Walmart Inc. $WMT Shares Acquired by Altshuler Shaham Ltd

Altshuler Shaham Ltd increased its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 105.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,444 shares of the retailer's stock after buying an additional 13,030 shares during the period. Altshuler Shaham Ltd's holdings in Walmart were worth $3,162,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in WMT. Norges Bank bought a new position in Walmart during the fourth quarter worth $6,458,529,000. 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 valued at $1,199,907,000 after purchasing an additional 7,614,172 shares during the last quarter. Geode Capital Management LLC raised its holdings 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 worth $11,426,753,000 after purchasing an additional 6,517,394 shares during the period. Capital International Investors bought a new position in shares of Walmart in the 4th quarter worth about $592,848,000. Finally, Vanguard Group Inc. lifted its position in shares of Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock worth $49,015,626,000 after buying an additional 4,304,436 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Walmart

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, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $118.19, for a total value of $342,751.00. Following the transaction, the executive vice president owned 574,953 shares in the company, valued at approximately $67,953,695.07. This trade represents a 0.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 67,729 shares of company stock valued at $8,124,931 over the last three months. 0.09% of the stock is owned by company insiders.

Walmart Stock Performance

WMT stock opened at $113.10 on Wednesday. The company has a market capitalization of $900.06 billion, a P/E ratio of 39.68, a PEG ratio of 4.17 and a beta of 0.60. The company has a 50-day simple moving average of $115.89 and a 200 day simple moving average of $122.02. Walmart Inc. has a fifty-two week low of $95.42 and a fifty-two week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT - Get Free Report) last announced its 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. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the prior year, the firm posted $0.61 EPS. Walmart's revenue was up 7.4% compared to the same quarter last year. 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 fiscal year.

Wall Street Analyst Weigh In

WMT has been the subject of a number of recent research reports. Erste Group Bank downgraded shares of Walmart from a "buy" rating to a "hold" rating in a research report on Friday, June 5th. Freedom Capital raised shares of Walmart from a "strong sell" rating to a "hold" rating in a report on Thursday, May 21st. KeyCorp restated an "overweight" rating on shares of Walmart in a research note on Friday, May 22nd. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Walmart in a report on Monday, June 8th. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Walmart in a research report on Friday, May 22nd. 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 stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $138.65.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is attracting more higher-income customers through low prices, faster delivery and a broader product assortment. This could support sales growth and strengthen its competitive position beyond its traditional value-focused customer base. Can Walmart Sustain Gains Among Higher-Income Customers?
• Positive Sentiment: Walmart is using artificial intelligence behind the scenes to reduce costs and improve operating efficiency rather than selling AI products directly. Its scale, strong recent earnings and analyst Buy ratings support the view that technology could enhance profitability over time. These 3 AI Winners Don’t Sell the Tech—They Use It
• Neutral Sentiment: Walmart recently outperformed the broader market during a trading session, indicating continued momentum, although the report provides no new company-specific catalyst. Walmart Beats Stock Market Upswing
• Neutral Sentiment: Amazon overtook Walmart on the Fortune Global 500 revenue ranking, ending Walmart’s 12-year run at No. 1. The change highlights Amazon’s expanding scale and Walmart’s intense competition in retail and ecommerce, but it does not directly alter Walmart’s earnings outlook. Amazon Tops Fortune Global 500 List
• Negative Sentiment: Analysts warn that Walmart may be expensive after its substantial five-year return. A discounted cash-flow analysis suggests the stock trades above intrinsic value, while a reported salad recall adds a potential near-term reputational and operational risk. Walmart Stock Could Be Pricey After the Salad Recall
• Negative Sentiment: Another valuation review says Walmart’s durable scale advantage is not enough to offset an elevated share price relative to projected forward earnings, limiting upside if growth slows. Walmart Is at $108: Why Investors Should Pause

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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