Private Advisor Group LLC Has $79.06 Million Holdings in Walmart Inc. $WMT

Private Advisor Group LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT) by 2.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 767,144 shares of the retailer’s stock after acquiring an additional 20,228 shares during the quarter. Private Advisor Group LLC’s holdings in Walmart were worth $79,062,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the stock. Collier Financial acquired a new stake in Walmart in the 3rd quarter worth approximately $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart during the third quarter valued at approximately $28,000. Redmont Wealth Advisors LLC acquired a new position in Walmart during the third quarter valued at approximately $30,000. Roble Belko & Company Inc raised its position in shares of Walmart by 212.6% in the third quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock valued at $33,000 after purchasing an additional 219 shares during the period. Finally, Manning & Napier Advisors LLC acquired a new stake in shares of Walmart in the third quarter worth $39,000. Institutional investors and hedge funds own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: OpenAI reportedly pulling back on direct purchases in ChatGPT could send more checkout traffic to retailer apps, giving Walmart’s commerce and app ecosystem an advantage. ChatGPT’s Retail Retreat Hands Walmart An AI Advantage: Analyst
• Positive Sentiment: Analyst commentary and re‑rated fair‑value models are lifting the tech/AI narrative around Walmart, producing higher price targets and supporting upside expectations from investors focused on digital and ads monetization. How Walmart (WMT) Is Rewriting Its Story With Tech, AI And A Richer Valuation Debate
• Positive Sentiment: Company execution reminders — new store formats and ongoing omnichannel growth — reinforce the core retail case that underpins earnings stability. Walmart Opens Next Generation Supercenter in The Villages
• Neutral Sentiment: Investor attention is high — search and readership spikes (Zacks/Yahoo) and conference transcripts give analysts more to parse but contain no single market‑moving surprise. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know
• Negative Sentiment: A reported sale by a 10% Walmart owner totaling roughly $136.45M adds supply pressure and can prompt short‑term negative sentiment despite not reflecting company fundamentals. 10% Owner Of Walmart Sold $136.45M In Stock
• Negative Sentiment: Analyses highlight a cautious forward outlook and attention to a ~$100M regulatory settlement tied to the Spark Driver program — both factors that pressured the stock in recent sessions. Walmart slides as cautious outlook and regulatory settlement weigh on sentiment
• Negative Sentiment: Ongoing tariff and import risks remain a margin headwind risk given Walmart’s large import footprint; rising trade frictions could pressure costs if not passed to customers. Walmart: Navigating A Bumpy Tariff Environment

Walmart Trading Up 0.4%

Shares of WMT stock opened at $123.80 on Monday. The firm has a market capitalization of $986.71 billion, a P/E ratio of 45.18, a price-to-earnings-growth ratio of 4.61 and a beta of 0.66. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $134.69. The firm’s fifty day simple moving average is $121.87 and its 200 day simple moving average is $111.06. The company has a current ratio of 0.79, a quick ratio of 0.24 and a debt-to-equity ratio of 0.38.

Walmart (NASDAQ:WMT) last issued its quarterly earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates 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 business’s revenue was up 5.6% on a year-over-year basis. During the same period in the prior year, the firm earned $0.66 EPS. 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 predict that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be paid a $0.2475 dividend. This represents a $0.99 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio (DPR) is presently 36.13%.

Analyst Upgrades and Downgrades

WMT has been the subject of several recent analyst reports. HSBC downgraded shares of Walmart from a “buy” rating to a “hold” rating and upped their price objective for the stock from $122.00 to $131.00 in a report on Friday, February 20th. KeyCorp reiterated an “overweight” rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a report on Friday, February 13th. UBS Group reissued a “buy” rating and set a $147.00 target price (up from $135.00) on shares of Walmart in a research report on Friday, February 20th. DA Davidson set a $150.00 price target on shares of Walmart and gave the company a “buy” rating in a report on Friday, February 20th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $140.00 price target (up from $125.00) on shares of Walmart in a research report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $135.76.

Insiders Place Their Bets

In other Walmart news, CEO John R. Furner sold 13,125 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $129.10, for a total value of $1,694,437.50. Following the completion of the transaction, the chief executive officer owned 591,084 shares of the company’s stock, valued at $76,308,944.40. This represents a 2.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 value of $4,158,004.00. Following the completion of the sale, the executive vice president owned 533,466 shares of the company’s stock, valued at $65,082,852. This represents a 6.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 279,703 shares of company stock valued at $34,140,843 in the last quarter. 0.10% of the stock is currently owned by insiders.

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.