Expressive Wealth LLC Invests $671,000 in Walmart Inc. $WMT

Posted by Francis Steltz on May 27th, 2026

Walmart logo Expressive Wealth LLC acquired a new position in Walmart Inc. (NASDAQ:WMT – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 6,023 shares of the retailer’s stock, valued at approximately $671,000.

Several other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Walmart by 1.0% in 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 last quarter. State Street Corp raised its stake in shares of Walmart by 1.2% in 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 last quarter. Fisher Asset Management LLC raised its stake in shares of Walmart by 0.8% in 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 last quarter. Legal & General Group Plc raised its stake in shares of Walmart by 3.5% in the third quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer’s stock worth $2,810,288,000 after purchasing an additional 934,468 shares during the last quarter. Finally, Raymond James Financial Inc. raised its stake in shares of Walmart by 0.4% in the third quarter. Raymond James Financial Inc. now owns 24,990,692 shares of the retailer’s stock worth $2,575,541,000 after purchasing an additional 93,459 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Stock Down 1.4%

Shares of WMT stock opened at $118.57 on Wednesday. The stock has a 50 day moving average of $126.51 and a 200 day moving average of $120.41. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock has a market cap of $945.12 billion, a P/E ratio of 41.60, a P/E/G ratio of 4.45 and a beta of 0.65. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The company had revenue of $177.75 billion during 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%.Walmart’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the business earned $0.61 earnings per share. 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, sell-side analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Insider Activity at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,335 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total value of $166,381.05. Following the sale, the executive vice president directly owned 636,843 shares of the company’s stock, valued at approximately $79,369,743.09. This trade represents a 0.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the sale, the chief executive officer directly owned 687,287 shares in the company, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 126,008 shares of company stock valued at $15,896,715 in the last 90 days. 0.10% of the stock is currently owned by corporate insiders.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

Neutral Sentiment: Walmart is set to join the top 10 of the Russell 3000 during the June 2026 reconstitution, a sign of its large market footprint and institutional relevance. Walmart Joins Russell 3000 Elite As Investors Weigh Q1 Shakeup
Positive Sentiment: Walmart launched a logistics program to streamline its distribution network, which could improve supplier flow, efficiency, and long-term operating performance. Walmart Debuts Program to Streamline Distribution Network
Positive Sentiment: Analysts continue to point to Walmart’s expanding higher-margin “second P&L” businesses, including advertising, marketplace fees, and membership income, which support the stock’s long-term growth case. Walmart price target lowered by UBS as Q1 results miss elevated expectations
Positive Sentiment: Walmart’s Q1 revenue rose 7.3% to $177.8 billion, and global e-commerce jumped 26%, showing that customer demand and digital growth remain strong. Walmart’s Q1 Sales Jump 7.3%: Can E-commerce Sustain 26% Growth?
Neutral Sentiment: Walmart is drawing increased investor attention as a trending stock, reflecting elevated trading interest after earnings. Walmart Inc. (WMT) Is a Trending Stock: Facts to Know Before Betting on It
Negative Sentiment: Several reports highlight that Walmart’s shares have pulled back sharply after Q1 because fuel and other costs are squeezing margins and management’s outlook came in below expectations. Walmart Sinks 8.1% Post Q1 Earnings: Exit WMT Stock or Stay Put?
Negative Sentiment: UBS lowered its price target on Walmart after the quarter, reinforcing concerns that investor expectations had gotten too high. Walmart price target lowered by UBS as Q1 results miss elevated expectations
Negative Sentiment: Walmart issued a nationwide recall for Blackstone parmesan ranch seasoning over a fatal infection risk, creating a reputational and product-safety overhang. Walmart issues nationwide recall for Blackstone parmesan ranch seasoning over fatal infection risk

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on WMT. DA Davidson set a $150.00 price objective on Walmart and gave the stock a “buy” rating in a research note on Friday, February 20th. KeyCorp restated an “overweight” rating on shares of Walmart in a research note on Friday. Weiss Ratings restated a “buy (b)” rating on shares of Walmart in a research note on Monday, April 20th. Royal Bank Of Canada restated an “outperform” rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a research note on Friday. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus price target of $138.71.

Get Our Latest Stock Report on Walmart

Walmart Company Profile

(Free Report)

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.