TLW Wealth Management LLC reduced its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 148,879 shares of the retailer’s stock after selling 7,276 shares during the quarter. Walmart comprises about 9.6% of TLW Wealth Management LLC’s portfolio, making the stock its 4th biggest position. TLW Wealth Management LLC’s holdings in Walmart were worth $16,587,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in Walmart by 28.8% during the 4th quarter. Brighton Jones LLC now owns 98,150 shares of the retailer’s stock valued at $8,868,000 after acquiring an additional 21,939 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Walmart by 5.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,849 shares of the retailer’s stock worth $800,000 after purchasing an additional 485 shares during the last quarter. Peterson Wealth Management boosted its position in Walmart by 3.5% in the first quarter. Peterson Wealth Management now owns 50,307 shares of the retailer’s stock worth $4,416,000 after purchasing an additional 1,715 shares during the last quarter. Sivia Capital Partners LLC boosted its position in Walmart by 0.9% in the second quarter. Sivia Capital Partners LLC now owns 13,008 shares of the retailer’s stock worth $1,272,000 after purchasing an additional 116 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position 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 purchasing an additional 1,048 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
Several research analysts have weighed in on WMT shares. Craig Hallum set a $150.00 price objective on Walmart in a research report on Friday, March 6th. Roth Mkm reissued a “buy” rating and issued a $138.00 target price on shares of Walmart in a research report on Friday, February 20th. Evercore reiterated an “outperform” rating and issued a $130.00 price target (up from $125.00) on shares of Walmart in a research report on Tuesday, February 3rd. Guggenheim lifted their price objective on Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Finally, Erste Group Bank raised Walmart from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Walmart presently has an average rating of “Buy” and an average price target of $138.88.
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.
Insider Buying and Selling
In related news, CEO John R. Furner sold 13,125 shares of the company’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 value of $1,638,525.00. Following the sale, the chief executive officer owned 674,162 shares in the company, valued at $84,162,384.08. This represents a 1.91% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,335 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the transaction, the executive vice president owned 636,843 shares of the company’s stock, valued at $79,369,743.09. The trade was a 0.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 167,195 shares of company stock worth $20,975,804 over the last three months. Corporate insiders own 0.10% of the company’s stock.
Walmart Trading Down 0.8%
NASDAQ WMT opened at $131.45 on Friday. Walmart Inc. has a 1-year low of $93.43 and a 1-year 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. The stock has a 50-day moving average of $126.37 and a 200-day moving average of $119.15. The firm has a market cap of $1.05 trillion, a PE ratio of 47.97, a price-to-earnings-growth ratio of 4.93 and a beta of 0.65.
Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly 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. Walmart had a return on equity of 21.44% and a net margin of 3.07%.The company had revenue of $190.66 billion for the quarter, compared to the consensus estimate of $188.37 billion. During the same quarter in the previous year, the business earned $0.66 EPS. Walmart’s revenue was up 5.6% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. As a group, sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.
Walmart Dividend Announcement
The company 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 dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a dividend yield of 0.8%. Walmart’s dividend payout ratio is 36.13%.
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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