Tyche Wealth Partners LLC Boosts Stake in Walmart Inc. $WMT

Tyche Wealth Partners LLC lifted its position in shares of Walmart Inc. (NASDAQ:WMT) by 6.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 92,622 shares of the retailer’s stock after acquiring an additional 5,282 shares during the quarter. Walmart accounts for approximately 1.6% of Tyche Wealth Partners LLC’s investment portfolio, making the stock its 13th biggest holding. Tyche Wealth Partners LLC’s holdings in Walmart were worth $10,319,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its stake in Walmart by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after buying an additional 3,835,200 shares in the last quarter. State Street Corp lifted its stake in Walmart by 1.2% in the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after buying an additional 2,242,364 shares in the last quarter. Fisher Asset Management LLC lifted its stake in Walmart by 1.6% in the 3rd quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock valued at $4,153,176,000 after buying an additional 634,211 shares in the last quarter. Legal & General Group Plc lifted its stake in Walmart by 3.5% in the 3rd quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer’s stock valued at $2,810,288,000 after buying an additional 934,468 shares in the last quarter. Finally, Raymond James Financial Inc. lifted its stake in Walmart by 0.4% in the 3rd quarter. Raymond James Financial Inc. now owns 24,990,692 shares of the retailer’s stock valued at $2,575,541,000 after buying an additional 93,459 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on WMT. Barclays reaffirmed an “overweight” rating and issued a $125.00 price target (up from $108.00) on shares of Walmart in a research note on Thursday, January 8th. Mizuho raised their price target on shares of Walmart from $125.00 to $137.00 and gave the company an “outperform” rating in a research note on Monday, February 9th. Telsey Advisory Group raised their price target on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a research note on Friday, February 20th. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research note on Tuesday, February 24th. Finally, DA Davidson set a $150.00 price target on shares of Walmart and gave the company a “buy” rating in a research note on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $137.64.

Walmart Stock Performance

Shares of Walmart stock opened at $124.76 on Thursday. Walmart Inc. has a one year low of $90.61 and a one year high of $134.69. The company has a market cap of $994.64 billion, a price-to-earnings ratio of 45.53, a PEG ratio of 4.66 and a beta of 0.66. 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 business’s 50 day moving average price is $125.76 and its 200 day moving average price is $115.64.

Walmart (NASDAQ:WMT) last announced its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.01. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The firm had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter last year, the business posted $0.66 earnings per share. The firm’s 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. On average, research analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Dividend Announcement

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

More Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart launched Upstream Facility Services, using its store network and maintenance expertise to offer nationwide HVAC and facilities maintenance to businesses — a new, recurring-revenue service that leverages existing assets and could expand margins over time. Walmart introduces Upstream Facility Services
• Positive Sentiment: Walmart is redesigning its Great Value private‑label brand (about 10,000 items) with more modern packaging — a move that supports private‑label share gains, pricing power versus national brands, and potential margin improvement. Walmart redesigns its ‘Great Value’ private label brand
• Positive Sentiment: Guggenheim raised its price target on WMT (to $137) and the stock was highlighted in model portfolios — analyst support and inclusion in buy-lists can lift investor demand. Walmart (WMT) – Among the Early Retirement Portfolio
• Positive Sentiment: Walmart joined the U.S. Cotton Trust Protocol, advancing sustainable sourcing — an ESG move that can reduce supply-chain risk and appeal to sustainability-focused investors. Walmart Joins U.S. Cotton Trust Protocol
• Positive Sentiment: Flipkart/Walmart unit exposure to India’s fast-growing e‑commerce market (23% CAGR 2020–2025) and strength in small towns supports international growth optionality. Inside India newsletter: Small towns are powering e-commerce
• Neutral Sentiment: Walmart will carry Pet Honesty nationwide (nearly 13,000 stores), expanding assortment in pet wellness — positive for category breadth but incremental to overall sales. Pet Honesty® Expands to Walmart Stores Nationwide
• Neutral Sentiment: Walmart is launching a fashion collection tied to The Devil Wears Prada — a branding/marketing initiative that may boost traffic but has uncertain sales leverage. Fashion moves: Walmart launches a collection tied to The Devil Wears Prada
• Neutral Sentiment: BCS Wealth Management disclosed a stake increase to 14,434 shares (up 108.9%) — a small institutional buy that signals modest investor interest but is not material to WMT’s cap base. BCS Wealth Management Has $1.61 Million Stake in Walmart Inc.
• Negative Sentiment: Sam’s Club is raising membership fees; some analysts argue higher fees could push value‑sensitive shoppers to competitors like Costco, potentially benefiting Costco more than Walmart’s Sam’s Club — a risk to member growth and retention. Will Increased Membership Fees at Walmart’s Sam’s Club Actually Boost Costco’s Stock Instead?

Insider Activity

In other news, EVP Latriece Watkins sold 10,000 shares of Walmart stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the sale, the executive vice president owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. The trade was a 8.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the sale, the chief executive officer directly owned 687,287 shares in the company, valued at approximately $83,821,522.52. The trade was a 1.87% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 246,016 shares of company stock worth $30,431,872. 0.10% of the stock is owned by company insiders.

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.