1,691,493 Shares in Walmart Inc. $WMT Bought by Capital World Investors

Capital World Investors acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,691,493 shares of the retailer’s stock, valued at approximately $174,325,000.

A number of other hedge funds have also recently modified their holdings of the business. Fox Run Management L.L.C. purchased a new stake in Walmart in the third quarter worth about $1,709,000. CWM LLC lifted its holdings in shares of Walmart by 24.2% during the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after purchasing an additional 229,220 shares during the last quarter. Neuberger Berman Group LLC lifted its holdings in shares of Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock valued at $497,771,000 after purchasing an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its position 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 worth $6,567,000 after purchasing an additional 9,061 shares in the last quarter. Finally, World Investment Advisors boosted its position in shares of Walmart by 5.2% in the 3rd quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after purchasing an additional 14,487 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of WMT opened at $123.49 on Thursday. The company has a market cap of $984.24 billion, a price-to-earnings ratio of 45.07, a P/E/G ratio of 4.66 and a beta of 0.66. The business’s fifty day simple moving average is $122.61 and its two-hundred day simple moving average is $111.53. Walmart Inc. has a 12 month low of $79.81 and a 12 month high of $134.69. 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) last posted its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion during the quarter, compared to analysts’ expectations 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 previous year, the business earned $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. Research analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

Walmart Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be given a $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart’s payout ratio is 36.13%.

Insider Buying and Selling at Walmart

In other news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total value of $2,171,291.28. Following the completion of the sale, the chief executive officer directly owned 4,315,333 shares in the company, valued at $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the transaction, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 279,703 shares of company stock worth $34,140,843. 0.10% of the stock is owned by company insiders.

Analyst Ratings Changes

WMT has been the subject of a number of analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research report on Wednesday, January 21st. Citigroup reissued a “buy” rating and issued a $147.00 target price (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. KeyCorp restated an “overweight” rating and set a $145.00 price target (up from $128.00) on shares of Walmart in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on Walmart in a research report on Friday, February 20th. Finally, CICC Research initiated coverage on shares of Walmart in a research note on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $135.76.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart-backed Flipkart is reportedly preparing for an IPO as soon as this year — an eventual listing could unlock value for Walmart’s investment, attract new investor interest, and be a longer-term positive for WMT’s equity story. Walmart-backed Flipkart preps for an IPO as early as this year
• Positive Sentiment: BofA interprets OpenAI’s pullback on direct shopping inside ChatGPT as a net positive for Walmart, as it reduces a near-term competitive threat to Walmart’s e‑commerce and advertising growth plans. That view supports WMT’s digital/omnichannel outlook. BofA Calls Open AI News a Positive for Walmart Inc. (WMT)
• Positive Sentiment: An idea piece highlights ETFs that could benefit as consumers tighten budgets, signaling potential sector tailwinds for discount and warehouse retailers like Walmart if shoppers remain value‑focused. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets (WMT)
• Positive Sentiment: 7 Brew is rolling out Ready‑to‑Drink coffees in Walmart stores across Arkansas — a small merchandising win that can incrementally boost in‑store sales and assortment breadth. 7 Brew Launches Ready‑to‑Drink Coffees in Walmart Stores Across Arkansas
• Neutral Sentiment: Valuation/momentum coverage notes recent share-price moves (strong 1‑year TSR and mixed short‑term performance). This piece provides context for why some investors may be trimming positions after a run. A Look At Walmart (WMT) Valuation After Recent Share Price Momentum
• Neutral Sentiment: Worldly hired a former Walmart human‑rights senior director to lead social‑risk strategy — notable for reputation and supply‑chain governance but unlikely to move the stock materially. Worldly Hires Former Walmart Human Rights Senior Director to Lead Social Risk Strategy
• Negative Sentiment: An analyst/compare piece argues Costco may be the better buy given its membership economics and comp performance — such comparisons can weigh on Walmart’s relative valuation and encourage rotation into perceived higher‑quality retail names. Walmart vs. Costco: Which Stock Is the Better Buy?

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.