Vectors Research Management LLC Trims Holdings in Walmart Inc. $WMT

Vectors Research Management LLC trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 19.3% during the 1st quarter, Holdings Channel reports. The firm owned 46,764 shares of the retailer’s stock after selling 11,183 shares during the period. Walmart comprises 1.7% of Vectors Research Management LLC’s investment portfolio, making the stock its 12th biggest position. Vectors Research Management LLC’s holdings in Walmart were worth $5,812,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Walmart in the fourth quarter valued at about $6,458,529,000. AQR Capital Management LLC grew its position in shares of Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Geode Capital Management LLC grew 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 purchasing an additional 6,517,394 shares in the last quarter. Capital International Investors bought a new stake in Walmart during the 4th quarter valued at approximately $592,848,000. Finally, Vanguard Group Inc. lifted its holdings in 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 in the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Activity

In other news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the completion of the sale, the chief executive officer owned 661,037 shares of the company’s stock, valued at approximately $82,021,470.96. This represents a 1.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,775 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total value of $413,891.00. Following the sale, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. This trade represents a 0.60% 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. In the last 90 days, insiders have sold 87,145 shares of company stock valued at $10,691,920. Company insiders own 0.09% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart, General Mills, and ADM announced a collaboration to expand regenerative agriculture across 40,000 Midwest wheat acres, a move that supports the company’s sustainability goals and could strengthen supplier relationships over time. General Mills, ADM, Walmart Partner to Accelerate Regenerative Agriculture Across 40,000 Midwest Wheat Acres
• Positive Sentiment: Walmart highlighted its back-to-school push, emphasizing low prices, convenience, and style, which could support near-term traffic and seasonal sales as families shop for the new school year. Walmart Helps Americans Navigate Their Annual Back-to-School Reset with Unmatched Value, Convenience and Style
• Positive Sentiment: Walmart declared its 53rd dividend increase, reinforcing its reputation as a dependable income stock and signaling management confidence in cash generation. Walmart just declared its 53rd dividend increase
• Neutral Sentiment: Coverage comparing Walmart with Johnson & Johnson framed both as defensive names with different strategies, but it did not introduce a clear new catalyst for WMT shares. Walmart vs Johnson & Johnson: Two Defensive Plays, Diverging Strategies and One Winner
• Neutral Sentiment: Analyst and media pieces again raised valuation concerns, noting Walmart’s high earnings multiple and suggesting the stock may be expensive after a strong multi-year run, which can cap upside even if fundamentals remain solid. Walmart (WMT) Stock Could Be 16% Overvalued Following Dividend Hike
• Negative Sentiment: A Zacks note said Walmart stock sank while the broader market gained, pointing to relative weakness and reinforcing investor concern that the shares may be losing momentum. Walmart (WMT) Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: Competitive commentary from Jefferies favoring Amazon as a cheaper way to gain exposure to AI infrastructure and retail may pressure Walmart by reminding investors of stronger alternatives in retail-related exposure. AMZN Stock Is Cheaper Than WMT And GOOGL
• Negative Sentiment: Reports that some Spark delivery workers are frustrated by a new app feature could indicate operational friction in Walmart’s delivery network, though the financial impact is unclear for now. Walmart delivery workers say a new app feature is sending them running around stores

Walmart Price Performance

Walmart stock opened at $112.53 on Thursday. Walmart Inc. has a 12-month low of $94.43 and a 12-month 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 firm has a 50-day moving average price of $119.44 and a 200-day moving average price of $122.08. The firm has a market capitalization of $895.52 billion, a PE ratio of 39.48, a price-to-earnings-growth ratio of 4.24 and a beta of 0.60.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.Walmart’s revenue was up 7.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.61 EPS. 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, equities research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. UBS Group set a $141.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Friday, May 22nd. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. BNP Paribas Exane decreased their price target on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a research note on Friday, May 22nd. Evercore reissued an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Finally, Morgan Stanley increased their price objective on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

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.