Stonehage Fleming Financial Services Holdings Ltd Purchases Shares of 10,009 Walmart Inc. $WMT

Posted by Brian Himes on Aug 31st, 2026

Walmart logo Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 10,009 shares of the retailer’s stock, valued at approximately $1,134,000.

A number of other institutional investors and hedge funds also recently modified their holdings of WMT. Bell & Brown Wealth Advisors LLC acquired a new stake in shares of Walmart during the second quarter valued at approximately $6,451,000. Advisortrust Partners LLC grew its position in Walmart by 20.2% during the 1st quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after purchasing an additional 11,283 shares in the last quarter. Union Bancaire Privee UBP SA grew its position in Walmart by 253.3% during the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock worth $47,728,000 after purchasing an additional 275,337 shares in the last quarter. Janney Montgomery Scott LLC raised its stake in Walmart by 2.9% during the 1st quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock valued at $300,333,000 after purchasing an additional 68,632 shares during the period. Finally, Vise Technologies Inc. raised its stake in Walmart by 42.1% during the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after purchasing an additional 81,635 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing

Walmart Price Performance

WMT opened at $103.09 on Monday. The company has a market capitalization of $820.40 billion, a PE ratio of 37.22, a price-to-earnings-growth ratio of 3.92 and a beta of 0.61. 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 fifty-two week low of $95.79 and a fifty-two week high of $135.15. The business has a 50-day moving average of $111.90 and a 200-day moving average of $120.39.

Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm’s revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Equities research analysts forecast that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the transaction, the executive vice president owned 569,153 shares in the company, valued at $60,523,730.02. This represents a 0.51% decrease in their position. The sale was disclosed in a document filed 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 Daniel Danker sold 50,644 shares of Walmart stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total transaction of $5,335,345.40. Following the completion of the sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at approximately $21,246,145.20. The trade was a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Guggenheim set a $130.00 target price on Walmart and gave the stock a “buy” rating in a research report on Friday, August 21st. Jefferies Financial Group reissued a “buy” rating and issued a $120.00 price objective on shares of Walmart in a research note on Friday, August 21st. Royal Bank Of Canada decreased their price objective on Walmart from $137.00 to $131.00 and set an “outperform” rating for the company in a research report on Friday, August 21st. Piper Sandler reaffirmed an “overweight” rating and set a $128.00 target price (down from $137.00) on shares of Walmart in a research note on Friday, August 21st. Finally, Telsey Advisory Group reissued an “outperform” rating and issued a $130.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Three equities 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 company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

View Our Latest Research Report on WMT

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.