Walmart Inc. $WMT Shares Acquired by Capital World Investors

Capital World Investors boosted its position in Walmart Inc. (NASDAQ:WMT) by 149.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,219,435 shares of the retailer’s stock after purchasing an additional 2,527,942 shares during the period. Capital World Investors’ holdings in Walmart were worth $470,087,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in WMT. Collier Financial acquired a new stake in Walmart in the third quarter valued at about $25,000. Entrust Financial LLC acquired a new stake in Walmart in the fourth quarter valued at about $27,000. Redmont Wealth Advisors LLC acquired a new stake in Walmart in the third quarter valued at about $30,000. Beacon Financial Strategies CORP acquired a new stake in Walmart in the fourth quarter valued at about $30,000. Finally, Bay Harbor Wealth Management LLC lifted its position in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of Walmart stock opened at $118.88 on Monday. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock has a market cap of $946.06 billion, a PE ratio of 41.71, a price-to-earnings-growth ratio of 4.44 and a beta of 0.60. The company has a 50-day moving average of $125.62 and a two-hundred day moving average of $121.20.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period last year, the company posted $0.61 earnings per share. 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. On average, research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart saw unusually heavy call-option buying, with traders purchasing 174,648 calls, about 43% above average volume. That suggests some investors are betting on a rebound or near-term upside.
• Positive Sentiment: Walmart expanded its delivery business by adding Subway meals to its Express Delivery offering, allowing customers to order freshly made food through the Walmart app or website and receive it in as little as 30 minutes. The move could help Walmart boost order frequency, strengthen its convenience proposition, and take a larger share of meal budgets. Walmart Adds Express Delivery From In-Store Restaurants, Starting With Subway®
• Positive Sentiment: Shareholders backed Walmart’s 2026 annual meeting results, and management highlighted strong FY26 performance and its omnichannel model, reinforcing confidence in the company’s growth strategy. Walmart Announces 2026 Annual Shareholders’ Meeting Voting Results

Insider Buying and Selling

In other news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at $83,821,522.52. This trade represents a 1.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director directly owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 117,008 shares of company stock valued at $14,492,704 in the last 90 days. 0.09% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages recently commented on WMT. The Goldman Sachs Group restated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Piper Sandler restated an “overweight” rating and issued a $137.00 price objective (up from $130.00) on shares of Walmart in a research report on Friday, May 15th. Argus upgraded shares of Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. Finally, KeyCorp restated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Profile

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.