Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 7,929 Shares of Walmart Inc. $WMT

Fjarde AP Fonden Fourth Swedish National Pension Fund cut its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 0.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,133,571 shares of the retailer’s stock after selling 7,929 shares during the quarter. Walmart comprises 1.0% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s investment portfolio, making the stock its 16th largest holding. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Walmart were worth $116,826,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Blalock Williams LLC acquired a new position in Walmart during the 3rd quarter valued at $1,061,000. Wealth Effects LLC grew its position in Walmart by 2.1% in the 3rd quarter. Wealth Effects LLC now owns 11,476 shares of the retailer’s stock worth $1,183,000 after purchasing an additional 236 shares during the last quarter. Retirement Planning Group LLC NY increased its holdings in shares of Walmart by 6.3% during the 3rd quarter. Retirement Planning Group LLC NY now owns 5,949 shares of the retailer’s stock worth $613,000 after purchasing an additional 353 shares during the period. Magnus Financial Group LLC raised its position in shares of Walmart by 26.4% during the third quarter. Magnus Financial Group LLC now owns 25,006 shares of the retailer’s stock valued at $2,577,000 after buying an additional 5,230 shares during the last quarter. Finally, Elwood & Goetz Wealth Advisory Group LLC lifted its stake in shares of Walmart by 66.6% in the third quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 6,951 shares of the retailer’s stock valued at $716,000 after buying an additional 2,779 shares during the period. 26.76% of the stock is owned by institutional investors.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart’s AI push — partnerships with Google Gemini and OpenAI (ChatGPT) are beginning to show benefits; Goldman sees sales upside from these initiatives. Walmart’s AI push with Google Gemini and ChatGPT is starting to pay off
• Positive Sentiment: Strategic partnership with Alphabet/Google is being credited with driving a valuation premium and investor optimism about WMT’s digital transformation and monetization. Walmart: Alphabet Partnership Drives Stock To Record Valuation Premium
• Positive Sentiment: Walmart‑backed fintech OnePay hit a $4 billion valuation milestone — a sign Walmart’s financial partnerships and fintech strategy are attracting investor interest beyond core retail. Walmart-backed Fintech OnePay Achieves $4 Billion Valuation Milestone
• Positive Sentiment: Analyst support and momentum: several firms reaffirmed buy/outperform ratings and raised price targets, and WMT recently hit a 52‑week high — these reinforce near‑term bullish sentiment among institutional investors. Benzinga (analyst actions)
• Neutral Sentiment: Industry positioning: coverage notes Walmart is narrowing Amazon’s online lead and reshaping the retail race — strategic progress but competitive dynamics remain intense. Walmart’s Closing the Amazon Online Sales Gap
• Neutral Sentiment: Macro/industry note: analysts highlight supermarkets (including WMT) are positioned to navigate cautious consumers and cost pressures thanks to scale and omnichannel capabilities — supportive but not a catalyst by itself. 2 Supermarket Stocks Positioned to Navigate Industry Challenges
• Negative Sentiment: Leadership change: Kathryn McLay, CEO of Walmart International, will depart (staying through Q1 for transition). Leadership turnover at a major unit raises near‑term execution and succession questions. Walmart International CEO McLay to Depart
• Negative Sentiment: Legal/tax uncertainty: India’s top court is set to rule on whether taxes apply to Tiger Global’s 2018 Flipkart stake sale to Walmart — a landmark case that could have financial or precedent effects related to the Flipkart deal. India court to rule on Tiger Global’s 2018 deal with Walmart

Insider Activity

In other news, EVP Donna Morris sold 9,384 shares of Walmart stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total value of $1,127,862.96. Following the completion of the sale, the executive vice president directly owned 536,312 shares of the company’s stock, valued at approximately $64,459,339.28. This trade represents a 1.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP David Chojnowski sold 7,000 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $106.65, for a total value of $746,550.00. Following the transaction, the senior vice president directly owned 136,289 shares in the company, valued at $14,535,221.85. This trade represents a 4.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 124,702 shares of company stock worth $13,761,381. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have commented on WMT shares. Deutsche Bank Aktiengesellschaft downgraded Walmart from a “buy” rating to a “hold” rating and set a $119.00 price objective for the company. in a research report on Thursday, January 8th. Raymond James Financial restated an “outperform” rating on shares of Walmart in a research note on Wednesday. Piper Sandler reiterated an “overweight” rating and set a $123.00 target price (up from $111.00) on shares of Walmart in a research report on Friday, November 21st. Morgan Stanley restated an “overweight” rating and set a $135.00 price target (up previously from $125.00) on shares of Walmart in a research note on Thursday. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $130.00 price objective (up from $120.00) on shares of Walmart in a research note on Friday, December 19th. Thirty-two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $123.03.

Walmart Stock Performance

Shares of NASDAQ:WMT opened at $119.20 on Friday. The business has a fifty day moving average of $111.15 and a 200-day moving average of $104.34. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $121.24. The firm has a market cap of $950.04 billion, a PE ratio of 41.68, a price-to-earnings-growth ratio of 5.12 and a beta of 0.66.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. During the same quarter in the prior year, the firm earned $0.58 EPS. The company’s revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities research analysts predict that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart 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.