Walmart Inc. $WMT Shares Acquired by Navellier & Associates Inc.

Posted by Geri Gentry on Sep 1st, 2026

Walmart logo Navellier & Associates Inc. increased its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 4.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 116,873 shares of the retailer’s stock after purchasing an additional 5,014 shares during the quarter. Walmart accounts for 1.0% of Navellier & Associates Inc.’s investment portfolio, making the stock its 20th largest position. Navellier & Associates Inc.’s holdings in Walmart were worth $13,237,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. State Street Corp increased its holdings in Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after buying an additional 2,242,364 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Walmart by 6.8% during the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after acquiring an additional 6,517,394 shares in the last quarter. Bank of America Corp DE acquired a new stake in shares of Walmart in the 2nd quarter worth approximately $7,455,131,000. Norges Bank acquired a new stake in shares of Walmart in the 4th quarter worth approximately $6,458,529,000. Finally, Fisher Asset Management LLC increased its stake in Walmart by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock valued at $4,526,238,000 after purchasing an additional 328,229 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart agreed to pay $50 million to settle U.S. Justice Department allegations involving improperly filled opioid prescriptions. Although the settlement carries a financial cost and reputational risk, it is viewed favorably because it resolves litigation that had exposed the company to potentially billions of dollars in civil penalties. Walmart described the payment as immaterial. Walmart escapes major legal penalty for a fraction of the cost
Positive Sentiment: Walmart’s U.S. marketplace sales increased 52%, supported by a broader product selection, greater use of fulfillment services and international expansion in Mexico and Canada. Sustaining this momentum could improve e-commerce growth and marketplace profitability. Walmart’s Marketplace Momentum Builds
Positive Sentiment: Tigress Financial reaffirmed its buy rating and set a $155 price target, implying substantial upside from recent trading levels. This reflects confidence in Walmart’s long-term earnings and growth prospects. Benzinga analyst rating
Neutral Sentiment: Commentary highlights Walmart’s 53-year record of dividend increases and notes that the stock is well below its peak. However, its dividend yield remains relatively low and its valuation is still elevated compared with the broader market. Walmart dividend analysis
Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS estimates, signaling expectations for slower earnings growth or increased cost pressure. Walmart’s recent earnings-related share-price weakness also indicates that investors remain sensitive to the company’s premium valuation. FY2027 EPS Estimates for Walmart Cut

Walmart Price Performance

WMT stock opened at $104.87 on Tuesday. Walmart Inc. has a 1 year low of $95.79 and a 1 year high of $135.15. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The stock’s 50 day moving average price is $111.65 and its 200 day moving average price is $120.24. The firm has a market cap of $834.56 billion, a P/E ratio of 37.86, a PEG ratio of 3.92 and a beta of 0.61.

Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.07. The company had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.Walmart’s revenue was up 5.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, sell-side analysts expect that Walmart Inc. will post 2.87 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Raymond James Financial reaffirmed an “outperform” rating and set a $130.00 price objective on shares of Walmart in a report on Friday, August 21st. Jefferies Financial Group reissued a “buy” rating and issued a $120.00 target price on shares of Walmart in a report on Friday, August 21st. TD Cowen restated a “buy” rating on shares of Walmart in a research report on Friday, August 21st. Deutsche Bank Aktiengesellschaft set a $113.00 price target on Walmart in a research note on Friday, August 21st. Finally, BTIG Research decreased their price objective on shares of Walmart from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $131.88.

View Our Latest Report on Walmart

Insider Buying and Selling

In related news, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the transaction, the executive vice president owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. The trade was a 0.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president owned 125,067 shares in the company, valued at approximately $14,985,527.94. This trade represents a 8.74% 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 77,292 shares of company stock worth $8,421,143 in the last ninety days. 0.09% of the stock is currently owned by insiders.

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.