Walmart Inc. $WMT Position Reduced by Clearbridge Investments LLC

Clearbridge Investments LLC trimmed its stake in shares of Walmart Inc. (NASDAQ:WMT) by 17.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,445,521 shares of the retailer’s stock after selling 716,129 shares during the quarter. Clearbridge Investments LLC’s holdings in Walmart were worth $383,865,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in WMT. Collier Financial bought a new position in Walmart during the 3rd quarter valued at $25,000. Entrust Financial LLC bought a new position in Walmart during the 4th quarter valued at $27,000. Redmont Wealth Advisors LLC bought a new position in Walmart during the 3rd quarter valued at $30,000. Beacon Financial Strategies CORP bought a new position in Walmart during the 4th quarter valued at $30,000. Finally, Bay Harbor Wealth Management LLC boosted its stake in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

WMT has been the topic of a number of research analyst reports. Craig Hallum set a $150.00 price objective on shares of Walmart in a research note on Friday, March 6th. Evercore reiterated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. BNP Paribas Exane reduced their price objective 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. Deutsche Bank Aktiengesellschaft set a $120.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, KeyCorp restated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Walmart Trading Up 1.0%

Shares of NASDAQ:WMT opened at $118.88 on Friday. The company has a market cap of $946.06 billion, a PE ratio of 41.71, a P/E/G ratio of 4.44 and a beta of 0.59. The company’s 50-day moving average price is $125.62 and its 200 day moving average price is $121.07. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

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 the consensus estimate of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. Walmart’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period last year, the firm posted $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. Sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart saw unusually heavy call-option buying, with traders purchasing 174,648 calls, about 43% above average volume. That suggests some investors are betting on a rebound or near-term upside.
• Positive Sentiment: Walmart expanded its delivery business by adding Subway meals to its Express Delivery offering, allowing customers to order freshly made food through the Walmart app or website and receive it in as little as 30 minutes. The move could help Walmart boost order frequency, strengthen its convenience proposition, and take a larger share of meal budgets. Walmart Adds Express Delivery From In-Store Restaurants, Starting With Subway®
• Positive Sentiment: Shareholders backed Walmart’s 2026 annual meeting results, and management highlighted strong FY26 performance and its omnichannel model, reinforcing confidence in the company’s growth strategy. Walmart Announces 2026 Annual Shareholders’ Meeting Voting Results

Insider Activity

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction dated 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 directly owned 687,287 shares in the company, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 117,008 shares of company stock worth $14,492,704 in the last 90 days. 0.09% of the stock is currently owned by corporate 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.