15,802 Shares in Walmart Inc. $WMT Acquired by Winning Points Advisors LLC

Key Points

• Winning Points Advisors LLC opened a new position in Walmart, buying 15,802 shares valued at about $1.76 million in the fourth quarter. Walmart now represents roughly 1.6% of the firm’s portfolio.
• Institutional ownership remains strong, with major holders like Vanguard, State Street, Geode Capital, and Norges Bank adding or holding large stakes. Overall, institutions and hedge funds own 26.76% of Walmart’s shares.
• Walmart reported quarterly EPS of $0.66, matching estimates, while revenue of $177.75 billion beat expectations and rose 7.4% year over year. Analysts remain broadly positive, with a consensus rating of Moderate Buy and a price target of $138.85.

Winning Points Advisors LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 15,802 shares of the retailer's stock, valued at approximately $1,761,000. Walmart makes up approximately 1.6% of Winning Points Advisors LLC's investment portfolio, making the stock its 11th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. increased its position in Walmart by 1.0% during the 4th 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 in the last quarter. State Street Corp increased its position in Walmart by 1.2% during the 3rd 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 in the last quarter. Geode Capital Management LLC increased its position in 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 purchasing an additional 6,517,394 shares in the last quarter. Norges Bank acquired a new stake in Walmart during the 4th quarter worth approximately $6,458,529,000. Finally, Fisher Asset Management LLC grew its position in Walmart by 0.8% in the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer's stock valued at $4,526,238,000 after acquiring an additional 328,229 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Stock Performance

Walmart stock opened at $120.50 on Friday. The company has a market cap of $958.95 billion, a PE ratio of 42.28, a P/E/G ratio of 4.50 and a beta of 0.59. The company has a fifty day moving average price of $125.36 and a two-hundred day moving average price of $121.66. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts' consensus estimates of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm's revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $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. Research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Upgrades and Downgrades

WMT has been the subject of several recent research reports. BTIG Research reaffirmed a "buy" rating and issued a $145.00 price objective on shares of Walmart in a research report on Wednesday, June 3rd. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. BNP Paribas Exane lowered their price objective on shares of Walmart from $147.00 to $146.00 and set an "outperform" rating for the company in a research report on Friday, May 22nd. Telsey Advisory Group increased their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an "outperform" rating in a research report on Friday, February 20th. Finally, KeyCorp reaffirmed an "overweight" rating on shares of Walmart in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $138.85.

Insider Transactions at Walmart

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the firm's stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the sale, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the sale, the executive vice president owned 577,853 shares in the company, valued at $71,607,543.76. The trade was a 0.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 117,008 shares of company stock valued at $14,492,704 over the last quarter. Insiders own 0.09% of the company's stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart's head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart's AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.