Net Worth Advisory Group Has $2.01 Million Stock Holdings in Walmart Inc. $WMT

Net Worth Advisory Group decreased its position in Walmart Inc. (NASDAQ:WMT) by 24.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,056 shares of the retailer’s stock after selling 5,795 shares during the period. Net Worth Advisory Group’s holdings in Walmart were worth $2,012,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Matrix Trust Co lifted its position in Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after purchasing an additional 91 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Walmart by 1.0% during the 3rd quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock worth $1,023,000 after buying an additional 96 shares during the period. Meridian Wealth Partners LLC raised its stake in shares of Walmart by 2.1% during the second quarter. Meridian Wealth Partners LLC now owns 4,804 shares of the retailer’s stock worth $470,000 after buying an additional 99 shares during the last quarter. Hemington Wealth Management raised its stake in shares of Walmart by 1.8% during the third quarter. Hemington Wealth Management now owns 5,695 shares of the retailer’s stock worth $586,000 after buying an additional 99 shares during the last quarter. Finally, Boomfish Wealth Group LLC lifted its holdings in Walmart by 2.7% in the third quarter. Boomfish Wealth Group LLC now owns 3,701 shares of the retailer’s stock valued at $381,000 after buying an additional 99 shares during the period. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Walmart Stock Up 0.6%

Shares of NASDAQ:WMT opened at $122.89 on Friday. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $134.69. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The company has a market capitalization of $979.73 billion, a PE ratio of 44.85, a PEG ratio of 4.58 and a beta of 0.66. The company has a 50 day moving average price of $124.35 and a two-hundred day moving average price of $113.59.

Walmart (NASDAQ:WMT) last announced its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The company had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same period last year, the firm posted $0.66 earnings per share. The business’s quarterly revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. Analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be issued a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a yield of 0.8%. Walmart’s payout ratio is currently 36.13%.

Insider Activity

In other Walmart news, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the transaction, the executive vice president directly owned 506,764 shares of the company’s stock, valued at approximately $61,962,034.28. The trade was a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total value of $2,313,804.72. Following the completion of the sale, the chief executive officer owned 4,274,856 shares of the company’s stock, valued at $509,434,589.52. This trade represents a 0.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 274,278 shares of company stock valued at $33,825,793. Company insiders own 0.10% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Analysts highlight Walmart’s accelerating digital initiatives (AI tools, ads, memberships) and a disciplined buyback program that can lift margins and justify a higher multiple — a primary driver of investor optimism. Assessing Walmart (WMT) Valuation As Digital Growth AI Tools And Buybacks Reshape The Business
• Positive Sentiment: Comparisons to peers (Costco) emphasize Walmart’s omnichannel scale, growing ad business and membership-like initiatives as margin levers — reinforcing the narrative that Walmart can sustain steady, profitable growth vs. competitors. Walmart or Costco: Who’s Winning the Modern Retail Game Right Now?
• Neutral Sentiment: Broader retail comparisons (Amazon, Target) and sector commentary keep Walmart in investors’ crosshairs as a defensive, cash-generative retail leader; these pieces frame relative valuation and strategic positioning but don’t contain immediate catalysts. Amazon vs Walmart: Which is a Better Buy?
• Neutral Sentiment: Coverage noting executive comments about AI and leadership transitions (including past remarks by former CEO Doug McMillon) underscores management focus on AI but is more background than an immediate stock mover. Major outgoing CEOs are citing AI as a factor in their decisions to step down
• Negative Sentiment: Regulatory headwinds: Washington state fined Walmart >$380k for selling motor vehicle A/C cans with banned hydrofluorocarbons. The penalty is modest financially but raises scrutiny of compliance and ESG risks, which can affect reputation and investor sentiment. Walmart Fine Raises Questions On Climate Compliance And Investment Risks
• Negative Sentiment: Governance/legal risk: A shareholder law firm is investigating Walmart’s board over alleged oversight failures tied to Spark driver pay practices, which could lead to litigation, reputational harm or regulatory scrutiny if claims advance. Berger Montague PC Investigates Walmart Inc.’s Board of Directors for Breach of Fiduciary Duty (NASDAQ: WMT)

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Royal Bank Of Canada set a $145.00 price objective on shares of Walmart in a research note on Friday, February 20th. Sanford C. Bernstein reiterated an “outperform” rating and set a $134.00 target price (up from $129.00) on shares of Walmart in a research report on Friday, February 20th. CICC Research began coverage on Walmart in a research report on Friday, December 26th. They issued an “outperform” rating and a $125.00 price target on the stock. Mizuho lifted their price objective on Walmart from $125.00 to $137.00 and gave the stock an “outperform” rating in a research note on Monday, February 9th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 price objective on shares of Walmart in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Walmart currently has an average rating of “Moderate Buy” and a consensus target price of $135.76.

Walmart Profile

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.