Proficio Capital Partners LLC Has $10.04 Million Holdings in Walmart Inc. $WMT

Posted by George Bondi on Sep 3rd, 2026

Walmart logo Proficio Capital Partners LLC increased its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 16.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 88,622 shares of the retailer’s stock after purchasing an additional 12,394 shares during the period. Proficio Capital Partners LLC’s holdings in Walmart were worth $10,037,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of WMT. Entrust Financial LLC bought a new stake in Walmart in the 4th quarter valued at $27,000. Merkkuri Wealth Advisors LLC bought a new position in shares of Walmart during the 1st quarter worth about $29,000. Sankala Group LLC bought a new position in shares of Walmart during the 4th quarter worth about $33,000. Motiv8 Investments LLC acquired a new stake in shares of Walmart during the 4th quarter valued at about $34,000. Finally, Copos Capital S.a r.l. acquired a new stake in shares of Walmart during the 4th quarter valued at about $34,000. 26.76% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on WMT. JPMorgan Chase & Co. dropped their price target on shares of Walmart from $137.00 to $125.00 and set an “overweight” rating for the company in a research report on Friday, August 21st. DA Davidson set a $132.00 price objective on Walmart and gave the company a “buy” rating in a research note on Friday, August 21st. Truist Financial set a $114.00 target price on Walmart and gave the stock a “buy” rating in a report on Friday, August 21st. Telsey Advisory Group restated an “outperform” rating and set a $130.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Finally, Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. 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.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.

Get Our Latest Report on WMT

Insiders Place Their Bets

In other news, EVP Daniel J. Bartlett sold 3,950 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $105.14, for a total value of $415,303.00. Following the completion of the sale, the executive vice president directly owned 622,349 shares in the company, valued at approximately $65,433,773.86. This trade represents a 0.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 Walmart stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the transaction, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. This represents a 20.07% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 81,242 shares of company stock valued at $8,836,446. 0.09% of the stock is owned by corporate insiders.

Walmart Stock Up 0.2%

Shares of WMT opened at $106.09 on Thursday. The company has a market capitalization of $841.69 billion, a P/E ratio of 38.30, a PEG ratio of 4.04 and a beta of 0.59. Walmart Inc. has a one year low of $97.50 and a one year high of $135.15. The business’s 50 day simple moving average is $111.12 and its 200-day simple moving average is $119.88. 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 (NASDAQ:WMT – Get Free Report) last released its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating 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 firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. During the same period last year, the firm posted $0.68 EPS. The business’s revenue was up 5.9% on a year-over-year basis. 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 predict that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: New products support Walmart’s broader growth strategy. Recent launches spanning fashion, groceries, health and home reinforce Walmart’s role in consumers’ everyday spending and could help sustain sales growth across multiple categories. However, investors are weighing these initiatives against the stock’s relatively elevated valuation. Is Walmart Undervalued Following Its Latest Product Launches?
Positive Sentiment: International e-commerce economics are improving. Walmart International’s rising digital mix, stronger e-commerce growth and reduced losses could eventually support margin expansion, although ongoing investment and competitive pressures remain constraints. Walmart International’s Digital Mix Rises
Positive Sentiment: Tigress Financial reiterated its Buy rating. The favorable analyst view provides support for the stock, particularly after its recent pullback. Tigress Financial Reiterates Buy Rating for Walmart
Neutral Sentiment: Executive selling was modest and conducted under a Rule 10b5-1 plan. EVP Daniel Bartlett sold approximately $415,000 of shares, reducing his holdings by just 0.63%. The pre-arranged nature of the transaction makes it a limited trading signal. SEC Insider Trading Filing
Negative Sentiment: The Department of Justice expanded its beef-price investigation to Walmart and other major retailers. The inquiry into rising retail beef prices could create legal, reputational or compliance risks, although no wrongdoing has been established. DOJ Expands Beef Price Investigation

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.