Walmart Inc. $WMT Shares Bought by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 60.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,762,821 shares of the retailer’s stock after buying an additional 664,250 shares during the period. Walmart comprises 1.2% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s investment portfolio, making the stock its 13th biggest holding. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Walmart were worth $219,083,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of WMT. Janney Montgomery Scott LLC boosted its position in Walmart by 2.9% during the first quarter. Janney Montgomery Scott LLC now owns 2,416,580 shares of the retailer’s stock worth $300,333,000 after purchasing an additional 68,632 shares in the last quarter. Union Bancaire Privee UBP SA increased its position in shares of Walmart by 253.3% in the first quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock valued at $47,728,000 after buying an additional 275,337 shares in the last quarter. Vise Technologies Inc. raised its stake in shares of Walmart by 42.1% during the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after buying an additional 81,635 shares during the last quarter. Van ECK Associates Corp raised its stake in shares of Walmart by 2.9% during the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after buying an additional 28,026 shares during the last quarter. Finally, Life Cycle Investment Partners Ltd purchased a new stake in shares of Walmart in the 4th quarter worth about $40,855,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of research reports. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. BNP Paribas Exane cut their target price on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a research report on Friday, May 22nd. TD Cowen reaffirmed a “buy” rating and issued a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Erste Group Bank lowered shares of Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. Finally, Piper Sandler reissued an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being viewed as a defensive winner in a cautious consumer environment, with commentary pointing to resilient grocery spending, strong omnichannel execution, and growth in advertising and membership revenue as reasons the stock could grind higher. Article Title
• Positive Sentiment: Analysts remain broadly constructive on Walmart, and new commentary highlighted strong interest in the company’s Google AI partnership for “agentic shopping,” which could support future digital commerce growth and ecosystem monetization. Article Title
• Positive Sentiment: Unusual options activity showed bullish positioning, with traders buying far more WMT call options than usual, suggesting some investors are betting on a rebound. Article Title
• Neutral Sentiment: Wall Street continues to rate Walmart favorably overall, with several firms reiterating buy-equivalent ratings and an average price target above current levels, though not enough to fully offset recent valuation concerns.
• Negative Sentiment: Investor concern remains over slowing U.S. comparable sales and the company’s reliance on price cuts and tariff refunds to manage inventory, which could pressure margins if the trend continues. Article Title
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 3,775 shares in a pre-arranged 10b5-1 transaction, a routine filing but still a small negative sentiment item for traders. Article Title

Insider Buying and Selling at Walmart

In other news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the transaction, the executive vice president owned 120,203 shares of the company’s stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president directly owned 630,009 shares in the company, valued at $69,074,186.76. The trade was 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. Over the last quarter, insiders sold 104,505 shares of company stock valued at $12,858,514. Corporate insiders own 0.09% of the company’s stock.

Walmart Price Performance

WMT opened at $111.84 on Friday. The firm has a market cap of $890.03 billion, a P/E ratio of 39.24, a PEG ratio of 4.17 and a beta of 0.60. The business’s fifty day simple moving average is $122.15 and its 200 day simple moving average is $122.07. Walmart Inc. has a 52 week low of $94.23 and a 52 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 announced its earnings results 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 during 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%. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the company 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. As a group, equities research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

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.