Easterly Investment Partners LLC Has $4.61 Million Stock Position in Walmart Inc. $WMT

Key Points

• Easterly Investment Partners cut its Walmart stake by 18.3% in the fourth quarter, leaving it with 41,390 shares valued at about $4.61 million.
• Several other institutional investors remained heavily invested in Walmart, including Vanguard, State Street, Geode Capital Management, and Norges Bank, with institutions owning about 26.76% of the stock.
• Walmart reported quarterly EPS of $0.66, matching estimates, while revenue rose 7.4% year over year to $177.75 billion; analysts still rate the stock a Moderate Buy with an average target price of $138.85.

Easterly Investment Partners LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 18.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,390 shares of the retailer's stock after selling 9,240 shares during the quarter. Easterly Investment Partners LLC's holdings in Walmart were worth $4,611,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock valued at $49,015,626,000 after purchasing an additional 4,304,436 shares in the last quarter. State Street Corp lifted its position in shares of Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer's stock valued at $19,046,104,000 after purchasing an additional 2,242,364 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer's stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares in the last quarter. Norges Bank bought a new position in shares of Walmart during the fourth quarter valued at about $6,458,529,000. Finally, Fisher Asset Management LLC lifted its position in shares of Walmart by 0.8% during 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 purchasing an additional 328,229 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Walmart

In other news, EVP Christopher James Nicholas sold 2,900 shares of the firm's stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the transaction, the executive vice president directly owned 577,853 shares of the company's stock, valued at $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. The transaction 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 the firm'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 $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. Over the last ninety days, insiders sold 117,008 shares of company stock valued at $14,492,704. 0.09% of the stock is currently owned by company insiders.

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 Stock Performance

NASDAQ WMT opened at $115.75 on Monday. The firm has a market cap of $922.64 billion, a P/E ratio of 40.61, a price-to-earnings-growth ratio of 4.32 and a beta of 0.60. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The company's 50 day moving average is $126.11 and its 200-day moving average is $120.73. 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 the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period last year, the firm earned $0.61 EPS. Walmart's revenue for the quarter was up 7.4% on a year-over-year basis. 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 predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. The Goldman Sachs Group reissued a "buy" rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Mizuho raised their price target on shares of Walmart from $125.00 to $137.00 and gave the company an "outperform" rating in a research report on Monday, February 9th. UBS Group set a $141.00 price target on shares of Walmart and gave the company a "buy" rating in a research report on Friday, May 22nd. Craig Hallum set a $150.00 price target on shares of Walmart in a research report on Friday, March 6th. Finally, Morgan Stanley raised their price target on shares of Walmart from $135.00 to $140.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $138.85.

About Walmart

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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