, faster-growing advertising revenue over time. Walmart Bets On Streaming Ads
• Positive Sentiment: Walmart is expanding its presence in sports collectibles and trading cards, including at the National Sports Collectors Convention. The initiative could help grow marketplace activity, customer engagement and alternative revenue streams. Walmart Steps Up Collectibles Push
• Positive Sentiment: Walmart’s dividend and defensive, blue-chip profile remain supportive factors ahead of earnings, although the roughly 0.9% yield is relatively modest. Reason to Buy Walmart Before Earnings
• Neutral Sentiment: Options traders are positioning for Walmart’s earnings, with one short-term strategy presented as capable of producing a 14% return. This highlights expected volatility but does not provide a fundamental valuation signal. Walmart Earnings Options Trade
• Neutral Sentiment: Former CEO Doug McMillon joining a Federal Reserve task force on retail data and artificial intelligence raises Walmart’s policy profile. It may showcase the company’s data capabilities, but increased scrutiny of pricing practices could create longer-term regulatory and reputational risks. Walmart and Federal Reserve Data Talks
• Neutral Sentiment: Walmart and the Walmart Foundation committed $500,000 in grants and in-kind support for Spokane wildfire relief. The contribution may strengthen community goodwill but is unlikely to materially affect earnings.
• Negative Sentiment: Erste Group trimmed its fiscal 2027 EPS estimate to $2.89 from $2.90 and maintained a Hold rating, reinforcing the view that near-term earnings growth may be limited.
• Negative Sentiment: Analysts continue to flag expense deleverage: U.S. sales grew 4.5% in fiscal first quarter, but depreciation and healthcare costs pushed the expense rate 56 basis points higher. Margin pressure is a key risk for the upcoming report. Walmart Expense Deleverage Concerns

Walmart Trading Up 0.5%

Shares of NASDAQ WMT opened at $113.26 on Wednesday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The stock’s 50 day moving average price is $114.47 and its two-hundred day moving average price is $121.59. Walmart Inc. has a 52-week low of $95.42 and a 52-week high of $135.15. The stock has a market capitalization of $901.33 billion, a P/E ratio of 39.74, a PEG ratio of 4.21 and a beta of 0.61.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter last year, the firm earned $0.61 EPS. The business’s revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, analysts anticipate that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

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.