NEOS Investment Management LLC Purchases 265,808 Shares of Walmart Inc. $WMT

NEOS Investment Management LLC lifted its position in shares of Walmart Inc. (NASDAQ:WMT) by 8.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,574,219 shares of the retailer’s stock after buying an additional 265,808 shares during the period. Walmart comprises about 1.5% of NEOS Investment Management LLC’s investment portfolio, making the stock its 16th largest holding. NEOS Investment Management LLC’s holdings in Walmart were worth $404,816,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Merkkuri Wealth Advisors LLC bought a new position in Walmart in the first quarter valued at $29,000. Entrust Financial LLC acquired a new position in shares of Walmart during the 4th quarter worth about $27,000. Sankala Group LLC bought a new position in shares of Walmart in the 4th quarter valued at about $33,000. Turim 21 Investimentos Ltda. bought a new position in shares of Walmart in the 1st quarter valued at about $37,000. Finally, Pingora Partners LLC acquired a new stake in shares of Walmart in the second quarter valued at about $34,000. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Down 1.2%

WMT stock opened at $107.14 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The firm has a market capitalization of $850.02 billion, a PE ratio of 38.68, a PEG ratio of 4.14 and a beta of 0.59. Walmart Inc. has a 1-year low of $98.88 and a 1-year high of $135.15. The business’s 50 day simple moving average is $110.81 and its 200 day simple moving average is $119.62.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results 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. 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 last year, the firm posted $0.68 EPS. The company’s quarterly revenue was up 5.9% on a year-over-year basis. 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 anticipate that Walmart Inc. will post 2.87 EPS for the current year.

Analysts Set New Price Targets

WMT has been the subject of several recent research reports. JPMorgan Chase & Co. reduced their price target on Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research report on Friday, August 21st. Truist Financial set a $114.00 price objective on Walmart and gave the stock a “buy” rating in a research note on Friday, August 21st. BNP Paribas Exane reissued an “outperform” rating and issued a $137.00 price objective (down from $146.00) on shares of Walmart in a report on Friday, August 21st. Weiss Ratings cut shares of Walmart from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, July 31st. Finally, Freedom Capital upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, August 20th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $131.88.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Dunkin’ delivery expands Walmart’s digital ecosystem. Walmart’s partnership with Dunkin’ adds restaurant delivery to its three-month-old service, broadening convenience offerings and giving the retailer another opportunity to increase customer engagement, order frequency and delivery revenue while competing with DoorDash and Uber Eats. Walmart Shoppers Can Now Get Dunkin’ Delivered
• Positive Sentiment: Fraud prevention could become an additional retail technology opportunity. Walmart’s work with Amazon on fraud prevention highlights its efforts to protect shoppers and potentially develop technology and services that improve trust, retention and the economics of digital commerce. Amazon and Walmart Turn Fraud Prevention Into a Retail Product
• Neutral Sentiment: Retail comparisons show Walmart remains a key consumer bellwether. Recent large-format retailer results point to a divided, or “K-shaped,” consumer economy: higher-income shoppers continue spending in some discretionary categories, while value-focused consumers face pressure from elevated grocery costs. This creates both traffic opportunities and potential margin challenges for Walmart. Retail Earnings Expose a Bigger Divide in the U.S. Consumer Economy
• Neutral Sentiment: Haleon’s improved shelf placement reinforces Walmart’s importance to suppliers. Better positioning for Haleon brands such as Sensodyne may support product visibility and sales, though the report primarily benefits Haleon and does not materially change Walmart’s financial outlook. Haleon Secures Better Shelf Space at Walmart
• Negative Sentiment: Tariff and margin concerns are weighing on the investment case. Mixed retail results suggest Walmart may face pressure balancing value pricing with higher product costs, while its elevated earnings multiple leaves less room for execution disappointments.
• Negative Sentiment: Regulatory scrutiny adds an overhang. The Department of Justice’s investigation into rising beef prices has expanded to Walmart and other retailers. No wrongdoing has been established, but the inquiry creates potential legal, reputational and compliance risks.
• Neutral Sentiment: An executive share sale was limited and prearranged. EVP Daniel Bartlett sold 3,950 shares worth approximately $415,000 under a Rule 10b5-1 plan, reducing his direct holdings by only 0.63%; the transaction is therefore a weak trading signal. Daniel Bartlett Sells Walmart Shares

Insider Activity at Walmart

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The stock was 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 position. The disclosure for this sale is available in the SEC filing. 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 90 days, insiders sold 81,242 shares of company stock worth $8,836,446. 0.09% of the stock is currently owned by corporate insiders.

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.