WMT Walmart Inc.

mixed · high conviction SHIFT 1/2 shifts correct ↓ $118.90 +0.36 (+0.3%)
Mkt Cap $948B P/E 41.9 fwd 36.2 52wk $93.43 - $135.16 Earnings beating Updated Thursday
What We Found Primary source analysis others skip
SEC Filing Changes
HIGH
NEW items added

The current filing includes extensive details on the Walmart U.S., Walmart International, and Sam's Club U.S. segments, financial performance data, and future outlook including growth, margin, returns, and capital expenditures including a $30 billion share repurchase authorization starting February 2026. These details were not present in the prior filing, which focused primarily on risks related to cybersecurity, legal/regulatory, financial risks, international operations, and litigation.

10-K · Filed 2026-03-13
HIGH
REMOVED items

The prior filing contains extensive new language on the definition, inclusion, exclusions, and calculation of comparable sales, including eCommerce sales, omni-channel transactions, and impact exclusions for divested and acquired businesses, noting that it is not comparable to other industry measures. This entire explanation is removed in the current filing.

10-K · Filed 2026-03-13
MEDIUM
NEW items added

Prior filing includes the following new language absent in current filing: 'We have taken certain strategic actions across our segments, including an increased emphasis on investments in automation and supply chain as well as diversifying our earnings streams through category and business mix. In December 2024, the Walmart U.S. segment completed the acquisition of VIZIO Holding Corp. for net cash consideration of $1.9 billion... In November 2022, we completed the buyout of the noncontrolling interest shareholders of our Massmart subsidiary... In December 2022, we exited operations in certain countries in Africa... In December 2022, we increased our ownership in PhonePe... In August 2024, we sold our equity investment in JD.com for net proceeds of $3.6 billion.' None of these specifics are present in the current filing.

10-K · Filed 2026-03-13
MEDIUM
NEW items added

In the prior filing, new language added: 'Volatility in currency exchange rates have impacted and may continue to impact the results, including net sales and operating income, of the Company and the Walmart International segment.' This language is absent in the current filing.

10-K · Filed 2026-03-13
HIGH
New mentions of investigations, litigation, regulatory actions

The prior filing detailed multiple ongoing regulatory investigations and legal proceedings. The current filing does not include these disclosures within Item 1A, representing a removal or relocation of these risk discussions.

10-K · Filed 2026-03-13
MEDIUM
Dollar amounts or specificity changes

The current filing includes numerous detailed tables with dollar amounts and percentages for multiple fiscal years, detailed segment financials, and precise numbers on debt issuances, capital expenditure breakdowns, dividends, and share repurchase programs including sizes and prices. The prior filing lacks such detailed financial data in Item 1A.

10-K · Filed 2026-03-13
HIGH
Material LANGUAGE CHANGES

Prior filing risk factor language focused on potential impact of cyber attacks, data breaches, compliance failures, and legal investigations on financial performance and reputation. The current filing omits this risk language in Item 1A and instead presents extensive detail on financial results, segment metrics, liquidity, capital expenditures, growth strategies, and returns, including very specific financial numbers, tax impacts, and future capital plans.

10-K · Filed 2026-03-13
HIGH
Items REMOVED

The prior filing contained a long, detailed section on cybersecurity threats, risks related to associate malfeasance, privacy laws like GDPR, HIPAA, and other regulatory compliance risks including tax, trade, international operations, and litigations such as opioids, antitrust, and CFPB actions. These risk discussions are absent in the current filing's Item 1A risk factors section.

10-K · Filed 2026-03-13
Material Events (8-K)
8-K
Executive Appointment

David Guggina was appointed Executive Vice President, President and CEO of Walmart U.S. effective February 1, 2026, succeeding John Furner who was promoted to President and CEO of Walmart Inc. Guggina...

Filed 2026-01-16 · David Guggina, Executive Vice President, President and CEO, Walmart U.S., John Furner, President and CEO, Walmart Inc.
8-K
Director Appointment and Compensatory Arrangement

Shishir Mehrotra was appointed to the Board of Directors of Walmart Inc. and joined two Board committees: the Compensation and Management Development Committee and the Technology and eCommerce Committ...

