Walmart Yönetim
Yönetim kriter kontrolleri 2/4
Walmart CEO'su John Furner, Feb2026 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 27.34M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.8% maaş ve 95.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.006% ine doğrudan sahiptir ve bu hisseler $ 64.01M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.7 yıl ve 8.6 yıldır.
Anahtar bilgiler
John Furner
İcra Kurulu Başkanı
US$27.3m
Toplam tazminat
| CEO maaş yüzdesi | 4.80% |
| CEO görev süresi | less than a year |
| CEO sahipliği | 0.006% |
| Yönetim ortalama görev süresi | 2.7yrs |
| Yönetim Kurulu ortalama görev süresi | 8.6yrs |
Son yönetim güncellemeleri
Recent updates
Walmart: Tough To Justify This Valuation
May 06
WMT: AI Omnichannel And Advertising Will Counter Guidance And Competitive Pressures
Walmart's analyst price target edges higher, reflecting modestly adjusted fair value assumptions and continued focus from analysts on the company's tech-enabled omnichannel model and AI-driven initiatives highlighted in recent research. Analyst Commentary Recent research on Walmart centers on how the company is executing its tech enabled omnichannel strategy, the role of AI in driving efficiency, and how those factors line up against current valuation.WMT: AI Omnichannel And Advertising Profits Will Balance Rising Competitive Risks
The analyst price target for Walmart has been lifted by $17, with analysts pointing to the company's progress in tech enabled omnichannel retail, AI driven commerce initiatives, and broader digital opportunities as key supports for the higher fair value assumptions, despite only modest tweaks to revenue growth, profit margin, discount rate, and future P/E inputs. Analyst Commentary Recent research on Walmart points to an active debate around how much value to place on its tech enabled retail model, AI and automation investments, and newer profit pools such as advertising and connected TV.WMT: AI Commerce And Drone Expansion Will Support Margins Versus Intensifying Rivals
Analysts have nudged their average Walmart price target higher by roughly $10 to $20 into a $138 to $150 range, citing the retailer's push into AI enabled commerce, expanding digital and advertising platforms, and continued share gains that are pressuring peers. Analyst Commentary Recent research on Walmart highlights a wide range of views, but most commentary clusters around its push into AI powered commerce, growing digital and advertising businesses, and the valuation reset following its latest earnings and guidance.WMT: AI Commerce And Automation Will Support Margins Amid Competitive Shifts
Analysts have made a small upward adjustment to Walmart's fair value estimate to about $136 per share, reflecting higher Street price targets tied to views that its tech enabled, AI driven omnichannel model can support modestly stronger margins and a slightly richer future P/E multiple, even as revenue growth assumptions are fine tuned lower. Analyst Commentary Recent research on Walmart points to a split view, with many on the Street more constructive on the company’s tech enabled model and earnings power, while a smaller group is turning cautious on near term momentum and valuation.WMT: AI And Automation Shift Will Shape Retail Resilience And Risks
Our Walmart fair value estimate has edged up from $129.03 to $135.90 as analysts lift price targets into a $138 to $150 range, citing the retailer's shift toward a tech-enabled omnichannel model, its growing use of AI and automation, and the contribution from higher margin alternative businesses. Analyst Commentary Recent Street research around Walmart clusters into two clear camps, with most price targets now sitting in a $134 to $150 range and one group remaining more cautious in the low $120s to low $130s.WMT: AI Partnerships And New CEO Will Shape Retail And Consumer Resilience
Narrative Update The analyst price target for Walmart in our framework has shifted from $124.28 to $129.03 as analysts factor in a higher assumed future P/E multiple. This adjustment reflects research that cites resilient Q3 execution, a growing higher income customer mix, and ongoing benefits from e-commerce, advertising, and new partnerships such as AI and search integrations with large technology platforms.
