Heritage Investors Management Corp Sells 6,358 Shares of Walmart Inc. $WMT

Posted by George Bondi on May 22nd, 2026

Walmart logo Heritage Investors Management Corp trimmed its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 1.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 491,628 shares of the retailer’s stock after selling 6,358 shares during the period. Walmart makes up approximately 1.6% of Heritage Investors Management Corp’s portfolio, making the stock its 14th biggest position. Heritage Investors Management Corp’s holdings in Walmart were worth $54,772,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in WMT. Collier Financial bought a new stake in Walmart in the 3rd quarter valued at about $25,000. Entrust Financial LLC bought a new stake in Walmart in the 4th quarter valued at about $27,000. Your Advocates Ltd. LLP bought a new stake in Walmart in the 3rd quarter valued at about $28,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the 3rd quarter valued at about $30,000. Finally, Beacon Financial Strategies CORP bought a new stake in Walmart in the 4th quarter valued at about $30,000. 26.76% of the stock is owned by institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart reported Q1 EPS of $0.66, ahead of estimates, on revenue of $177.75 billion, also above expectations. The company also highlighted strong underlying growth drivers, including 26% global e-commerce growth and 37% growth in advertising revenue. Article Title
Positive Sentiment: Management reaffirmed its long-term strategy and kept annual targets in place, which supports the view that Walmart’s core business remains resilient despite a cautious consumer backdrop. Article Title
Neutral Sentiment: Analysts noted that Walmart continues to benefit from value-seeking shoppers, but the market is also watching whether the company can sustain growth if consumers become more stressed by inflation and higher fuel costs. Article Title
Negative Sentiment: Walmart’s Q2 guidance came in below analyst forecasts, with EPS and revenue outlooks both disappointing investors. That weaker near-term guidance is the main reason the stock is falling today. Article Title
Negative Sentiment: Management warned that high gas prices are squeezing household budgets and raising Walmart’s transportation and logistics costs, increasing the risk of margin pressure even as shoppers shift toward cheaper purchases. Article Title

Walmart Price Performance

Shares of NASDAQ WMT opened at $121.34 on Friday. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.15. The stock’s 50 day moving average price is $126.83 and its 200-day moving average price is $120.03. The company has a market capitalization of $967.20 billion, a PE ratio of 44.28, a PEG ratio of 4.84 and a beta of 0.65. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT – Get Free Report) last announced its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the previous year, the business earned $0.61 EPS. The company’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. On average, equities analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

Insiders Place Their Bets

In related news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total value of $2,555,800.00. Following the transaction, the executive vice president owned 486,764 shares in the company, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Christopher James Nicholas sold 2,900 shares of the company’s 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 transaction, the executive vice president owned 596,008 shares in the company, valued at approximately $74,334,117.76. The trade was a 0.48% 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 109,983 shares of company stock valued at $13,908,797 in the last quarter. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have commented on WMT shares. Roth Mkm reissued a “buy” rating and set a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Oppenheimer reissued an “outperform” rating and set a $140.00 price objective (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Truist Financial set a $140.00 price objective on Walmart in a report on Thursday. DA Davidson set a $150.00 price objective on Walmart and gave the stock a “buy” rating in a report on Friday, February 20th. Finally, TD Cowen reissued 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. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Walmart has an average rating of “Buy” and a consensus price target of $138.91.

Check Out Our Latest Research Report on WMT

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.