Alpha Score of 50 reflects weak overall profile with moderate momentum, moderate value, weak quality, moderate sentiment.
Walmart (WMT) fell 2.5% today to $130.85, retreating from its 52-week high of $133.89. The pullback comes despite solid fundamental trends: revenue grew 4.7% YoY and EPS jumped 13.5%, though net margin remains thin at 3.1%. The stock's P/E of 176.26 reflects a rich valuation relative to earnings of $0.74 per share. WMT's Alpha Score of 60.5 is supported by strong momentum (76) but dragged by value (50) and sentiment (58.8). With shares trading near the top of the 52-week range and a high multiple, investors may be reassessing near-term upside. Forward watch: monitor consumer spending trends and Walmart's upcoming quarterly earnings for signs of continued margin improvement.
Walmart rose 0.64% to $134.20, closing above its previous 52-week high of $133.89 for the first time. The move was supported by strong momentum (Alpha Score sub-score 82.7) and sentiment (85.7), though the stock's elevated P/E of 176.26 and low net margin of 3.1% signal limited room for error. Revenue grew 4.7% year over year with EPS up 13.5%, reflecting steady operational execution. Recent industry coverage highlighted Amazon's aggressive apparel discounting, which pressures traditional retailers like Walmart, but the stock's breakout suggests investors are focused on Walmart's own momentum rather than competitive noise. The overall Alpha Score of 67.9 remains above the midrange, with quality and value scores lagging at 53.9 and 50.0 respectively. Forward watch: next week's retail sales data and any updates on Walmart's quarterly guidance will test whether this breakout can sustain.
Walmart rose 1.44% to $133.34, closing near its 52-week high of $133.89. The move comes as momentum remains the dominant driver, with a sub-score of 83.1 contributing to an overall Alpha Score of 61.4. The stock trades at a P/E of 176.26, well above the sector average, supported by EPS growth of 13.5% and revenue growth of 4.7%. However, net margin remains thin at 3.1%. Value and quality scores are neutral at 50 and 53.9, respectively, while sentiment is slightly positive at 52.8. With the stock at the top of its 52-week range, investors will watch for any catalyst in the upcoming quarterly results to sustain the valuation.
Walmart fell 0.76% to $131.45, trading just 1.8% below its 52-week high of $133.89. The decline occurred without a clear catalyst, as the stock remains supported by robust momentum (Alpha Score sub-score: 80.2). However, a P/E of 176.26 against revenue growth of 4.7% and EPS growth of 13.5% highlights stretched valuation. Net margin sits at 3.1%, and the value sub-score is a neutral 50. Quality (53.9) and sentiment (50) are balanced. The stock's 52-week low of $94.25 reflects strong year-to-date gains. Given the high multiple and near-term resistance at the 52-week high, watch for any change in consumer spending trends or guidance updates this quarter to justify the premium.
Walmart shares closed at $130.79 today, reflecting a modest 0.35% gain as the stock continues to trade near the upper bound of its 52-week range of $81.79 to $133.89. The company maintains a revenue growth rate of 4.7% year-over-year, supported by an EPS growth rate of 13.5%. Despite these growth figures, the current P/E ratio stands at 168.99, which reflects a premium valuation relative to the reported EPS of 0.74 and a net margin of 3.1%. The Alpha Score for the stock is 61.4, driven primarily by a strong momentum sub-score of 84.8. Other metrics remain neutral, with value, quality, and sentiment sub-scores hovering near the 50 level. This positioning suggests that market participants are currently prioritizing the stock's recent price trend over its fundamental valuation multiples. Investors should monitor whether the company can expand its net margins in the coming quarter to justify the current elevated P/E multiple.
On March 27, 2026, Walmart Inc. filed an 8-K report disclosing that Suresh Kumar, the company's Executive Vice President, Global Chief Technology Officer, and Chief Development Officer, has entered into a Rule 10b5-1 stock trading plan. This plan is intended to facilitate long-term asset diversification and personal financial planning. Under the terms of the agreement, Mr. Kumar has relinquished discretion over the timing and execution of stock sales. The plan mandates the sale of approximately 33,270 shares of Walmart common stock per month, starting June 29, 2026, and concluding on December 31, 2026. These sales are subject to a minimum stock price threshold. If the threshold is not met in a given month, the shares may be carried over to subsequent months. The total number of shares authorized for sale under this plan is capped at 199,610. Walmart confirmed that the plan complies with the company's insider trading policy. Furthermore, the company noted that Mr. Kumar remains in compliance with internal stock ownership guidelines, which require him to maintain holdings equal to at least five times his base salary. Future transactions executed under this plan will be reported via Form 144 and Form 4 filings as required by law.
