Weik Capital Management Decreases Stake in Walmart Inc. $WMT

Weik Capital Management trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 4.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 94,335 shares of the retailer’s stock after selling 4,797 shares during the period. Walmart makes up approximately 3.9% of Weik Capital Management’s portfolio, making the stock its 6th biggest holding. Weik Capital Management’s holdings in Walmart were worth $10,510,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of WMT. Collier Financial purchased a new position in shares of Walmart in the third quarter worth about $25,000. Entrust Financial LLC bought a new stake in Walmart in the fourth quarter valued at $27,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the third quarter valued at $30,000. Beacon Financial Strategies CORP bought a new stake in Walmart in the fourth quarter valued at $30,000. Finally, Bay Harbor Wealth Management LLC grew 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 during the period. 26.76% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Walmart news, EVP Daniel J. Bartlett sold 1,250 shares of Walmart stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $133.77, for a total value of $167,212.50. Following the sale, the executive vice president owned 635,593 shares of the company’s stock, valued at $85,023,275.61. The trade was a 0.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the company’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 sale, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. The trade was a 8.38% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 117,008 shares of company stock worth $14,492,704. 0.09% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a report on Friday, February 20th. Oppenheimer reissued an “outperform” rating and issued a $140.00 target price (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a research report on Friday, March 6th. DA Davidson set a $150.00 price objective on shares of Walmart and gave the company a “buy” rating in a research report on Friday, February 20th. Finally, TD Cowen reissued a “buy” rating and set a $150.00 price target (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. One 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 company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Stock Up 1.0%

NASDAQ WMT opened at $118.88 on Friday. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The stock’s 50-day moving average price is $125.62 and its 200-day moving average price is $121.07. The company has a market capitalization of $946.06 billion, a P/E ratio of 41.71, a price-to-earnings-growth ratio of 4.39 and a beta of 0.59. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the firm 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, equities research analysts predict that Walmart Inc. will post 2.89 earnings per share for the current year.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart saw unusually heavy call-option buying, with traders purchasing 174,648 calls, about 43% above average volume. That suggests some investors are betting on a rebound or near-term upside.
• Positive Sentiment: Walmart expanded its delivery business by adding Subway meals to its Express Delivery offering, allowing customers to order freshly made food through the Walmart app or website and receive it in as little as 30 minutes. The move could help Walmart boost order frequency, strengthen its convenience proposition, and take a larger share of meal budgets. Walmart Adds Express Delivery From In-Store Restaurants, Starting With Subway®
• Positive Sentiment: Shareholders backed Walmart’s 2026 annual meeting results, and management highlighted strong FY26 performance and its omnichannel model, reinforcing confidence in the company’s growth strategy. Walmart Announces 2026 Annual Shareholders’ Meeting Voting Results

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.