Alpha Score of 46 reflects weak overall profile with weak momentum, moderate value, moderate quality, poor sentiment.
Walmart closed at $108.40, down 0.85% in a quiet session. The stock sits 20% off its 52-week high of $135.16, a retreat that has accelerated since early February. At 40.37 times trailing earnings, the multiple still commands a premium to staples peers, but the revenue growth rate of 5.9% offers less cover for that valuation than the 21.8% EPS expansion did last quarter. The Alpha Score of 45.8 tells a split story. Value scores 62.3 and quality 57.4, both respectable. Momentum at 37.4 and sentiment at 23.2 are the drags. The net margin of 3.1% is thin for a retailer of this scale, which leaves the stock exposed if same-store sales soften further. Next week's consumer confidence print and any tariff headlines out of Washington will matter more than usual for this name. Walmart's low-margin model absorbs macro shocks poorly when the top line slows.
Walmart shares fell 1.79% to $112.20, retreating further from the 52-week high of $135.16 set earlier this year. The stock now sits about 17% off that peak, even as the underlying business delivers steady results. Revenue grew 5.9% year-over-year, while EPS jumped 21.8% — a pace that far outstrips the top line. Net margins remain thin at 3.1%, typical for the sector. The Alpha Score sits at 54.4, with value (62.3) and quality (57.4) pulling above the neutral mark. Momentum lags at 48.4, reflecting the recent price slide. At 40.37 times earnings, the multiple still commands a premium to staples peers. The question is whether the growth trajectory can justify that valuation as the stock drifts lower. Watch for the next quarterly report in mid-August. Same-store sales and guidance will determine if the current pullback is a buying opportunity or the start of a longer re-rating.
Walmart rose 2.15% to $114.95, adding to its year-to-date recovery. The stock traded near the midpoint of its 52-week range ($94.23–$135.16), with the value sub-score of 62.3 pulling the overall Alpha Score to 54.8. Momentum scored 49.6, reflecting a stall after the strong run from late 2024. Revenue grew 5.9% year over year, while EPS jumped 21.8%, outpacing top-line growth. Net margin remains thin at 3.1%, typical for a retailer. The P/E of 40.25 is elevated relative to consumer staples peers, suggesting the market is pricing in continued margin expansion and market share gains. Quality scored 57.4, partly supported by the earnings growth. Sentiment came in at 50, neutral. The next catalyst is the quarterly earnings report in mid-August, where same-store sales and e-commerce growth will be the key numbers to watch.
Walmart closed at $112.53, down 1.03%, extending a quiet drift from its 52-week high of $135.16. The stock trades at 40.25 times earnings, a multiple that demands consistent execution. Revenue grew 5.9% year over year, but net margins sit at just 3.1%, leaving little room for error. The company's chief people officer said Walmart has 273,000 future roles and 41,000 active openings, pushing back against the idea that AI is eliminating jobs. That narrative supports the quality story — Alpha Score quality sub-score is 57.4 — but the momentum sub-score of 44.3 suggests the market isn't buying the growth story at this price. Value sub-score of 62.3 is the strongest pillar, though a 40x P/E in consumer staples is hard to call cheap. Watch next week for any commentary on consumer spending trends, which will test whether the multiple can hold.
Walmart shares closed at $113.70, down 0.94%, slipping further from the 52-week high of $135.16 reached in May. The stock trades at 40.25 times trailing earnings, a premium that looks stretched against 5.9% revenue growth and 21.8% EPS growth the past year. Net margins remain thin at 3.1%. Alpha Score's sentiment sub-score sits at 33.3, the weakest of the four components and a drag on the overall 50.7 reading. Value and quality scores are more supportive at 62.3 and 57.4 respectively, but momentum has faded to 46.9. With no company-specific news today, the move looks like position trimming ahead of next month's quarterly report. Watch for July retail sales data next week — a soft print could pressure the consumer staples names further.
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 |
| Politician | Date | Type | Amount |
|---|---|---|---|
| Jonathan Jackson D-IL | 2026-01-13 | purchase | $50k – $100k |
| Julie Johnson D-TX | 2025-12-18 | sale | $1k – $15k |
| Richard Dean McCormick GA | 2025-11-05 | purchase | $1k – $15k |
| Lisa McClain R-MI | 2025-10-30 | sale | $1k – $15k |
| Gilbert Cisneros D-CA | 2025-10-17 | purchase | $1k – $15k |
| Scott Scott Franklin FL | 2025-06-16 | sale | $15k – $50k |
| Jefferson Shreve R-IN | 2025-04-11 | purchase | $15k – $50k |
| Debbie Dingell D-MI | 2025-03-27 | purchase | $15k – $50k |
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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