Y Intercept Hong Kong Ltd Has $15.68 Million Position in Walmart Inc. $WMT

Key Points

• Y Intercept Hong Kong Ltd dramatically increased its Walmart stake in the first quarter, boosting holdings by 1,891% to 126,130 shares valued at about $15.68 million.
• Major institutional investors remain heavily invested in Walmart, with firms like Vanguard, State Street, and Geode Capital all adding to their positions; institutions now own 26.76% of the company.
• Wall Street analysts are still broadly bullish on Walmart, with multiple buy-equivalent ratings and a consensus target price of $138.85, even as the stock trades below its recent highs.

Y Intercept Hong Kong Ltd raised its stake in Walmart Inc. (NASDAQ:WMT - Free Report) by 1,891.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 126,130 shares of the retailer's stock after buying an additional 119,795 shares during the period. Y Intercept Hong Kong Ltd's holdings in Walmart were worth $15,675,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. 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 purchasing an additional 4,304,436 shares during the period. State Street Corp increased its position in shares of Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer's stock worth $19,046,104,000 after buying an additional 2,242,364 shares during the period. Geode Capital Management LLC increased its position 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 buying an additional 6,517,394 shares during the period. Norges Bank bought a new position in Walmart during the fourth quarter worth $6,458,529,000. Finally, Fisher Asset Management LLC raised its stake in Walmart by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer's stock worth $4,526,238,000 after buying an additional 328,229 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. UBS Group set a $141.00 price target on shares of Walmart and gave the company a "buy" rating in a research report on Friday, May 22nd. Tigress Financial reissued a "buy" rating and issued a $155.00 price objective (up from $150.00) on shares of Walmart in a research report on Friday, May 29th. Evercore reissued an "outperform" rating on shares of Walmart in a research note on Monday, May 18th. Piper Sandler restated an "overweight" rating on shares of Walmart in a research report on Monday, June 8th. Finally, Morgan Stanley raised their target price on Walmart from $135.00 to $140.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. One 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 MarketBeat.com, Walmart currently has a consensus rating of "Moderate Buy" and a consensus target price of $138.85.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

Insiders Place Their Bets

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the firm's stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the sale, the executive vice president owned 125,067 shares of the company's stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the company's stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 104,505 shares of company stock valued at $12,858,514. 0.09% of the stock is currently owned by corporate insiders.

Walmart Stock Performance

WMT opened at $111.84 on Friday. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The company has a market cap of $890.03 billion, a P/E ratio of 39.24, a price-to-earnings-growth ratio of 4.17 and a beta of 0.60. The company has a fifty day moving average price of $122.15 and a two-hundred day moving average price of $122.07.

Walmart (NASDAQ:WMT - Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business's quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter 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. Analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Company 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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