Walmart Inc. $WMT Shares Sold by Factory Mutual Insurance Co.

Key Points

• Factory Mutual Insurance Co. cut its stake in Walmart by 10% in Q4, selling 67,750 shares and leaving it with 611,826 shares worth about $68.16 million.
• Insiders have been net sellers: CEO John R. Furner and director C. Douglas McMillon sold shares (13,125 and 19,416 respectively), and insiders disposed of 274,278 shares totaling roughly $33.83 million over the quarter.
• Wall Street remains broadly positive—the consensus rating is "Buy" with a $137.12 average price target—but the stock is up ~14% YTD, trading at a premium (P/E 46.28), prompting some valuation and profit‑taking concerns.

Factory Mutual Insurance Co. lowered its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 10.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 611,826 shares of the retailer's stock after selling 67,750 shares during the quarter. Factory Mutual Insurance Co.'s holdings in Walmart were worth $68,164,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Capstone Wealth Management LLC raised its stake in shares of Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer's stock worth $552,000 after buying an additional 89 shares in the last quarter. Matrix Trust Co raised its position in Walmart by 20.0% during the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer's stock worth $61,000 after acquiring an additional 91 shares during the last quarter. HRC Wealth Management LLC lifted its stake in Walmart by 4.4% in the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer's stock valued at $246,000 after buying an additional 94 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Walmart by 1.0% during the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer's stock valued at $1,023,000 after acquiring an additional 96 shares during the last quarter. Finally, Hunter Associates Investment Management LLC boosted its stake in shares of Walmart by 0.9% during the 4th quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer's stock worth $1,274,000 after purchasing an additional 97 shares during the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst note: Zacks highlights Walmart as well‑positioned for industry trends — omnichannel execution, digital transformation, advertising and membership initiatives should help WMT navigate margin pressure and capture share. 2 Supermarket Stocks Well-Positioned to Capitalize on Industry Trends
• Positive Sentiment: Institutional endorsement: Billionaire Israel Englander’s Millennium (longtime 13F holder) lists WMT among top picks, signaling sustained hedge‑fund conviction that can support the stock. Walmart Inc. (WMT): Israel Englander Is Bullish on This Retail Giant
• Positive Sentiment: Media bullishness: Jim Cramer called Walmart a “juggernaut,” which tends to attract retail interest and can amplify momentum buying. Jim Cramer Calls Walmart “A Stock That Truly Defines the Term Juggernaut”
• Positive Sentiment: Strategic growth levers: independent analysis notes Walmart is accelerating AI, higher‑margin ad revenue and membership/automation initiatives — structural profit drivers that can justify multiple expansion if execution continues. Assessing Walmart (WMT) Valuation As AI And Higher‑Margin Profit Engines Reshape The Business
• Positive Sentiment: New initiatives: coverage notes an EV‑charging rollout tied to Walmart sites — diversifies services, adds traffic to stores and strengthens ESG/infra narrative. Walmart EV Charging Push Adds New Dimension To Investment Case
• Neutral Sentiment: Market context: Barron’s piece on CEO changes notes retailer stocks (including Walmart) have moved with leadership transitions — supportive background but not a direct catalyst today. Retail CEO Changes Really Can Move Stocks. Just Look at Walmart and Target.
• Neutral Sentiment: Increased attention: Zacks reports heavy investor search activity for WMT — more eyeballs can boost liquidity and volatility but is non‑directional. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: Valuation and profit‑taking concerns: several pieces note WMT is up ~14% YTD and trades at a premium multiple, prompting discussion of “buy, hold or take profits” and creating room for near‑term selling. Walmart Stock Gains 14% YTD: Buy, Hold or Take Profits Now?
• Negative Sentiment: Small analyst tweak: Erste Group nudged FY2028 EPS slightly lower (minor cut), showing some analyst sensitivity to outlook — not a large revision but contributes to cautious tone. Erste Group reduces FY2028 estimate for Walmart

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Erste Group Bank raised shares of Walmart from a "hold" rating to a "strong-buy" rating in a research report on Thursday, April 2nd. Tigress Financial set a $150.00 target price on Walmart and gave the stock a "buy" rating in a research report on Wednesday, February 25th. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a research note on Friday, February 20th. Wall Street Zen cut Walmart from a "buy" rating to a "hold" rating in a research note on Sunday, January 18th. Finally, Rothschild & Co Redburn set a $150.00 price objective on shares of Walmart in a research note on Tuesday, February 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus price target of $137.12.

Insider Buying and Selling

In other news, CEO John R. Furner sold 13,125 shares of the company's stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the sale, the chief executive officer owned 687,287 shares in the company, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm's stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total transaction of $2,391,274.56. Following the completion of the transaction, the director owned 4,213,406 shares in the company, valued at $518,923,082.96. The trade was a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 274,278 shares of company stock worth $33,825,793. Insiders own 0.10% of the company's stock.

Walmart Trading Up 0.0%

Shares of NASDAQ:WMT opened at $126.82 on Monday. Walmart Inc. has a twelve month low of $90.01 and a twelve month high of $134.69. The firm has a market cap of $1.01 trillion, a P/E ratio of 46.28, a P/E/G ratio of 4.72 and a beta of 0.66. The company has a 50 day moving average of $125.86 and a 200-day moving average of $115.27. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings data 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 business had revenue of $190.66 billion during the quarter, compared to analyst estimates 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 quarter in the prior year, the firm posted $0.66 earnings per share. 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, analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders 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 dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, December 11th. Walmart's dividend payout ratio is 36.13%.

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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