Pettyjohn Wood & White Inc. Purchases 5,198 Shares of Walmart Inc. $WMT

Pettyjohn Wood & White Inc. lifted its position in shares of Walmart Inc. (NASDAQ:WMT) by 3.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 160,182 shares of the retailer’s stock after acquiring an additional 5,198 shares during the quarter. Walmart makes up approximately 2.8% of Pettyjohn Wood & White Inc.’s portfolio, making the stock its 7th biggest position. Pettyjohn Wood & White Inc.’s holdings in Walmart were worth $17,846,000 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. Norges Bank acquired a new position in Walmart during the 4th quarter worth about $6,458,529,000. AQR Capital Management LLC lifted its holdings in Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after buying an additional 7,614,172 shares during the period. Geode Capital Management LLC lifted its holdings in Walmart by 6.8% during the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after buying an additional 6,517,394 shares during the period. Capital International Investors acquired a new position in Walmart during the 4th quarter worth about $592,848,000. Finally, Vanguard Group Inc. lifted its holdings in Walmart by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after buying an additional 4,304,436 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at $83,821,522.52. The trade was a 1.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the transaction, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This represents a 8.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 117,008 shares of company stock worth $14,492,704 over the last three months. Insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on WMT. Erste Group Bank downgraded Walmart from a “buy” rating to a “hold” rating in a report on Friday. Jefferies Financial Group set a $145.00 target price on Walmart in a report on Friday, February 20th. Tigress Financial reaffirmed a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Bank of America began coverage on Walmart in a report on Friday, February 27th. They set a “buy” rating and a $150.00 target price on the stock. Finally, Craig Hallum set a $150.00 target price on Walmart in a report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC said Walmart could gain a competitive edge through partnerships with quick-service restaurants, which could help drive more traffic, broaden customer engagement, and strengthen its ecosystem. Walmart Poised to Gain Competitive Advantage Through Quick Service Restaurant Partnerships, RBC Says
• Positive Sentiment: Walmart’s e-commerce sales rose 26% in Q1 fiscal 2027, with growth coming from store pickup, delivery, and marketplace expansion, reinforcing the view that its digital business is becoming a bigger profit driver. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
• Positive Sentiment: Walmart Connect is opening new off-site advertising opportunities, expanding a high-margin revenue stream that can lift profitability faster than traditional retail sales. Walmart (WMT) Opens New Opportunities For Advertisers Beyond Its Own Platform
• Positive Sentiment: RBC also said Walmart remains confident in its competitive positioning despite pricing pressure, suggesting it can defend share even if inflation or tariffs squeeze consumers. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says
• Neutral Sentiment: Oppenheimer said Walmart continues to project an upbeat management tone and stay focused on value, reinforcing a steady long-term narrative rather than a major new catalyst. Walmart Maintains Upbeat Tone, Reinforces Value Strategy, Oppenheimer Says
• Neutral Sentiment: Several articles noted Walmart is attracting unusual investor attention, but these pieces were mostly commentary and screening updates rather than fresh fundamental news. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Walmart’s increased use of AI, employee messaging around AI-related job concerns, and philanthropic disaster-response spending support the company’s strategic and brand image, but are not likely to move the stock much on their own.
• Negative Sentiment: Analysts also flagged pricing pressure and tariff-related cost uncertainty, which could weigh on margins and explain some of the recent pullback in the shares.

Walmart Stock Up 0.8%

Shares of NASDAQ:WMT opened at $119.83 on Tuesday. The company has a market capitalization of $953.62 billion, a price-to-earnings ratio of 42.05, a P/E/G ratio of 4.44 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The business’s 50-day moving average is $125.57 and its 200-day moving average is $121.33. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm’s revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the business earned $0.61 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

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.