PFG Investments LLC Has $12.93 Million Stock Holdings in Walmart Inc. $WMT

PFG Investments LLC trimmed its position in shares of Walmart Inc. (NASDAQ:WMT) by 6.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 104,020 shares of the retailer’s stock after selling 7,249 shares during the period. Walmart makes up approximately 0.6% of PFG Investments LLC’s holdings, making the stock its 26th largest holding. PFG Investments LLC’s holdings in Walmart were worth $12,928,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in WMT. Norges Bank bought a new stake in shares of Walmart during the fourth quarter valued at approximately $6,458,529,000. AQR Capital Management LLC raised its stake in shares of Walmart by 188.1% in the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock valued at $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares in the last quarter. Capital International Investors bought a new position in Walmart in the fourth quarter worth $592,848,000. Finally, Vanguard Group Inc. lifted its position in Walmart by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after purchasing an additional 4,304,436 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $111.84 on Monday. Walmart Inc. has a 52-week low of $94.23 and a 52-week high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The business has a fifty day moving average of $122.15 and a two-hundred day moving average of $122.11. The stock has a market cap of $890.03 billion, a PE ratio of 39.24, a PEG ratio of 4.17 and a beta of 0.60.

Walmart (NASDAQ:WMT) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. The business had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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. As a group, equities research analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have issued reports on WMT shares. Evercore reissued an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $137.00 price objective (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. BTIG Research reissued a “buy” rating and issued a $145.00 target price on shares of Walmart in a research note on Wednesday, June 3rd. Wolfe Research reissued an “outperform” rating and issued a $137.00 price target (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Finally, Truist Financial set a $140.00 price target on shares of Walmart in a research note on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

Key Stories Impacting Walmart

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

Insider Activity

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $118.19, for a total transaction of $342,751.00. Following the sale, the executive vice president directly owned 574,953 shares of the company’s stock, valued at approximately $67,953,695.07. This represents a 0.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 104,505 shares of company stock valued at $12,858,514. Corporate insiders own 0.09% of the company’s stock.

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.