Pursue Wealth Partners LLC Has $5.38 Million Stake in Walmart Inc. $WMT

Pursue Wealth Partners LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 30.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 48,280 shares of the retailer’s stock after purchasing an additional 11,343 shares during the period. Walmart makes up 2.6% of Pursue Wealth Partners LLC’s investment portfolio, making the stock its 11th biggest holding. Pursue Wealth Partners LLC’s holdings in Walmart were worth $5,379,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Capstone Wealth Management LLC raised its stake in shares of Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after purchasing an additional 89 shares during the period. Matrix Trust Co increased its position in shares of Walmart by 20.0% in the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after acquiring an additional 91 shares during the last quarter. HRC Wealth Management LLC increased its position in shares of Walmart by 4.4% in the fourth quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after acquiring an additional 94 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Walmart by 1.0% in the third quarter. Revolve Wealth Partners LLC now owns 9,926 shares of the retailer’s stock valued at $1,023,000 after acquiring an additional 96 shares during the last quarter. Finally, Hunter Associates Investment Management LLC increased its position in shares of Walmart by 0.9% in the fourth quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer’s stock valued at $1,274,000 after acquiring an additional 97 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Big store reinvestment and expansion — Walmart is investing in remodels at roughly 650 stores, with ~20 net new openings planned for this year/early 2027, and state-level remodel programs (NC, VA, AL, TX) to modernize layouts and speed up fulfillment/one-hour delivery. These moves support sales growth, faster e‑commerce fulfillment and capex that targets higher customer frequency. Walmart Upgrades 650 Stores Amid Interest From High-Stress Shoppers
• Positive Sentiment: Healthcare & weight-management push — Walmart expanded its Better Care Services to include weight-management support for customers using or exploring GLP-1 drugs, integrating virtual care, nutrition and pharmacy. This captures a high-growth healthcare adjacency, increases pharmacy traffic and creates recurring service revenue. Walmart Expands Access to Weight Management Support Services for Customers on or exploring GLP-1s
• Positive Sentiment: New services business (Upstream) expands margins runway — Walmart launched Upstream Facility Services, selling nationwide HVAC and maintenance solutions leveraging its store network. This is a higher‑margin B2B opportunity that monetizes existing logistics/field capabilities. Walmart’s Upstream Launch Expands Its Long-Term Growth Runway
• Positive Sentiment: Analyst support — Guggenheim raised its price target and reiterated a Buy, citing scale and operational advantages. Positive analyst action can support sentiment and buying interest. Walmart (NASDAQ:WMT) Stock Price Expected to Rise, Guggenheim Analyst Says
• Neutral Sentiment: Great Value private-label redesign — Walmart is refreshing packaging and branding for its large Great Value line, a move to protect share in price-sensitive categories; brand refreshes typically support shelf appeal but take time to translate into sales lift. Walmart redesigns its ‘Great Value’ private label brand
• Neutral Sentiment: Retail partnerships and merchandising initiatives — Walmart launched a themed fashion collection tie-in (The Devil Wears Prada) and other merchandising updates that may modestly drive traffic/PR but are not material earnings drivers. Fashion moves: Walmart launches a collection tied to The Devil Wears Prada
• Neutral Sentiment: Insider/institutional activity — A small manager (BCS Wealth) disclosed a larger stake in WMT; incremental institutional buying is supportive but not yet a major flow signal. BCS Wealth Management Has $1.61 Million Stake in Walmart Inc. $WMT
• Negative Sentiment: Sam’s Club membership fee increase risk — Sam’s Club plans higher membership fees (following Costco’s prior move). While this can boost near-term revenue, it risks member churn or giving competitors an edge if shoppers resist the hike. Will Increased Membership Fees at Walmart’s Sam’s Club Actually Boost Costco’s Stock Instead?

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Argus raised Walmart to a “strong-buy” rating in a research report on Wednesday, February 18th. HSBC downgraded Walmart from a “buy” rating to a “hold” rating and lifted their target price for the company from $122.00 to $131.00 in a research report on Friday, February 20th. TD Cowen reaffirmed a “buy” rating and issued a $145.00 target price (up from $136.00) on shares of Walmart in a research report on Friday, February 20th. Jefferies Financial Group set a $145.00 target price on Walmart in a research report on Friday, February 20th. Finally, Deutsche Bank Aktiengesellschaft set a $120.00 target price on Walmart in a research report on Friday, February 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $137.64.

Insider Activity at Walmart

In related news, EVP Christopher James Nicholas sold 34,082 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $122.00, for a total value of $4,158,004.00. Following the completion of the sale, the executive vice president directly owned 533,466 shares in the company, valued at $65,082,852. The trade was a 6.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $123.16, for a total value of $2,391,274.56. Following the completion of the sale, the director owned 4,213,406 shares of the company’s stock, valued at $518,923,082.96. This trade represents a 0.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 246,016 shares of company stock valued at $30,431,872. Insiders own 0.10% of the company’s stock.

Walmart Trading Up 0.0%

Walmart stock opened at $124.82 on Friday. Walmart Inc. has a 52 week low of $91.34 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 stock has a market capitalization of $995.11 billion, a P/E ratio of 45.55, a PEG ratio of 4.65 and a beta of 0.66. The stock has a 50-day simple moving average of $125.71 and a 200 day simple moving average of $115.70.

Walmart (NASDAQ:WMT) last posted its quarterly earnings results 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 business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter last year, the company posted $0.66 earnings per share. Walmart’s quarterly revenue was up 5.6% on a year-over-year basis. 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 expect that Walmart Inc. will post 2.55 earnings per share for the current year.

Walmart Dividend Announcement

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

About Walmart

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.