Brandywine Global Investment Management LLC Sells 195,163 Shares of Walmart Inc. $WMT

Brandywine Global Investment Management LLC lowered its stake in shares of Walmart Inc. (NASDAQ:WMT) by 50.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 192,599 shares of the retailer’s stock after selling 195,163 shares during the period. Brandywine Global Investment Management LLC’s holdings in Walmart were worth $21,459,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Entrust Financial LLC bought a new position in Walmart during the fourth quarter worth about $27,000. Redmont Wealth Advisors LLC bought a new position in shares of Walmart during the 3rd quarter valued at about $30,000. Beacon Financial Strategies CORP bought a new position in shares of Walmart during the 4th quarter valued at about $30,000. Bay Harbor Wealth Management LLC lifted its holdings 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 valued at $32,000 after purchasing an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC lifted its holdings in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total value of $1,628,550.00. Following the sale, the chief executive officer owned 661,037 shares in the company, valued at approximately $82,021,470.96. The trade was a 1.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,250 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $133.77, for a total value of $167,212.50. Following the completion of the sale, the executive vice president owned 635,593 shares in the company, valued at $85,023,275.61. The trade was a 0.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 117,008 shares of company stock worth $14,492,704. Corporate insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

WMT has been the topic of several recent analyst reports. Rothschild & Co Redburn set a $150.00 price objective on Walmart in a report on Tuesday, February 17th. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a report on Monday, April 20th. TD Cowen reiterated a “buy” rating and set a $150.00 price objective (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Roth Mkm reiterated a “buy” rating and set a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Trading Up 0.8%

NASDAQ WMT opened at $119.83 on Tuesday. The stock has a market capitalization of $953.62 billion, a price-to-earnings ratio of 42.05, a PEG ratio of 4.44 and a beta of 0.60. The stock’s 50 day moving average price is $125.57 and its two-hundred day moving average price is $121.33. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous 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. As a group, analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

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.

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.