Walmart Inc. $WMT Shares Purchased by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA increased its stake in Walmart Inc. (NASDAQ:WMT) by 18.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 115,766 shares of the retailer’s stock after acquiring an additional 18,398 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Walmart were worth $12,897,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Fox Run Management L.L.C. purchased a new stake in Walmart during the 3rd quarter worth approximately $1,709,000. CWM LLC lifted its position in shares of Walmart by 24.2% in the third quarter. CWM LLC now owns 1,175,703 shares of the retailer’s stock valued at $121,168,000 after acquiring an additional 229,220 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its position in shares of Walmart by 16.6% in 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 acquiring an additional 9,061 shares in the last quarter. Van ECK Associates Corp boosted its stake in shares of Walmart by 2.9% in the third quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after acquiring an additional 28,026 shares during the last quarter. Finally, World Investment Advisors increased its position in shares of Walmart by 5.2% during the third quarter. World Investment Advisors now owns 293,866 shares of the retailer’s stock worth $30,286,000 after purchasing an additional 14,487 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

WMT has been the subject of several recent research reports. Rothschild & Co Redburn set a $150.00 price objective on Walmart in a research note on Tuesday, February 17th. Tigress Financial set a $150.00 target price on shares of Walmart and gave the stock a “buy” rating in a report on Wednesday, February 25th. DA Davidson set a $150.00 target price on shares of Walmart and gave the company a “buy” rating in a research report on Friday, February 20th. Mizuho boosted 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. Finally, TD Cowen reaffirmed a “buy” rating and set a $145.00 price objective (up from $136.00) on shares of Walmart in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $135.76.

Walmart Stock Up 0.8%

Shares of WMT opened at $125.79 on Friday. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $134.69. The company has a market capitalization of $1.00 trillion, a PE ratio of 45.91, a price-to-earnings-growth ratio of 4.65 and a beta of 0.66. The stock has a fifty day simple moving average of $124.81 and a two-hundred day simple moving average of $114.13. 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 (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter in the previous year, the company posted $0.66 EPS. The company’s revenue 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 forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a $0.2475 dividend. This represents a $0.99 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s payout ratio is presently 36.13%.

Insiders Place Their Bets

In related news, EVP John D. Rainey sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total value of $2,555,800.00. Following the transaction, the executive vice president directly owned 486,764 shares in the company, valued at approximately $62,203,571.56. This represents a 3.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Christopher James Nicholas sold 34,082 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the transaction, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. The trade was a 6.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 274,278 shares of company stock worth $33,825,793. 0.10% of the stock is currently owned by company insiders.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmex (Walmart de México y Centroamérica), Walmart’s largest international unit, announced a $2.5 billion investment for 2026 to expand stores and operations in Mexico — a near-term growth catalyst for international revenue and an earnings diversification driver. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Positive Sentiment: Commentators are flagging Walmart as a defensive holding that performs well in stagflation or weak-consumer scenarios because it sells essential goods across income cycles, supporting demand for the stock in risk-off moves. Stagflation Fears Are Back
• Positive Sentiment: Other retail-focused analysis highlights Walmart among retailers structurally positioned to withstand tariffs and inflation pressures, reinforcing the defensive narrative for long-term investors. 3 Retail Stocks Built to Survive Tariffs, Inflation, and the Next 30 Years
• Positive Sentiment: TV commentator Jim Cramer expressed a bullish near-term take on Walmart’s price action, which can attract momentum-driven flows and retail buying. Jim Cramer on Walmart
• Neutral Sentiment: Macro/sector research notes defensive sectors (consumer staples/retail staples) are outperforming as recession odds rise, which benefits Walmart but is a broader market theme rather than a company-specific trigger. As Recession Odds Climb, Defensive Sectors Continue to Outperform (WMT)
• Neutral Sentiment: Profiles noting the Walton family’s rising net worth and billionaire rankings are headline-grabbing but have limited direct impact on operations or near-term stock fundamentals. Tech Titans Dominate Billionaires List. Walmart Heirs Join the Elite.
• Negative Sentiment: Some outlets lay out reasons to sell WMT (valuation, margin pressure, or better opportunities elsewhere), which can weigh on sentiment among more cautious investors. 3 reasons to sell WMT and 1 stock to buy instead
• Negative Sentiment: Analysis suggesting Walmart’s “recession signal” is flashing red raises macro concerns: stronger demand for Walmart can indicate broader consumer stress and a deteriorating economic environment, which is a mixed/negative macro signal for markets. The Walmart (WMT) Recession Signal Is Flashing Red

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.