Walmart Inc. filed an 8-K on March 13, 2026, disclosing that three company executives have established new Rule 10b5-1 trading plans for the purpose of long-term asset diversification, tax, and financial planning. These plans are compliant with the company's insider trading policy, and the executives retain no discretion over the timing or execution of the transactions. C. Douglas McMillon, a Director and former CEO, established a plan to sell 19,416 shares monthly from June 2026 through January 2027, totaling a maximum of 155,328 shares. This plan replaces his existing arrangement, which expires in May 2026. Daniel J. Bartlett, Executive Vice President of Corporate Affairs, established a plan to sell $416,666.67 worth of common stock monthly from July 2026 through July 1, 2029. The plan includes a minimum stock price threshold, with a maximum aggregate sale value of $15,000,000. Mr. Bartlett remains in compliance with company stock ownership guidelines, which require holdings equal to five times his base salary. David Guggina, Executive Vice President and CEO of Walmart U.S., established a plan to sell the net shares remaining after tax withholding from the vesting of 21,108 restricted shares on May 5, 2026. Sales are scheduled to begin on June 10, 2026. Mr. Guggina also remains in compliance with the company's stock ownership guidelines. All future transactions under these plans will be reported via Form 144 and Form 4 filings as required by law.
Walmart Inc. filed its 10-K for the fiscal year ended January 31, 2026. The filing outlines the company's financial structure, including its three primary operating segments: Walmart U.S., Walmart International, and Sam's Club U.S. The company maintains a diverse portfolio of debt instruments, including various senior unsecured notes with maturities ranging from 2026 through 2039, denominated in multiple currencies including USD, EUR, GBP, and JPY. Management continues to navigate various legal and regulatory matters. Notable disclosures include ongoing litigation related to opioid distribution, Asda equal value claims, and various antitrust matters in Mexico. The company utilizes financial derivatives, including interest rate swaps and cross-currency interest rate contracts, to manage risks associated with interest rate fluctuations and foreign currency exposure. Capital allocation remains a focus, with the company maintaining active share repurchase programs. A new share repurchase program was authorized as of February 28, 2026. The company also maintains committed lines of credit, including a five-year credit facility and revolving credit arrangements, to support liquidity needs. The filing provides detailed breakdowns of property, plant, and equipment, noting standard depreciation policies for buildings, furniture, and transportation equipment. The company continues to monitor its international investments, including holdings in Flipkart and PhonePe, as part of its global growth strategy.
| Fund | Shares Held | Position Value | Action (latest Q) |
|---|---|---|---|
| Citadel Ken Griffin | 17.54M | $1.95B | NEW |
| Marshall Wace | 9.05M | $1.01B | NEW |
| D.E. Shaw David Shaw | 2.50M | $278.87M | NEW |
| Point72 Steve Cohen | 1.12M | $124.66M | NEW |
| Renaissance Technologies Jim Simons (founder) | 309K | $34.46M | NEW |
| Blackstone | 63K | $6.97M | NEW |
| Soros Fund Management George Soros (founder) | 18K | $1.98M | NEW |
| Maverick Capital Lee Ainslie | 17K | $1.91M | NEW |
Walmart Inc. is a people-led, tech-powered omnichannel retailer that operates as the world’s largest retailer, serving approximately 270 million customers and members weekly across more than 10,750 stores and numerous eCommerce websites in 19 countries. Founded in 1962 and headquartered in Bentonville, Arkansas, the company employs about 2.1 million associates worldwide and generated fiscal year 2025 revenue of $681 billion. Walmart Inc. offers a vast assortment of merchandise and services at everyday low prices, encompassing retail and wholesale operations through physical stores, online platforms, and mobile devices. Its primary purpose is to help people save money and live better by providing accessible, affordable goods and integrating advanced technology for seamless omnichannel experiences. Notable features include investments in e-commerce, automation, and sustainability initiatives, alongside leadership in corporate philanthropy and employment opportunities. Walmart Inc. plays a pivotal role in the global retail sector, influencing consumer goods distribution, supply chain efficiency, and market trends in discount shopping.
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