Walmart Inc. $WMT Position Raised by Patton Fund Management Inc.

Patton Fund Management Inc. grew its position in shares of Walmart Inc. (NASDAQ:WMT) by 1,040.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 25,976 shares of the retailer’s stock after acquiring an additional 23,698 shares during the quarter. Patton Fund Management Inc.’s holdings in Walmart were worth $3,228,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Vise Technologies Inc. raised its stake in shares of Walmart by 42.1% in the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after buying an additional 81,635 shares in the last quarter. Union Bancaire Privee UBP SA lifted its holdings in Walmart by 253.3% in the 1st quarter. Union Bancaire Privee UBP SA now owns 384,034 shares of the retailer’s stock valued at $47,728,000 after acquiring an additional 275,337 shares during the last quarter. Van ECK Associates Corp boosted its position in shares of Walmart by 2.9% during the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after purchasing an additional 28,026 shares in the last quarter. Life Cycle Investment Partners Ltd bought a new stake in shares of Walmart in the 4th quarter worth approximately $40,855,000. Finally, Vantus Wealth LLC acquired a new stake in Walmart during the fourth quarter valued at approximately $1,087,000. Institutional investors own 26.76% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart said usage of its AI assistant Sparky has doubled, and the tool appears to be helping drive larger digital baskets, which supports the company’s omnichannel growth story. Walmart’s Sparky Usage Doubles: Is AI Driving Bigger Orders?
• Positive Sentiment: Walmart+ fuel discounts remain a popular membership perk, highlighting continued engagement with the subscription program and potential support for retention and recurring revenue. Walmart+ Executive Says Fuel Discounts Supercharge Member Engagement
• Positive Sentiment: Walmart is expanding in-house career pathways to train opticians, a move that could ease labor shortages in its Vision Center and Sam’s Club optical businesses while supporting service expansion. Walmart Expands In-House Career Pathways to Train Opticians
• Neutral Sentiment: Walmart is drawing elevated investor attention, but the coverage mainly reflects renewed interest rather than a clear new fundamental driver. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Recent commentary notes Walmart’s shares are being compared with peers like Costco, underscoring that investors are still debating the best retail valuation and growth mix rather than reacting to a company-specific shock. Walmart vs Costco: This Is The Better Stock To Buy
• Negative Sentiment: One article says Walmart’s valuation remains rich relative to its growth outlook, which may be pressuring the stock as investors question how much upside is left at current levels. Walmart (WMT) Stock Weighs Rich Valuation Against E-Commerce And Store Investment Potential
• Negative Sentiment: The stock also slipped in the latest session despite a broader market uptick, reinforcing near-term selling pressure. Walmart (WMT) Stock Falls Amid Market Uptick: What Investors Need to Know

Walmart Price Performance

Shares of NASDAQ:WMT opened at $113.26 on Wednesday. The company’s fifty day moving average is $123.25 and its two-hundred day moving average is $122.22. 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 Inc. has a 12-month low of $94.23 and a 12-month high of $135.15. The company has a market cap of $901.33 billion, a P/E ratio of 39.74, a price-to-earnings-growth ratio of 4.27 and a beta of 0.59.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. During the same quarter in the prior year, the company earned $0.61 earnings per share. The company’s revenue for the quarter 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. Equities analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insider Buying and Selling at Walmart

In other news, 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 owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Daniel J. Bartlett sold 1,385 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $119.83, for a total value of $165,964.55. Following the completion of the sale, the executive vice president directly owned 633,784 shares of the company’s stock, valued at $75,946,336.72. This represents a 0.22% decrease in their position. 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 100,730 shares of company stock valued at $12,444,624 in the last quarter. Corporate insiders own 0.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on WMT. Evercore reissued an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. BNP Paribas Exane reduced their target price on Walmart from $147.00 to $146.00 and set an “outperform” rating for the company in a report on Friday, May 22nd. Morgan Stanley increased their price target on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Wolfe Research reissued an “outperform” rating and issued a $137.00 price target (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Walmart presently has a consensus rating of “Moderate Buy” and an average price target of $138.85.

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.