OAKMONT Corp Raises Holdings in Walmart Inc. $WMT

OAKMONT Corp increased its holdings in Walmart Inc. (NASDAQ:WMT) by 2.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 252,487 shares of the retailer’s stock after buying an additional 5,620 shares during the period. Walmart comprises approximately 4.9% of OAKMONT Corp’s investment portfolio, making the stock its 11th biggest holding. OAKMONT Corp’s holdings in Walmart were worth $28,130,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of WMT. AQR Capital Management LLC lifted its stake in shares of Walmart by 188.1% during the 3rd 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. Amundi boosted its position in Walmart by 20.5% during the third quarter. Amundi now owns 23,497,921 shares of the retailer’s stock valued at $2,413,236,000 after purchasing an additional 4,004,277 shares in the last quarter. Vanguard Group Inc. grew its stake in Walmart by 0.9% in the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after purchasing an additional 3,835,200 shares during the last quarter. Danske Bank A S bought a new position in Walmart in the third quarter worth about $294,621,000. Finally, Holocene Advisors LP bought a new position in Walmart in the second quarter worth about $273,784,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Insider Transactions at Walmart

In related news, EVP Christopher James Nicholas sold 34,082 shares of the firm’s stock in a transaction 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 in the company, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total value of $2,313,804.72. Following the sale, the chief executive officer directly owned 4,274,856 shares of the company’s stock, valued at approximately $509,434,589.52. This represents a 0.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 274,278 shares of company stock worth $33,825,793 over the last 90 days. Insiders own 0.10% of the company’s stock.

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Erste Group upgraded Walmart from “hold” to “strong-buy,” signaling institutional confidence and likely supporting demand for the shares. Zacks.com
• Positive Sentiment: A bullish analyst note projects steady growth and a 12-month price target (~$130.57), giving investors a modest upside thesis tied to continued execution. Walmart Price Prediction: Steady Growth Makes Analysts Bullish
• Positive Sentiment: Walmart will pay its second 2026 dividend on April 6, which supports income-focused holders and can reduce near-term selling pressure around income flows. Walmart to pay 2026’s second dividend in April; Here’s how much 100 WMT shares will earn
• Positive Sentiment: Walmart is testing a Sam’s Club membership fee increase and raising rewards caps — a sign of pricing power and potential margin upside if membership retention holds. Walmart Tests Sam’s Club Fee Hike Against Member Value And Growth
• Positive Sentiment: Analysts/coverage note Walmart is shifting toward growth via expanding ad revenue and memberships, and Sam’s Club expansion, which helps operating income outpace sales — a longer-term positive re-rating catalyst. Walmart Stock Is Transforming Into a Growth Stock. Is It Time to Buy?
• Positive Sentiment: Walmex (Walmart’s Mexico unit) plans a $2.5B 2026 investment, signaling international expansion and capacity spending that could support future top-line growth. Walmart (WMT) Unit Walmex Plans $2.5B Investment in Mexico
• Neutral Sentiment: Coverage and pundit commentary (e.g., Jim Cramer) express bullish technical and sentiment views, which can amplify momentum trading but are less material than fundamental catalysts. Jim Cramer on Walmart
• Neutral Sentiment: Reporting shows Walmart shoppers so far are holding up despite ~$4 gas — a sign of resilience but also a watch item if fuel prices keep rising. Walmart shoppers aren’t breaking under the weight of $4 gas (yet)
• Negative Sentiment: An AOL piece highlights a Walmart-related recession indicator at its highest since 2008 — a macro risk that could pressure consumer spending and margins if the signal proves accurate. A Walmart-related recession indicator is at its highest since the 2008 financial crisis

Walmart Price Performance

WMT stock opened at $125.79 on Monday. The firm has a 50 day moving average of $124.97 and a 200 day moving average of $114.43. The stock has a market capitalization of $1.00 trillion, a PE ratio of 45.91, a price-to-earnings-growth ratio of 4.69 and a beta of 0.66. 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.

Walmart (NASDAQ:WMT) last released its earnings results 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. The company had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.66 EPS. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on WMT shares. Morgan Stanley restated an “overweight” rating and issued a $135.00 price target (up from $125.00) on shares of Walmart in a report on Thursday, January 15th. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and increased their target price for the company from $122.00 to $131.00 in a research report on Friday, February 20th. BTIG Research restated a “buy” rating and issued a $140.00 target price on shares of Walmart in a research note on Friday, February 20th. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Friday, March 6th. Finally, Jefferies Financial Group set a $145.00 price target on Walmart in a research report on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $135.76.

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.