Walmart Inc. $WMT Shares Purchased by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

Key Points

• United Super Pty Ltd (Construction & Building Unions Superannuation Fund) boosted its Walmart stake 13.4% in Q3 to 415,479 shares worth $42.82M, making WMT 1.6% of the fund and its 23rd largest holding.
• Walmart beat quarterly estimates, reporting $0.74 EPS (vs. $0.73 expected) and $190.66B revenue, and issued FY2027 guidance of $2.75–$2.85 EPS versus analyst expectations around 2.55 EPS.
• Market and shareholder signals: Walmart carries a market cap near $987B with a consensus "Moderate Buy" and $135.76 target, while insiders have sold roughly $34.1M of stock in the past 90 days.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 13.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 415,479 shares of the retailer's stock after purchasing an additional 49,242 shares during the quarter. Walmart makes up 1.6% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's investment portfolio, making the stock its 23rd biggest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's holdings in Walmart were worth $42,819,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the stock. Fox Run Management L.L.C. acquired a new stake in Walmart in the third quarter valued at $1,709,000. CWM LLC boosted its position in shares of Walmart by 24.2% during the 3rd quarter. CWM LLC now owns 1,175,703 shares of the retailer's stock worth $121,168,000 after acquiring an additional 229,220 shares in the last quarter. Neuberger Berman Group LLC increased its holdings in shares of Walmart by 0.8% in the 2nd quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer's stock valued at $497,771,000 after acquiring an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. increased its holdings in shares of Walmart by 16.6% in the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer's stock valued at $6,567,000 after acquiring an additional 9,061 shares during the last quarter. Finally, Aviva PLC raised its position in shares of Walmart by 16.4% during the 2nd quarter. Aviva PLC now owns 3,833,720 shares of the retailer's stock worth $374,861,000 after acquiring an additional 539,504 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Walmart Stock Up 0.4%

WMT opened at $123.80 on Friday. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The business has a 50 day moving average price of $121.87 and a two-hundred day moving average price of $111.00. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The company has a market cap of $986.71 billion, a PE ratio of 45.18, a P/E/G ratio of 4.61 and a beta of 0.66.

Walmart (NASDAQ:WMT - Get Free Report) last announced its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. The company had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company's revenue was up 5.6% on a year-over-year basis. During the same period last year, the business posted $0.66 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. As a group, research analysts anticipate that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a $0.2475 dividend. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart's dividend payout ratio (DPR) is 34.31%.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: OpenAI reportedly pulling back on direct purchases in ChatGPT could send more checkout traffic to retailer apps, giving Walmart’s commerce and app ecosystem an advantage. ChatGPT's Retail Retreat Hands Walmart An AI Advantage: Analyst
• Positive Sentiment: Analyst commentary and re‑rated fair‑value models are lifting the tech/AI narrative around Walmart, producing higher price targets and supporting upside expectations from investors focused on digital and ads monetization. How Walmart (WMT) Is Rewriting Its Story With Tech, AI And A Richer Valuation Debate
• Positive Sentiment: Company execution reminders — new store formats and ongoing omnichannel growth — reinforce the core retail case that underpins earnings stability. Walmart Opens Next Generation Supercenter in The Villages
• Neutral Sentiment: Investor attention is high — search and readership spikes (Zacks/Yahoo) and conference transcripts give analysts more to parse but contain no single market‑moving surprise. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: A reported sale by a 10% Walmart owner totaling roughly $136.45M adds supply pressure and can prompt short‑term negative sentiment despite not reflecting company fundamentals. 10% Owner Of Walmart Sold $136.45M In Stock
• Negative Sentiment: Analyses highlight a cautious forward outlook and attention to a ~$100M regulatory settlement tied to the Spark Driver program — both factors that pressured the stock in recent sessions. Walmart slides as cautious outlook and regulatory settlement weigh on sentiment
• Negative Sentiment: Ongoing tariff and import risks remain a margin headwind risk given Walmart’s large import footprint; rising trade frictions could pressure costs if not passed to customers. Walmart: Navigating A Bumpy Tariff Environment

Insider Buying and Selling

In other news, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $122.00, for a total value of $4,158,004.00. Following the sale, the executive vice president owned 533,466 shares of the company's stock, valued at $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the transaction, the chief executive officer owned 4,315,333 shares in the company, valued at approximately $482,583,689.39. This trade represents a 0.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 279,703 shares of company stock worth $34,140,843 in the last ninety days. Insiders own 0.10% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on WMT. Wall Street Zen cut Walmart from a "buy" rating to a "hold" rating in a research note on Sunday, January 18th. Roth Mkm reissued a "buy" rating and set a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Mizuho boosted their price objective on shares of Walmart from $125.00 to $137.00 and gave the stock an "outperform" rating in a research report on Monday, February 9th. Wells Fargo & Company restated an "overweight" rating and issued a $140.00 target price (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Finally, Morgan Stanley reiterated an "overweight" rating and set a $135.00 price target (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat, Walmart has a consensus rating of "Moderate Buy" and a consensus target price of $135.76.

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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