Saranac Partners Ltd lifted its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 17.6% during the fourth quarter, Holdings Channel reports. The firm owned 76,790 shares of the retailer’s stock after acquiring an additional 11,517 shares during the period. Walmart makes up 3.3% of Saranac Partners Ltd’s holdings, making the stock its 9th largest holding. Saranac Partners Ltd’s holdings in Walmart were worth $8,570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other large investors also recently made changes to their positions in the company. Stockman Wealth Management Inc. lifted its position in shares of Walmart by 3.5% during the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after purchasing an additional 87 shares in the last quarter. Capstone Wealth Management LLC lifted its position in shares of Walmart by 1.8% during the fourth quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after purchasing an additional 89 shares in the last quarter. Ellenbecker Investment Group lifted its position in shares of Walmart by 0.6% during the fourth quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock valued at $1,613,000 after purchasing an additional 90 shares in the last quarter. Matrix Trust Co lifted its position in shares of Walmart by 20.0% during the fourth quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock valued at $61,000 after purchasing an additional 91 shares in the last quarter. Finally, HRC Wealth Management LLC lifted its position in shares of Walmart by 4.4% during the fourth quarter. HRC Wealth Management LLC now owns 2,209 shares of the retailer’s stock valued at $246,000 after purchasing an additional 94 shares in the last quarter. 26.76% of the stock is owned by institutional investors.
Key Headlines Impacting Walmart
Here are the key news stories impacting Walmart this week:
- Positive Sentiment: Analysts have been raising price targets and reiterating bullish ratings on Walmart ahead of earnings, reflecting confidence in the company’s execution and near-term outlook. Walmart stock: Here’s why analysts are raising price targets before Q1 earnings
- Positive Sentiment: Walmart is benefiting from its scale, digital expansion, and higher-margin businesses, which are helping it outperform rivals and absorb tariff-related cost pressure better than peers. Scale, online push and loyalty fees: how Walmart won the year of the tariffs
- Positive Sentiment: Walmart is expected to deliver solid Q1 results, with investors watching for continued omnichannel momentum, e-commerce growth, and gains in ads and membership revenue. Walmart Looks Strong Ahead of Q1 Earnings: Should Investors Stay Put?
- Positive Sentiment: Management’s push into AI and automation could support margins over time by improving fulfillment efficiency and lowering operating costs. Walmart’s AI and Automation Push: Long-Term Cost Advantage?
- Neutral Sentiment: One small insider sale by EVP Daniel Bartlett is a headline risk, but it was a pre-arranged 10b5-1 transaction and does not appear to signal a major change in outlook. SEC Form 4 filing
- Neutral Sentiment: Broader retail comparisons and market worries around consumer spending and geopolitics may create short-term volatility, but they also reinforce Walmart’s defensive appeal. NVDA, WMT Report This Week, but News on the Strait Is Key
Analyst Upgrades and Downgrades
Check Out Our Latest Analysis on WMT
Insider Transactions at Walmart
In related news, EVP Latriece Watkins sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $121.46, for a total transaction of $1,214,600.00. Following the completion of the transaction, the executive vice president owned 108,294 shares of the company’s stock, valued at approximately $13,153,389.24. The trade was a 8.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO John R. Furner sold 13,125 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 167,190 shares of company stock valued at $20,975,838. 0.10% of the stock is currently owned by insiders.
Walmart Price Performance
WMT opened at $134.20 on Wednesday. The company has a market capitalization of $1.07 trillion, a price-to-earnings ratio of 48.98, a PEG ratio of 4.93 and a beta of 0.65. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. The firm has a 50-day moving average price of $126.78 and a 200-day moving average price of $119.68. Walmart Inc. has a twelve month low of $93.43 and a twelve month high of $135.16.
Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, topping the consensus estimate of $0.73 by $0.01. The firm had revenue of $190.66 billion during 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% on a year-over-year basis. During the same quarter last year, the company earned $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 analysts expect that Walmart Inc. will post 2.89 EPS for the current year.
Walmart Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Stockholders of record on Friday, December 11th will be paid 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 presently 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.
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