Stonebridge Financial Group LLC MO Acquires Shares of 13,319 Walmart Inc. $WMT

Posted by Francis Steltz on May 13th, 2026

Walmart logo Stonebridge Financial Group LLC MO acquired a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The firm acquired 13,319 shares of the retailer’s stock, valued at approximately $1,484,000. Walmart comprises 1.3% of Stonebridge Financial Group LLC MO’s holdings, making the stock its 19th largest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. grew its position in shares of Walmart by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after acquiring an additional 4,304,436 shares during the period. State Street Corp grew its position in shares of Walmart by 1.2% during the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after acquiring an additional 2,242,364 shares during the period. Fisher Asset Management LLC grew its position in shares of Walmart by 1.6% during 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 acquiring an additional 634,211 shares during the period. Legal & General Group Plc grew its position in shares of Walmart by 3.5% during 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 acquiring an additional 934,468 shares during the period. Finally, Raymond James Financial Inc. grew its position in shares of Walmart by 0.4% during 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 acquiring an additional 93,459 shares during the period. 26.76% of the stock is owned by institutional investors.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Morgan Stanley reiterated its Walmart price target ahead of earnings, reinforcing a favorable analyst outlook for the retailer. Morgan Stanley reiterates Walmart stock price target pre-earnings
Positive Sentiment: Walmart’s planned layoffs/relocations of roughly 1,000 corporate workers may be viewed as a cost-cutting move that could improve operating efficiency, especially as the company consolidates technology and AI teams. Walmart Lays Off or Relocates About 1,000 Corporate Workers
Neutral Sentiment: Other coverage this week noted pressure on Walmart’s margins from its grocery-heavy sales mix, although e-commerce, advertising and efficiency gains are helping offset some of that pressure. Walmart’s Category Mix Pressures Margins: More Pain Ahead?
Negative Sentiment: Walmart also faces a new higher minimum wage requirement in parts of California, which could add labor cost pressure if passed through broadly across stores. Walmart braces for new $18 California law

Walmart Stock Up 2.2%

WMT opened at $130.35 on Wednesday. The company has a 50 day moving average of $126.12 and a 200 day moving average of $118.70. The company has a market cap of $1.04 trillion, a PE ratio of 47.57, a price-to-earnings-growth ratio of 4.75 and a beta of 0.65. Walmart Inc. has a 12 month low of $91.89 and a 12 month high of $134.69. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly earnings data on Thursday, February 19th. The retailer reported $0.74 EPS for the quarter, topping the consensus estimate of $0.73 by $0.01. The company had revenue of $190.66 billion during the quarter, compared to the consensus estimate of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. Walmart’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period last year, the firm earned $0.66 EPS. 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, sell-side analysts expect that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

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

Insider Buying and Selling

In related news, EVP Latriece Watkins sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total value of $1,214,600.00. Following the completion of the transaction, the executive vice president directly owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. This trade represents a 8.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $124.84, for a total transaction of $1,638,525.00. Following the completion of the transaction, the chief executive officer directly owned 674,162 shares of the company’s stock, valued at approximately $84,162,384.08. This trade represents a 1.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 167,195 shares of company stock worth $20,975,804 in the last 90 days. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

WMT has been the subject of a number of research reports. Craig Hallum set a $150.00 target price on shares of Walmart in a research report on Friday, March 6th. Wells Fargo & Company reissued an “overweight” rating and set a $140.00 target price (up from $130.00) on shares of Walmart in a research report on Tuesday, February 10th. Erste Group Bank raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Roth Mkm reissued a “buy” rating and set a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Walmart in a research report on Monday, April 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Walmart has a consensus rating of “Buy” and a consensus target price of $138.67.

Get Our Latest Report on Walmart

Walmart Profile

(Free Report)

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.