Kingswood Wealth Advisors LLC Increases Stock Position in Walmart Inc. $WMT

Kingswood Wealth Advisors LLC boosted its stake in Walmart Inc. (NASDAQ:WMT) by 62.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,638 shares of the retailer’s stock after purchasing an additional 40,955 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in Walmart were worth $11,881,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. raised its stake in Walmart by 0.9% in the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock valued at $44,898,368,000 after purchasing an additional 3,835,200 shares in the last quarter. State Street Corp raised its stake in Walmart by 1.2% in the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after purchasing an additional 2,242,364 shares in the last quarter. Fisher Asset Management LLC raised its stake in Walmart by 1.6% in the third quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock valued at $4,153,176,000 after purchasing an additional 634,211 shares in the last quarter. Legal & General Group Plc grew its position in Walmart by 3.5% during the third 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 last quarter. Finally, Raymond James Financial Inc. grew its position in Walmart by 0.4% during the third 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 last quarter. 26.76% of the stock is owned by hedge funds and other institutional investors.

Walmart Stock Up 1.6%

Shares of Walmart stock opened at $132.03 on Friday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. Walmart Inc. has a 52-week low of $91.89 and a 52-week high of $134.69. The stock has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 48.19, a P/E/G ratio of 4.84 and a beta of 0.66. The company’s 50 day moving average price is $125.67 and its 200-day moving average price is $116.64.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter last year, the business earned $0.66 earnings per share. The business’s 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. Equities research analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Walmart Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be issued a $0.2475 dividend. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.7%. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

Insider Transactions at Walmart

In other news, Director C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $126.71, for a total value of $2,460,201.36. Following the transaction, the director owned 4,023,209 shares in the company, valued at approximately $509,780,812.39. This trade represents a 0.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 transaction of $4,158,004.00. Following the completion of the transaction, the executive vice president owned 533,466 shares in the company, valued at $65,082,852. This represents a 6.01% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 243,960 shares of company stock valued at $30,284,661. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts have commented on WMT shares. Roth Mkm reiterated a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. HSBC cut shares of Walmart from a “buy” rating to a “hold” rating and increased their price target for the company from $122.00 to $131.00 in a research report on Friday, February 20th. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research report on Tuesday, February 24th. Deutsche Bank Aktiengesellschaft set a $120.00 price target on shares of Walmart in a research report on Friday, February 20th. Finally, CICC Research started coverage on shares of Walmart in a research report on Friday, December 26th. They set an “outperform” rating and a $125.00 price target on the stock. 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, the company currently has an average rating of “Buy” and an average target price of $137.79.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart filed its 2026 Annual Report and proxy; CEO John Furner’s first shareholder letter emphasizes confidence in the business model and investments in associates and AI-powered solutions — signals management is prioritizing productivity and tech-driven growth. Walmart Releases 2026 Annual Report and Proxy Statement
• Positive Sentiment: Morgan Stanley raised its price target to $140 and kept an “overweight” rating, offering fresh analyst validation and upside versus current levels — a direct catalyst for buy-side flows. Morgan Stanley raises price target
• Positive Sentiment: Walmart launched “Upstream Facility Services,” expanding into maintenance services for businesses — a diversification move that creates higher-margin, recurring B2B revenue beyond core retail. Walmart Inc. (WMT) Diversifies Beyond Retail Into Maintenance Services
• Positive Sentiment: Sam’s Club introduced a one-hour express delivery option for members, tightening competition with Costco and improving value for members — an operational win that can drive higher same-club sales and membership retention. Walmart’s warehouse club ups the pressure on Costco
• Positive Sentiment: Consensus analyst rating sits at “Buy,” reflecting broad sell‑side confidence which supports demand for the shares. Walmart Given Consensus Rating of “Buy”
• Neutral Sentiment: Coverage pieces highlight Walmart’s strategic push into the “decision layer” (competing with Amazon on AI-driven choice architecture) — underscores longer-term tech competition but is not an immediate earnings swing. Amazon and Walmart Race to Capture Retail’s Decision Layer First
• Neutral Sentiment: Partnerships like the Back to the Roots retail program are PR/CSR positives that help merchandising and sustainability narratives but have limited near-term revenue impact. Back to the Roots Scales Regenerative Movement Nationwide
• Negative Sentiment: Industry commentary noting Visa’s faster market‑cap growth versus Walmart highlights relative-growth concerns and investor preference for payments/tech growth stories over traditional retail — a competitive narrative that can cap valuation multiples. One Year Later: We Predicted Visa Would Overtake Walmart

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.