Fischer Financial Services Inc. Invests $4.96 Million in Walmart Inc. $WMT

Posted by George Bondi on Aug 12th, 2026

Walmart logo Fischer Financial Services Inc. purchased a new position in Walmart Inc. (NASDAQ:WMT – Free Report) in the second quarter, Holdings Channel reports. The fund purchased 43,769 shares of the retailer’s stock, valued at approximately $4,957,000. Walmart comprises about 1.2% of Fischer Financial Services Inc.’s holdings, making the stock its 19th largest holding.

Other large investors have also recently bought and sold shares of the company. Norges Bank acquired a new position in Walmart in the fourth quarter valued at approximately $6,458,529,000. AQR Capital Management LLC grew its position in Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares during the last quarter. Deutsche Bank AG boosted its stake in shares of Walmart by 54.0% during the second quarter. Deutsche Bank AG now owns 18,607,297 shares of the retailer’s stock worth $2,107,462,000 after buying an additional 6,525,224 shares during the period. Geode Capital Management LLC grew its holdings in shares of Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after buying an additional 6,517,394 shares during the last quarter. Finally, Capital International Investors purchased a new position in shares of Walmart during the fourth quarter worth about $592,848,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on WMT. Evercore restated an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. KeyCorp reiterated an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Tigress Financial reiterated a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Oppenheimer lowered Walmart from an “outperform” rating to a “market perform” rating in a report on Tuesday, August 4th. Finally, Wolfe Research restated an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $138.56.

Read Our Latest Analysis on Walmart

Trending Headlines about 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

Insiders Place Their Bets

In related news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the sale, the director owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on 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 owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. 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 71,439 shares of company stock valued at $8,544,532. Corporate insiders own 0.09% of the company’s stock.

Walmart Stock Up 0.5%

Walmart stock opened at $113.26 on Wednesday. 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 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The stock’s fifty day moving average is $114.47 and its two-hundred day moving average is $121.59. The firm has a market capitalization of $901.33 billion, a price-to-earnings ratio of 39.74, a price-to-earnings-growth ratio of 4.21 and a beta of 0.61.

Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period last year, the firm posted $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts predict that Walmart Inc. will post 2.88 EPS for the current fiscal year.

Walmart Company Profile

(Free Report)

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.