Walmart Inc. $WMT Shares Purchased by Joho Capital LLC

Joho Capital LLC grew its stake in shares of Walmart Inc. (NASDAQ:WMT) by 88.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,850 shares of the retailer’s stock after purchasing an additional 9,800 shares during the quarter. Walmart makes up about 0.5% of Joho Capital LLC’s holdings, making the stock its 7th biggest position. Joho Capital LLC’s holdings in Walmart were worth $2,323,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Entrust Financial LLC acquired a new stake in shares of Walmart in the 4th quarter valued at approximately $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of Walmart in the 3rd quarter valued at about $30,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart in the 4th quarter valued at about $30,000. Bay Harbor Wealth Management LLC lifted its stake in shares of Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the period. Finally, Clayton Financial Group LLC boosted its holdings in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after buying an additional 193 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is being highlighted by analysts as one of the best large-cap S&P 500 stocks to buy, reflecting continued confidence in its scale, defensive business model, and long-term earnings power. Walmart (WMT) – Among the 14 Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Walmart’s advertising and retail media revenue is surging as marketplace growth and seller spending increase, supporting a higher-margin growth engine beyond traditional retail sales. Walmart’s Advertising Revenues Soar: Is Retail Media Paying Off?
• Positive Sentiment: Walmart is expanding its delivery offering by adding Subway meals delivery, reinforcing its convenience strategy and broadening customer traffic and online order opportunities. Walmart Inc (WMT) Adds Subway Meals Delivery. Get the Bigger Picture
• Neutral Sentiment: A recent article argues Walmart’s 9.2% pullback may be tied to fuel costs and consumer pressure, but says strong e-commerce, marketplace, and higher-margin growth keep the investment case intact. How to Play Walmart Stock After Its Recent 9.2% Pullback?
• Negative Sentiment: Walmart EVP Daniel J. Bartlett sold 1,385 shares in a pre-arranged 10b5-1 transaction, a modest insider sale that can add to near-term investor caution even though it was not an open-market surprise. SEC Form 4 – Daniel J. Bartlett

Walmart Stock Down 2.4%

Shares of WMT opened at $118.13 on Thursday. Walmart Inc. has a fifty-two week low of $94.09 and a fifty-two week high of $135.15. The company’s fifty day moving average is $124.92 and its two-hundred day moving average is $122.03. The firm has a market cap of $940.09 billion, a PE ratio of 41.45, a price-to-earnings-growth ratio of 4.52 and a beta of 0.59. 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 released its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period in the prior 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. Analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on WMT. HSBC downgraded Walmart from a “buy” rating to a “hold” rating and raised their price objective for the company from $122.00 to $131.00 in a research note on Friday, February 20th. Argus upgraded shares of Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Craig Hallum set a $150.00 price target on shares of Walmart in a report on Friday, March 6th. Finally, Tigress Financial reiterated a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Insider Activity

In related news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director directly owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value of $359,368.00. Following the completion of the transaction, the executive vice president owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This represents a 0.50% 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. Insiders sold 117,246 shares of company stock worth $14,493,147 in the last quarter. Insiders own 0.09% of the company’s stock.

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.