CenterBook Partners LP Takes $23.95 Million Position in Walmart Inc. $WMT

CenterBook Partners LP purchased a new stake in shares of Walmart Inc. (NASDAQ:WMT) in the fourth quarter, Holdings Channel.com reports. The firm purchased 214,991 shares of the retailer’s stock, valued at approximately $23,952,000. Walmart accounts for approximately 1.2% of CenterBook Partners LP’s investment portfolio, making the stock its 10th largest position.

A number of other hedge funds have also recently made changes to their positions in WMT. Collier Financial purchased a new position in shares of Walmart during the 3rd quarter valued at $25,000. Entrust Financial LLC purchased a new position in shares of Walmart during the 4th quarter valued at $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of Walmart during the 3rd quarter valued at $30,000. Beacon Financial Strategies CORP purchased a new position in shares of Walmart during the 4th quarter valued at $30,000. Finally, Bay Harbor Wealth Management LLC grew its position in shares of Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Price Performance

Shares of NASDAQ:WMT opened at $118.88 on Monday. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15. The firm has a fifty day moving average of $125.62 and a 200 day moving average of $121.20. The firm has a market capitalization of $946.06 billion, a PE ratio of 41.71, a price-to-earnings-growth ratio of 4.44 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT) last announced 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 company had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the business 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. As a group, research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the subject of a number of recent analyst reports. Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. Mizuho upped their target price on shares of Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a research report on Monday, February 9th. The Goldman Sachs Group reiterated a “buy” rating and issued a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $137.00 target price (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $140.00 target price (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.

Key Walmart News

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

Insiders Place Their Bets

In other Walmart news, EVP Daniel J. Bartlett sold 1,250 shares of the business’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $133.77, for a total value of $167,212.50. Following the completion of the sale, the executive vice president directly owned 635,593 shares of the company’s stock, valued at $85,023,275.61. The trade was a 0.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the completion of the sale, the chief executive officer directly owned 661,037 shares of the company’s stock, valued at $82,021,470.96. This represents a 1.95% 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 sold a total of 117,008 shares of company stock valued at $14,492,704 over the last three months. 0.09% of the stock is currently owned by company insiders.

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.