Ticino Wealth Takes $492,000 Position in Walmart Inc. $WMT

Ticino Wealth bought a new position in shares of Walmart Inc. (NASDAQ:WMT) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 4,417 shares of the retailer’s stock, valued at approximately $492,000.

Several other large investors also recently modified their holdings of WMT. Brighton Jones LLC lifted its holdings in Walmart by 28.8% in the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock worth $8,868,000 after buying an additional 21,939 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Walmart by 5.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock valued at $800,000 after buying an additional 485 shares during the period. Peterson Wealth Management raised its holdings in shares of Walmart by 3.5% during the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock valued at $4,416,000 after acquiring an additional 1,715 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Walmart by 0.9% during the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock valued at $1,272,000 after acquiring an additional 116 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in Walmart by 1.2% in the second quarter. Schnieders Capital Management LLC. now owns 91,341 shares of the retailer’s stock worth $8,931,000 after acquiring an additional 1,048 shares during the period. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling at Walmart

In other news, EVP Donna Morris sold 76,181 shares of Walmart stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $123.79, for a total transaction of $9,430,445.99. Following the completion of the transaction, the executive vice president directly owned 402,072 shares in the company, valued at approximately $49,772,492.88. This trade represents a 15.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John D. Rainey sold 20,000 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president directly owned 506,764 shares in the company, valued at approximately $61,962,034.28. This represents a 3.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 243,960 shares of company stock valued at $30,284,661. 0.10% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on WMT. Raymond James Financial reiterated an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Friday, March 6th. Jefferies Financial Group set a $145.00 price objective on shares of Walmart in a report on Friday, February 20th. Bank of America initiated coverage on shares of Walmart in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 target price on the stock. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research report on Tuesday, February 24th. Finally, HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and increased their price target for the stock from $122.00 to $131.00 in a research note 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, the company has an average rating of “Buy” and an average target price of $137.79.

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart announced a new business unit, Upstream Facility Services, to sell maintenance services to other businesses — a push to monetize logistics/operations expertise beyond retail that could add recurring revenue and higher-margin service income. Walmart Inc. (WMT) Diversifies Beyond Retail Into Maintenance Services
• Positive Sentiment: Sam’s Club launched a one‑hour delivery option for members, escalating competition with Costco and Amazon on convenience and helping Walmart drive higher basket frequency and membership value. Faster delivery supports digital growth and same‑day monetization. Walmart’s warehouse club ups the pressure on Costco with a new member perk
• Positive Sentiment: Morgan Stanley raised its price target on WMT to $140 and keeps an “overweight” rating — a visible buy‑side endorsement that can lift sentiment and flows into the stock. Benzinga analyst note
• Positive Sentiment: Walmart is expanding healthcare/omnichannel offerings (Better Care Services, GLP‑1 support) and integrating pharmacy/virtual care — moves that broaden addressable market and higher‑margin services revenue. Walmart Boosts Growth Playbook With Healthcare, Omnichannel Push
• Positive Sentiment: Walmart is revamping its Great Value private‑label across ~10,000 items and modernizing stores and delivery staging — initiatives aimed at margin improvement, stronger value perception and better e‑commerce fulfillment. Walmart Revamps ‘Great Value’ Brand as Shoppers Shift to Lower-Priced Options
• Neutral Sentiment: WMT is a frequently trending stock and subject of value/peer comparisons (e.g., Carrefour) and analyst roundup pieces — useful for sentiment tracking but not immediate catalysts. CRRFY vs. WMT: Which Stock Is the Better Value Option?
• Neutral Sentiment: Partnerships like the Back to the Roots soil‑health product at Walmart are positive for brand and CSR but represent a modest direct financial impact. Back to the Roots Scales Regenerative Movement Nationwide
• Negative Sentiment: A California court complaint alleges Amazon coerced vendors to pressure retailers like Walmart into raising prices — if investigations expand, it could create regulatory scrutiny or supplier dynamics that indirectly affect Walmart’s pricing and relationships. California says Amazon coerced companies into illegally raising prices

Walmart Stock Performance

Shares of Walmart stock opened at $129.98 on Thursday. Walmart Inc. has a 12 month low of $91.89 and a 12 month high of $134.69. The firm has a market capitalization of $1.04 trillion, a P/E ratio of 47.44, a P/E/G ratio of 4.83 and a beta of 0.66. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38. The business has a fifty day simple moving average of $125.70 and a two-hundred day simple moving average of $116.53.

Walmart (NASDAQ:WMT) last released its 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. The firm had revenue of $190.66 billion for 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%. The company’s revenue was up 5.6% compared to the same quarter last year. During the same period in the prior 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, equities analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Walmart Announces Dividend

The firm also recently disclosed 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. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio is 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.