Osmosis Investment Management UK Ltd Makes New $8.16 Million Investment in Walmart Inc. $WMT

Osmosis Investment Management UK Ltd acquired a new stake in Walmart Inc. (NASDAQ:WMT) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 72,050 shares of the retailer’s stock, valued at approximately $8,160,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Entrust Financial LLC acquired a new position in Walmart during the fourth quarter worth $27,000. Merkkuri Wealth Advisors LLC acquired a new position in shares of Walmart during the first quarter valued at about $29,000. Bay Harbor Wealth Management LLC increased its position in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Sankala Group LLC bought a new stake in shares of Walmart during the fourth quarter worth about $33,000. Finally, Motiv8 Investments LLC acquired a new stake in shares of Walmart in the 4th quarter worth about $34,000. Institutional investors own 26.76% of the company’s stock.

Insiders Place Their Bets

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the transaction, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This represents a 8.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the sale, the executive vice president directly owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. 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. Over the last ninety days, insiders sold 77,292 shares of company stock valued at $8,421,143. Insiders own 0.09% of the company’s stock.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
• Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart’s Big Sell-Off Could Be a Buying Opportunity
• Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
• Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam’s Club Children’s Miracle Network Support
• Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
• Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

Walmart Trading Down 1.6%

Shares of WMT stock opened at $102.63 on Friday. Walmart Inc. has a 52-week low of $95.70 and a 52-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 company has a 50-day simple moving average of $112.18 and a two-hundred day simple moving average of $120.57. The company has a market capitalization of $816.74 billion, a price-to-earnings ratio of 37.05, a PEG ratio of 3.96 and a beta of 0.61.

Walmart (NASDAQ:WMT) last posted its 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. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. During the same quarter last year, the firm earned $0.68 EPS. The company’s quarterly revenue 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. Research analysts anticipate that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Analyst Ratings Changes

WMT has been the topic of several recent research reports. Citigroup dropped their price target on shares of Walmart from $147.00 to $132.00 and set a “buy” rating on the stock in a research report on Friday, August 21st. Piper Sandler reissued an “overweight” rating and issued a $128.00 price objective (down from $137.00) on shares of Walmart in a research note on Friday, August 21st. Wolfe Research restated an “outperform” rating and issued a $115.00 target price on shares of Walmart in a report on Friday, August 21st. Roth Capital reaffirmed a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Friday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

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.