Sax Wealth Advisors LLC Has $1.88 Million Holdings in Walmart Inc. $WMT

Sax Wealth Advisors LLC lifted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 48.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,886 shares of the retailer’s stock after purchasing an additional 5,543 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Walmart were worth $1,881,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Collier Financial acquired a new stake in Walmart during the third quarter worth approximately $25,000. Your Advocates Ltd. LLP acquired a new position in Walmart in the 3rd quarter valued at $28,000. Redmont Wealth Advisors LLC bought a new stake in shares of Walmart during the 3rd quarter valued at $30,000. Beacon Financial Strategies CORP bought a new stake in shares of Walmart during the 4th quarter valued at $30,000. Finally, Roble Belko & Company Inc grew its holdings in shares of Walmart by 212.6% during the 3rd quarter. Roble Belko & Company Inc now owns 322 shares of the retailer’s stock worth $33,000 after purchasing an additional 219 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Walmart

In related news, EVP John D. Rainey sold 20,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $122.27, for a total value of $2,445,400.00. Following the completion of the transaction, the executive vice president owned 506,764 shares of the company’s stock, valued at $61,962,034.28. This represents a 3.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the completion of the sale, the chief executive officer owned 4,274,856 shares in the company, valued at $509,434,589.52. This represents a 0.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 254,862 shares of company stock worth $31,434,518 over the last 90 days. 0.10% of the stock is owned by corporate insiders.

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Jefferies and other outlets highlight Walmart emerging as a frontrunner in retail AI adoption — a potential catalyst for faster online growth, better margins via automation and personalization, and competitive advantage vs. peers. Read More.
• Positive Sentiment: Walmart is rolling out The Farmer’s Dog products in stores and online, expanding into premium pet food — a higher‑margin, recurring category that can boost average basket values and online penetration. Read More.
• Positive Sentiment: Industry coverage frames Walmart’s long‑term online transformation (“second act”) toward a larger e‑commerce footprint, reinforcing the narrative that digital growth remains a core upside driver. Read More.
• Neutral Sentiment: Comparative pieces weighing Amazon vs. Walmart keep the stock in focus but offer limited near‑term directional impact — they underscore valuation and execution tradeoffs investors should monitor. Read More.
• Neutral Sentiment: CNBC reports outgoing CEOs (including former Walmart CEO Doug McMillon) citing AI as a driver for leadership changes — signals corporate emphasis on AI but not an immediate operational shock. Read More.
• Neutral Sentiment: Market commentators (Jim Cramer) note Walmart among retailers that could hold up if macro slows (e.g., from lower oil prices), a thematic support for defensive retail exposure. Read More.
• Negative Sentiment: Berger Montague has opened an investigation into Walmart’s board over alleged oversight failures related to deceptive pay practices for Spark drivers — introduces legal, governance and reputational risk that could prompt costs or settlements. Read More.
• Negative Sentiment: Analyst pieces flag high valuation and mounting headwinds that could warrant downgrades — a risk to near‑term performance given WMT’s elevated P/E and limited upside vs. consensus targets. Read More.

Walmart Stock Performance

NASDAQ:WMT opened at $122.18 on Friday. The stock’s 50-day simple moving average is $124.29 and its 200 day simple moving average is $113.37. The firm has a market capitalization of $974.07 billion, a PE ratio of 44.59, a price-to-earnings-growth ratio of 4.58 and a beta of 0.66. The company has a quick ratio of 0.24, a current ratio of 0.79 and a debt-to-equity ratio of 0.38. Walmart Inc. has a twelve month low of $79.81 and a twelve month high of $134.69.

Walmart (NASDAQ:WMT) last issued its earnings results on Thursday, February 19th. The retailer reported $0.74 EPS 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 return on equity of 21.44% and a net margin of 3.07%.The business’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the firm 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. On average, analysts anticipate that Walmart Inc. will post 2.55 EPS for the current fiscal year.

Walmart Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Friday, December 11th will be given a dividend of $0.2475 per share. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, December 11th. Walmart’s dividend payout ratio is currently 36.13%.

Wall Street Analysts Forecast Growth

WMT has been the topic of a number of recent analyst reports. Sanford C. Bernstein restated an “outperform” rating and issued a $134.00 price target (up from $129.00) on shares of Walmart in a research report on Friday, February 20th. Morgan Stanley reiterated an “overweight” rating and set a $135.00 price objective (up from $125.00) on shares of Walmart in a research note on Thursday, January 15th. Telsey Advisory Group raised their target price on shares of Walmart from $135.00 to $140.00 and gave the company an “outperform” rating in a report on Friday, February 20th. KeyCorp restated an “overweight” rating and issued a $145.00 target price (up from $128.00) on shares of Walmart in a research report on Friday, February 13th. Finally, BTIG Research reaffirmed a “buy” rating and set a $140.00 price target on shares of Walmart in a report on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $135.76.

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.