O Shaughnessy Asset Management LLC Acquires 40,964 Shares of Walmart Inc. $WMT

O Shaughnessy Asset Management LLC grew its position in shares of Walmart Inc. (NASDAQ:WMT) by 3.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,369,583 shares of the retailer’s stock after buying an additional 40,964 shares during the quarter. Walmart accounts for 0.8% of O Shaughnessy Asset Management LLC’s holdings, making the stock its 12th biggest position. O Shaughnessy Asset Management LLC’s holdings in Walmart were worth $152,599,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of WMT. CenterBook Partners LP purchased a new stake in shares of Walmart during the 4th quarter worth approximately $23,952,000. Manchester Capital Management LLC grew its stake in Walmart by 0.4% in the 4th quarter. Manchester Capital Management LLC now owns 32,847 shares of the retailer’s stock valued at $3,659,000 after buying an additional 147 shares in the last quarter. Hilton Head Capital Partners LLC purchased a new position in Walmart in the 4th quarter valued at approximately $2,496,000. IMA Advisory Services Inc. boosted its holdings in Walmart by 1.0% in the 4th quarter. IMA Advisory Services Inc. now owns 55,147 shares of the retailer’s stock valued at $6,144,000 after purchasing an additional 570 shares during the period. Finally, Endeavor Private Wealth Inc. boosted its holdings in Walmart by 4.6% in the 4th quarter. Endeavor Private Wealth Inc. now owns 13,094 shares of the retailer’s stock valued at $1,462,000 after purchasing an additional 570 shares during the period. Institutional investors own 26.76% of the company’s stock.

Insider Activity at Walmart

In related news, EVP Daniel J. Bartlett sold 1,335 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total transaction of $166,381.05. Following the completion of the transaction, the executive vice president directly owned 636,843 shares of the company’s stock, valued at approximately $79,369,743.09. This trade represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the transaction, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 117,008 shares of company stock valued at $14,492,704 in the last ninety days. Corporate insiders own 0.09% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart saw unusually heavy call-option buying, with traders purchasing 174,648 calls, about 43% above average volume. That suggests some investors are betting on a rebound or near-term upside.
• Positive Sentiment: Walmart expanded its delivery business by adding Subway meals to its Express Delivery offering, allowing customers to order freshly made food through the Walmart app or website and receive it in as little as 30 minutes. The move could help Walmart boost order frequency, strengthen its convenience proposition, and take a larger share of meal budgets. Walmart Adds Express Delivery From In-Store Restaurants, Starting With Subway®
• Positive Sentiment: Shareholders backed Walmart’s 2026 annual meeting results, and management highlighted strong FY26 performance and its omnichannel model, reinforcing confidence in the company’s growth strategy. Walmart Announces 2026 Annual Shareholders’ Meeting Voting Results

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Freedom Capital raised shares of Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Deutsche Bank Aktiengesellschaft set a $120.00 price target on shares of Walmart in a research note on Friday, February 20th. Evercore restated an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. TD Cowen restated a “buy” rating and issued a $150.00 price objective (up from $145.00) on shares of Walmart in a research report on Thursday, May 7th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $137.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Walmart Price Performance

Shares of Walmart stock opened at $118.88 on Monday. The company has a market cap of $946.06 billion, a price-to-earnings ratio of 41.71, a price-to-earnings-growth ratio of 4.44 and a beta of 0.60. The company’s 50 day moving average is $125.62 and its 200 day moving average is $121.20. Walmart Inc. has a twelve month low of $93.43 and a twelve month 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 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the prior year, the company earned $0.61 earnings per share. The firm’s 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. Research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.

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.