19,313 Shares in Walmart Inc. $WMT Bought by Havemeyer Place LP

Key Points

• Havemeyer Place LP opened a new position in Walmart during the fourth quarter, buying 19,313 shares worth about $2.15 million.
• Several other institutional investors also added to or initiated stakes in Walmart, while hedge funds and other institutions now own 26.76% of the company’s stock.
• Walmart reported strong quarterly results with $177.75 billion in revenue, beating estimates, and analysts remain broadly positive with a Moderate Buy consensus and a target price of $138.85.

Havemeyer Place LP bought a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 19,313 shares of the retailer's stock, valued at approximately $2,152,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Entrust Financial LLC bought a new stake in Walmart in the 4th quarter valued at about $27,000. Collier Financial bought a new stake in Walmart in the 3rd quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new stake in Walmart in the 4th quarter valued at about $30,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the 3rd quarter valued at about $30,000. Finally, Bay Harbor Wealth Management LLC boosted its position in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer's stock worth $32,000 after buying an additional 105 shares during the period. Institutional investors and hedge funds own 26.76% of the company's stock.

Insider Activity

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the transaction, the executive vice president directly owned 120,203 shares of the company's stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO John R. Furner sold 13,125 shares of the stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares of the company's stock, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 117,008 shares of company stock worth $14,492,704 in the last quarter. 0.09% of the stock is currently owned by corporate insiders.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart saw unusually heavy call-option buying, with traders purchasing 174,648 calls, about 43% above average volume. That suggests some investors are betting on a rebound or near-term upside.
• Positive Sentiment: Walmart expanded its delivery business by adding Subway meals to its Express Delivery offering, allowing customers to order freshly made food through the Walmart app or website and receive it in as little as 30 minutes. The move could help Walmart boost order frequency, strengthen its convenience proposition, and take a larger share of meal budgets. Walmart Adds Express Delivery From In-Store Restaurants, Starting With Subway®
• Positive Sentiment: Shareholders backed Walmart’s 2026 annual meeting results, and management highlighted strong FY26 performance and its omnichannel model, reinforcing confidence in the company’s growth strategy. Walmart Announces 2026 Annual Shareholders' Meeting Voting Results

Analyst Ratings Changes

Several brokerages have recently issued reports on WMT. BMO Capital Markets reiterated an "outperform" rating on shares of Walmart in a research report on Friday, May 22nd. KeyCorp reiterated an "overweight" rating on shares of Walmart in a research report on Friday, May 22nd. UBS Group set a $141.00 price objective on Walmart and gave the stock a "buy" rating in a research report on Friday, May 22nd. Royal Bank Of Canada reiterated an "outperform" rating and set a $137.00 price objective (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. Finally, Jefferies Financial Group set a $145.00 target price on shares of Walmart in a research note on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $138.85.

Walmart Stock Performance

Shares of NASDAQ WMT opened at $118.88 on Friday. The stock has a fifty day moving average price of $125.62 and a two-hundred day moving average price of $121.07. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market cap of $946.06 billion, a P/E ratio of 41.71, a PEG ratio of 4.44 and a beta of 0.59. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $135.15.

Walmart (NASDAQ:WMT - Get Free Report) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.66. The firm had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm's quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the company posted $0.61 EPS. 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 forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart 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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