Mystic Asset Management Inc. Invests $3.20 Million in Walmart Inc. $WMT

Posted by Brenda Bartman on Aug 25th, 2026

Walmart logo Mystic Asset Management Inc. purchased a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund purchased 28,227 shares of the retailer’s stock, valued at approximately $3,197,000.

Several other institutional investors have also added to or reduced their stakes in WMT. Advisortrust Partners LLC raised its position in Walmart by 20.2% during 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 in the last quarter. Union Bancaire Privee UBP SA boosted its holdings in shares of Walmart by 253.3% in the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock valued at $47,728,000 after purchasing an additional 275,337 shares in the last quarter. Janney Montgomery Scott LLC boosted its holdings in shares of Walmart by 2.9% in 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 in the last quarter. Vise Technologies Inc. increased its stake in shares of Walmart by 42.1% in 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 last quarter. Finally, HORAN Wealth LLC increased its stake in shares of Walmart by 55.7% in the 1st quarter. HORAN Wealth LLC now owns 81,544 shares of the retailer’s stock valued at $9,931,000 after purchasing an additional 29,184 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

WMT has been the subject of several recent analyst reports. Raymond James Financial restated an “outperform” rating and set a $130.00 price objective on shares of Walmart in a research report on Friday. Gordon Haskett cut Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Mizuho set a $130.00 target price on Walmart in a research note on Monday, July 27th. Telsey Advisory Group reissued an “outperform” rating and issued a $130.00 target price (down from $140.00) on shares of Walmart in a report on Friday. Finally, Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $131.88.

View Our Latest Stock Analysis on WMT

Walmart News Summary

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Unusually heavy call-option activity may indicate increased near-term bullish interest. Investors purchased 166,747 call options, about 33% above the typical daily volume. However, options activity is speculative and does not guarantee further gains.
Positive Sentiment: Walmart is rolling out tap-to-pay and NFC capabilities across its U.S. stores and clubs. The move could improve checkout convenience, support mobile-wallet adoption and strengthen customer engagement as digital sales and membership become more important. Can Walmart’s Tap to Pay Push Strengthen Customer Engagement?
Positive Sentiment: The company is introducing Scenario, a mostly sub-$25 fashion brand aimed at younger shoppers. Walmart hopes the offering will attract value-conscious consumers and improve its competitive position against Amazon in apparel. Walmart Aims to Take On Amazon With Trendier Apparel
Neutral Sentiment: Walmart’s latest quarter exceeded expectations, with adjusted earnings of $0.81 per share versus roughly $0.74 expected and revenue of $187.94 billion, up 5.9% year over year. Full-year sales guidance was also raised to 4%-5%, but the outlook implies moderating growth.
Negative Sentiment: U.S. comparable sales growth slowed to 2.6%, compared with 4.1% in the prior quarter and 4.6% a year earlier. Investors remain concerned that cautious consumers and uneven spending are pressuring traffic and discretionary purchases.
Negative Sentiment: Several analysts reduced Walmart’s price targets or issued more cautious forecasts after the earnings report. Critics also argue that the stock remains expensive at roughly 36 times forward earnings despite decelerating growth, limiting upside.

Walmart Trading Up 2.7%

NASDAQ WMT opened at $106.49 on Tuesday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. Walmart Inc. has a twelve month low of $95.42 and a twelve month high of $135.15. The company has a market cap of $847.46 billion, a price-to-earnings ratio of 38.44, a price-to-earnings-growth ratio of 3.91 and a beta of 0.61. The business’s fifty day moving average is $113.06 and its 200 day moving average is $121.09.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. During the same quarter in the previous year, the company posted $0.68 EPS. Walmart’s quarterly revenue was up 5.9% compared to the same quarter last year. 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, sell-side analysts expect that Walmart Inc. will post 2.86 EPS for the current fiscal year.

Insider Activity

In related news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the transaction, the director owned 4,174,579 shares in the company, valued at $495,230,306.77. This trade represents a 0.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction that occurred on 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 sale, the executive vice president owned 120,203 shares in the company, valued at approximately $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 57,064 shares of company stock valued at $6,697,788. 0.09% of the stock is currently owned by company insiders.

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.