Fox Hill Wealth Management Takes $2.29 Million Position in Walmart Inc. $WMT

Fox Hill Wealth Management bought a new stake in shares of Walmart Inc. (NASDAQ:WMT) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 20,245 shares of the retailer’s stock, valued at approximately $2,293,000.

Other institutional investors have also bought and sold shares of the company. State Street Corp boosted its stake in shares of Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after acquiring an additional 2,242,364 shares during the period. Geode Capital Management LLC lifted its holdings in Walmart by 6.8% in the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after purchasing an additional 6,517,394 shares in the last quarter. Bank of America Corp DE purchased a new position in Walmart in the 2nd quarter worth approximately $7,455,131,000. Norges Bank bought a new position in Walmart in the 4th quarter worth approximately $6,458,529,000. Finally, Fisher Asset Management LLC grew its holdings in Walmart by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock valued at $4,526,238,000 after buying an additional 328,229 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Trading Up 1.7%

Shares of NASDAQ WMT opened at $104.87 on Tuesday. The business’s 50 day moving average is $111.65 and its two-hundred day moving average is $120.24. 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 Inc. has a 1-year low of $95.79 and a 1-year high of $135.15. The stock has a market capitalization of $834.56 billion, a P/E ratio of 37.86, a PEG ratio of 3.92 and a beta of 0.61.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period last year, the company 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. As a group, research analysts expect that Walmart Inc. will post 2.87 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on WMT. DA Davidson set a $132.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Friday, August 21st. BTIG Research reduced their price target on shares of Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Oppenheimer reissued a “market perform” rating on shares of Walmart in a report on Tuesday, August 25th. Freedom Broker raised Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 20th. Finally, Royal Bank Of Canada reduced their price objective on Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a research note on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

Insider Buying and Selling

In other news, EVP Daniel Danker sold 50,644 shares of the stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total value of $5,335,345.40. Following the sale, the executive vice president owned 201,672 shares of the company’s stock, valued at approximately $21,246,145.20. This represents a 20.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 Daniel J. Bartlett sold 3,710 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the completion of the sale, the executive vice president owned 626,299 shares of the company’s stock, valued at $70,834,416.90. This trade represents a 0.59% 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. Insiders have sold 77,292 shares of company stock valued at $8,421,143 in the last three months. Corporate insiders own 0.09% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart agreed to pay $50 million to settle U.S. Justice Department allegations involving improperly filled opioid prescriptions. Although the settlement carries a financial cost and reputational risk, it is viewed favorably because it resolves litigation that had exposed the company to potentially billions of dollars in civil penalties. Walmart described the payment as immaterial. Walmart escapes major legal penalty for a fraction of the cost
• Positive Sentiment: Walmart’s U.S. marketplace sales increased 52%, supported by a broader product selection, greater use of fulfillment services and international expansion in Mexico and Canada. Sustaining this momentum could improve e-commerce growth and marketplace profitability. Walmart’s Marketplace Momentum Builds
• Positive Sentiment: Tigress Financial reaffirmed its buy rating and set a $155 price target, implying substantial upside from recent trading levels. This reflects confidence in Walmart’s long-term earnings and growth prospects. Benzinga analyst rating
• Neutral Sentiment: Commentary highlights Walmart’s 53-year record of dividend increases and notes that the stock is well below its peak. However, its dividend yield remains relatively low and its valuation is still elevated compared with the broader market. Walmart dividend analysis
• Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS estimates, signaling expectations for slower earnings growth or increased cost pressure. Walmart’s recent earnings-related share-price weakness also indicates that investors remain sensitive to the company’s premium valuation. FY2027 EPS Estimates for Walmart Cut

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.