Ontario Teachers Pension Plan Board Has $174.64 Million Holdings in Walmart Inc. $WMT

Ontario Teachers Pension Plan Board trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 5.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,694,499 shares of the retailer’s stock after selling 101,238 shares during the quarter. Walmart makes up about 3.7% of Ontario Teachers Pension Plan Board’s investment portfolio, making the stock its 5th largest holding. Ontario Teachers Pension Plan Board’s holdings in Walmart were worth $174,635,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. VeraBank N.A. increased its holdings in Walmart by 11.1% in the 3rd quarter. VeraBank N.A. now owns 5,071 shares of the retailer’s stock worth $523,000 after acquiring an additional 508 shares in the last quarter. King Luther Capital Management Corp lifted its holdings in Walmart by 0.7% during the third quarter. King Luther Capital Management Corp now owns 1,301,471 shares of the retailer’s stock valued at $134,130,000 after purchasing an additional 9,546 shares in the last quarter. Synovus Financial Corp boosted its position in shares of Walmart by 1.7% in the third quarter. Synovus Financial Corp now owns 244,975 shares of the retailer’s stock worth $25,249,000 after purchasing an additional 4,055 shares during the period. NewEdge Wealth LLC increased its stake in shares of Walmart by 1.4% in the third quarter. NewEdge Wealth LLC now owns 150,307 shares of the retailer’s stock worth $15,252,000 after purchasing an additional 2,146 shares in the last quarter. Finally, Fiscal Wisdom Wealth Management LLC bought a new stake in shares of Walmart during the 3rd quarter valued at $336,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling

In other Walmart news, EVP Donna Morris sold 76,181 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the sale, the executive vice president directly owned 402,072 shares of the company’s stock, valued at $49,772,492.88. The trade was a 15.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $119.99, for a total value of $1,574,868.75. Following the completion of the sale, the executive vice president directly owned 727,155 shares of the company’s stock, valued at $87,251,328.45. The trade was a 1.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 210,441 shares of company stock valued at $25,009,289 in the last quarter. 0.10% of the stock is currently owned by insiders.

Walmart Trading Down 1.7%

WMT stock opened at $126.62 on Thursday. The firm has a fifty day moving average price of $119.05 and a 200 day moving average price of $108.98. Walmart Inc. has a fifty-two week low of $79.81 and a fifty-two week high of $134.69. The firm has a market cap of $1.01 trillion, a PE ratio of 44.27, a price-to-earnings-growth ratio of 4.93 and a beta of 0.65. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80.

Walmart (NASDAQ:WMT) last released its quarterly earnings data 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 net margin of 3.26% and a return on equity of 21.31%. The business had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. 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 anticipate that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Q4 results: Walmart reported $0.74 EPS (beat by $0.01) and revenue of $190.66B (above consensus). The quarter showed margin improvement and operating income gains, supporting the business-quality narrative. WSJ: Walmart Reports Strong Sales Growth
• Positive Sentiment: Dividend hike: Board approved a 5% raise to an annual $0.99/share (53rd consecutive increase) — supports income investors and signals confidence in cash flow. BusinessWire: Dividend Increase
• Positive Sentiment: Top-line drivers: Global revenue +5.6% (4.9% cc), global e‑commerce +24%, and Walmart Connect advertising grew strongly — these secular growth engines (online fulfillment, marketplace, ads) underpin longer-term upside. BusinessWire: Revenue Growth & Segment Highlights
• Positive Sentiment: Institutional buying/analyst support: Several funds boosted WMT stakes, and DA Davidson reiterated a Buy with a $135 target — incremental demand and analyst backing can limit downside. TipRanks: Institutional Stake Increases StreetInsider: DA Davidson Reiterates Buy
• Neutral Sentiment: New CEO transition: This is John Furner’s first earnings cycle as CEO — investors are watching execution but the change is framed as “steady management,” so near-term impact is unclear. CNBC: Earnings Preview / New CEO
• Negative Sentiment: FY 2027 guidance below consensus: Walmart set FY2027 EPS at $2.75–2.85 versus a ~2.94 consensus — that shortfall is the main catalyst pressuring the stock (investors repricing near-term earnings).
• Negative Sentiment: Q1 guidance limited: Q1 EPS guided to $0.610 (flat range) — conservative near‑term outlook increases sensitivity to macro/consumer weakness.
• Negative Sentiment: Valuation and “priced-in” expectations: Shares have rallied (~year-to-date strength, $1T market cap), so some analysts warn the rally may be priced for perfection — guidance miss + rich multiple amplify downside risk. Seeking Alpha: Earnings Expectations / Valuation

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Morgan Stanley reaffirmed an “overweight” rating and issued a $135.00 target price (up previously from $125.00) on shares of Walmart in a report on Thursday, January 15th. Oppenheimer reaffirmed an “outperform” rating and issued a $140.00 price objective (up previously from $125.00) on shares of Walmart in a research note on Monday, February 9th. CICC Research initiated coverage on Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 target price for the company. Rothschild & Co Redburn set a $150.00 price target on Walmart in a report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft downgraded Walmart from a “buy” rating to a “hold” rating and set a $119.00 price target for the company. in a research note on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $128.59.

Walmart Company 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.