Walmart Inc. $WMT Stake Lifted by Mitchell Capital Management Co.

Mitchell Capital Management Co. grew its stake in Walmart Inc. (NASDAQ:WMT) by 6.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 100,413 shares of the retailer’s stock after acquiring an additional 6,325 shares during the quarter. Walmart comprises about 2.0% of Mitchell Capital Management Co.’s portfolio, making the stock its 10th biggest position. Mitchell Capital Management Co.’s holdings in Walmart were worth $11,187,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Stockman Wealth Management Inc. increased its holdings in shares of Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after acquiring an additional 87 shares during the period. Capstone Wealth Management LLC increased its holdings in shares of Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after acquiring an additional 89 shares during the period. Ellenbecker Investment Group increased its holdings in shares of Walmart by 0.6% in the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock valued at $1,613,000 after acquiring an additional 90 shares during the period. Matrix Trust Co increased its holdings in shares of Walmart by 20.0% in the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after acquiring an additional 91 shares during the period. Finally, Frazier Financial Advisors LLC increased its holdings in shares of Walmart by 4.1% in the 4th quarter. Frazier Financial Advisors LLC now owns 2,362 shares of the retailer’s stock valued at $263,000 after acquiring an additional 93 shares during the period. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
• Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
• Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
• Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
• Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
• Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

Insider Activity

In related news, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president directly owned 577,853 shares in the company, valued at $71,607,543.76. The trade was a 0.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction 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 owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 137,008 shares of company stock worth $17,048,504 over the last quarter. Company insiders own 0.10% of the company’s stock.

Walmart Stock Down 2.6%

Shares of WMT stock opened at $115.75 on Friday. Walmart Inc. has a 1-year low of $93.43 and a 1-year high of $135.15. The stock’s fifty day moving average price is $126.11 and its 200 day moving average price is $120.61. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The company has a market cap of $922.64 billion, a price-to-earnings ratio of 40.61, a price-to-earnings-growth ratio of 4.32 and a beta of 0.65.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate 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 for the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the business earned $0.61 EPS. The firm’s revenue for the quarter 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. On average, research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on WMT. Piper Sandler reiterated an “overweight” rating and issued a $137.00 price target (up from $130.00) on shares of Walmart in a report on Friday, May 15th. Bank of America began coverage on Walmart in a report on Friday, February 27th. They issued a “buy” rating and a $150.00 price target on the stock. BMO Capital Markets reiterated an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. Morgan Stanley lifted their price target on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, 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.