Welch & Forbes LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 535,229 shares of the retailer’s stock after purchasing an additional 5,858 shares during the period. Welch & Forbes LLC’s holdings in Walmart were worth $59,630,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Fox Run Management L.L.C. acquired a new stake in shares of Walmart in the third quarter valued at about $1,709,000. Van ECK Associates Corp raised its position in shares of Walmart by 2.9% in the third 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 last quarter. Life Cycle Investment Partners Ltd acquired a new stake in shares of Walmart in the fourth quarter valued at about $40,855,000. Tennessee Valley Asset Management Partners raised its position in shares of Walmart by 466.6% in the third 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 last quarter. Finally, King Luther Capital Management Corp raised its position in shares of Walmart by 8.8% in the fourth quarter. King Luther Capital Management Corp now owns 1,415,423 shares of the retailer’s stock valued at $157,692,000 after buying an additional 113,952 shares during the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.
Insider Activity
In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the completion of the sale, the executive vice president directly owned 577,853 shares in the company, valued at $71,607,543.76. This trade 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 is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director owned 4,174,579 shares of the company’s stock, valued at approximately $495,230,306.77. This represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 137,008 shares of company stock valued at $17,048,504 in the last quarter. Insiders own 0.10% of the company’s stock.
Wall Street Analyst Weigh In
View Our Latest Research Report on Walmart
Walmart News Summary
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
- Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
- Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
- Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
- Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
- Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon
Walmart Price Performance
Walmart stock opened at $115.75 on Friday. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The stock has a market cap of $922.64 billion, a P/E ratio of 40.61, a PEG ratio of 4.32 and a beta of 0.65. The company has a 50-day moving average price of $126.11 and a 200 day moving average price of $120.61. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42.
Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period last year, the business earned $0.61 earnings per share. Walmart’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. Sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.
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.
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