Sherry Group Inc. Invests $2.36 Million in Walmart Inc. $WMT

Key Points

• Sherry Group Inc. initiated a new position in Walmart during the fourth quarter, buying 21,108 shares valued at about $2.36 million. The stake makes Walmart roughly 2.5% of the fund’s portfolio and its 10th-largest holding.
• Walmart reported a strong quarter, with earnings per share of $0.74 topping estimates and revenue of $190.66 billion beating forecasts. Revenue rose 5.6% from a year earlier, and the company maintained FY2027 guidance of 2.75 to 2.85 EPS.
• Wall Street remains broadly positive on Walmart, with analysts giving it an average Buy rating and an average target price of $138.88. Institutional ownership is also heavy, with major investors like Vanguard and AQR increasing their stakes.

Sherry Group Inc. bought a new position in Walmart Inc. (NASDAQ:WMT - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 21,108 shares of the retailer's stock, valued at approximately $2,362,000. Walmart comprises about 2.5% of Sherry Group Inc.'s investment portfolio, making the stock its 10th biggest holding.

Other large investors have also recently made changes to their positions in the company. AQR Capital Management LLC increased its stake in Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer's stock worth $1,199,907,000 after acquiring an additional 7,614,172 shares during the last quarter. Vanguard Group Inc. increased its stake in Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock worth $49,015,626,000 after acquiring an additional 4,304,436 shares during the last quarter. Amundi increased its stake in Walmart by 20.5% during the third quarter. Amundi now owns 23,497,921 shares of the retailer's stock worth $2,413,236,000 after acquiring an additional 4,004,277 shares during the last quarter. Danske Bank A S bought a new stake in Walmart during the third quarter worth approximately $294,621,000. Finally, PFA Pension Forsikringsaktieselskab bought a new stake in Walmart during the fourth quarter worth approximately $280,736,000. 26.76% of the stock is owned by institutional investors.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $131.45 on Monday. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $134.69. The business has a 50 day simple moving average of $126.37 and a two-hundred day simple moving average of $119.25. The firm has a market capitalization of $1.05 trillion, a PE ratio of 47.97, a price-to-earnings-growth ratio of 4.85 and a beta of 0.65. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.79 and a quick ratio of 0.24.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The business had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the previous year, the business earned $0.66 earnings per share. The company's revenue for the quarter was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. On average, equities analysts predict that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be given a dividend of $0.2475 per share. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart's payout ratio is 36.13%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Weiss Ratings reissued a "buy (b)" rating on shares of Walmart in a research note on Monday, April 20th. Wells Fargo & Company reissued an "overweight" rating and set a $140.00 price objective (up from $130.00) on shares of Walmart in a research note on Tuesday, February 10th. The Goldman Sachs Group reissued a "buy" rating and set a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. DA Davidson set a $150.00 price objective on Walmart and gave the stock a "buy" rating in a research note on Friday, February 20th. Finally, Piper Sandler reissued an "overweight" rating and set a $137.00 price objective (up from $130.00) on shares of Walmart in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Buy" and an average target price of $138.88.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the business's stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the completion of the transaction, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total value of $2,460,201.36. Following the transaction, the director owned 4,023,209 shares of the company's stock, valued at $509,780,812.39. This trade represents a 0.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 167,195 shares of company stock valued at $20,975,804. 0.10% of the stock is owned by company insiders.

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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