The Omnichannel Hegemon: AI, Advertising, and the Nasdaq Era
The February 19th Reckoning Walmart reports its fourth-quarter and full-year results on Thursday, February 19, 2026 , before the opening bell. The stock is currently trading at $133.94 , pushing into "overbought" territory with a trailing P/E of ~46.WMT: AI Partnerships And New CEO Will Balance Retail And Consumer Headwinds
Analysts have inched their Walmart fair value estimate higher to $124.28 from $123.20, citing a series of recent price target raises and continued confidence in the company’s long term earnings profile, even as some firms turn more cautious on near term retail trends. Analyst Commentary Recent research paints a mixed but generally constructive picture for Walmart, with several firms lifting price targets while a smaller group has turned more cautious on valuation and near term retail trends.WMT: AI Partnerships And New CEO Are Set To Balance Opportunities
Analysts have nudged our Walmart fair value estimate up to US$123.20 from about US$121.38, reflecting modestly higher assumptions for revenue growth, profit margins, and future P/E, following a series of upward price target revisions and constructive commentary on partnerships like Gemini and other alternative revenue streams. Analyst Commentary Recent research on Walmart has been active, with several firms updating price targets and framing the stock around its execution in core retail, newer revenue streams, and the upcoming CEO transition.WMT: AI Commerce Shift And New CEO Will Shape Steady Forward Path
Analysts have nudged their Walmart fair value estimate to $121.38 from $119.45, reflecting higher Street price targets clustered around $120 to $130 and commentary that highlights consistent Q3 results, broad-based share gains, expanding eCommerce and advertising contributions, and confidence in the upcoming CEO transition. Analyst Commentary Street research around Walmart has turned more constructive following Q3 results, with several bullish analysts lifting price targets into a tight band around $120 to $130 and reaffirming positive views on execution, mix shift, and the CEO transition.WMT: AI Commerce And New Leadership Will Support Balanced, Steady Performance Ahead
Analysts have nudged our Walmart fair value estimate modestly higher to about $119 from $118. This reflects slightly faster expected revenue growth, improving profit margins, and confidence in the company’s strengthened earnings trajectory and raised price targets following consistently strong Q3 results and momentum across income cohorts.WMT: AI Shopping Agent And CEO Transition Will Drive Stable Performance Ahead
Walmart's analyst price target was raised significantly, from $117 to $130. Analysts pointed to robust quarterly results, continued share gains across product categories, and overall business momentum as the primary drivers behind the upward revision.Walmart (NYSE:WMT) Is Due To Pay A Dividend Of $0.235
Nov 22
WMT: Margin Expansion and AI Integration Will Shape Continued Market Leadership
Walmart’s analyst price target has seen a slight increase of $0.18 per share, reflecting analysts’ positive outlook on continued margin improvement and sustained revenue growth. Analyst Commentary Recent Street commentary on Walmart underscores a generally optimistic view on the company's strategic position, operational improvements, and growth outlook, though some caution remains around execution and near-term challenges.Walmart's (NYSE:WMT) Dividend Will Be $0.235
Oct 31Omni-Channel Expansion and AI Advances Will Drive Continued Market Leadership
Walmart's analyst price target has been raised slightly, increasing from $113.13 to $113.60. Analysts point to the company's continued market share gains and execution strength as primary factors behind the upward revision.Omni-Channel Retail And AI Will Revolutionize Global Markets
Walmart’s fair value estimate has been modestly increased from $112 to $113.13. This change reflects analyst expectations for stronger revenue growth and continued leadership in emerging retail technologies.Omni-Channel Retail And AI Will Revolutionize Global Markets
Analysts maintain a positive long-term outlook on Walmart, citing robust sales growth, accelerating digital initiatives, and efficiency improvements as key drivers, while the consensus analyst price target remains unchanged at $112.00. Analyst Commentary Bullish analysts highlight robust sales growth, significant advances in digital and omnichannel capabilities, and improved operating efficiency as key drivers of higher price targets.Walmart (NYSE:WMT) Is Due To Pay A Dividend Of $0.235
Aug 13
Walmart Inc. (NYSE:WMT) Investors Are Less Pessimistic Than Expected
Jul 29Walmart (NYSE:WMT) Is Due To Pay A Dividend Of $0.235
Jul 01Shareholders Will Probably Hold Off On Increasing Walmart Inc.'s (NYSE:WMT) CEO Compensation For The Time Being
May 29Walmart: Are Shares A Buy Before Q1 Results?
