Signature Estate & Investment Advisors LLC Grows Holdings in Walmart Inc. $WMT

Posted by George Bondi on May 22nd, 2026

Walmart logo Signature Estate & Investment Advisors LLC increased its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 2.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 343,561 shares of the retailer’s stock after buying an additional 6,594 shares during the period. Walmart comprises approximately 0.8% of Signature Estate & Investment Advisors LLC’s holdings, making the stock its 26th biggest holding. Signature Estate & Investment Advisors LLC’s holdings in Walmart were worth $38,276,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in WMT. Fox Run Management L.L.C. bought a new stake in shares of Walmart in the 3rd quarter valued at approximately $1,709,000. Van ECK Associates Corp increased its holdings in shares of Walmart by 2.9% in the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after acquiring an additional 28,026 shares during the last quarter. Tennessee Valley Asset Management Partners increased its holdings in shares of Walmart by 466.6% in the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock valued at $1,375,000 after acquiring an additional 10,988 shares during the last quarter. Florida Trust Wealth Management Co increased its holdings in shares of Walmart by 7.0% in the 4th quarter. Florida Trust Wealth Management Co now owns 196,648 shares of the retailer’s stock valued at $21,909,000 after acquiring an additional 12,794 shares during the last quarter. Finally, Pensionfund Sabic bought a new stake in shares of Walmart during the 4th quarter valued at about $4,378,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart reported Q1 EPS of $0.66, ahead of estimates, on revenue of $177.75 billion, also above expectations. The company also highlighted strong underlying growth drivers, including 26% global e-commerce growth and 37% growth in advertising revenue. Article Title
Positive Sentiment: Management reaffirmed its long-term strategy and kept annual targets in place, which supports the view that Walmart’s core business remains resilient despite a cautious consumer backdrop. Article Title
Neutral Sentiment: Analysts noted that Walmart continues to benefit from value-seeking shoppers, but the market is also watching whether the company can sustain growth if consumers become more stressed by inflation and higher fuel costs. Article Title
Negative Sentiment: Walmart’s Q2 guidance came in below analyst forecasts, with EPS and revenue outlooks both disappointing investors. That weaker near-term guidance is the main reason the stock is falling today. Article Title
Negative Sentiment: Management warned that high gas prices are squeezing household budgets and raising Walmart’s transportation and logistics costs, increasing the risk of margin pressure even as shoppers shift toward cheaper purchases. Article Title

Walmart Price Performance

NASDAQ WMT opened at $121.34 on Friday. Walmart Inc. has a 52 week low of $93.43 and a 52 week high of $135.15. 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 $967.20 billion, a price-to-earnings ratio of 44.28, a price-to-earnings-growth ratio of 4.84 and a beta of 0.65. The company has a 50-day moving average price of $126.83 and a two-hundred day moving average price of $120.03.

Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The firm had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter in the prior year, the firm earned $0.61 EPS. Walmart’s quarterly revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts forecast that Walmart Inc. will post 2.89 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on WMT. Guggenheim boosted their price objective on shares of Walmart from $120.00 to $137.00 and gave the company a “buy” rating in a research report on Monday, April 13th. BTIG Research boosted their price objective on shares of Walmart from $140.00 to $145.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Roth Mkm reaffirmed a “buy” rating and set a $138.00 price objective on shares of Walmart in a research report on Friday, February 20th. Craig Hallum set a $150.00 price objective on shares of Walmart in a research report on Friday, March 6th. Finally, Truist Financial set a $140.00 price objective on Walmart in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $138.91.

Get Our Latest Report on Walmart

Insider Buying and Selling

In other news, EVP Daniel J. Bartlett sold 1,335 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $124.63, for a total value of $166,381.05. Following the completion of the transaction, the executive vice president owned 636,843 shares of the company’s stock, valued at approximately $79,369,743.09. This represents a 0.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $124.72, for a total value of $361,688.00. Following the completion of the transaction, the executive vice president directly owned 596,008 shares of the company’s stock, valued at approximately $74,334,117.76. The trade was a 0.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 109,983 shares of company stock valued at $13,908,797. Company insiders own 0.10% of the company’s stock.

Walmart Company Profile

(Free Report)

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.