Left Brain Wealth Management LLC grew its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 58.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,241 shares of the retailer’s stock after purchasing an additional 5,261 shares during the quarter. Left Brain Wealth Management LLC’s holdings in Walmart were worth $1,587,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Fox Run Management L.L.C. purchased a new stake in Walmart during the 3rd quarter valued at $1,709,000. Harel Insurance Investments & Financial Services Ltd. raised its holdings in Walmart by 16.6% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 63,782 shares of the retailer’s stock valued at $6,567,000 after buying an additional 9,061 shares during the period. Van ECK Associates Corp raised its holdings in Walmart by 2.9% during the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after buying an additional 28,026 shares during the period. Tennessee Valley Asset Management Partners raised its holdings in Walmart by 466.6% during the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock valued at $1,375,000 after buying an additional 10,988 shares during the period. Finally, Tradewinds LLC. purchased a new stake in Walmart during the 3rd quarter valued at $11,077,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.
Wall Street Analysts Forecast Growth
WMT has been the topic of several recent research reports. The Goldman Sachs Group restated a “buy” rating and set a $138.00 price target on shares of Walmart in a report on Friday, February 20th. Sanford C. Bernstein restated an “outperform” rating and set a $145.00 price target on shares of Walmart in a report on Tuesday. Telsey Advisory Group increased their price target on Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a report on Friday, February 20th. Raymond James Financial reiterated an “outperform” rating and issued a $135.00 target price on shares of Walmart in a research note on Friday, March 6th. Finally, Wall Street Zen lowered shares of Walmart from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $138.88.
Walmart Trading Down 0.8%
NASDAQ WMT opened at $131.45 on Friday. The company’s 50-day moving average price is $126.37 and its 200-day moving average price is $119.15. 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 stock has a market cap of $1.05 trillion, a PE ratio of 47.97, a PEG ratio of 4.93 and a beta of 0.65. Walmart Inc. has a 12 month low of $93.43 and a 12 month high of $134.69.
Walmart (NASDAQ:WMT – Get Free Report) 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. The firm had revenue of $190.66 billion for the quarter, compared to analysts’ expectations of $188.37 billion. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.66 earnings per share. 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 earnings per share for the current year.
Walmart Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. Walmart’s dividend payout ratio (DPR) is currently 36.13%.
Insider Activity
In other news, EVP John D. Rainey sold 20,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $127.79, for a total transaction of $2,555,800.00. Following the transaction, the executive vice president owned 486,764 shares in the company, valued at approximately $62,203,571.56. This trade represents a 3.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Latriece Watkins sold 10,000 shares of the firm’s stock in a transaction 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 transaction, the executive vice president owned 108,294 shares in the company, valued at approximately $13,153,389.24. This represents a 8.45% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 167,195 shares of company stock valued at $20,975,804. Company insiders own 0.10% of the company’s stock.
Key Walmart News
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: UBS and other analysts expect Walmart to deliver another strong quarter, helped by resilient grocery demand, e-commerce growth, and advertising momentum, which could support the stock if results meet or exceed expectations.
- Positive Sentiment: Bank of America said Walmart’s consistent sales growth should be rewarded by the market, reinforcing the view that WMT remains a defensive growth name ahead of earnings.
- Positive Sentiment: Recent commentary also highlights Walmart as a long-term growth and momentum stock, with investors continuing to search for the name ahead of the report.
- Neutral Sentiment: Walmart said it will host its first-quarter earnings conference call on May 21, keeping attention focused on upcoming results and guidance rather than any new business update. Walmart To Host First Quarter Earnings Conference Call May 21, 2026
- Negative Sentiment: One bearish analysis argued that expectations may be too high versus Walmart’s own guidance, warning that reported sales growth may not be enough to justify a further move higher and that investors may want to trim positions.
Walmart 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.
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