Lawood & Co. Makes New $675,000 Investment in Walmart Inc. $WMT

Posted by Stanley Muller on May 16th, 2026

Walmart logo Lawood & Co. purchased a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 6,057 shares of the retailer’s stock, valued at approximately $675,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in WMT. Fox Run Management L.L.C. acquired a new stake in Walmart during the 3rd quarter valued at approximately $1,709,000. Harel Insurance Investments & Financial Services Ltd. lifted its holdings in shares of Walmart by 16.6% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after buying an additional 9,061 shares during the period. Van ECK Associates Corp lifted its holdings in shares of Walmart by 2.9% in the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after buying an additional 28,026 shares during the period. Tennessee Valley Asset Management Partners lifted its holdings in shares of Walmart by 466.6% in the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock valued at $1,375,000 after buying an additional 10,988 shares during the period. Finally, Tradewinds LLC. acquired a new position in shares of Walmart in the 3rd quarter valued at about $11,077,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Daniel J. Bartlett sold 1,335 shares of the 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 completion of the sale, the executive vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $124.72, for a total value of $361,688.00. Following the completion of the sale, the executive vice president directly owned 596,008 shares of the company’s stock, valued at approximately $74,334,117.76. This represents a 0.48% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 167,195 shares of company stock valued at $20,975,804. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on WMT shares. Raymond James Financial reissued an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a report on Friday, March 6th. Piper Sandler reissued an “overweight” rating and issued a $137.00 price objective (up from $130.00) on shares of Walmart in a report on Friday. Tigress Financial set a $150.00 target price on shares of Walmart and gave the company a “buy” rating in a research note on Wednesday, February 25th. UBS Group reiterated a “buy” rating and issued a $147.00 target price (up from $135.00) on shares of Walmart in a research note on Friday, February 20th. Finally, Roth Mkm reiterated a “buy” rating and issued a $138.00 target price on shares of Walmart in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $138.88.

Check Out Our Latest Analysis on Walmart

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Walmart Stock Performance

NASDAQ WMT opened at $131.45 on Friday. The stock has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 47.97, a PEG ratio of 4.93 and a beta of 0.65. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $134.69. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The stock has a 50-day moving average of $126.37 and a 200 day moving average of $119.15.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.66 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Sell-side analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio is 36.13%.

About Walmart

(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.