New Mexico Educational Retirement Board Has $22.45 Million Holdings in Walmart Inc. $WMT

01 Jun 2026, 06:37 by Doug Wharley · The Cerbat Gem

New Mexico Educational Retirement Board lifted its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 201,479 shares of the retailer’s stock after buying an additional 6,300 shares during the quarter. Walmart comprises about 0.7% of New Mexico Educational Retirement Board’s holdings, making the stock its 16th largest position. New Mexico Educational Retirement Board’s holdings in Walmart were worth $22,447,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of WMT. Norges Bank acquired a new stake in shares of Walmart during the fourth quarter worth $6,458,529,000. AQR Capital Management LLC increased its position in shares of Walmart by 188.1% during the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after buying an additional 7,614,172 shares during the period. Geode Capital Management LLC increased its position in shares of Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after buying an additional 6,517,394 shares during the period. Vanguard Group Inc. increased its position in shares of Walmart by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after buying an additional 4,304,436 shares during the period. Finally, Amundi increased its position in shares of Walmart by 20.5% during the third quarter. Amundi now owns 23,497,921 shares of the retailer’s stock worth $2,413,236,000 after buying an additional 4,004,277 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Performance

NASDAQ:WMT opened at $115.75 on Monday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock has a market capitalization of $922.64 billion, a price-to-earnings ratio of 40.61, a PEG ratio of 4.32 and a beta of 0.60. The firm has a fifty day simple moving average of $126.11 and a two-hundred day simple moving average of $120.73. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. The business had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the company posted $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Sam’s Club reported strong member engagement, with its Member’s Mark community topping 150,000 participants, highlighting growth in Walmart’s warehouse-club business and its ability to build loyalty around private-label products. Sam’s Club’s Member’s Mark Community Surges to Over 150000 Participants
Positive Sentiment: Commentary from market watchers suggested Walmart’s recent pullback could be a buying opportunity, with analysts still pointing to meaningful upside versus current trading levels. Why the Walmart Dip Is the Best Buying Opportunity of 2026
Neutral Sentiment: Walmart was highlighted in a value-comparison piece versus Kroger, reinforcing ongoing investor interest in the stock as a defensive retail name rather than signaling a clear catalyst. KR vs. WMT Which Stock Is the Better Value Option
Neutral Sentiment: Walmart’s name came up in broader coverage about slower consumer spending and inflation, which may support its value-oriented positioning but also underscores a cautious macro backdrop. Amazon and Walmart Turn to Platform Economics as Consumer Spending Slows
Negative Sentiment: Reports of executive departures during Walmart’s leadership transition may raise concerns about stability as the company prepares for a CEO change. Walmart Faces Executive Departures Amid Leadership Transition
Negative Sentiment: Two senior insiders sold shares, including EVP Latriece Watkins and Director C. Douglas McMillon, which can weigh on sentiment even though McMillon’s sale was made under a pre-arranged trading plan. Insider trade: Latriece Watkins Insider trade: C Douglas Mcmillon

Insider Activity

In other news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the transaction, the executive vice president directly owned 120,203 shares in the company, valued at $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president owned 577,853 shares of the company’s stock, valued at $71,607,543.76. This represents a 0.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 117,008 shares of company stock valued at $14,492,704. 0.09% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on WMT shares. Mizuho increased their price objective 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. Tigress Financial restated a “buy” rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a report on Friday. Freedom Capital upgraded shares of Walmart from a “strong sell” rating to a “hold” rating in a report on Thursday, May 21st. Wells Fargo & Company restated an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Finally, UBS Group set a $141.00 price target on shares of Walmart and gave the stock a “buy” rating in a report on Friday, May 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

View Our Latest Analysis on Walmart

About Walmart

(Free Report)

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.

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