Perpetual Ltd Has $5.14 Million Stock Holdings in Walmart Inc. $WMT

Perpetual Ltd raised its position in Walmart Inc. (NASDAQ:WMT) by 401.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 49,882 shares of the retailer’s stock after acquiring an additional 39,926 shares during the period. Perpetual Ltd’s holdings in Walmart were worth $5,141,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Access Investment Management LLC acquired a new position in Walmart during the second quarter worth $26,000. PFS Partners LLC increased its stake in Walmart by 267.8% in the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after buying an additional 233 shares during the last quarter. Ridgewood Investments LLC lifted its position in Walmart by 55.3% during the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock worth $32,000 after buying an additional 115 shares in the last quarter. Livelsberger Financial Advisory acquired a new position in shares of Walmart during the 2nd quarter worth about $44,000. Finally, Harbor Asset Planning Inc. bought a new position in shares of Walmart in the 2nd quarter valued at about $46,000. 26.76% of the stock is owned by institutional investors.

Walmart Trading Down 0.4%

Shares of Walmart stock opened at $114.36 on Friday. The business has a fifty day simple moving average of $107.61 and a two-hundred day simple moving average of $102.08. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $117.45. The company has a market capitalization of $911.47 billion, a price-to-earnings ratio of 39.99, a P/E/G ratio of 5.28 and a beta of 0.64. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT) last released its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating the consensus estimate of $0.60 by $0.02. The firm had revenue of $179.50 billion for the quarter, compared to the consensus estimate of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The company’s quarterly revenue was up 5.8% on a year-over-year basis. During the same period in the previous year, the company earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday sales appear to be a win for Walmart versus Target, suggesting stronger same‑store trends and execution into peak season — a near‑term sales catalyst and competitive share gain. Walmart’s Holiday Strength Highlights Target’s Strategic Missteps | TGT WMT
• Positive Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), supporting upside from earnings momentum and the firm’s FY26 guidance. Analyst support can buoy the stock if results stay on track. Walmart Inc. (NASDAQ:WMT) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Multiple analyst/commentary pieces highlight Walmart as a longer‑term growth story (ecommerce, Marketplace, fintech/PhonePe exposure), reinforcing investor interest beyond cyclical retail swings. Why Walmart (WMT) is a top growth stock for the long term
• Neutral Sentiment: Major shareholder structure overview — articles summarizing top holders (index funds, Walton family) provide context for liquidity and potential block trades but don’t imply immediate operational change. Useful for assessing long‑term ownership stability. Top Walmart Shareholders
• Neutral Sentiment: An investor group has asked Walmart to disclose impacts from U.S. immigration policy changes — this increases ESG/operational transparency pressure but is mainly a disclosure/regulatory risk to monitor. Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies
• Negative Sentiment: Market concern over potential H‑1B visa fee changes and their incremental cost to payrolls/supply chain has prompted investor questions and a clear near‑term headwind to sentiment. This regulatory/expense uncertainty pressured the stock. Walmart stock dips (WMT) as investors seek answers on H-1b visa fees impact
• Negative Sentiment: Insider selling: EVP Daniel Bartlett sold ~1,425 shares (disclosed SEC Form 4). Small relative to his holdings, but combined insider/major‑holder moves can spook traders. Walmart (NASDAQ:WMT) EVP Daniel Bartlett Sells 1,425 Shares
• Negative Sentiment: Walton Family Holdings Trust reportedly sold about $30.1M of Walmart stock — a meaningful block by ownership value that can increase supply and weigh on price near term. 6WMT : Insider Decision: Walton Family Holdings Trust Offloads $30.10M…

Insider Activity

In related news, EVP Daniel J. Bartlett sold 1,425 shares of Walmart stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $117.00, for a total transaction of $166,725.00. Following the completion of the sale, the executive vice president directly owned 641,363 shares of the company’s stock, valued at approximately $75,039,471. This trade represents a 0.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Friday, November 28th. The shares were sold at an average price of $109.57, for a total value of $2,127,411.12. Following the completion of the sale, the chief executive officer owned 4,334,747 shares of the company’s stock, valued at $474,958,228.79. This trade represents a 0.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 127,828 shares of company stock valued at $13,745,625. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Guggenheim reiterated a “buy” rating and set a $120.00 target price (up previously from $115.00) on shares of Walmart in a report on Friday, November 21st. Wolfe Research began coverage on Walmart in a research note on Thursday, September 18th. They set an “outperform” rating and a $129.00 price objective on the stock. Piper Sandler reissued an “overweight” rating and issued a $123.00 target price (up from $111.00) on shares of Walmart in a research note on Friday, November 21st. Telsey Advisory Group reaffirmed an “outperform” rating and set a $135.00 price target on shares of Walmart in a research report on Wednesday. Finally, DA Davidson set a $130.00 price target on shares of Walmart and gave the company a “buy” rating in a research note on Friday, November 21st. Thirty-one investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $120.54.

About Walmart

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.