OP Asset Management Ltd Makes New $108.33 Million Investment in Walmart Inc. $WMT

OP Asset Management Ltd acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 871,694 shares of the retailer’s stock, valued at approximately $108,334,000. Walmart accounts for about 1.1% of OP Asset Management Ltd’s holdings, making the stock its 16th biggest position.

Several other hedge funds also recently modified their holdings of WMT. Entrust Financial LLC bought a new stake in Walmart in the fourth quarter valued at $27,000. Beacon Financial Strategies CORP bought a new position in shares of Walmart during the 4th quarter worth about $30,000. Bay Harbor Wealth Management LLC boosted its position in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares in the last quarter. Clayton Financial Group LLC grew its stake in shares of Walmart by 193.0% in the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after buying an additional 193 shares during the period. Finally, Sankala Group LLC acquired a new stake in shares of Walmart in the 4th quarter valued at about $33,000. 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: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
• Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
• Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
• Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
• Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Walmart Stock Down 0.1%

WMT stock opened at $115.69 on Friday. Walmart Inc. has a twelve month low of $94.23 and a twelve 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 0.42. The stock’s 50 day moving average is $123.74 and its 200-day moving average is $122.17. The firm has a market capitalization of $920.67 billion, a PE ratio of 40.59, a P/E/G ratio of 4.32 and a beta of 0.59.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same period in the prior year, the firm posted $0.61 EPS. Walmart’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. Sell-side analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Buying and Selling

In other Walmart news, EVP Daniel J. Bartlett sold 1,385 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $119.83, for a total value of $165,964.55. Following the completion of the sale, the executive vice president owned 633,784 shares in the company, valued at approximately $75,946,336.72. This trade represents a 0.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the transaction, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. 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 have sold a total of 100,730 shares of company stock valued at $12,444,624 over the last 90 days. 0.09% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Truist Financial set a $140.00 price target on Walmart in a research note on Thursday, May 21st. Evercore restated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Walmart in a report on Monday, June 8th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $135.00 price target on shares of Walmart in a research report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price 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.