World Investment Advisors Has $37.77 Million Stock Holdings in Walmart Inc. $WMT

World Investment Advisors decreased its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 5.1% in the first quarter, Holdings Channel reports. The firm owned 303,883 shares of the retailer’s stock after selling 16,331 shares during the quarter. Walmart comprises about 0.6% of World Investment Advisors’ portfolio, making the stock its 29th biggest holding. World Investment Advisors’ holdings in Walmart were worth $37,767,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management lifted its holdings in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its position in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after buying an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after buying an additional 1,048 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart News Summary

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

Walmart Stock Performance

WMT opened at $111.84 on Monday. Walmart Inc. has a 1-year low of $94.23 and a 1-year high of $135.15. The stock has a market capitalization of $890.03 billion, a PE ratio of 39.24, a PEG ratio of 4.17 and a beta of 0.60. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The firm has a 50-day moving average price of $122.15 and a two-hundred day moving average price of $122.11.

Walmart (NASDAQ:WMT) last announced its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same period in the prior year, the business earned $0.61 earnings per share. Walmart’s quarterly revenue 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. As a group, equities analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the subject of several recent analyst reports. BNP Paribas Exane dropped their price objective on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a report on Friday, May 22nd. Piper Sandler reissued an “overweight” rating on shares of Walmart in a report on Monday, June 8th. Evercore restated an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Finally, Guggenheim raised their price target on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a report on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $138.85.

Insider Transactions at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the transaction, the executive vice president owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. This represents a 0.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the stock in a transaction 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 in the company, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 104,505 shares of company stock worth $12,858,514 over the last ninety days. 0.09% of the stock is currently owned by insiders.

About Walmart

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.