Filed 2026-01-08 · Shishir Mehrotra, age 46
8-K
Earnings Release and Outlook Update Bullish $179.5 billion revenue; $0.77 GAAP EPS; $0.62 adjusted EPS; …

Walmart reported strong Q3 results with 5.8% revenue growth and 27% global eCommerce growth. Operating income slightly decreased by 0.2%, but adjusted operating income increased 8%. GAAP EPS was $0.77...

Filed 2025-11-20 · Doug McMillon, President and CEO
8-K
Departure and Appointment

C. Douglas McMillon, president and CEO of Walmart Inc., announced his retirement from these roles effective January 31, 2026. He will continue as an executive officer reporting to the Board Chairman, ...

Filed 2025-11-14 · C. Douglas McMillon, President and Chief Executive Officer, John R. Furner, President and Chief Executive Officer
Insider selling: $256,592,629 sold by 4 insiders (30d)
Est. revisions: -0.5% (9 up, 13 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.9)

Factor Model

net -1.9 4.9 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
-0.7
Analyst Rev.
-0.3
Narrative Gap
+0.0
Filing Risk
+8.0

Walmart Faces Margin Pressure, Guidance Weakness

Watch: Monitor Q2 guidance updates and margin trends for signs Walmart can navigate inflation and consumer headwinds.

Walmart reported Q1 revenue up 7.3% to $177.8B and adjusted EPS rose 8% to $0.66, with U.S. comparable sales growing around 4%. However, the company faces margin pressures from high gasoline costs impacting consumer spending, leading to weaker Q2 and FY2027 guidance. Despite this, strong grocery traffic supports bullish analyst sentiment and TD Cowen raised its price target to $150. Insider selling by the Walton family and a 12% stock pullback weigh on near-term outlook.

Rising costs and cautious consumers challenge Walmart's premium valuation and safe-haven status, threatening near-term stock performance amid ongoing economic strain.

Position history (3d) bull bear neutral
2026-05-22 2026-05-28

Evidence

Fundamentals & Data ▾
Walmart Inc. Consumer Defensive · Discount Stores
Mkt Cap
$948B
P/E
41.9 fwd 36.2
Beta
0.65
Div Yield
84.00%
52w Range
$93.43 - $135.16
Short Interest
81.6M 1.84%
Days to Cover
4.9 +18%
Technicals downtrend
vs 20d MA
-7.2%
vs 50d MA
-6.0%
from 52w Hi
-11.4%
Vol (20d)
33%
1w return
-9.1%
1m return
-6.8%
3m return
-4.2%
Vol ratio
1.5x
Insiders
selling 0B / 9S
Analysts
bullish 1 up / 0 down
Earnings
beating 3B / 1M
EPS Estimate
$0.74 -0.5% 30d 9up / 13dn
Est. Dispersion
8% 33 analysts
Analyst Target
$138 $70 - $154
Options P/C
0.65 3C / 4P unusual
Insider Cluster
strong sell 0B / 4S
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater, Two Sigma, Soros
Financials
Revenue
$190.7B +6% YoY
FCF
$6.1B
Gross Margin
25%
Op Margin
5%
Momentum: accelerating
Top Holders
Citadel $2.0B
D.E. Shaw $1.1B
Bridgewater $30M
Two Sigma $26M
Soros $2M
Recent Filings & Data
insider trade 4
net selling · $256,592,629 sold
4 insiders · 4 transactions (30d)
Recent transactions
WALTON FAMILY HOLDINGS TRUST · sell · $254,437,475
FURNER JOHN R · sell · $1,628,574
NICHOLAS CHRISTOPHER JAMES · sell · $359,368
BARTLETT DANIEL J · sell · $167,212
analyst rating 1
Freedom Broker up → Hold 10d ago
filing change 8
HIGH NEW items added: New detailed financial and operational metrics including highlights on pricing strategies, corporate tax changes, compan...
full analysis

The current filing includes extensive details on the Walmart U.S., Walmart International, and Sam's Club U.S. segments, financial performance data, and future outlook including growth, margin, returns, and capital expenditures including a $30 billion share repurchase authorization starting February 2026. These details were not present in the prior filing, which focused primarily on risks related to cybersecurity, legal/regulatory, financial risks, international operations, and litigation.

