Walmart Inc. $WMT Shares Acquired by Capital Wealth Planning LLC

Capital Wealth Planning LLC grew its position in Walmart Inc. (NASDAQ:WMT) by 23,014.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 3,992,835 shares of the retailer’s stock after acquiring an additional 3,975,561 shares during the quarter. Walmart comprises about 2.9% of Capital Wealth Planning LLC’s holdings, making the stock its 17th largest position. Capital Wealth Planning LLC’s holdings in Walmart were worth $447,034,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after purchasing an additional 4,304,436 shares during the period. State Street Corp lifted its holdings in shares of Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after purchasing an additional 2,242,364 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after purchasing an additional 6,517,394 shares during the period. Norges Bank acquired a new stake in shares of Walmart during the fourth quarter worth $6,458,529,000. Finally, Fisher Asset Management LLC lifted its holdings in shares of Walmart by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after purchasing an additional 328,229 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

WMT has been the subject of several recent research reports. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a report on Friday, February 20th. TD Cowen reaffirmed a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Truist Financial set a $140.00 price target on Walmart in a report on Thursday, May 21st. Rothschild & Co Redburn set a $150.00 price target on Walmart in a report on Tuesday, February 17th. Finally, BNP Paribas Exane decreased their price target on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a report on Friday, May 22nd. One research 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.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart Price Performance

Walmart stock opened at $120.59 on Thursday. Walmart Inc. has a one year low of $93.43 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The business has a fifty day moving average of $125.43 and a two-hundred day moving average of $121.56. The company has a market cap of $959.66 billion, a P/E ratio of 42.31, a price-to-earnings-growth ratio of 4.44 and a beta of 0.59.

Walmart (NASDAQ:WMT) last released its 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 company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter last year, the company earned $0.61 earnings per share. 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. As a group, analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Daniel J. Bartlett sold 1,250 shares of the firm’s stock in a transaction 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 directly owned 635,593 shares of the company’s stock, valued at approximately $85,023,275.61. This trade represents a 0.20% 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 117,008 shares of company stock valued at $14,492,704 in the last quarter. Corporate insiders own 0.09% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding its drone delivery program with Alphabet’s Wing, adding another fast-delivery capability that could strengthen its e-commerce and convenience moat. Eyes on the sky: Walmart and Alphabet’s Wing expand their drone delivery program
• Positive Sentiment: Business Insider reported that Walmart’s AI-powered warehouses are speeding up freight handling and reducing the time store employees need to unload trucks, a sign that automation is improving efficiency and potentially margins. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Positive Sentiment: Recent conference appearances suggest management is highlighting Walmart’s growth in digital, e-commerce, and higher-margin services, which may reinforce the long-term bull case for the stock. Walmart Inc. (WMT) Presents at Oppenheimer 26th Annual Consumer Growth and E-Commerce Conference Transcript Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analysts remain split on Walmart, indicating the market is still weighing the company’s growth initiatives against its valuation. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)
• Neutral Sentiment: Coverage around Walmart’s retail media expansion, Subway integration, and broader digital transformation has raised questions about valuation, but also underscores the company’s push into higher-margin services. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation Walmart (WMT) Valuation Check As Subway Integration And Higher Margin Services Draw New Attention Walmart’s No. 2 Ranking Hides a Digital Transformation Story

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.