World Investment Advisors Has $37.77 Million Holdings in Walmart Inc. $WMT

World Investment Advisors lessened its stake in shares of Walmart Inc. (NASDAQ:WMT) by 5.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 303,883 shares of the retailer’s stock after selling 16,331 shares during the quarter. Walmart comprises approximately 0.6% of World Investment Advisors’ holdings, making the stock its 29th largest position. World Investment Advisors’ holdings in Walmart were worth $37,767,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Norges Bank bought a new position in shares of Walmart in the fourth quarter valued at approximately $6,458,529,000. AQR Capital Management LLC boosted its holdings in shares of 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 boosted its holdings in shares of 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 in the 4th quarter valued at $592,848,000. Finally, Vanguard Group Inc. grew its stake in Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after buying an additional 4,304,436 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

WMT has been the subject of a number of research analyst reports. Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research report on Friday, May 22nd. Guggenheim raised their price target on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Evercore reiterated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Finally, Tigress Financial reissued a “buy” rating and set a $155.00 price objective (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Price Performance

Shares of Walmart stock opened at $111.84 on Monday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The firm has a fifty day moving average price of $122.15 and a two-hundred day moving average price of $122.11. The company has a market cap of $890.03 billion, a PE ratio of 39.24, a price-to-earnings-growth ratio of 4.17 and a beta of 0.60.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the business posted $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. Analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

Insider Buying and Selling at Walmart

In related news, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. The trade was a 0.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 104,505 shares of company stock valued at $12,858,514 over the last quarter. Company insiders own 0.09% of the company’s stock.

Walmart Company 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.