Apr 24Walmart: Reality Check After The Disappointing Guidance (Rating Downgrade)
Mar 23Walmart Earnings Preview: 'Alternative Revenue Streams' And E-Commerce Will Eventually Boost Margins
Feb 17CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jan 31 2026 | US$27m | US$1m | US$22b |
| Oct 31 2025 | n/a | n/a | US$23b |
| Jul 31 2025 | n/a | n/a | US$21b |
| Apr 30 2025 | n/a | n/a | US$19b |
| Jan 31 2025 | US$16m | US$1m | US$19b |
| Oct 31 2024 | n/a | n/a | US$20b |
| Jul 31 2024 | n/a | n/a | US$16b |
| Apr 30 2024 | n/a | n/a | US$19b |
| Jan 31 2024 | US$16m | US$1m | US$16b |
| Oct 31 2023 | n/a | n/a | US$16b |
| Jul 31 2023 | n/a | n/a | US$14b |
| Apr 30 2023 | n/a | n/a | US$11b |
| Jan 31 2023 | US$14m | US$1m | US$12b |
| Oct 31 2022 | n/a | n/a | US$9b |
| Jul 31 2022 | n/a | n/a | US$14b |
| Apr 30 2022 | n/a | n/a | US$13b |
| Jan 31 2022 | US$15m | US$1m | US$14b |
| Oct 31 2021 | n/a | n/a | US$8b |
| Jul 31 2021 | n/a | n/a | US$10b |
| Apr 30 2021 | n/a | n/a | US$12b |
| Jan 31 2021 | US$11m | US$945k | US$14b |
| Oct 31 2020 | n/a | n/a | US$20b |
| Jul 31 2020 | n/a | n/a | US$18b |
| Apr 30 2020 | n/a | n/a | US$15b |
| Jan 31 2020 | US$10m | US$848k | US$15b |
Tazminat ve Piyasa: John 'nin toplam tazminatı ($USD 27.34M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.67M ).
Tazminat ve Kazançlar: John 'in maaşı son bir yılda %20'den fazla arttı.
CEO
John Furner (50 yo)
less than a year
Görev süresi
US$27,343,149
Tazminat
Mr. John R. Furner serves as President & Chief Executive Officer of Walmart Inc. since February 1, 2026 and serves as its Director since November 13, 2025. He served as Executive Vice President of Walmart...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | less than a year | US$27.34m | 0.0061% $ 64.0m | |
| Executive VP & CFO | 3.9yrs | US$15.46m | 0.0038% $ 40.0m | |
| Executive VP | 6.8yrs | US$16.73m | 0.018% $ 192.6m | |
| Executive Officer | less than a year | US$29.24m | 0.058% $ 601.7m | |
| Executive Vice President of AI Acceleration | less than a year | US$44.09m | 0.0030% $ 31.2m | |
| Senior VP | less than a year | Veri yok | 0.00053% $ 5.5m | |
| Senior Vice President of Investor Relations | 3.6yrs | Veri yok | Veri yok | |
| Executive VP of Global Governance | less than a year | Veri yok | Veri yok | |
| Senior VP & Chief Communications Officer | 2.7yrs | Veri yok | Veri yok | |
| Executive VP & Chief People Officer | 6.3yrs | Veri yok | 0.0045% $ 47.0m | |
| Executive Vice President of Corporate Affairs | 12.9yrs | Veri yok | 0.0080% $ 83.3m | |
| Executive VP & Chief Sustainability Officer | no data | Veri yok | Veri yok |
2.7yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş
Deneyimli Yönetim: WMT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | less than a year | US$27.34m | 0.0061% $ 64.0m | |
| Independent Director | 11.5yrs | US$368.80k | 0.00073% $ 7.6m | |
| Lead Independent Director | 5.2yrs | US$386.85k | 0.00067% $ 7.0m | |
| Non-Executive Chairman | 17.9yrs | US$563.54k | 0.019% $ 194.1m | |
| Independent Director | 7.3yrs | US$338.58k | 0.00040% $ 4.2m | |
| Independent Director | 13.8yrs | US$372.42k | Veri yok | |
| Independent Director | 8.3yrs | US$361.44k | Veri yok | |
| Independent Director | 14.3yrs | US$338.58k | Veri yok | |
| Independent Director | 8.9yrs | US$361.44k | 0.00063% $ 6.6m | |
| Independent Director | 1.8yrs | US$339.60k | 0.00015% $ 1.6m | |
| Independent Director | 1.9yrs | US$338.76k | 0.000020% $ 208.5k | |
| Director | 9.9yrs | US$361.44k | 0.0012% $ 12.2m |
8.6yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: WMT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.6 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/06 04:10 |
| Gün Sonu Hisse Fiyatı | 2026/05/06 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Walmart Inc. 68 Bu analistlerden 37, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Will Chien | Accountability Research Corporation |
| Christopher Graja | Argus Research Company |
| Peter Benedict | Baird |