Walmart Inc. $WMT Shares Bought by Convergence Investment Partners LLC

Convergence Investment Partners LLC grew its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 11.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 45,067 shares of the retailer’s stock after acquiring an additional 4,511 shares during the quarter. Walmart comprises approximately 1.0% of Convergence Investment Partners LLC’s holdings, making the stock its 22nd largest position. Convergence Investment Partners LLC’s holdings in Walmart were worth $5,021,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in WMT. AQR Capital Management LLC boosted its position in Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after acquiring an additional 7,614,172 shares during the period. Vanguard Group Inc. raised its stake in shares of Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after buying an additional 4,304,436 shares in the last quarter. Amundi raised its stake in shares of Walmart by 20.5% in the 3rd quarter. Amundi now owns 23,497,921 shares of the retailer’s stock worth $2,413,236,000 after buying an additional 4,004,277 shares in the last quarter. Danske Bank A S bought a new stake in shares of Walmart in the 3rd quarter worth $294,621,000. Finally, PFA Pension Forsikringsaktieselskab bought a new stake in shares of Walmart in the 4th quarter worth $280,736,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on WMT. Citigroup reissued a “buy” rating and issued a $147.00 price objective (up from $120.00) on shares of Walmart in a research note on Thursday, February 5th. Argus raised Walmart to a “strong-buy” rating in a research note on Wednesday, February 18th. Wolfe Research reissued an “outperform” rating and issued a $137.00 price objective (up from $135.00) on shares of Walmart in a research note on Monday. Truist Financial boosted their price objective on Walmart from $127.00 to $139.00 and gave the stock a “buy” rating in a research note on Friday, February 20th. Finally, Oppenheimer reissued an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $138.88.

Insider Buying and Selling at Walmart

In other news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the completion of the sale, the executive vice president directly owned 486,764 shares of the company’s stock, valued at $62,203,571.56. This represents a 3.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $132.21, for a total value of $2,566,989.36. Following the sale, the director directly owned 4,193,995 shares of the company’s stock, valued at approximately $554,488,078.95. This represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 167,195 shares of company stock valued at $20,975,804 over the last 90 days. 0.10% of the stock is owned by insiders.

Walmart Trading Down 0.8%

Shares of NASDAQ WMT opened at $131.45 on Friday. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $134.69. The company has a market cap of $1.05 trillion, a price-to-earnings ratio of 47.97, a P/E/G ratio of 4.93 and a beta of 0.65. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The business has a fifty day simple moving average of $126.37 and a 200-day simple moving average of $119.15.

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

Walmart Announces Dividend

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

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
• Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
• Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
• Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
• Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.

Walmart 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.