Ontario Teachers Pension Plan Board Has $33.93 Million Stake in Walmart Inc. $WMT

Ontario Teachers Pension Plan Board grew its position in Walmart Inc. (NASDAQ:WMT) by 1,684.5% in the second quarter, HoldingsChannel.com reports. The fund owned 299,561 shares of the retailer’s stock after buying an additional 282,774 shares during the quarter. Ontario Teachers Pension Plan Board’s holdings in Walmart were worth $33,928,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of WMT. Entrust Financial LLC acquired a new stake in Walmart during the 4th quarter valued at $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Walmart in the first quarter worth $29,000. Bay Harbor Wealth Management LLC boosted its stake in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares in the last quarter. Sankala Group LLC bought a new stake in shares of Walmart during the fourth quarter worth $33,000. Finally, Motiv8 Investments LLC bought a new stake in shares of Walmart during the fourth quarter worth $34,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Price Performance

Shares of WMT stock opened at $103.70 on Friday. The stock has a 50-day moving average price of $113.35 and a 200 day moving average price of $121.26. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The firm has a market cap of $825.25 billion, a price-to-earnings ratio of 37.44, a PEG ratio of 3.93 and a beta of 0.61. Walmart Inc. has a 12 month low of $95.42 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. During the same period in the previous year, the business posted $0.68 EPS. The company’s quarterly revenue was up 5.9% compared to the same quarter last year. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Research analysts expect that Walmart Inc. will post 2.86 EPS for the current year.

Insider Activity at Walmart

In other Walmart news, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the transaction, the executive vice president owned 569,153 shares in the company, valued at $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. 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. Insiders have sold 57,064 shares of company stock worth $6,697,788 over the last 90 days. Insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on WMT shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $125.00 price target (down from $140.00) on shares of Walmart in a report on Friday. UBS Group decreased their price objective on shares of Walmart from $141.00 to $130.00 and set a “buy” rating on the stock in a report on Friday. Deutsche Bank Aktiengesellschaft set a $113.00 price objective on shares of Walmart in a research report on Friday. Truist Financial set a $114.00 target price on shares of Walmart and gave the stock a “buy” rating in a research report on Friday. Finally, Wells Fargo & Company reduced their target price on shares of Walmart from $140.00 to $120.00 and set an “overweight” rating on the stock in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $131.88.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report
• Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights
• Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout
• Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations.
• Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business.
• Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points.
• Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending.

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.