Coleford Investment Management Ltd. Cuts Holdings in Walmart Inc. $WMT

Coleford Investment Management Ltd. lowered its holdings in Walmart Inc. (NASDAQ:WMT) by 2.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 336,535 shares of the retailer’s stock after selling 8,070 shares during the period. Walmart comprises about 9.1% of Coleford Investment Management Ltd.’s investment portfolio, making the stock its 2nd biggest holding. Coleford Investment Management Ltd.’s holdings in Walmart were worth $37,573,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Fox Run Management L.L.C. bought a new stake in shares of Walmart during the third quarter valued at approximately $1,709,000. Vise Technologies Inc. raised its holdings in shares of Walmart by 42.1% during the fourth quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock valued at $30,676,000 after buying an additional 81,635 shares during the last quarter. Van ECK Associates Corp raised its holdings in shares of Walmart by 2.9% during the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after buying an additional 28,026 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new stake in shares of Walmart during the fourth quarter valued at approximately $40,855,000. Finally, Tennessee Valley Asset Management Partners raised its holdings in shares of Walmart by 466.6% during the third quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock valued at $1,375,000 after buying an additional 10,988 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Price Performance

NASDAQ WMT opened at $118.88 on Wednesday. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The firm has a market capitalization of $946.06 billion, a PE ratio of 41.71, a P/E/G ratio of 4.47 and a beta of 0.59. The company’s 50 day simple moving average is $125.49 and its 200 day simple moving average is $121.46.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same quarter last year, the business earned $0.61 earnings per share. The business’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. As a group, equities research analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Wolfe Research reaffirmed an “outperform” rating and set 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 set a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. Craig Hallum set a $150.00 price target on Walmart in a report on Friday, March 6th. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Finally, Truist Financial set a $140.00 price target on Walmart in a report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

Insider Buying and Selling at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on 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 transaction, the chief executive officer owned 687,287 shares in the company, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the completion of the transaction, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their position. 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. Over the last ninety days, insiders have sold 117,008 shares of company stock valued at $14,492,704. 0.09% of the stock is currently owned by company insiders.

Walmart News Summary

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

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.