Redwood Investment Management LLC Acquires New Shares in Walmart Inc. $WMT

Posted by Brian Himes on Aug 31st, 2026

Walmart logo Redwood Investment Management LLC bought a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 20,826 shares of the retailer’s stock, valued at approximately $2,359,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Brighton Jones LLC raised its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares during the period. Revolve Wealth Partners LLC grew its holdings in Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the period. Peterson Wealth Management grew its holdings in Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the period. Sivia Capital Partners LLC increased its stake in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after purchasing an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after purchasing an additional 1,048 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Headlines Impacting Walmart

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 Stock Performance

Shares of NASDAQ:WMT opened at $103.09 on Monday. Walmart Inc. has a 12 month low of $95.79 and a 12 month high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The company’s fifty day simple moving average is $111.90 and its 200 day simple moving average is $120.39. The firm has a market cap of $820.40 billion, a price-to-earnings ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61.

Walmart (NASDAQ:WMT – Get Free Report) last announced its earnings results 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. The firm had revenue of $187.94 billion during the quarter, compared to analyst estimates of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The company’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business 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, research analysts forecast that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of recent analyst reports. Truist Financial set a $114.00 price target on shares of Walmart and gave the stock a “buy” rating in a research report on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 price objective on shares of Walmart in a research report on Friday, August 21st. Royal Bank Of Canada reduced their target price on Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a research note on Friday, August 21st. Finally, Telsey Advisory Group reaffirmed an “outperform” rating and set a $130.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $131.88.

View Our Latest Research Report on WMT

Insider Transactions at Walmart

In other news, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was 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 represents a 8.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,710 shares of the 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 transaction, the executive vice president owned 626,299 shares of the company’s stock, valued at approximately $70,834,416.90. The trade was a 0.59% decrease in their ownership of the stock. 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 ninety days, insiders have sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is currently owned by company insiders.

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.