Motley Fool Asset Management LLC Reduces Holdings in Walmart Inc. $WMT

Motley Fool Asset Management LLC trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 32.5% in the 4th quarter, HoldingsChannel reports. The firm owned 403,796 shares of the retailer’s stock after selling 194,760 shares during the quarter. Walmart accounts for 1.8% of Motley Fool Asset Management LLC’s portfolio, making the stock its 12th biggest position. Motley Fool Asset Management LLC’s holdings in Walmart were worth $44,987,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of WMT. Brighton Jones LLC lifted its position in shares of Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after purchasing an additional 21,939 shares during the period. Revolve Wealth Partners LLC lifted its position in Walmart by 5.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after acquiring an additional 485 shares during the period. Peterson Wealth Management lifted its position in Walmart by 3.5% during the 1st quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares during the period. Sivia Capital Partners LLC lifted its position in Walmart by 0.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares during the period. Finally, Schnieders Capital Management LLC. lifted its position in Walmart by 1.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock valued at $8,931,000 after acquiring an additional 1,048 shares during the period. 26.76% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding its retail media platform and adding new third-party ad integrations, which could increase higher-margin advertising revenue. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation
• Positive Sentiment: The company is widening Express Delivery by adding Subway ordering in about 1,400 stores, reinforcing Walmart’s push into faster, more convenient e-commerce and service-based offerings. Walmart (WMT) Valuation Check As Subway Integration And Higher Margin Services Draw New Attention
• Positive Sentiment: Analysts highlighted Walmart’s digital transformation, including advertising, e-commerce, Sam’s Club innovation, and AI adoption, which supports the case for a higher valuation over time. Walmart’s No. 2 Ranking Hides a Digital Transformation Story
• Positive Sentiment: Walmart’s e-commerce sales reportedly rose 26% in Q1 fiscal 2027, showing strong growth in pickup, delivery, and marketplace activity. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
• Neutral Sentiment: Several articles noted that Walmart remains one of the most watched retail/e-commerce stocks, reflecting continued investor interest rather than a clear new catalyst. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Short-interest data showed no meaningful new information, with reported short interest at zero shares and no actionable signal for traders.
• Negative Sentiment: Some reports raised valuation questions, suggesting the stock may have already priced in much of the optimism around Walmart’s media, delivery, and digital growth plans. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation
• Negative Sentiment: Analysts also pointed to recent share-price weakness and pricing pressure, which may be weighing on sentiment despite Walmart’s long-term strategic progress. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says

Insiders Place Their Bets

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $121.96, for a total value of $1,600,725.00. Following the completion of the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Daniel J. Bartlett sold 1,335 shares of Walmart stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total transaction of $166,381.05. Following the completion of the sale, the executive vice president owned 636,843 shares of the company’s stock, valued at $79,369,743.09. This represents a 0.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 117,008 shares of company stock valued at $14,492,704. 0.09% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts recently issued reports on WMT shares. Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and lifted their price target for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Wells Fargo & Company reissued an “overweight” rating and set a $140.00 price target (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. BTIG Research reissued a “buy” rating and set a $145.00 price target on shares of Walmart in a research report on Wednesday, June 3rd. Finally, Erste Group Bank cut shares of Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. One equities research 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Stock Down 0.8%

Shares of Walmart stock opened at $118.88 on Wednesday. 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 stock has a market capitalization of $946.06 billion, a PE ratio of 41.71, a price-to-earnings-growth ratio of 4.47 and a beta of 0.59. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15. The company has a 50-day simple moving average of $125.49 and a two-hundred day simple moving average of $121.46.

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

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.