VCI Wealth Management LLC Raises Position in Walmart Inc. $WMT

Posted by Brian Himes on Aug 18th, 2026

Walmart logo VCI Wealth Management LLC boosted its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 24.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 31,802 shares of the retailer’s stock after purchasing an additional 6,152 shares during the period. VCI Wealth Management LLC’s holdings in Walmart were worth $3,602,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Advisortrust Partners LLC lifted 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 last quarter. Union Bancaire Privee UBP SA increased its stake 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 raised its holdings 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 buying an additional 68,632 shares during the last quarter. Vise Technologies Inc. boosted its position 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 buying an additional 81,635 shares during the period. Finally, HORAN Wealth LLC grew its holdings in Walmart by 55.7% in the 1st quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock worth $9,931,000 after acquiring an additional 29,184 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Trading Down 0.8%

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

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the prior year, the business posted $0.61 EPS. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. 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, analysts forecast that Walmart Inc. will post 2.88 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on WMT shares. KeyCorp restated an “overweight” rating on shares of Walmart in a research report on Wednesday, August 12th. Weiss Ratings downgraded Walmart from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, July 31st. TD Cowen reaffirmed a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Oppenheimer cut Walmart from an “outperform” rating to a “market perform” rating in a report on Tuesday, August 4th. Finally, Evercore reiterated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average price target of $138.50.

View Our Latest Stock Analysis on Walmart

Insider Transactions at Walmart

In other news, EVP Daniel J. Bartlett sold 3,710 shares of Walmart stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $113.10, for a total value of $419,601.00. Following the completion of the transaction, the executive vice president owned 626,299 shares of the company’s stock, valued at $70,834,416.90. The trade was a 0.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the transaction, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 70,189 shares of company stock valued at $8,377,320. 0.09% of the stock is currently owned by corporate insiders.

Trending Headlines about Walmart

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

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.