Split Rock Private Trading & Wealth Management LLC Invests $547,000 in Walmart Inc. $WMT

Split Rock Private Trading & Wealth Management LLC purchased a new position in shares of Walmart Inc. (NASDAQ:WMT) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 4,906 shares of the retailer’s stock, valued at approximately $547,000. Walmart makes up 0.4% of Split Rock Private Trading & Wealth Management LLC’s investment portfolio, making the stock its 21st largest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Capstone Wealth Management LLC raised its stake in shares of Walmart by 1.8% during the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock worth $552,000 after purchasing an additional 89 shares in the last quarter. Matrix Trust Co raised its stake in shares of Walmart by 20.0% during the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after purchasing an additional 91 shares in the last quarter. HRC Wealth Management LLC raised its stake in shares of Walmart by 4.4% during the 4th quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock worth $246,000 after purchasing an additional 94 shares in the last quarter. Revolve Wealth Partners LLC raised its stake 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 purchasing an additional 96 shares in the last quarter. Finally, Hunter Associates Investment Management LLC raised its stake in shares of Walmart by 0.9% during the 4th quarter. Hunter Associates Investment Management LLC now owns 11,449 shares of the retailer’s stock worth $1,274,000 after purchasing an additional 97 shares in the last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Walmart

In other Walmart news, EVP Christopher James Nicholas sold 34,082 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. This trade represents a 6.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP John D. Rainey sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $127.79, for a total value of $2,555,800.00. Following the completion of the sale, the executive vice president directly owned 486,764 shares in the company, valued at $62,203,571.56. This trade represents a 3.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 246,016 shares of company stock worth $30,431,872. Insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

WMT has been the subject of a number of recent research reports. Rothschild & Co Redburn set a $150.00 price target on Walmart in a research note on Tuesday, February 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research note on Wednesday, January 21st. Wells Fargo & Company reissued an “overweight” rating and set a $140.00 price objective (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. Erste Group Bank raised Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 2nd. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Two 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 stock currently has an average rating of “Buy” and a consensus price target of $137.64.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart launched “Upstream Facility Services,” a nationwide B2B offering that leverages its store-based maintenance teams to sell HVAC and facility services — a new recurring revenue channel that can improve store-level economics and margins over time. Walmart introduces Upstream Facility Services
• Positive Sentiment: Guggenheim raised its price target on WMT to $137 (from $120) and reiterated a Buy — analyst backing that can support the stock and attract buyers after recent pullbacks. Walmart (WMT) – Among the Early Retirement Portfolio: Top 15 Stocks to Buy
• Positive Sentiment: Walmart is redesigning its Great Value private-label packaging (first major refresh in a decade) to boost appeal to price-conscious shoppers — a move that can lift private-label sales mix and margins. Walmart redesigns its ‘Great Value’ private label brand
• Neutral Sentiment: Walmart joined the U.S. Cotton Trust Protocol — a sustainability move that reduces sourcing risk and may help brand/retailer relationships but has limited immediate financial impact. Walmart Joins U.S. Cotton Trust Protocol
• Neutral Sentiment: New distribution wins (e.g., Pet Honesty nationwide at ~13,000 stores) add incremental SKU sales and assortment depth but are modest near-term drivers. Pet Honesty® Expands to Walmart Stores Nationwide
• Neutral Sentiment: Market commentary continues to label WMT a defensive, market-beating consumer staple — supportive for long-term inflows but not necessarily a catalyst for immediate upside. Market on Sale: 2 Stocks Worth Buying With $1,000 Amid the Chaos
• Negative Sentiment: Despite the positive strategic news and analyst support, the stock saw selling pressure (reported declines in recent sessions), suggesting profit-taking or broader market moves are outweighing headlines today. Walmart (WMT) Stock Declines While Market Improves

Walmart Stock Performance

WMT opened at $124.76 on Thursday. The firm has a market capitalization of $994.64 billion, a P/E ratio of 45.53, a price-to-earnings-growth ratio of 4.66 and a beta of 0.66. The stock’s 50 day moving average price is $125.76 and its two-hundred day moving average price is $115.64. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a 12-month low of $90.61 and a 12-month high of $134.69.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The firm had revenue of $190.66 billion for the quarter, compared to analyst estimates of $188.37 billion. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company’s revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the firm posted $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, equities 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 $0.2475 dividend. The ex-dividend date of this dividend is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart’s dividend payout ratio (DPR) is 36.13%.

Walmart Company 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.