Cvfg LLC Boosts Position in Walmart Inc. $WMT

Cvfg LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 640.5% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 50,908 shares of the retailer’s stock after acquiring an additional 44,033 shares during the quarter. Cvfg LLC’s holdings in Walmart were worth $6,327,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of Walmart during the 4th quarter valued at about $6,458,529,000. AQR Capital Management LLC boosted its holdings in shares of Walmart by 188.1% in the third 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 last quarter. Geode Capital Management LLC boosted its holdings in shares of Walmart by 6.8% in the fourth 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 last quarter. Capital International Investors bought a new stake in Walmart during the fourth quarter valued at approximately $592,848,000. Finally, Vanguard Group Inc. increased its holdings in Walmart by 1.0% during the fourth 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. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. BTIG Research reiterated a “buy” rating and issued a $145.00 price target on shares of Walmart in a research report on Wednesday, June 3rd. TD Cowen reissued a “buy” rating and set a $150.00 price objective (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. KeyCorp restated an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a report on Monday, June 8th. Finally, Tigress Financial reiterated a “buy” rating and set a $155.00 target price (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 given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart said it is offering thousands of lower prices across its stores and Sam’s Club, reinforcing its value leadership and potentially boosting customer traffic. Walmart (WMT) Offers Lower Prices Across Stores and Clubs
• Positive Sentiment: Analysts and commentators continue to favor Walmart as a high-quality defensive retailer, with several pieces calling the pullback a buying opportunity for long-term investors.
• Positive Sentiment: Walmart’s AI shopping push could improve product discovery and personalization, strengthening its e-commerce and omnichannel strategy versus competitors like Amazon. Amazon and Walmart’s AI Shopping Race Is Now a Battle for Context, Not Clicks
• Positive Sentiment: Coverage around Walmart’s health event suggests the company may be building a larger healthcare business, which could become an additional long-term growth driver. Walmart’s (WMT) Health Event Is Secretly A Huge Bet On Healthcare
• Neutral Sentiment: Several media appearances, including Jim Cramer commentary, highlighted Walmart as a “buy the dip” name, but these remarks are sentiment-driven rather than a direct fundamental change.
• Negative Sentiment: Walmart also faced legal overhangs, including a Texas driver-pay settlement and a new California class-action filing tied to an AI pricing allegation, which could create headline risk. Walmart (WMT) Pays $13 Million To Settle Driver Pay Case As New AI Suit Lands

Walmart Stock Performance

NASDAQ WMT opened at $112.21 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. Walmart Inc. has a twelve month low of $94.23 and a twelve month high of $135.15. The business has a 50-day moving average price of $120.76 and a 200-day moving average price of $122.02. The firm has a market cap of $892.98 billion, a price-to-earnings ratio of 39.37, a price-to-earnings-growth ratio of 4.22 and a beta of 0.60.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting 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 for the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the previous year, the firm earned $0.61 EPS. The firm’s 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, equities research analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Activity

In related news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $118.19, for a total transaction of $342,751.00. Following the completion of the transaction, the executive vice president owned 574,953 shares in the company, valued at approximately $67,953,695.07. This represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 104,505 shares of company stock valued at $12,858,514. Company insiders own 0.09% of the company’s stock.

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.