Callan Family Office LLC Makes New $20.76 Million Investment in Walmart Inc. $WMT

Callan Family Office LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT) during the second quarter, HoldingsChannel reports. The fund acquired 183,286 shares of the retailer’s stock, valued at approximately $20,759,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp grew its stake 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 valued at $19,046,104,000 after purchasing an additional 2,242,364 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares in the last quarter. Norges Bank bought a new position in Walmart in the 4th quarter worth approximately $6,458,529,000. Fisher Asset Management LLC raised its position in Walmart by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after purchasing an additional 328,229 shares during the last quarter. Finally, Franklin Resources Inc. lifted its holdings in Walmart by 2.6% during the 4th quarter. Franklin Resources Inc. now owns 36,820,550 shares of the retailer’s stock worth $4,102,546,000 after buying an additional 920,969 shares in the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Insiders Place Their Bets

In other news, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the sale, the director directly owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. This represents a 0.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the sale, the executive vice president owned 125,067 shares in the company, valued at $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 57,064 shares of company stock valued at $6,697,788 in the last ninety days. 0.09% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have commented on the company. Guggenheim set a $130.00 price objective on Walmart and gave the company a “buy” rating in a research report on Friday. Wells Fargo & Company dropped their target price on Walmart from $140.00 to $120.00 and set an “overweight” rating for the company in a research report on Friday, August 21st. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Cantor Fitzgerald upgraded Walmart to a “buy” rating in a report on Friday. Finally, Deutsche Bank Aktiengesellschaft set a $113.00 price objective on Walmart in a research report on Friday. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and an average target price of $131.88.

Walmart Price Performance

WMT opened at $105.38 on Wednesday. The company has a fifty day moving average price of $112.75 and a two-hundred day moving average price of $120.93. The firm has a market capitalization of $838.62 billion, a PE ratio of 38.04, a P/E/G ratio of 4.05 and a beta of 0.61. Walmart Inc. has a 52 week low of $95.42 and a 52 week high of $135.15. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter in the prior year, the business posted $0.68 EPS. The firm’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. As a group, analysts anticipate that Walmart Inc. will post 2.87 earnings per share for the current year.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s Sparky AI shopping assistant reportedly generates 40% higher customer spending among users, while the company is also integrating AI into advertising and exploring technology partnerships with OpenAI and ChatGPT. These efforts could lift conversion, basket sizes and future digital-advertising revenue. Walmart Sparky AI article
• Positive Sentiment: The launch of Scenario, a women’s fashion brand with most products priced below $25, is designed to attract younger, trend-conscious shoppers and strengthen Walmart’s position in apparel. Its value pricing may help the retailer compete more directly with Amazon. Walmart Scenario fashion brand article
• Positive Sentiment: Analysts’ consensus price target of approximately $128 remains well above recent trading levels, suggesting some Wall Street analysts view the selloff as excessive. Walmart also exceeded quarterly EPS and revenue expectations and raised its full-year sales-growth outlook to 4%-5%.
• Neutral Sentiment: Walmart is rolling out NFC tap-to-pay across U.S. stores and clubs, improving checkout convenience and aligning with broader mobile-wallet adoption. The change may support engagement but is unlikely to materially alter near-term earnings. Walmart NFC rollout article
• Negative Sentiment: U.S. comparable sales increased only 2.6%, below the 3.8% consensus estimate and representing Walmart’s slowest comparable-sales growth in six years. Higher gasoline prices and broader economic pressure may be making consumers more cautious, despite the earnings beat. Walmart comparable-sales miss article
• Negative Sentiment: Amazon’s share of U.S. clothing spending doubled to 17% in 2025 from 8.5% in 2019, while Walmart’s share edged lower. The widening gap raises concerns about Walmart’s ability to gain share in an important retail category. Amazon and Walmart clothing-share article
• Negative Sentiment: Commentators argue WMT still trades at a premium valuation—roughly 36 times forward earnings—despite decelerating growth and cautious consumer trends. That leaves less room for disappointment and has amplified the post-earnings decline.

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.