Forsta AP Fonden Has $137.40 Million Stock Position in Walmart Inc. $WMT

Forsta AP Fonden grew its position in Walmart Inc. (NASDAQ:WMT) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,233,300 shares of the retailer’s stock after buying an additional 82,600 shares during the quarter. Walmart makes up approximately 0.8% of Forsta AP Fonden’s portfolio, making the stock its 16th largest position. Forsta AP Fonden’s holdings in Walmart were worth $137,402,000 at the end of the most recent reporting period.

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

Analyst Upgrades and Downgrades

Several research analysts have commented on WMT shares. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and raised their target price for the stock from $122.00 to $131.00 in a report on Friday, February 20th. Morgan Stanley raised their target price on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Argus upgraded shares of Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. Finally, Erste Group Bank upgraded shares of Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 2nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Key Walmart News

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

Walmart Stock Performance

WMT stock opened at $115.75 on Friday. The stock has a market cap of $922.64 billion, a P/E ratio of 40.61, a P/E/G ratio of 4.44 and a beta of 0.65. The firm has a 50 day simple moving average of $126.11 and a 200 day simple moving average of $120.61. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15.

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

Insider Activity

In related news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on 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 transaction, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 137,008 shares of company stock valued at $17,048,504. 0.10% of the stock is currently owned by company insiders.

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.