Flossbach Von Storch SE Has $37.34 Million Stock Holdings in Walmart Inc. $WMT

Flossbach Von Storch SE decreased its holdings in Walmart Inc. (NASDAQ:WMT) by 18.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 335,126 shares of the retailer’s stock after selling 77,159 shares during the quarter. Flossbach Von Storch SE’s holdings in Walmart were worth $37,336,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in WMT. Fox Run Management L.L.C. acquired a new stake in shares of Walmart during the 3rd quarter worth about $1,709,000. Harel Insurance Investments & Financial Services Ltd. grew its holdings in Walmart by 16.6% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock worth $6,567,000 after acquiring an additional 9,061 shares during the last quarter. Van ECK Associates Corp grew its holdings in 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 acquiring an additional 28,026 shares during the last quarter. Tennessee Valley Asset Management Partners grew its holdings in Walmart by 466.6% during the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock worth $1,375,000 after acquiring an additional 10,988 shares during the last quarter. Finally, Tradewinds LLC. bought a new stake in Walmart during the 3rd quarter worth about $11,077,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Stock Performance

Shares of WMT opened at $128.01 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a twelve month low of $91.89 and a twelve month high of $134.69. The firm’s 50 day moving average price is $125.46 and its two-hundred day moving average price is $117.46. The firm has a market cap of $1.02 trillion, a P/E ratio of 46.72, a PEG ratio of 4.75 and a beta of 0.66.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. During the same quarter in the previous year, the firm posted $0.66 earnings per share. The business’s revenue was up 5.6% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. On average, analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart’s payout ratio is presently 36.13%.

Insider Transactions at Walmart

In other news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total value of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares in the company, valued at $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Christopher James Nicholas sold 34,082 shares of Walmart stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $122.00, for a total transaction of $4,158,004.00. Following the completion of the sale, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This trade represents a 6.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 263,376 shares of company stock valued at $32,851,650. 0.10% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on WMT shares. Rothschild & Co Redburn set a $150.00 price objective on shares of Walmart in a report on Tuesday, February 17th. The Goldman Sachs Group reissued a “buy” rating and set a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Argus raised shares of Walmart to a “strong-buy” rating in a report on Wednesday, February 18th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 2nd. Finally, HSBC lowered shares of Walmart from a “buy” rating to a “hold” rating and increased their price objective for the stock from $122.00 to $131.00 in a report on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $137.79.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: A large institutional buyer increased its Walmart stake by 406,400 shares, signaling confidence from a professional investor and adding buying pressure to the stock. Alecta Pensionsforsakring Boosts Walmart Stake by 406,400 Shares
• Positive Sentiment: Analyst commentary ties rising consumer confidence to better demand for large retailers, listing Walmart among recommended buys — a potential tailwind for sentiment and multiple expansion. Buy Walmart and 3 More Retail Stocks as Consumer Confidence Surges
• Positive Sentiment: Walmart opened a $350M, company‑owned milk processing plant in Robinson, Texas, adding >400 jobs and strengthening its vertically integrated supply chain — a move that can improve margins and product reliability over time. Walmart Opens Third Owned and Operated Milk Processing Facility in Robinson, Texas, Creating More Than 400 New Jobs
• Positive Sentiment: Management is restructuring store leadership (eliminating store lead role, expanding higher‑paid manager/coach roles) and doubling down on fashion/private labels — positioned as a productivity and margin‑enhancing pivot that appears to be supporting the recent share rally. Walmart Reshapes Store Leadership And Fashion Push As Shares Rally
• Neutral Sentiment: Media coverage details elimination of the store lead role and new high‑pay managerial tracks; useful for monitoring execution risk and labor costs but not an immediate revenue driver on its own. Walmart eliminates store lead positions as managers making $400K stay for longer
• Neutral Sentiment: A supplier, Axil Brands, expanded product listings at Walmart — positive for assortment breadth but primarily a modest revenue/traffic benefit at the supplier level rather than a material Walmart catalyst. Axil Brands Climbs After Deepening Walmart Partnership
• Neutral Sentiment: NBPure launched an exclusive health product at Walmart — expands private‑label/partner assortment and convenience for shoppers, but likely a small, incremental sales contributor. NBPure Launches Exclusive MagO7 60-Count at Walmart, Expanding Access to Its Best-Selling Gut Cleanse

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.