Berry Wealth Group LP decreased its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 86.0% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,165 shares of the retailer’s stock after selling 50,359 shares during the period. Walmart makes up about 2.7% of Berry Wealth Group LP’s investment portfolio, making the stock its 10th largest position. Berry Wealth Group LP’s holdings in Walmart were worth $841,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in the company. Fox Run Management L.L.C. purchased a new position in Walmart during the 3rd quarter worth approximately $1,709,000. CWM LLC increased its stake in shares of Walmart by 24.2% in the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock worth $121,168,000 after acquiring an additional 229,220 shares during the period. Neuberger Berman Group LLC raised its holdings in shares of Walmart by 0.8% during the second quarter. Neuberger Berman Group LLC now owns 5,091,126 shares of the retailer’s stock worth $497,771,000 after purchasing an additional 42,645 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its position in Walmart by 16.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after purchasing an additional 9,061 shares during the period. Finally, Aviva PLC boosted its holdings in Walmart by 16.4% in the second quarter. Aviva PLC now owns 3,833,720 shares of the retailer’s stock valued at $374,861,000 after purchasing an additional 539,504 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.
More Walmart News
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Company fundamentals: Walmart’s recent quarter showed solid top‑line momentum and continued e‑commerce strength, supporting the long‑term retail story and giving investors reason to buy on weakness. Walmart vs. Target: Which Stock Is a Better Buy?
- Positive Sentiment: Potential upside from PhonePe: Reports that PhonePe (Walmart‑backed) is targeting a $9–10.5B IPO valuation could boost perceived value of Walmart’s international/fintech exposure. Exclusive: Walmart-backed PhonePe targets up to $10.5 billion valuation in India IPO, sources say
- Positive Sentiment: Store investment & partner recognition: Walmart opened a next‑generation Supercenter and suppliers (e.g., Scosche) are being recognized for strong partnership — signals that in‑store and supplier execution continue. Walmart Opens Next Generation Supercenter in The Villages, Highlights Florida‑Grown Products
- Positive Sentiment: Analyst support: Multiple firms maintain buy/overweight ratings and elevated price targets (median targets above current levels), giving a cushion for longer‑term holders. Tickerreport: Analyst updates
- Neutral Sentiment: Investor briefing material: Walmart’s Morgan Stanley TMT presentation transcript is out — useful for parsing tech/AI and fulfillment plans but contains no single market‑moving surprise. Walmart Inc. (WMT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
- Negative Sentiment: Cautious guidance & regulatory settlement: Market reaction appears driven by a conservative forward outlook and renewed attention on a roughly $100M settlement tied to the Spark Driver delivery program — raises concerns about compliance costs and friction in the e‑commerce/delivery narrative. Walmart slides as cautious outlook and regulatory settlement weigh on sentiment
- Negative Sentiment: Insider selling disclosed: EVP John Rainey sold 20,000 shares (SEC filing), a modest signal that some insiders are trimming, which can amplify near‑term weakness even if economically immaterial. SEC Form 4 disclosure — John D. Rainey sale
- Negative Sentiment: Macro/trade risk: Analysis flags tariff and import exposure as a tangible margin risk given Walmart’s import footprint — a policy shock could hit costs and weigh on margins. Walmart: Navigating A Bumpy Tariff Environment
- Negative Sentiment: Competitive flow: Renewed enthusiasm for Target’s turnaround could pull discretionary retail allocations away from Walmart, pressuring relative performance. Target’s 2026 Turnaround: Analysts Bullish as Growth Returns
Analysts Set New Price Targets
Get Our Latest Stock Report on WMT
Walmart Stock Down 3.5%
NASDAQ WMT opened at $123.31 on Friday. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The business’s fifty day simple moving average is $121.63 and its 200-day simple moving average is $110.77. The firm has a market cap of $982.80 billion, a PE ratio of 45.00, a P/E/G ratio of 4.76 and a beta of 0.66.
Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion during the quarter, compared to analyst estimates of $188.37 billion. During the same period in the prior year, the business posted $0.66 earnings per share. The firm’s revenue for the quarter was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. As a group, equities analysts anticipate that Walmart Inc. will post 2.55 earnings per share for the current year.
Walmart Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be given a dividend of $0.2475 per share. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio is currently 36.13%.
Insiders Place Their Bets
In other Walmart news, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $126.71, for a total value of $2,460,201.36. Following the sale, the director owned 4,023,209 shares of the company’s stock, valued at $509,780,812.39. This trade represents a 0.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 completion of the sale, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. This trade represents a 3.95% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 279,703 shares of company stock valued at $34,140,843. 0.10% of the stock is 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.
See Also
- Five stocks we like better than Walmart
- Silver Is the New Oil—And the World’s Running Dry
- BNZI stands out as a Zacks Buy. Earnings momentum and analyst upgrades align
- What happened in Cyprus could be coming here
- Elon Musk’s $1 Quadrillion AI IPO
- Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why
Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT – Free Report).
Receive News & Ratings for Walmart Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Walmart and related companies with MarketBeat.com's FREE daily email newsletter.