HIGH REMOVED items: Removal of detailed explanation and calculation method for comparable store and club sales, and how eCommerce sales are ...
full analysis

The prior filing contains extensive new language on the definition, inclusion, exclusions, and calculation of comparable sales, including eCommerce sales, omni-channel transactions, and impact exclusions for divested and acquired businesses, noting that it is not comparable to other industry measures. This entire explanation is removed in the current filing.

MEDIUM NEW items added: Details added on strategic actions including acquisitions, portfolio reshaping, and divestitures in Walmart Internationa...
full analysis

Prior filing includes the following new language absent in current filing: 'We have taken certain strategic actions across our segments, including an increased emphasis on investments in automation and supply chain as well as diversifying our earnings streams through category and business mix. In December 2024, the Walmart U.S. segment completed the acquisition of VIZIO Holding Corp. for net cash consideration of $1.9 billion... In November 2022, we completed the buyout of the noncontrolling interest shareholders of our Massmart subsidiary... In December 2022, we exited operations in certain countries in Africa... In December 2022, we increased our ownership in PhonePe... In August 2024, we sold our equity investment in JD.com for net proceeds of $3.6 billion.' None of these specifics are present in the current filing.

MEDIUM NEW items added: Addition of currency exchange rate fluctuations impact on Walmart International segment due to currency volatility.
full analysis

In the prior filing, new language added: 'Volatility in currency exchange rates have impacted and may continue to impact the results, including net sales and operating income, of the Company and the Walmart International segment.' This language is absent in the current filing.

HIGH New mentions of investigations, litigation, regulatory actions: Prior filing contained extensive discussion of ongoing investigations with regulatory authorities, including opioid liti...
full analysis

The prior filing detailed multiple ongoing regulatory investigations and legal proceedings. The current filing does not include these disclosures within Item 1A, representing a removal or relocation of these risk discussions.

3 more
MEDIUM Significant increase in specificity and detail around financial metrics and capital allocation, incl...
HIGH Shift in disclosure from detailed risk factor narrative on cybersecurity and legal risks to primaril...
HIGH Removal of extensive cybersecurity, privacy risk factors along with detailed discussion of legal and...
material event 5

David Guggina was appointed Executive Vice President, President and CEO of Walmart U.S. effective February 1, 2026, succeeding John Furner who was promoted to President and CEO of Walmart Inc. Guggina was previously Executive VP and Chief eCommerce Officer, Walmart U.S. This leadership change reflects continuity in Walmart's executive team. SEC↗

Shishir Mehrotra was appointed to the Board of Directors of Walmart Inc. and joined two Board committees: the Compensation and Management Development Committee and the Technology and eCommerce Committee. He will receive prorated non-management director compensation for the current term ending at the 2026 Annual Shareholders Meeting. SEC↗

Walmart reported strong Q3 results with 5.8% revenue growth and 27% global eCommerce growth. Operating income slightly decreased by 0.2%, but adjusted operating income increased 8%. GAAP EPS was $0.77, adjusted EPS was $0.62. The company raised its FY26 outlook for net sales growth (4.8%-5.1%) and adjusted operating income growth (4.8%-5.5%), with adjusted EPS guidance of $2.58 to $2.63. CEO Doug McMillon highlighted leadership transition commendation for John Furner but no explicit departure or agreement noted in this filing. SEC↗

C. Douglas McMillon, president and CEO of Walmart Inc., announced his retirement from these roles effective January 31, 2026. He will continue as an executive officer reporting to the Board Chairman, remain employed through January 31, 2027, and stay on the Board until the June 2026 Annual Shareholders Meeting. John R. Furner was appointed as the new president and CEO as of November 13, 2025. SEC↗

Dwayne Milum has been appointed as Senior Vice President and Controller of Walmart, effective February 1, 2026, succeeding David Chojnowski who will transition to Senior Vice President, Treasurer and Tax. Milum has been with Walmart since 2004 and most recently was Senior Vice President and Chief Audit Executive. No dollar amounts were disclosed. This appointment is a neutral event for the stock. SEC↗

Track Record (1/2 correct) ▾

Direction History

1/2 correct at 5 days
2026-04-29 bullish +1.6%
2026-04-24 bearish +1.3%
mixed for 1d | 15 signals · latest Updated Thursday

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