Carderock Capital Management Inc. Purchases 4,797 Shares of Walmart Inc. $WMT

Carderock Capital Management Inc. boosted its position in Walmart Inc. (NASDAQ:WMT) by 12.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 44,837 shares of the retailer’s stock after buying an additional 4,797 shares during the period. Carderock Capital Management Inc.’s holdings in Walmart were worth $5,078,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of WMT. Norges Bank bought a new stake in Walmart in the fourth quarter worth approximately $6,458,529,000. AQR Capital Management LLC boosted its holdings in shares of Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after buying an additional 7,614,172 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Walmart by 6.8% during the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after buying an additional 6,517,394 shares during the period. Capital International Investors acquired a new stake in shares of Walmart during the 4th quarter worth approximately $592,848,000. Finally, Vanguard Group Inc. increased its stake in shares of Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after acquiring an additional 4,304,436 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Stock Performance

NASDAQ WMT opened at $111.55 on Wednesday. The company has a market cap of $887.72 billion, a P/E ratio of 39.14, a PEG ratio of 4.13 and a beta of 0.61. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12-month low of $95.42 and a 12-month high of $135.15. The company has a fifty day simple moving average of $114.84 and a 200 day simple moving average of $121.83.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm had revenue of $177.75 billion during the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the prior year, the business posted $0.61 earnings per share. The company’s quarterly revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Sell-side analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Advertising expansion: Walmart completed its acquisition of Vibe.co, a self-service streaming-TV advertising platform. Integrating the company into Walmart Connect should give advertisers more tools to plan, purchase and measure connected-TV campaigns, potentially strengthening Walmart’s higher-margin advertising business. Walmart Finalizes Purchase of TV Ad Platform Vibe.co
• Positive Sentiment: New growth initiatives: Walmart is expanding drone delivery in Florida through Alphabet’s Wing and offering GLP-1 weight-loss prescriptions with nutrition coaching and AI-based support. These initiatives could improve delivery competitiveness and broaden Walmart’s healthcare opportunity, although their near-term financial impact remains uncertain. Walmart Launches Florida Drone Delivery And GLP 1 Weight Loss Prescriptions
• Neutral Sentiment: Long-term case remains intact: Commentators continue to cite Walmart’s scale, e-commerce investments, advertising growth and dividend stability as reasons to hold the stock over the long term. However, these are broad investment views rather than new earnings catalysts. Is Walmart a Good Long-Term Investment?
• Negative Sentiment: Analyst downgrade and valuation concerns: Oppenheimer downgraded Walmart ahead of its upcoming earnings report, arguing that the stock’s “peakish valuation” leaves it vulnerable to a lower re-rating if U.S. comparable-sales growth slows. With Walmart trading at a relatively high earnings multiple, investors may demand strong guidance and continued momentum. Walmart Downgraded Ahead of Earnings

Insider Buying and Selling at Walmart

In related news, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the completion of the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This represents a 8.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 3,710 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $113.10, for a total value of $419,601.00. Following the completion of the sale, the executive vice president directly owned 626,299 shares of the company’s stock, valued at $70,834,416.90. The trade was a 0.59% 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 a total of 71,439 shares of company stock valued at $8,544,532 in the last three months. Insiders own 0.09% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on WMT shares. KeyCorp reiterated an “overweight” rating on shares of Walmart in a research report on Friday, May 22nd. Wolfe Research restated an “outperform” rating and issued a $137.00 price target (up from $135.00) on shares of Walmart in a report on Monday, May 11th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 price target on shares of Walmart in a research note on Wednesday, July 22nd. Mizuho set a $130.00 price objective on shares of Walmart in a report on Monday, July 27th. Finally, BTIG Research reissued a “buy” rating and set a $145.00 price objective on shares of Walmart in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $138.56.

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.