Roundview Capital LLC Decreases Stake in Walmart Inc. $WMT

Roundview Capital LLC reduced its position in Walmart Inc. (NASDAQ:WMT) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 119,003 shares of the retailer’s stock after selling 4,233 shares during the period. Walmart makes up about 0.8% of Roundview Capital LLC’s holdings, making the stock its 25th biggest holding. Roundview Capital LLC’s holdings in Walmart were worth $13,258,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of WMT. AQR Capital Management LLC lifted its position in shares of Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after purchasing an additional 7,614,172 shares during the last quarter. Vanguard Group Inc. lifted its position in shares of Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after purchasing an additional 4,304,436 shares during the last quarter. Amundi lifted its position in shares of Walmart by 20.5% during the third quarter. Amundi now owns 23,497,921 shares of the retailer’s stock worth $2,413,236,000 after purchasing an additional 4,004,277 shares during the last quarter. Danske Bank A S bought a new position in shares of Walmart during the third quarter worth about $294,621,000. Finally, Axxcess Wealth Management LLC lifted its position in shares of Walmart by 1,061.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 3,042,724 shares of the retailer’s stock worth $338,989,000 after purchasing an additional 2,780,817 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Insider Buying and Selling

In related news, EVP John D. Rainey sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the transaction, the executive vice president owned 486,764 shares in the company, valued at $62,203,571.56. This trade represents a 3.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Daniel J. Bartlett sold 1,250 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $133.77, for a total transaction of $167,212.50. Following the transaction, the executive vice president owned 635,593 shares in the company, valued at $85,023,275.61. This represents a 0.20% 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. Insiders have sold 126,008 shares of company stock valued at $15,896,715 in the last ninety days. Insiders own 0.10% of the company’s stock.

Walmart Price Performance

WMT opened at $118.57 on Wednesday. The firm has a market cap of $945.12 billion, a price-to-earnings ratio of 41.60, a price-to-earnings-growth ratio of 4.45 and a beta of 0.65. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15. The company’s 50-day moving average price is $126.51 and its 200 day moving average price is $120.41. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company 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. Walmart’s 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. As a group, sell-side analysts expect that Walmart Inc. will post 2.89 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts have recently commented on WMT shares. Mizuho increased their price target 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. Wells Fargo & Company reaffirmed 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. Wolfe Research reaffirmed an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a research 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 research report on Friday. Finally, Citigroup reaffirmed a “buy” rating and set a $147.00 price target (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $138.71.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Neutral Sentiment: Walmart is set to join the top 10 of the Russell 3000 during the June 2026 reconstitution, a sign of its large market footprint and institutional relevance. Walmart Joins Russell 3000 Elite As Investors Weigh Q1 Shakeup
• Positive Sentiment: Walmart launched a logistics program to streamline its distribution network, which could improve supplier flow, efficiency, and long-term operating performance. Walmart Debuts Program to Streamline Distribution Network
• Positive Sentiment: Analysts continue to point to Walmart’s expanding higher-margin “second P&L” businesses, including advertising, marketplace fees, and membership income, which support the stock’s long-term growth case. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Positive Sentiment: Walmart’s Q1 revenue rose 7.3% to $177.8 billion, and global e-commerce jumped 26%, showing that customer demand and digital growth remain strong. Walmart’s Q1 Sales Jump 7.3%: Can E-commerce Sustain 26% Growth?
• Neutral Sentiment: Walmart is drawing increased investor attention as a trending stock, reflecting elevated trading interest after earnings. Walmart Inc. (WMT) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Several reports highlight that Walmart’s shares have pulled back sharply after Q1 because fuel and other costs are squeezing margins and management’s outlook came in below expectations. Walmart Sinks 8.1% Post Q1 Earnings: Exit WMT Stock or Stay Put?
• Negative Sentiment: UBS lowered its price target on Walmart after the quarter, reinforcing concerns that investor expectations had gotten too high. Walmart price target lowered by UBS as Q1 results miss elevated expectations
• Negative Sentiment: Walmart issued a nationwide recall for Blackstone parmesan ranch seasoning over a fatal infection risk, creating a reputational and product-safety overhang. Walmart issues nationwide recall for Blackstone parmesan ranch seasoning over fatal infection risk

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.