BLI Banque de Luxembourg Investments Makes New $5.71 Million Investment in Walmart Inc. $WMT

Key Points

• BLI Banque de Luxembourg Investments opened a new position in Walmart during the fourth quarter, buying 51,000 shares worth about $5.71 million.
• Several other institutional investors also increased their stakes, and institutions now own 26.76% of Walmart’s stock, signaling continued professional interest in the retailer.
• Walmart reported solid operating results and upbeat analyst coverage: Q1 revenue rose 7.4% year over year, e-commerce sales climbed 26%, and analysts maintain a Moderate Buy consensus with an average price target of $138.85.

BLI Banque de Luxembourg Investments acquired a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 51,000 shares of the retailer's stock, valued at approximately $5,708,000.

A number of other large investors have also added to or reduced their stakes in the company. Gaddis Premier Wealth Advisors LLC purchased a new position in shares of Walmart in the 4th quarter worth approximately $648,000. X Square Capital LLC boosted its holdings in shares of Walmart by 1.0% in the 4th quarter. X Square Capital LLC now owns 36,088 shares of the retailer's stock worth $4,020,000 after purchasing an additional 374 shares during the period. Commonwealth Retirement Investments LLC boosted its position in shares of Walmart by 1.4% during the fourth quarter. Commonwealth Retirement Investments LLC now owns 8,400 shares of the retailer's stock valued at $936,000 after buying an additional 120 shares during the period. Waddell & Associates LLC boosted its position in shares of Walmart by 6.3% during the fourth quarter. Waddell & Associates LLC now owns 54,173 shares of the retailer's stock valued at $6,035,000 after buying an additional 3,203 shares during the period. Finally, Cerity Partners LLC boosted its position in shares of Walmart by 5.3% during the fourth quarter. Cerity Partners LLC now owns 3,171,875 shares of the retailer's stock valued at $353,381,000 after buying an additional 160,667 shares during the period. Institutional investors own 26.76% of the company's stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: RBC said Walmart could gain a competitive edge through partnerships with quick-service restaurants, which could help drive more traffic, broaden customer engagement, and strengthen its ecosystem. Walmart Poised to Gain Competitive Advantage Through Quick Service Restaurant Partnerships, RBC Says
• Positive Sentiment: Walmart’s e-commerce sales rose 26% in Q1 fiscal 2027, with growth coming from store pickup, delivery, and marketplace expansion, reinforcing the view that its digital business is becoming a bigger profit driver. Walmart's E-commerce Improves 26%: Is Margin Expansion Next?
• Positive Sentiment: Walmart Connect is opening new off-site advertising opportunities, expanding a high-margin revenue stream that can lift profitability faster than traditional retail sales. Walmart (WMT) Opens New Opportunities For Advertisers Beyond Its Own Platform
• Positive Sentiment: RBC also said Walmart remains confident in its competitive positioning despite pricing pressure, suggesting it can defend share even if inflation or tariffs squeeze consumers. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says
• Neutral Sentiment: Oppenheimer said Walmart continues to project an upbeat management tone and stay focused on value, reinforcing a steady long-term narrative rather than a major new catalyst. Walmart Maintains Upbeat Tone, Reinforces Value Strategy, Oppenheimer Says
• Neutral Sentiment: Several articles noted Walmart is attracting unusual investor attention, but these pieces were mostly commentary and screening updates rather than fresh fundamental news. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Walmart’s increased use of AI, employee messaging around AI-related job concerns, and philanthropic disaster-response spending support the company’s strategic and brand image, but are not likely to move the stock much on their own.
• Negative Sentiment: Analysts also flagged pricing pressure and tariff-related cost uncertainty, which could weigh on margins and explain some of the recent pullback in the shares.

Insider Transactions at Walmart

In other news, CEO John R. Furner sold 13,125 shares of the business's stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the transaction, the director directly owned 4,174,579 shares of the company's stock, valued at approximately $495,230,306.77. The trade was 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. In the last quarter, insiders sold 117,008 shares of company stock worth $14,492,704. Company insiders own 0.09% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on WMT. Roth Mkm restated a "buy" rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Royal Bank Of Canada restated an "outperform" rating and set a $137.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Mizuho boosted their price objective on Walmart from $125.00 to $137.00 and gave the company an "outperform" rating in a report on Monday, February 9th. Oppenheimer restated 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. Finally, BNP Paribas Exane dropped their price objective on Walmart from $147.00 to $146.00 and set an "outperform" rating for the company in a 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 given a Hold rating to the company. Based on data from MarketBeat.com, Walmart has a consensus rating of "Moderate Buy" and an average target price of $138.85.

Walmart Price Performance

Shares of WMT stock opened at $119.83 on Tuesday. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.15. The stock has a market capitalization of $953.62 billion, a price-to-earnings ratio of 42.05, a P/E/G ratio of 4.44 and a beta of 0.60. The stock has a fifty day simple moving average of $125.57 and a two-hundred day simple moving average of $121.33. 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 issued its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analysts' expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the prior year, the business earned $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. On average, analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal 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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