Triglav Investments D.O.O. Has $38.72 Million Stake in Walmart Inc. $WMT

Triglav Investments D.O.O. lifted its position in shares of Walmart Inc. (NASDAQ:WMT) by 5.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 311,518 shares of the retailer’s stock after purchasing an additional 15,495 shares during the quarter. Walmart accounts for approximately 2.7% of Triglav Investments D.O.O.’s investment portfolio, making the stock its 10th largest holding. Triglav Investments D.O.O.’s holdings in Walmart were worth $38,715,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of WMT. Merkkuri Wealth Advisors LLC acquired a new stake in Walmart during the first quarter worth $29,000. Entrust Financial LLC bought a new stake in Walmart in the 4th quarter valued at $27,000. Beacon Financial Strategies CORP acquired a new position in shares of Walmart in the 4th quarter valued at $30,000. Bay Harbor Wealth Management LLC raised its stake in shares of Walmart by 57.4% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after buying an additional 105 shares in the last quarter. Finally, Clayton Financial Group LLC lifted its holdings in shares of Walmart by 193.0% during the 4th quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after acquiring an additional 193 shares during the period. 26.76% of the stock is currently owned by institutional investors.

Walmart Stock Performance

NASDAQ:WMT opened at $114.78 on Tuesday. The stock has a market capitalization of $913.43 billion, a P/E ratio of 40.27, a price-to-earnings-growth ratio of 4.25 and a beta of 0.60. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 1 year low of $94.38 and a 1 year high of $135.15. The firm has a 50 day moving average of $120.14 and a 200-day moving average of $122.06.

Walmart (NASDAQ:WMT) last released its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period last year, the firm posted $0.61 EPS. The business’s revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on WMT. Truist Financial set a $140.00 target price on shares of Walmart in a research note on Thursday, May 21st. Tigress Financial restated a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a report on Monday, June 8th. Erste Group Bank lowered Walmart from a “buy” rating to a “hold” rating in a research note on Friday, June 5th. Finally, TD Cowen restated a “buy” rating and set a $150.00 target price (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. 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. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts and market commentary are emphasizing Walmart’s defensive profile versus peers, arguing that WMT offers strong recession-resistant exposure and an edge in AI integration and automation. Walmart Vs. Costco: Buy Walmart Over Costco for Defensive Coverage and AI Integration Superiority
• Positive Sentiment: Recent coverage says Walmart+ is helping drive recurring revenue, record membership additions, and stronger digital engagement, supported by faster delivery and broader omnichannel growth. Can Walmart+ Membership Keep WMT’s Growth Momentum Alive?
• Positive Sentiment: Multiple articles frame WMT as a stock investors are watching closely, with one note highlighting that the shares have recently moved higher and asking whether they remain attractive to buy. Walmart (NASDAQ:WMT) Shares Up 1.5% – Time to Buy?
• Neutral Sentiment: Options-market activity suggests traders are positioning for a larger move in Walmart, but the headline does not specify direction, so the near-term impact is uncertain. Are Options Traders Betting on a Big Move in Walmart Stock?
• Neutral Sentiment: Other articles mainly compare Walmart with peers or note that it is trending among investors, which adds visibility but does not point to a clear catalyst on its own. JSAIY or WMT: Which Is the Better Value Stock Right Now?

Insider Buying and Selling

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the sale, the executive vice president owned 630,009 shares of the company’s stock, valued at $69,074,186.76. This represents a 0.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 104,505 shares of company stock valued at $12,858,514 in the last 90 days. 0.09% of the stock is owned by corporate insiders.

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.