Wick Capital Partners LLC Has $4.27 Million Stock Holdings in Walmart Inc. $WMT

Key Points

• Wick Capital Partners sharply increased its Walmart stake by 1,459.7% in the fourth quarter, ending with 38,337 shares worth about $4.27 million.
• Institutional interest in Walmart remains strong, with large investors like Vanguard, Geode Capital Management, and Norges Bank holding or adding substantial positions. Overall, institutional investors own about 26.76% of the company.
• Wall Street remains constructive on Walmart: analysts currently rate the stock “Moderate Buy” on average, with a consensus price target of about $138.85, while the company recently reported revenue and EPS that met or beat expectations.

Wick Capital Partners LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT - Free Report) by 1,459.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 38,337 shares of the retailer's stock after purchasing an additional 35,879 shares during the quarter. Wick Capital Partners LLC's holdings in Walmart were worth $4,271,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Norges Bank bought a new position in Walmart in the 4th quarter valued at about $6,458,529,000. AQR Capital Management LLC lifted its holdings in shares of Walmart by 188.1% during the 3rd 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 period. Geode Capital Management LLC lifted its holdings in shares of Walmart by 6.8% during the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer's stock worth $11,426,753,000 after acquiring an additional 6,517,394 shares during the period. Capital International Investors acquired a new stake in shares of Walmart during the 4th quarter worth approximately $592,848,000. Finally, Vanguard Group Inc. increased its stake in Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer's stock valued at $49,015,626,000 after acquiring an additional 4,304,436 shares during the last quarter. Institutional investors own 26.76% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on WMT shares. KeyCorp restated an "overweight" rating on shares of Walmart in a research report on Friday, May 22nd. BMO Capital Markets reiterated an "outperform" rating on shares of Walmart in a research note on Friday, May 22nd. Truist Financial set a $140.00 price target on Walmart in a report on Thursday, May 21st. BNP Paribas Exane dropped their price objective on Walmart from $147.00 to $146.00 and set an "outperform" rating for the company in a research report on Friday, May 22nd. Finally, Roth Mkm reaffirmed a "buy" rating and issued a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $138.85.

Insider Activity at Walmart

In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the business's stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the company's stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the completion of the transaction, the executive vice president owned 577,853 shares of the company's stock, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 117,246 shares of company stock valued at $14,493,147. Corporate insiders own 0.09% of the company's stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels. Article Title
• Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile. Article Title
• Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
• Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
• Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
• Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
• Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Walmart Stock Performance

Shares of Walmart stock opened at $117.18 on Friday. The company's 50 day moving average price is $124.81 and its two-hundred day moving average price is $122.07. The firm has a market capitalization of $932.53 billion, a P/E ratio of 41.12, a P/E/G ratio of 4.41 and a beta of 0.59. Walmart Inc. has a fifty-two week low of $94.23 and a fifty-two week high of $135.15. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. The company had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, equities analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

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.

Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.