Uhlmann Price Securities LLC Raises Stake in Walmart Inc. $WMT

Posted by Geri Gentry on Jun 23rd, 2026

Walmart logo Uhlmann Price Securities LLC increased its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 287.6% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 23,051 shares of the retailer’s stock after purchasing an additional 17,104 shares during the quarter. Walmart accounts for about 0.2% of Uhlmann Price Securities LLC’s investment portfolio, making the stock its 20th largest holding. Uhlmann Price Securities LLC’s holdings in Walmart were worth $2,827,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Entrust Financial LLC purchased a new stake in Walmart during the fourth quarter worth approximately $27,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the 4th quarter valued at $30,000. Bay Harbor Wealth Management LLC raised its stake in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the period. Clayton Financial Group LLC lifted its holdings in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after acquiring an additional 193 shares in the last quarter. Finally, Sankala Group LLC acquired a new position in shares of Walmart during the 4th quarter valued at $33,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Walmart stock opened at $117.18 on Tuesday. Walmart Inc. has a 12-month low of $94.23 and a 12-month high of $135.15. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The company has a market capitalization of $932.53 billion, a price-to-earnings ratio of 41.12, a price-to-earnings-growth ratio of 4.37 and a beta of 0.60. The firm’s fifty day moving average price is $124.37 and its 200 day moving average price is $122.15.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations 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 in the prior year, the company 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. On average, research analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Truist Financial set a $140.00 price target on Walmart in a report on Thursday, May 21st. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Wolfe Research reaffirmed an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. UBS Group set a $141.00 target price on Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. Finally, Craig Hallum set a $150.00 target price on Walmart in a report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

View Our Latest Research Report on Walmart

Insiders Place Their Bets

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This trade represents a 8.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,385 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $119.83, for a total transaction of $165,964.55. Following the completion of the sale, the executive vice president directly owned 633,784 shares of the company’s stock, valued at $75,946,336.72. The trade was a 0.22% 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. In the last quarter, insiders have sold 120,146 shares of company stock valued at $14,835,898. 0.09% of the stock is owned by insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart announced a nationwide effort with Sam’s Club to help Medicare beneficiaries understand new prescription drug coverage options tied to weight management and chronic care, reinforcing its healthcare and pharmacy services strategy.
Positive Sentiment: Walmart is integrating Walmart Connect and Sam’s Club advertising operations into one framework, a move that signals continued growth and better monetization of its ad business.
Positive Sentiment: Analyst commentary highlighted improving Walmart International sales, supported by store gains, e-commerce growth, marketplace expansion, and faster fulfillment, suggesting momentum in a key segment.
Neutral Sentiment: EVP Christopher James Nicholas sold 2,900 shares at an average price of $118.19 under a pre-arranged Rule 10b5-1 plan; the sale was small relative to his holdings and is typically viewed as routine insider activity.
Negative Sentiment: California consumers filed a proposed class-action lawsuit alleging Walmart and other retailers used an AI pricing tool to illegally raise gas prices, creating potential legal, regulatory, and reputational risk.
Negative Sentiment: Reuters reported Walmart was among gas-station operators sued over allegations of AI-driven pump-price inflation in California, adding another legal headline that could pressure sentiment.
Negative Sentiment: Walmart also faces scrutiny in China, where regulators ordered Sam’s Club to strengthen food-safety controls and supply-chain inspections, adding operational pressure in an important international market.

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.