Tudor Financial Inc. Grows Holdings in Walmart Inc. $WMT

Posted by George Bondi on Sep 5th, 2026

Walmart logo Tudor Financial Inc. boosted its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 210.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,486 shares of the retailer’s stock after acquiring an additional 5,752 shares during the period. Tudor Financial Inc.’s holdings in Walmart were worth $961,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the company. Bell & Brown Wealth Advisors LLC purchased a new position in shares of Walmart in the second quarter valued at about $6,451,000. Advisortrust Partners LLC boosted its stake in shares of Walmart by 20.2% in the first quarter. Advisortrust Partners LLC now owns 67,142 shares of the retailer’s stock worth $8,344,000 after acquiring an additional 11,283 shares during the period. Union Bancaire Privee UBP SA grew its position in shares of Walmart by 253.3% during the first 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 grew its position in shares of Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after purchasing an additional 68,632 shares in the last quarter. 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. Hedge funds and other institutional investors own 26.76% of the company’s stock.

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

Walmart Stock Performance

NASDAQ:WMT opened at $107.14 on Friday. 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 1 year low of $98.88 and a 1 year high of $135.15. The stock’s 50 day simple moving average is $110.81 and its two-hundred day simple moving average is $119.62. The company has a market cap of $850.02 billion, a price-to-earnings ratio of 38.68, a PEG ratio of 4.14 and a beta of 0.59.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.68 EPS. 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, equities analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In related news, EVP Christopher Nicholas sold 2,900 shares of the company’s 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 sale, the executive vice president owned 569,153 shares of the company’s stock, valued at $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the 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 transaction, the executive vice president owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This trade represents a 20.07% decrease in their position. The SEC filing for this sale provides additional information. 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. Insiders sold 81,242 shares of company stock worth $8,836,446 in the last ninety days. Company insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on WMT. BMO Capital Markets reissued an “outperform” rating and issued a $126.00 price target on shares of Walmart in a report on Friday, August 21st. UBS Group cut their price objective on shares of Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a report on Friday, August 21st. Robert W. Baird reduced their price objective on shares of Walmart from $140.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, August 21st. Tigress Financial restated a “buy” rating and set a $155.00 target price on shares of Walmart in a research report on Monday, August 31st. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $130.00 target price on shares of Walmart in a research note on Friday, August 21st. Three investment 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 data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.

Read Our Latest Analysis on Walmart

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.