5,189 Shares in Walmart Inc. $WMT Acquired by Cynosure Group LLC

Posted by Geri Gentry on Aug 18th, 2026

Walmart logo Cynosure Group LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 5,189 shares of the retailer’s stock, valued at approximately $588,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Advisortrust Partners LLC raised its position in Walmart by 20.2% in the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock valued at $8,344,000 after purchasing an additional 11,283 shares during the period. Union Bancaire Privee UBP SA boosted its position in shares of Walmart by 253.3% in the first quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after buying an additional 275,337 shares during the period. Janney Montgomery Scott LLC boosted its position in shares of Walmart by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after buying an additional 68,632 shares during the period. Vise Technologies Inc. boosted its position in shares of Walmart by 42.1% in the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after buying an additional 81,635 shares during the period. Finally, HORAN Wealth LLC grew its stake in shares of Walmart by 55.7% in the first quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock valued at $9,931,000 after buying an additional 29,184 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Key Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: DA Davidson reaffirmed its Buy rating and set a $150 price target, implying substantial upside from recent trading levels. The bullish view supports the stock by pointing to Walmart’s defensive business model and continued customer traffic. Benzinga analyst rating report
Positive Sentiment: Analysts say Walmart has not yet seen a major change in shopping behavior despite gasoline prices rising above $4 per gallon. The retailer is also gaining share among higher-income customers, which could help offset pressure on lower-income households. TheStreet gas price and Walmart shoppers article
Neutral Sentiment: Walmart leads a closely watched retail earnings week. Its results, along with reports from Target, Home Depot and Lowe’s, are expected to provide fresh evidence about consumer health, promotional activity and the effects of inflation and fuel costs. Yahoo Finance consumer landscape preview
Negative Sentiment: Investor expectations appear cautious ahead of earnings. Oppenheimer downgraded Walmart to Perform and reportedly expects U.S. comparable sales growth of about 3%, below the roughly 3.8% consensus, with slower General Merchandise and Health & Wellness growth. Seeking Alpha Walmart earnings preview
Negative Sentiment: Higher fuel prices could eventually squeeze discretionary spending among Walmart’s lower-income customers. Analysts also cite cautious guidance, elevated costs and a demanding valuation as reasons the stock may remain vulnerable if quarterly results or the outlook disappoint. Walmart’s previously reaffirmed fiscal 2027 guidance calls for 3.5%–4.5% net sales growth and adjusted EPS of $2.75–$2.85, rather than an upgrade. Seeking Alpha Walmart earnings setup

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. DA Davidson restated a “buy” rating and issued a $150.00 price target on shares of Walmart in a report on Monday. BTIG Research reaffirmed a “buy” rating and issued a $145.00 price objective on shares of Walmart in a research report on Wednesday, June 3rd. TD Cowen reiterated a “buy” rating and set a $150.00 price objective (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Finally, Evercore reissued an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $138.50.

Read Our Latest Research Report on WMT

Insider Buying and Selling

In other news, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the transaction, the executive vice president directly owned 630,009 shares in the company, valued at approximately $69,074,186.76. This represents a 0.60% decrease in their position. The transaction was disclosed in a filing with the SEC, 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 firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. The trade was 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. Insiders sold a total of 70,189 shares of company stock worth $8,377,320 over the last 90 days. 0.09% of the stock is currently owned by corporate insiders.

Walmart Stock Down 0.8%

Shares of NASDAQ WMT opened at $114.33 on Tuesday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a 1 year low of $95.42 and a 1 year high of $135.15. The stock’s 50-day simple moving average is $114.23 and its 200-day simple moving average is $121.53. The firm has a market cap of $909.85 billion, a price-to-earnings ratio of 40.12, a PEG ratio of 4.30 and a beta of 0.61.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the prior year, the business posted $0.61 earnings per share. Walmart’s revenue for the quarter 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. As a group, equities analysts anticipate that Walmart Inc. will post 2.88 earnings per share for the current fiscal year.

Walmart 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.